智通财经APP获悉，煤炭股午后跌幅扩大，中煤能源(01898)跌4.22%，报9.54港元；中国神华(01088)跌2.9%，报33.5港元；兖矿能源(01171)跌2.68%，报10.18港元；蒙古焦煤(00975)跌2.58%，报9.06港元。
国盛证券指出，三季度样本上市公司产销量明显修复，可见上半年以山西为主的上市公司减产压力已缓解，预计24Q4有望延续产销趋势；利价来看，龙头煤企三季度成本控制能力凸显，售价环比波动不大的条件下，龙头煤企吨煤毛利环比增长，经营业绩超市场预期，考虑到煤炭企业上市公司已逐渐降本增效进而平滑煤价波动，我们预期在煤价基本触底，上市公司仍有吨煤成本优化空间的趋势下，24Q3煤炭企业单季业绩有望触底。
山西证券则指出，供给增量有限，需求仍有预期，预计冬季煤价维持一定高位。随着回购增持再贷款和SFISF等货币工具的不断落地，套息交易有望不断深化煤炭红利价值，建议关注稳定高股息品种和弹性高股息品种。
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