金吾财讯 | 煤炭股部分上涨，中国秦发(00866)涨6.82%，绿领控股(00061)涨5.33%，力量发展(01277)涨1.61%，南南资源(01229)涨1.39%，中国神华(01088)涨1.12%，蒙古焦煤(00975)涨1.06%，弘海高新资源(00065)涨1.04%，南戈壁(01878)涨0.34%，中煤能源(01898)涨0.25%。开源证券指出，3月两会召开之后，无论动力煤还是炼焦煤价格均处于低位，随着供需基本面的持续改善，两类煤种有望企稳反弹，其中动力煤存在区间内弹性而炼焦煤是完全弹性；当前宏观政策已表现力度很大，市场更期待政策落地后反映在需求上的真实效果，2025年“两会”之后，政策方案落实以及开春施工季的来临，煤炭的需求和价格均有望体现出向上趋势，煤炭股周期属性将显现。华福证券指出，节后煤矿复产加速，供给释放加快，供暖需求逐步退出且非电复产进度一般，淡季库存累积下煤价持续回调，但已进入底部区域。在宏观经济偏弱、水电显著增多、新能源高速发展及进口煤延续增长的压力测试下，该行仍看好煤价后续维持高位震荡，煤企利润可持续性强，在经历资产负债表优化后煤企现金流或具有比较优势。
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