智通财经APP获悉，煤炭股集体走低，截至发稿，中煤能源(01898)跌5.23%，报9.79港元；兖矿能源(01171)跌4.35%，报10.82港元；中国神华(01088)跌1.51%，报40.48港元；兖煤澳大利亚(03668)跌1.42%，报29.1港元。
消息面上，上周秦皇岛港口5500大卡煤炭价格为846元/吨，周环比-1.6%。东方证券指出，煤炭行业自身基本面支撑未发生明显的改变，主要由于短期油价回调、海运费回调带来煤价回落，建议关注板块左侧布局机会。
信达证券指出，受水电发力挤压影响，电厂日耗表现较弱且库存持续累积，叠加地缘冲突缓和后能源价格回落，煤炭市场承压回调。展望7-8月，我们认为煤价旺季行情仍可期。当前煤炭板块充分回调，建议投资者重点关注配置机遇。
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