港股煤炭股集体拉升，其中，金马能源大涨20%领涨，易大宗涨超8%，力量发展涨超6%，中煤能源、南戈壁涨超4%，兖矿能源、中国秦发涨约4%，兖煤澳大利亚、中国神华涨超2%。 消息面上，近期煤炭价格持续走高，8月5日动力煤价格指数全线上调，5500大卡报839元/吨。上周秦港5500K动力煤平仓价周环比上涨2.91%至849元/吨。 价格上涨背后是供需两端的共同作用——供给端方面，6月原煤产量同比下降9.7%，创下供给侧改革以来最大下滑幅度，安监加严和停产煤矿复产缓慢持续收紧供给；需求端方面，高温天气推动8月4日沿海八省终端用户日耗煤量达240.7万吨，创入夏新高，电厂日耗维持旺季高位。 力量发展周末发布盈喜公告，预计上半年除税后净利润约7.3-7.8亿元人民币，同比增加31%至40%，主要得益于煤价回升带动产品均价同比提升约18%。
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