金吾财讯 | 煤炭股普遍拉升，MONGOL MINING(00975)涨9.14%，和嘉控股(00704)涨4.70%，力量发展(01277)涨3.76%，兖矿能源(01171)涨3.67%，中国秦发(00866)涨3.00%，金马能源(06885)涨2.97%，兖煤澳大利亚(03668)涨2.48%，中煤能源(01898)涨2.35%，恒鼎实业(01393)涨1.82%山西证券指出，临近春节煤矿陆续停产放假，产量有所减少, 下游需求采购有限，后续需关注下游补库需求及市场供应情况。美元信用体系松动带动大宗商品等实物资产重估，实物资产定价权提升逻辑传导。但印尼减产、美伊博弈和美联储主席更换等事件或致短期波动加剧。煤炭反内卷趋势未变，供给受约束，业绩存改善预期。
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