智通财经APP获悉，煤炭股午后走强，截至发稿，蒙古焦煤(00975)涨26.2%，报3.42港元；中国神华(01088)涨6.32%，报33.65港元；中国秦发(00866)涨3.85%，报1.35港元；中煤能源(01898)涨3.45%，报9.3港元。
消息面上，南戈壁三季度表现亮眼领涨煤炭股。南戈壁公布截至今年9月底止首三季业绩，营业额3.19亿美元(下同)，同比增长31.2%。净溢利2020.6万美元，上年同期亏损2342.8万美元，同比扭亏为盈；每股盈利6.8仙。此外，花旗研报指神华第三季净收入达178亿元人民币，同比升14%，按季升19%，胜于市场预期。
中信证券发布研报称，2024Q3动力煤价格略有波动，焦煤季度长协价在9月份出现下调，煤价弱稳的背景下，煤炭公司业绩分化，但部分权重公司业绩超预期，带动Q3板块整体业绩环比改善。展望四季度中后期，在季节性因素以及政策预期下，预计煤价或以稳为主，叠加政策因素或推动红利风格进一步演绎，板块短期或进入新一轮反弹。开源证券认为，当前无论动力煤还是炼焦煤价格均处于低位，随着供需基本面的持续改善，两类煤种仍将具备向上弹性，且空间涨幅均较大。
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