智通财经APP获悉，煤炭股午前拉升，截至发稿，中煤能源(01898)涨4.41%，报9.94港元；兖矿能源(01171)涨4.01%，报10.38港元；中国神华(01088)涨1.9%，报38.64港元；力量发展(01277)涨1.57%，报1.29港元。
消息面上，据国家统计局数据，8月份，规上工业原煤产量3.9亿吨，同比下降3.2%，降幅环比7月收窄0.6pct；1-8月份，规上工业原煤产量31.7亿吨，同比增长2.8%。国盛证券指出，展望2025年，暂不考虑“反内卷”对产量的影响下，结合对2025年煤矿产能投放情况的梳理，预计全年动力煤产量仍将保持增长态势，或达38.8亿吨左右，但增速进一步收窄至1.4%左右。
中泰证券发布研报称，今年以来煤炭板块累计下跌幅度较大，机构持仓徘徊在低位，筹码结构健康，交易并不拥挤；淡季煤价回落再寻底基本告一段落，非电用煤旺季及迎峰度冬需求释放有望催化煤价进一步上行。短期看，受到中报业绩表现不佳催化，叠加科技行情吸水效应影响，板块承压，但却孕育新的配置机遇，建议积极布局，把握煤炭投资机会。
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