智通财经APP获悉，煤炭股延续跌势，截至发稿，中煤能源(01898)跌4.48%，报10.87港元；兖矿能源(01171)跌3.71%，报10.63港元；中国神华(01088)跌1.56%，报40.36港元；兖煤澳大利亚(03668)跌0.87%，报27.22港元。
国泰海通证券发布研报称，煤价继续上涨至830元/吨以上，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。
东吴证券则表示，从高股息逻辑分析，受益于煤价在2025年二季度见底，煤炭上市公司业绩从三季度开始触底，预计未来煤价相对稳定造就龙头公司持续盈利稳定。预期随着保险资金成本的持续下降，最终高分红标的中国神华、陕西煤业股息率将有望从2025年4.5%左右股息率下降至2026年中3.5%左右。
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