异动解读｜兖矿能源盘中下跌3.16%，三部委发文推动煤炭复产达产冲击供给收缩逻辑

行情直击09-18

9月18日，兖矿能源盘中下跌3.16%，报11.96港元，成交额2.59亿港元。港股煤炭板块集体走低，中煤能源跌1.87%，兖煤澳大利亚跌3.4%，兖矿能源等多股刷新月内新低。

消息面上，国家发展改革委、国家能源局、国家矿山安监局联合印发通知，明确"积极稳妥推进煤矿复产达产"并提出"适时释放煤炭产能储备"，政策重心从"安全优先"向"保供稳价"边际倾斜，与此前市场交易的安监高压下供给持续收缩的核心逻辑形成正面冲突。同时秦港5500大卡动力煤报价977元/吨，连涨势头被打断，环渤海港口库存增至2385.6万吨，下游采购主体普遍观望，实际成交已显疲软。此外，摩根大通此前虽短期偏好兖矿能源，但维持H股"中性"评级，目标价12.5港元，并指出煤炭股6%-7%的高股息率未必可持续。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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