金吾财讯 | 煤炭股普升，MONGOL MINING(00975)涨11.67%，兖矿能源(01171)涨5.81%，中国秦发(00866)涨4.83%，中国神华(01088)涨2.75%，首钢资源(00639)涨1.82%，中煤能源(01898)涨1.27%，易大宗(01733)涨1.20%，兖煤澳大利亚(03668)涨0.51%。信达证券认为，当前正处在煤炭经济新一轮周期上行的初期，基本面、政策面共振，现阶段逢低配置煤炭板块正当时。值得注意的是，供给端方面，当前产地供给恢复缓慢，产量未回归年度高位水平。需求端方面，9月正处于“夏末冬前”的需求淡季，市场短期依旧承压。展望后市，10月将迎来大秦线秋季检修，北方供暖启动在即，“金九银十”非电需求持续释放，而港口库存同比偏低，供给恢复不及预期。该机构预计，煤炭市场供需格局有望逐步收紧，价格支撑动力正在积聚，煤炭价格或逐步企稳回升，有望迎来新一轮上涨行情。
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