智通财经APP获悉，煤炭股集体走高，截至发稿，蒙古焦煤(00975)涨8.29%，报8.36港元；力量发展(01277)涨4.62%，报1.81港元；兖煤澳大利亚(03668)涨3.84%，报37.32港元； 中国神华(01088)涨1.28%，报44.16港元。
消息面上，5月22日，山西省长治市沁源县通洲集团留神峪煤矿发生瓦斯爆炸事故，截至5月23日造成90人遇难。据Mysteel发布的统计数据，目前山西炼焦煤矿停产数量已升至109座，产能总计1.22亿吨，影响原煤提产31.95万吨。据悉，山西为国内炼焦煤核心主产区，炼焦煤供应端大幅收缩。
华泰证券认为，目前事故初步调查反映出“隐蔽工作面”、“下井作业人数不清”等问题，我们认为或将引发安全生产监管升级，对煤炭产量产生影响，叠加今年本已偏紧的煤炭供需平衡，推动煤价加速上行。我们重申煤炭标的首推兖矿能源AH，而焦煤标的首钢资源、山西焦煤、潞安环能也将受益焦煤结构性减产。
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