智通财经APP获悉，中国神华(01088)跌超3%，截至发稿，跌3.15%，报33.8港元，成交额2.3亿港元。
消息面上，中国神华近日公布，2025年5月，商品煤产量为2800万吨，同比减少1.4%；煤炭销售量为3250万吨，同比减少10.7%。1-5月，商品煤产量为1.38亿吨，同比减少1.7%；煤炭销售量为1.67亿吨，同比减少12.3%。
东吴证券研报指出，煤炭价格目前主要受库存高位影响以及汛期水电稳增影响导致上涨动能有限，但伴随逐步进入迎峰度夏旺季期，煤价或有进一步触底上行可能。中金此前表示，无论是动力煤还是焦煤，下行趋势若想逆转可能仍有赖于需求端的超预期表现。
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