金吾财讯 | 煤炭股多数走高，汇力资源(01303)涨10.77%，蒙古能源(00276)涨5.8%，蒙古焦煤(00975)涨4.62%，恒鼎实业(01393)涨2.67%，兖煤澳大利亚(03668)涨2.57%。
国泰君安研报表示，美国大选落地，特朗普的顺利当选预计会促进拉动内需的相关政策加快释放。国泰君安认为2024年在整个需求下行压力加大的背景下，煤炭显示出了超预期的价格韧性，体现出供求的稳态性。展望2025年，动力煤整体的波动区间可能会进一步收窄，维持红利的投资思路；而焦煤端，2024年验证了行业的最底部，下游钢铁需求2025年在政策刺激拉动下有望复苏，迎来弹性，焦煤或为煤焦钢产业链中最具弹性的品种。
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