周四，港股煤炭股盘中集体拉升， 兖煤澳大利亚 涨近5%， 兖矿能源 涨超4%， 中煤能源 、 中国秦发 涨超3%， 中国神华 涨超1%。国际能源价格高位运行，传导至国内煤炭市场。截至4月上旬，秦港Q5500动力煤平仓价报761元/吨，周环比上涨7元/吨，同比上涨92元/吨，产地坑口价格同步走高，推升行业盈利修复预期。
长期来看，煤炭行业结构性因素将支撑股价。行业整合周期开启，头部企业凭借资源储备和规模效应，有望在并购浪潮中巩固地位。
中信证券指出，二季度中后期国内外煤价或形成共振，煤化工价格上涨效应有望体现，为板块提供持续动力。夏季用电高峰等季节性需求，可能进一步释放行业潜力。
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