智通财经APP获悉，煤炭股早盘普涨，截至发稿，首钢资源(00639)涨5.73%，报2.77港元；中国秦发(00866)涨5.41%，报1.95港元；兖矿能源(01171)涨3.18%，报14.61港元；中国神华(01088)涨2.42%，报44.86港元。
消息面上，5月22日，山西长治沁源县通洲集团留神峪煤矿发生重大瓦斯爆炸事故，预计将触发全省乃至全国范围的煤矿安全严查。与此同时，印尼宣布将煤炭出口经营权收归国有，海外供给同步收紧。此外，国内即将进入夏季用电高峰，气象部门预计2026年5月后或进入厄尔尼诺状态，高温天气将推升电煤需求。
国投证券看好煤炭价格上行，认为当前煤价上行驱动正逐步强化，进口煤价倒挂持续，国内供给端受山西长治沁源县煤矿事故影响，安监范围扩大，停产矿井增多，供给端收缩预期升温。后续随着煤价传导逐步到位及迎峰度夏需求释放，板块盈利改善可期。
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