金吾财讯 | 煤炭股向好，中国秦发(00866)涨7.38%，南南资源(01229)涨2.04%，南戈壁(01878)涨2%，蒙古焦煤(00975)涨1.85%，力量发展(01277)涨1.59%。中信证券研报表示，2025年，预期行业供需双增，供给仍趋向于更加宽松，煤价中枢大概率会继续下移。但由于初步的成本支撑，预计煤价底部和全年中枢下移较为有限。因此，行业预期有支撑。在长债利率下行的背景下，待煤价底部和股息预期明确，行业红利龙头仍可吸引长协资金配置。若经济增长超预期，板块也会出现预期驱动的结构性机会。
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