10月20日，煤炭股盘中延续近期涨势，兖矿能源涨超4%，兖煤澳大利亚、中煤能源、中国神华涨超2%。
消息面上，动力煤价格近期大涨。开源证券指出，截至10月17日，秦港Q5500动力煤平仓价为748元/吨，环比上涨43元/吨，涨幅6.1%，其他港口价格指标有的已达到750元，几近完成我们提示的煤电盈利均分的价格，静待价格上穿过程，有望至800-860区间。电煤消费有望受益供暖季开启，叠加非电煤旺季，价格有望持续上升趋势。
国泰海通发布研报称，受益行业基本面受到供给和需求端的双重好转，煤价涨幅持续超预期。市场风偏方面，贸易冲突再起后可能导致本就有高低切的风格切换诉求来的更加剧烈。无论是防守型的红利属性，还是低位基本面有明显拐点的煤炭可能对于市场的吸引力都在大幅度提升。
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