智通财经APP获悉，煤炭股多数上涨，截至发稿，Mongol Mining(00975)涨10.03%，报13.6港元；首钢资源(00639)涨5.28%，报2.99港元；中国秦发(00866)涨4.47%，报3.04港元；兖煤澳大利亚(03668)涨1.96%，报28.04港元；中煤能源(01898)涨1.8%，报10.2港元。
国信证券发布研报称，2025年下半年煤价反弹后，煤企利润有望改善且四季度煤价具备向上弹性，叠加本轮市场转好后，煤炭板块表现明显弱于其他板块，且底部明确，看好板块四季度反弹。节后煤价迅速止跌并反弹，反映供应收紧预期持续增强，抬高煤价底部，旺季需求释放或打开煤价上行空间。
大同证券指出，动力煤方面，双节期间及节后，雨天不断，煤炭供给受到影响，大秦铁路检修、终端开启冬储和非电煤旺季推进，短期看，预计共同支撑煤价走强。炼焦煤方面，下游铁水产量仍维持高位，焦企再次提涨的信心不足，多持观望态度，叠加10月仍是需求旺季，煤焦钢总库存位于较低位置，对煤价仍有支撑，短期看，焦煤将延续震荡走势。
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