智通财经APP获悉，煤炭股集体走低，截至发稿，蒙古能源(00276)跌9.59%，报0.66港元；蒙古焦煤(00975)跌5.61%，报8.58港元；兖矿能源(01171)跌4.21%，报9.79港元；中煤能源(01898)跌2.62%，报9.29港元；中国神华(01088)跌2.24%，报32.75港元。
海通国际发布研报称，本周电厂日耗环比有所提升，但全国气温较同期偏暖，因此提升有限，但随着气温逐步下降，需求即将进入用煤高峰，预计动力煤价短期虽有震荡但下跌空间或有限。后续仍需继续关注经济复苏及宏观政策带动需求实际释放情况。关注安监对主产区产量影响情况。
该行指出，铁水产量维稳，刚需仍有支撑，但考虑下游需求即将进入淡季，焦炭短期或承压，但跌幅有限。焦煤方面，受下游采购节奏放缓及生产供应相对充足影响，焦煤价格继续回落，短期或仍窄幅震荡。但中期看，考虑到焦煤下游库存持续低位，若需求边际出现改善或供给端出现事件性因素弹性可期，后期需关注产业链终端需求情况及钢厂补库进度。
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