金吾财讯 | 港股煤炭股多股上扬，截至发稿，南戈壁(01878)涨4.09%，兖煤澳大利亚(03668)涨3.22%，兖矿能源(01171)涨2.91%，中煤能源(01898)涨2.21%，蒙古能源(00276)涨1.92%，易大宗(01733)涨1.64%，MONGOLMINING(00975)涨1.49%，首钢资源(00639)涨1.38%，中国神华(01088)涨1.35%。消息面上，中信证券新近研报披露，其预测所跟踪的样本煤炭上市公司，2026年二季度净利润平均环比增长约31%，2026年上半年同比涨幅约19%，预计焦煤、无烟煤公司业绩增速或有更好的弹性。短期虽然煤价有所松动，但看好旺季因素催化下的煤价上涨效应。在供给收缩的背景下，预计三季度供需格局继续改善，利好煤价和板块业绩环比继续增长。中信证券判断目前板块正处于新一轮反弹中，推荐业绩弹性好的及冶金煤中估值相对有优势的公司。
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