截至2025年4月12日，京唐港主焦煤库提价1380元/吨(0.0%)，港口一级焦1429元/吨(0.0%)，炼焦煤库存三港合计339.9万吨(0.5%)，200万吨以上的焦企开工率为78.64%(0.71PCT)。
澳洲纽卡斯尔港Q5500离岸价上涨1美元/吨(0.7%)，北方港(Q5500)下水煤较澳洲进口煤成本高650元/吨。
澳洲焦煤到岸价189美元/吨，较前一周上涨5美元/吨(2.4%)，京唐港山西产主焦煤较澳洲进口硬焦煤成本低213元/吨。
智通财经APP获悉，动力煤价格见底也同时确立焦煤价格底部，蒙古交易所引入市场化指数，旨在促进出口，焦煤供需仍将承压。
京唐港主焦煤库提价(山西产)1380元/吨，较前一周持平。目前焦炭开始第一轮涨价，预计反弹空间不大。
国泰海通发布研报称，从财务及固定资产视角看待煤价支撑。该行预计640-650元/吨或成为一个相对合理的行业底部支撑，板块难重回2015年。该行认为25年4月将迎来向上的拐点，叠加6月迎峰度夏，该行预计价格有望回升；贸易摩擦下，市场波动的加剧配置思路将更倾向确定性的红利资产。
煤炭红利资产相关龙头港股：
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