金吾财讯 | 煤炭股走低，中煤能源（01898）跌3.28%，中国秦发（00866）跌2.99%，力量发展（01277）跌2.89%，兖矿能源（01171）跌2.57%，兖煤澳大利亚（03668）跌1.58%，中国神华（01088）跌1.51%。中国银河证券表示，动力煤价小幅上涨，展望下周，三部门稳产保供通知已落地，但煤矿复产验收流程严格，实际增量落地存在时滞，此外节前补库与大秦线检修预期构成支撑，预计下周以高位震荡为主。焦煤价格大幅回落，展望下周，供给端现实偏紧与需求端疲软形成对冲，但现阶段供给偏紧已经不足以阻止价格下行，需求逻辑正在取代供给逻辑成为主导，预计焦煤价格短期仍有下行空间。该机构表示，煤价弹性标的，在“反内卷”政策驱动煤价中枢回升的背景下，具备高现货占比、低成本优势及产能增长潜力的煤价弹性标的，有望在供需格局优化中率先实现业绩与估值修复。
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