智通财经APP获悉，煤炭股普遍走低，截至发稿，中国秦发(00866)跌6.29%，报1.64港元；兖矿能源(01171)跌4.6%，报13.91港元；中煤能源(01898)跌3.01%，报12.1港元；中国神华(01088)跌0.56%，报45.9港元。
消息面上，5月22日山西煤矿事故突发导致山西焦煤矿井大范围停产，市场预期焦煤供应收紧，焦煤、焦炭期货连续两周偏强拉涨。近日，陕西发改委发布了《关于做好2026年迎峰度夏能源保供工作的通知》，直接扭转前期供给收缩预期，焦煤、焦炭近月合约一度跌停。
信达证券发布研报称，煤炭市场供需格局呈现趋紧态势，价格向上弹性空间充足，我们预计短期休整后煤价有望重拾升势。需要特别强调的是，此次山西沁源矿难对国内煤炭市场真正的核心影响，绝非市场短期的价格脉冲，而更在于国内煤炭有效产能释放将长期受限，进一步锁死了煤炭产能特别是井工煤矿的供给弹性，进而夯实了中长期煤价处于中高位运行的确定性和持续性，优质煤企的长期投资价值也变得更加稳固。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.