智通财经APP获悉，煤炭股跌幅居前，截至发稿，兖矿能源(01171)跌3.57%，报11.06港元；兖煤澳洲(03668)跌3.42%，报27.64港元；中国神华(01088)跌2.73%，报40.6港元；中煤能源(01898)跌2.47%，报11.46港元。
消息面上，2025年前三季度煤价仍同比下跌，煤企业绩同比仍回落，但在“反内卷”影响之下，第三季度煤炭价格已环比明显修复，煤企三季度业绩环比亦明显改善。
国泰海通证券发布研报称，煤价继续上涨至830元/吨以上，我们认为短期煤价超预期上涨或告一段落。10月份，规上工业原煤产量4.1亿吨，同比下降2.3%，但环比持平。从长期逻辑来看，本轮煤价上涨的核心原因，是5月份以来煤炭行业供需格局发生根本性逆转。基于这一核心变化，煤炭价格中期向上的大趋势不会改变。
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