On the morning of June 10, coal-related stocks showed strong momentum, with Jikai Shares (002691.SZ) surging by the daily trading limit. This rally was driven by several factors, including recent stabilization and rebound in coal prices, the approaching summer peak in electricity demand, and ongoing government policies to ensure energy supply security. As a representative company in coal mining machinery, Jikai specializes in underground mine transportation and support equipment. Increased investment in coal mine safety and rising demand for equipment upgrades have improved its order outlook and earnings expectations, fueling investor confidence. Additionally, amid broader market volatility, some investors are rotating into high-dividend, low-valuation cyclical sectors like coal, providing further short-term support. Analysts note that while the long-term energy transition remains unchanged, the coal sector still offers tactical investment opportunities supported by economic recovery and growing power demand.
6月10日早盘，煤炭概念股表现活跃，冀凯股份（002691.SZ）强势涨停。受近期煤炭价格企稳回升、夏季用电高峰临近以及能源保供政策持续推进等因素影响，市场对煤炭板块的关注度明显提升。冀凯股份作为煤炭机械装备领域的代表性企业，主营矿用运输设备、支护设备等产品，受益于煤矿安全生产投入加大及设备更新需求上升，公司订单和业绩预期向好，推动股价走强。此外，部分资金在市场震荡背景下转向高股息、低估值的周期板块，也助推了煤炭股的短期表现。分析人士指出，尽管长期来看能源结构转型趋势不变，但在当前经济复苏与电力需求增长的双重支撑下，煤炭板块仍具备阶段性配置价值。
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