三重利好加持,“黑金”王者归来!券商看好这些煤炭股

腾讯自选股
Nov 05, 2025

近日,煤炭板块反复活跃,安泰集团15天9板,宝泰隆涨停,大有能源、陕西黑猫、辽宁能源、郑州煤电跟涨。消息面上,受煤价上涨影响,煤炭企业第三季度盈利显著回暖。统计显示,37家煤炭行业上市公司第三季度合计实现归母净利润299.42亿元,环比增长22.83%。此外,三季度以来,供给端在安全监管和超产核查等因素影响下,国内煤炭产量增速逐步放缓,四季度上述约束供给释放的因素依然维持;需求端,10月份北方降温...

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