智通财经APP获悉，煤炭股继续走高，截至发稿，力量发展(01277)涨3.93%，报2.115港元；中国神华(01088)涨2.67%，报46.84港元；兖矿能源(01171)涨2.61%，报13.77港元；中煤能源(01898)涨1.49%，报11.58港元。
消息面上，近期煤价加速上涨。数据显示，9月4日，秦皇岛港5500大卡动力煤市场价962元/吨，环比上周上涨81元/吨，同比上涨282元/吨，创2023年10月以来新高；9月4日，山西产主焦煤市场价2395元/吨，环比上周上涨179元/吨，同比上涨1139元/吨，创2022年6月以来新高。
国泰海通证券指出，影响行业业绩最重要的依然是价格。2026上半年，17家A股上市公司自产煤销售收入均价为594元/吨，同比上升11.4%，吨煤成本平均为369元/吨，同比+2.6%。价格上行是提升行业业绩的最核心因素。展望下半年，我们预计煤价中枢进一步提高，拉动煤企业绩。
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