港股异动 | 煤炭股尾盘涨幅扩大 三季度板块业绩有望环比改善 政策持续推动行业自律

智通财经
Oct 09, 2025

智通财经APP获悉,煤炭股尾盘涨幅扩大,截至发稿,力量发展(01277)涨5.76%,报1.47港元;中煤能源(01898)涨4.37%,报9.8港元;易大宗(01733)涨3.45%,报0.9港元;中国神华(01088)涨2.91%,报38.92港元。

浙商证券发布研报称,预计2025年三季度,煤炭企业业绩整体业绩同比下滑收窄,环比改善。该行表示,展望四季度,随着供暖季来临,电厂和供热公司即将补库,长协价格抬升支撑现货价格,预计煤价10月中下旬上涨。政策方面,预计“反内卷”政策将持续推动行业自律,驱动煤炭供应收缩,进一步支撑煤价稳步上涨。产能置换限制产能规模,预计产能可能会受产能指标的影响而减少,维持行业“看好”评级。

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