金吾财讯 | 煤炭股向好，蒙古能源(00276)涨4.00%，中煤能源(01898)涨1.97%，南南资源(01229)涨1.85%，兖矿能源(01171)涨1.45%，久泰邦达能源(02798)涨1.41%，易大宗(01733)涨1.20%，中国神华(01088)涨0.92%，蒙古焦煤(00975)涨0.69%，兖煤澳大利亚(03668)涨0.39%，首钢资源(00639)涨0.38%。中金研报称，随着煤炭供需持续宽松，价格不断探底，供应强度也有所减弱。4月原煤产量同比增幅在去年同期因安监导致的低基数上收缩至4.7%，进口量亦继续下滑。不过，需求端尚未有好转迹象，4月规上发电量同比仅增长0.9%，其中火电下滑了2.3%，水电在高基数下同比亦下降了6.5%。煤炭基本面的企稳可能要看到电力需求的明显回升。
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