智通财经APP获悉，煤炭股延续近期涨势，截至发稿，易大宗(01733)涨4.55%，报0.805港元；中煤能源(01898)涨3.93%，报11.63港元；兖煤澳大利亚(03668)涨2.74%，报33.02港元；兖矿能源(01171)涨1.41%，报12.94港元。
消息面上，超20家煤炭相关上市公司已发布中报业绩公告，3家预计扭亏，6家预计同比减亏，6家预计净利润同比增长，板块整体报喜比例近七成。长城证券指出，从港口煤价对比，上半年均价同比去年上涨约90元，涨幅13%；二季度环比一季度上涨约100元，涨幅14%；也即大部分煤炭公司的中报业绩的同环比有望大幅上涨，煤炭的年度和季度业绩低点已过，已发布的煤炭上市公司预告均出现同比大涨。
国泰海通证券指出，山西煤矿安全监管自6月底以来持续趋严。8月5日西曲煤矿复产后发生安全事故，进一步强化市场对后续安监维持高压、煤矿复产节奏受限及产量释放趋缓的预期。随着市场对本轮安监持续性及其供给影响的认知深化，煤炭供需格局有望继续改善。
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