9月14日，兖矿能源（01171）盘中下跌3.39%，报12.54港元，成交额9221.15万港元。
消息面上，摩根大通近日发布报告，维持兖矿能源H股"中性"评级，目标价12.5港元，与当前股价基本持平，意味着该行认为H股已无明显上行空间。该行虽上调A股目标价至22元人民币并短期偏好兖矿能源（因焦煤敞口高及合约组合有利），但同时指出煤炭股6%至7%的股息率未必可持续，因供给限制可能属短期性质。
板块方面，煤炭股今日集体走弱，兖煤澳大利亚跌6.09%，力量发展跌4.02%，中广核矿业跌3.95%，中煤能源跌1.97%，中国神华跌1.95%。此前市场对煤价上涨可持续性及政策调控风险的担忧持续发酵，叠加光伏装机首次超越煤电，行业长期替代压力亦压制估值。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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