金吾财讯 | 煤炭股普遍上扬，和嘉控股(00704)涨164.15%，飞尚无烟煤(01738)涨62.98%，恒鼎实业(01393)涨15.38%，绿领控股(00061)涨12.50%，安域亚洲(00645)涨9.40%，久泰邦达能源(02798)涨9.00%，弘海高新资源(00065)涨6.00%，蒙古能源(00276)涨5.95%，力量发展(01277)涨2.53%，中煤能源(01898)涨2.35%，南南资源(01229)涨1.92%，兖矿能源(01171)涨1.08%。
中信证券研报称，跟踪的样本煤炭上市公司，2025年第三季度净利润环比增长约22%，前三季度同比降幅约29%，环比而言，动力煤、无烟煤公司业绩改善明显，但焦煤公司业绩仍在下行。四季度以来，冬储需求提前释放带动煤价表现超预期，后续随旺季深入，行业或仍将出现阶段性的供给紧张，第四季度煤价环比涨幅或超过15%。目前板块的政策、煤价以及业绩预期都在改善，板块第四季度行情具备持续性。
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