智通财经APP获悉，煤炭股再度上扬，截至发稿，南戈壁(01878)涨5.34%，报2.17港元；中国神华(01088)涨2.16%，报40.76港元；兖矿能源(01171)涨2.06%，报10.88港元；中煤能源(01898)涨0.73%，报10.99港元。
消息面上，据期货日报，有知情人士告诉记者：“7号上午有市场消息称，陕西省榆林市政府在相关会议上通报称，根据国家发展改革委等六部委联合印发的文件，因2024—2025年电煤保供落实不到位，核增产能的52处煤矿中，有26处煤矿被调出保供名单并核减产能1900万吨。对此，记者求证了多位产业和行业人士。有煤矿人士告诉记者，上述消息属实，但对市场的实际影响不大。
山西证券认为，反内卷趋势未变，4季度业绩仍有改善预期，若价格长期高位运行，26年业绩仍具备修复空间。股价下跌强化红利价值，可逢低配置。国海证券表示，展望2026年，“炭火暖意，天平微倾”，行业供需关系预计将有改善，叠加政策托底，预计煤价中枢或有提升，预计北港动力煤价中枢在750元左右、北港主焦煤均价在1550元左右，行业盈利能力有望得到一定修复。
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