智通财经APP获悉，煤炭股午前涨幅扩大，截至发稿，蒙古焦煤(00975)涨4.06%，报11.79港元；中煤能源(01898)涨3.43%，报13.86港元；中国神华(01088)涨3.33%，报47.12港元；兖煤澳大利亚(03668)涨2.99%，报40港元。
消息面上，随着中东地区军事冲突的骤然升级，全球能源供应链正面临严峻挑战，动力煤价格受此影响已飙升至一年多以来的最高水平。分析人士指出，这是继2022年俄乌冲突以来全球煤炭市场遭遇的最大一次外部冲击，考虑到目前能源缺口短期内难以填补，市场看涨情绪依然浓厚，预计高波动、高价位的态势将在局势明朗化之前持续存在。
东证期货发布研报称，霍尔木兹海峡持续关闭，市场对能源估值预期进一步上移。中东冲突持续期成为最大不确定性。当前海外煤价已经计价1个月左右封锁，关注事态进一步演变情况。煤价外强内弱，中长期估值仍然有上行风险，短期预期震荡市。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.