智通财经APP获悉，煤炭股逆市走高，截至发稿，兖煤澳大利亚(03668)涨6.86%，报45.68港元；力量发展(01277)涨3.14%，报2.3港元；中煤能源(01898)涨1.91%，报14.39港元；中国神华(01088)涨1.1%，报47.98港元。
消息面上，伊朗方面消息称，伊朗成功打击位于沙特首都利雅得郊区的利雅得油气联合炼油厂美方专属区域。卡塔尔能源公司发布声明，卡塔尔拉斯拉凡工业城当晚遭遇导弹袭击。声明表示，袭击引发大火，造成重大财产损失。此外，以色列袭击伊朗南帕尔斯天然气田。
国盛证券指出，LNG作为重要的清洁燃料，其价格飙升会推高工业、发电及居民用气成本，促使电厂和工业用户转向煤电、煤制气等替代能源，增加动力煤采购需求；同时，LNG与煤炭在能源成本体系中存在长期比价关系，LNG暴涨会打破原有平衡，推动市场对煤炭的价值重估，抬升煤价底部；此外，气价上涨还会带动煤化工原料成本上升，进一步强化煤制化工品的成本优势，刺激化工用煤需求。
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