山西证券：看好四季度煤炭板块投资机会煤炭弹性品种排序靠前

智通财经2025-10-24

智通财经APP获悉，山西证券发布研报称，4季度业绩或好于3季度，板块具备配置价值。迎峰度夏期间，煤价超预期上涨，但长协倒挂表观解除后，仍有部分长协比例未能兑现，因此销量修复或将持续至四季度。随着“反内卷”相关政策落地，四季度国内煤炭供应增量预期有限，煤价向下有所支撑。而四季度迎峰度冬，需求可期，预计均价也将在一定程度上环比修复。当前板块整体估值已经较低，近期市场风格切换需求提升，煤炭具备补涨动力，...

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山西证券：看好四季度煤炭板块投资机会 煤炭弹性品种排序靠前

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山西证券：看好四季度煤炭板块投资机会煤炭弹性品种排序靠前