港股异动丨煤炭股普涨，兖煤澳大利亚涨超5%，兖矿能源涨超2%
周二，港股煤炭股普涨。截至发稿，兖煤澳大利亚涨超5%，兖矿能源涨超2%，中国神华涨1.6%。消息上，国盛证券发布研报称，本轮煤炭供需阶段性明显错配，价格快速下挫。因价格低位持续时间较短，同样并未出现煤企大规模减产现象。深陷价格下行泥潭已久，市场持续探底无果，情绪亦降至底部。但转折的契机有望来临，部分产能已陷入亏损，成本支撑逐步显现，只待政策便可破土重生。
另外，中国煤炭工业协会和中国煤炭运销协会定于7月10日-11日召开“2025年夏季全国煤炭交易会”。本次会议主题为，“推动资源要素高效配置，促进煤炭供需动态平衡”。
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