港股异动 | 煤炭股涨幅居前市场高度关注行业供给收紧机构称“反内卷”预期下煤价有望回到合理点位

智通财经2025-08-12

智通财经APP获悉，煤炭股涨幅居前，截至发稿，蒙古焦煤(00975)涨3.69%，报8.42港元；中煤能源(01898)涨2.85%，报10.47港元；兖矿能源(01171)涨2.85%，报9.75港元；中国神华(01088)涨2.78%，报37.6港元。方正证券发布研报称，当前煤炭行业的供给侧收紧成为投资主题，煤炭供大于求的局面有望逐步扭转，煤价也有望继续提升，随着各地气温逐步升高，火电发电量...

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港股异动 | 煤炭股涨幅居前 市场高度关注行业供给收紧 机构称“反内卷”预期下煤价有望回到合理点位

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港股异动 | 煤炭股涨幅居前市场高度关注行业供给收紧机构称“反内卷”预期下煤价有望回到合理点位