智通财经APP获悉，煤炭股午后走高，截至发稿，中煤能源(01898)涨4.17%，报8.49港元；兖矿能源(01171)涨3.04%，报8.81港元；中国神华(01088)涨2.7%，报32.3港元；蒙古焦煤(00975)涨2.66%，报6.17港元。
消息面上，煤价近期加速下跌，五一假期后港口动力煤价格周内下跌20元/吨。长江证券指出，煤价加速下跌主因节后需求转差+供给增加导致港口累库低价出货疏港意愿增强。但考虑到迎峰度夏用煤需求确定性改善叠加供给相对平稳下，旺季煤价企稳之势仍难逆，后续重点关注供给端边际减少的潜在可能性所带来的利好。叠加宏观不确定性下避险与内需品种占优，建议关注半年维度内动力煤板块配置价值。
信达证券则表示，能源大通胀背景下，我们认为未来3-5年煤炭供需偏紧的格局仍未改变，优质煤炭企业依然具有高壁垒、高现金、高分红、高股息的属性，叠加煤价筑底推动板块估值重塑，板块投资攻守兼备且具有高性价比，短期板块回调后已凸显出较高的投资价值，再度建议重点关注现阶段煤炭的配置机遇。
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