智通财经APP获悉，煤炭股多数走高，截至发稿，兖矿能源(01171)涨6.87%，报15.56港元；中煤能源(01898)涨6.65%，报13.48港元；首钢资源(00639)涨6.25%，报2.89港元；中国神华(01088)涨4.66%，报47.18港元。
消息面上，国海证券认为，矿难叠加六月传统安检环保月，供应趋紧持续时间或超市场预期。需求端，副高影响下，电厂日耗环比上升且同比显著偏高，天气炎热的预期逐步兑现，若持续进行，则将继续刺激电厂的补库行为，对煤价形成支撑。山西证券表示，上周山西严重矿难后，安监持续，预计短期停产检修范围或扩大，直接压制区域有效供给释放。此外，后续随着气温走高，煤炭旺季需求有望逐步启动。美伊冲突高不确定性对应高波动性，但油价短期难大幅下调。煤炭PPI转正，煤价看涨，煤炭股有望迎来戴维斯双击。
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