股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 有分析称，2025年以来，煤炭股受累于煤价下降，108号文流向市场后，煤炭股悲观预期随即得到显著 缓释。反内卷趋势未变，4季度业绩仍有改善预期，若价格长期高位运行，26年业绩仍具备修复空间。 股价下跌强化红利价值，可逢低配置。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 06885 | 金马能源 | 1.100 | 7.84% | | 02798 | 久泰邦达能源 | 1.250 | 2.46% | | 01088 | 中国神华 | 40.600 | 1.75% | | 00975 | MONGOL MIN | 11.590 | 0.35% | | 01878 | 南戈壁 | 2.070 | 0.49% | | 03668 | 兖煤澳大利亚 | 26,880 | 0.37% | | 01171 | 兖矿能源 | 10.670 | 0.09% | 1月8日，港股煤炭股继续活跃，其中，金马能源涨近8%，中国神华涨超2%录得3连涨行情，南戈壁、 兖煤澳大利亚、兖矿能源跟涨。 消息上，昨日，焦 ...

有分析称，2025年以来，煤炭股受累于煤价下降，108号文流向市场后，煤炭股悲观预期随即得到显著 缓释。反内卷趋势未变，4季度业绩仍有改善预期，若价格长期高位运行，26年业绩仍具备修复空间。 股价下跌强化红利价值，可逢低配置。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 06885 | 金马能源 | 1.100 | 7.84% | | 02798 | 久泰邦达能源 | 1.250 | 2.46% | | 01088 | 中国神华 | 40.600 | 1.75% | | 00975 | MONGOL MIN | 11.590 | 0.35% | | 01878 | 南戈壁 | 2.070 | 0.49% | | 03668 | 兖煤澳大利亚 | 26.880 | 0.37% | | 01171 | 兖矿能源 | 10.670 | 0.09% | 港股煤炭股继续活跃，其中，金马能源涨近8%，中国神华涨超2%录得3连涨行情，南戈壁、兖煤澳大 利亚、兖矿能源跟涨。 消息上，昨日，焦煤、焦炭期货多个合约涨停。国内部分焦企日前召开市场分析会，主动与钢厂沟通 ...

Group 1 - The trend of shrinking imported coal volume is slowing down, with a marginal improvement in year-on-year negative growth and a month-on-month positive growth in July [1][2] - In July, the total imported coal price was $67 per ton, continuing a year-on-year decline, with a month-on-month decrease of $6.23 per ton [1] - Domestic coal production has contracted both year-on-year and month-on-month, leading to an increase in imported coal demand due to domestic supply gaps [2] Group 2 - The increase in import volume has not led to a rise in import prices, indicating that the overseas supply-demand structure has not significantly improved [3] - The expectation of coal demand remains uncertain due to recent domestic "anti-involution" initiatives and the stable growth outlook for various downstream industries [3] - Companies to watch for potential performance recovery in the coal sector include Huayang Co., Jinkong Coal, Shanmei International, and Luan Environmental Energy, among others [1][3]