港股煤炭股继续活跃，其中，易大宗、首钢资源、兖矿能源均涨超6%，中煤能源涨5%，中国神华涨4.6%，兖煤澳大利亚涨3%，力量发展、南戈壁、中国秦发跟涨。
消息上，此轮煤炭股上涨是短期旺季预期与中期供需格局改善共振的结果，多家机构认为板块的布局窗口已经开启，建议关注具备成本优势和产能增长潜力的龙头企业。
国家发改委日前会议要求“做好煤炭生产和供应，强化电煤运输保障，满足顶峰发电需求”，这为迎峰度夏期间的煤炭需求提供了明确保障。在山西煤矿重大事故后，安监力度升级，部分矿井停产自查，产能释放受限。在需求旺季来临之际，供给收缩直接推高了煤价上涨的预期。
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