智通财经APP获悉，煤炭股多数上涨，截至发稿，MONGOL MINING(00975)涨6.24%，报13.28港元；中煤能源(01898)涨3.15%，报13.41港元；兖煤澳大利亚(03668)涨5.17%，报35港元；兖矿能源(01171)涨1.93%，报14.27港元。
国泰海通发布研报称，2026年受到印尼供给收缩(出口政策收缩叠加3月斋月)、油气向上共振、美国煤电政策需求支撑三重影响下，海外煤炭价格持续提升近20%，在当前全球补库集中爆发背景下，验证该行战略性看多未来5-10年能源大周期观点，建议持续关注全球煤炭资产配置。广发证券指出，2022年印尼煤出口禁令+俄乌冲突爆发等共同影响，1季度国内外动力煤现货价格年初低点累计上涨80%以上，焦煤期货价格表现滞后，但上涨持续时间更长。
值得关注的是，受中东局势升级影响，市场避险情绪升温。中信证券认为，中东地缘冲突升级，若油价上涨，或有效推涨煤价；同时，甲醇等化工品贸易物流若受到影响，国内煤化工耗煤需求也有望增加，对煤价形成利好。目前叠加印尼煤炭减量带来的出口扰动，国内煤价预期有望持续向好。
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