港股异动 | 煤炭股延续近期涨势机构指当前煤价尚处于偏低位置供给收缩有望驱动煤价上行

智通财经

Feb 11

智通财经APP获悉，煤炭股延续近期涨势，截至发稿，蒙古焦煤(00975)涨5.15%，报12.65港元；兖矿能源(01171)涨4.38%，报13.36港元；力量发展(01277)涨3.23%，报1.92港元；兖煤澳大利亚(03668)涨2.36%，报33.78港元；中煤能源(01898)涨2.11%，报12.58港元。

消息面上，据财联社报道，2月3日，印尼矿业官员表示，由于印尼政府提出大幅减产计划，该国矿商已暂停现货煤炭出口；此外印尼上月向主要矿商下达的产量配额比2025年全年水平降低40%至70%，作为该国提振煤价计划的一部分。长城证券发布研报称，煤炭供给收缩驱动煤价上行的逻辑再次被验证。

该行指出，国内方面，2025年下半年国内通过查煤矿超产的形式实现了供给的快速收缩，秦皇岛动力煤平仓价亦从最低的609元/吨一路上行至834元/吨。海外方面，煤价运行的大致趋势与国内类似，印尼等煤炭出口国家希望抬升煤价来改善企业的业绩和增厚财政，从近期印尼政府的相关政策来看，供给收缩驱动煤价上行也成为了重要手段。综合国内和海外判断，当前煤价尚处于偏低位置，离合理价格仍存在一定距离，存在政策驱动供给收缩抬升煤价的逻辑。

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