金吾财讯 | 煤炭股普遍上涨，安域亚洲(00645)涨8.33%，金马能源(06885)涨3.45%，中国神华(01088)涨2.76%，中煤能源(01898)涨2.65%，兖矿能源(01171)涨1.71%。国海证券表示，展望后续，供需面改善下煤价有望企稳回升。从大方向来看，行业投资逻辑依然未变，预计未来几年，煤炭行业依然维持紧平衡状态，煤炭行业资产质量高，账上现金流充沛，煤炭上市公司继续呈现“高盈利、高现金流、高壁垒、高分红、高安全边际”五高特征。建议把握低位煤炭板块的价值属性，维持煤炭开采行业“推荐”评级。山西证券表示，进入年末，安全考量下部分完成煤炭生产年度任务的企业减量；同时，强冷空气延续，迎峰度冬需求或进入实质性阶段，叠加临近新年，稳经济政策预计继续发力，因内煤炭价格预计以稳为主。
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