港股詳情

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煤炭股

2,805.273

+8.6030.31%

漲家數：5

跌家數：3

平家數：1

市盈率：- -

高：2,822.961

開：2,796.671

低：2,779.715

收：2,796.671

成交量：9,908.77萬

成交額：10.44億

市值：1.33萬億

流通市值：3,242.83億

資料載入中...

總覽新聞資訊

港股概念追蹤 | 動力煤價格持續上行機構建議關注供給收縮與庫存低位(附概念股)

智通港股解盤 | 美伊又動手加劇能源和航運緊張光通信領升科技硬件

中煤能源(01898)獲控股股東中國中煤增持33.13萬股A股

中煤能源：控股股東首次增持33萬股，金額500萬元

港股異動 | 煤炭股繼續走高下半年煤價中樞進一步提高有望拉動煤企業績

久泰邦達能源(02798)股價顯著波動11.299%，現價港幣$0.83

阿斯达克财经

澳大利亞MEU工會：逾九成成員支持包括超12小時停工在內的所有擬議行動

澳大利亞製造工人工會成員壓倒性支持行動，約93%投票讚成

澳大利亞礦工壓倒性支持工業行動，兗煤澳大利亞旗下煤礦面臨罷工風險

兗煤澳大利亞(03668.HK)發行95.92萬股績效股權

兗煤澳大利亞(03668)發行95.92萬股績效股權

港股異動 | 煤炭股午後漲幅擴大安監從民營礦拓展至國企或使供給約束更具持續性

研報掘金丨華泰證券：下調兗礦能源AH股目標價，下調2026至28年淨利潤預測

首鋼資源(00639)出現大手賣出78萬股，成交價$2.96，涉資230.88萬

阿斯达克财经

港股異動 | 煤炭股繼續下跌煤漲股跌行情延續機構指政策反轉核心條件暫不具備

港股異動丨煤炭股集體走弱，兗礦能源跌4%，煤價漲勢難掩下游牴觸情緒

煤炭股局部承壓兗礦能源（01171）跌3.68% 煤電全國裝機第一地位被光伏取代

首鋼資源(00639)出現大手賣出150萬股，成交價$2.98，涉資447萬

阿斯达克财经

【券商聚焦】中信證券：供給收縮具備持續性煤價中樞或繼續上移

【券商聚焦】華泰證券：國有煤礦安監再升級或壓縮供給彈性

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| 煤炭股繼續走高 下半年煤價中樞進一步提高 有望拉動煤企業績","url":"https://stock-news.laohu8.com/highlight/detail?id=2666184588","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666184588?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 15:24","pubTimestamp":1788938683,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，煤炭股继续走高，截至发稿，力量发展涨3.93%，报2.115港元；中国神华涨2.67%，报46.84港元；兖矿能源涨2.61%，报13.77港元；中煤能源涨1.49%，报11.58港元。消息面上，近期煤价加速上涨。国泰海通证券指出，影响行业业绩最重要的依然是价格。价格上行是提升行业业绩的最核心因素。展望下半年，我们预计煤价中枢进一步提高，拉动煤企业绩。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1493817.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1505","01171","01277","01898","BK1538","BK1594","161032","BK4585","LU0173614495.USD","LU0287142896.SGD","VXUS","BK1178","KCAI","01088","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666307728","title":"久泰邦達能源(02798)股價顯著波動11.299%，現價港幣$0.83","url":"https://stock-news.laohu8.com/highlight/detail?id=2666307728","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666307728?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 14:04","pubTimestamp":1788933840,"startTime":"0","endTime":"0","summary":"[异动股]久泰邦达能源(02798) 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06:31","pubTimestamp":1788906668,"startTime":"0","endTime":"0","summary":"澳大利亚制造工人工会（Australian Manufacturing Workers' Union，简称MEU）的成员同样以压倒性多数支持采取行动，其中约93%的投票者表示赞成。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["03668","BK1538","BK7509","BK7083","BK1178","YAL.AU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1150965004","title":"澳大利亞礦工壓倒性支持工業行動，兗煤澳大利亞旗下煤礦面臨罷工風險","url":"https://stock-news.laohu8.com/highlight/detail?id=1150965004","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1150965004?lang=zh_tw&edition=fundamental","pubTime":"2026-09-09 06:30","pubTimestamp":1788906612,"startTime":"0","endTime":"0","summary":"澳大利亚矿业与能源工会透露，兖煤澳大利亚旗下Premier煤矿的工人们已以压倒性多数投票赞成采取受保护的工业行动。投票结果所赋予的合法罢工授权，意味着工会与资方之间的对话窗口正逐步收窄，而潜在的劳工中断可能会对煤矿的日常运营构成实质性威胁。尽管工会尚未宣布具体的行动时间表，但其措辞强硬的声明已然释放出清晰信号：若谈判无法取得突破，工人们将毫不犹豫地动用授权。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1538","YAL.AU","BK1178","03668","BK7509","BK7083"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665534325","title":"兗煤澳大利亞(03668.HK)發行95.92萬股績效股權","url":"https://stock-news.laohu8.com/highlight/detail?id=2665534325","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665534325?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 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16:34","pubTimestamp":1788856458,"startTime":"0","endTime":"0","summary":"智通财经APP讯，兖煤澳大利亚(03668)发布公告，公司今天已根据兑现计划项下的2026年长期考核兑现计划以零发行价向批准兑现时担任公司若干高级管理人员(其中8名亦为公司附属公司的董事)发行95.92万股绩效股权。董事会于2026年2月25日批准兑现长期考核兑现计划股权。长期考核兑现计划股权的行使价为零。长期考核兑现计划股权须受基于每股相对盈利及成本目标门槛的兑现条件所限。兑现将于绩效期结束后(即2028年12月31日)厘定并仍需经董事会酌情决定。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1493309.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1538","03668","BK1178"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2665534087","title":"港股異動 | 煤炭股午後漲幅擴大 安監從民營礦拓展至國企 或使供給約束更具持續性","url":"https://stock-news.laohu8.com/highlight/detail?id=2665534087","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665534087?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 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| 煤炭股繼續下跌 煤漲股跌行情延續 機構指政策反轉核心條件暫不具備","url":"https://stock-news.laohu8.com/highlight/detail?id=2665396458","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665396458?lang=zh_tw&edition=fundamental","pubTime":"2026-09-07 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MINING跌1.55%，中国秦发跌1.37%，久泰邦达能源跌1.16%。消息面上，国家能源局最新数据显示，截至今年7月底，全国光伏发电装机规模达12.86亿千瓦，首次超越了煤电12.85亿千瓦的装机规模。此外，今年上半年，全国煤电发电量占比首次跌破50%。","market":"sh","thumbnail":"https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990825","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1538","LU0287142896.SGD","LU0173614495.USD","00975","BK0028","BK1178","BK1124","BK1225","01277","BK0187","BK0196","00866","01898","BK1594","01088","01171","01733","RAYS","SGXZ49509284.SGD","600188","SGXZ81163826.USD","06885","BK0188","BK1505","02798","161032","BK0266"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664380328","title":"首鋼資源(00639)出現大手賣出150萬股，成交價$2.98，涉資447萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2664380328","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664380328?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 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煤價中樞或繼續上移","url":"https://stock-news.laohu8.com/highlight/detail?id=2664800059","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664800059?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 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08:43","pubTimestamp":1788482594,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，26年8月27日国家矿山安全监察局印发矿安〔2026〕84号文《关于进一步加强国有煤矿企业安全生产工作的意见》，从安全检查责任上移、安全检查常态化、生产经营指标确定等九方面系统强化国有煤矿安全管理。该机构认为，与“5·22”事故以来以专项排查、集中整治为主的短期安监措施不同，84号文将安全监管由阶段性检查向企业内部频次化制度化管理转变，并且从前期市场焦点的民营矿关停、延伸到供给占比更高的国企，国有煤企是我国煤炭保供主力军，截至2022年国有煤炭企业占我国煤炭产量70%以上。其对煤炭生产约束更具持续性，煤炭中期供给弹性或进一步下降。该机构重申看好煤价中枢上移。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990642","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00975","01088","BK0028","BK1538","LU1979443071.USD","BK1225","LU0173614495.USD","KCE","BK0183","01171","LU1934453819.USD","LU1328615791.USD","601688","LU0164865239.USD","LU1580142542.USD","LU1808992512.USD","LU1064131003.USD","LU1781817850.SGD","BK0188","03668","LU0287142896.SGD","LU1064130708.USD","BK0012","01878","00276","LU0039217434.USD","LU0531971595.HKD","LU2148510915.USD","00061","LU0871576103.HKD","BK1505","BK1594","BK1178","BK0276","01898"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":3,"pageCount":2,"totalSize":47,"code":"91000000","status":"200"}]}}