A | JERUSALEM -- Deadly violence has been surging in the West Bank as the Israeli military pursues Palestinian militants in the aftermath of the Hamas attack from Gaza, with at least 90 Palestinians killed in the Israeli-occupied territory in the past two weeks, mainly in clashes with Israeli troops.The violence threatens to open another front in the 2-week-old war, and puts pressure on the internationally recognized Palestinian Authority, which administers parts of the West Bank and is deeply unpopular among Palestinians, in large part because it cooperates with Israel on security matters. The tally includes five Palestinians killed in separate incidents on Sunday, including two who died in an airstrike on a mosque in the volatile Jenin refugee camp that Israel said was being used by militants. Israel carried out an airstrike during a battle in another West Bank refugee camp last week, in which 13 Palestinians, including five minors, and a member of Israel's paramilitary Border Police were killed. Israel rarely uses air power in the occupied West Bank, even as it has bombarded Hamas-ruled Gaza since the militant group stormed across the border on Oct. 7. More than 1,400 people have been killed in Israel since the war began, mostly civilians killed in the initial Hamas assault. The Hamas-run Health Ministry in Gaza says over 4,300 Palestinians have been killed. The Palestinian Health Ministry in the West Bank says 90 Palestinians have been killed there since Oct. 7, a dramatic jump from 197, according to an Associated Press count, from the start of the year until the Hamas attack. In addition to the raids, Palestinians have been killed in violent anti-Israel protests and in some instances in attacks by Jewish settlers.Israel clamped down on the territory immediately after the Hamas assault, closing crossings and checkpoints between Palestinian towns. Israel says its forces have detained over 700 suspects in the West Bank, including 480 members of Hamas, since the start of hostilities.Israel’s resumption of aerial attacks — which in a July operation in Jenin reached a level of intensity not seen since the Palestinian uprising against Israel two decades ago — suggests a shift in military tactics.The military described the Al-Ansar Mosque in Jenin as a militant compound belonging to Hamas and Islamic Jihad, a smaller and more radical Palestinian militant group. It said the militants had carried out several attacks in recent months and were planning another imminent assault.The intensified violence follows more than a year of escalating raids and arrests in the West Bank and deadly Palestinian attacks on Israelis.Israel captured the West Bank, along with Gaza and east Jerusalem, in the 1967 war. The Palestinians want all three territories for a future state. Over 500,000 Israelis live in settlements across the West Bank that most of the international community considers illegal, while the territory's more than 2.5 million Palestinians live under Israeli military rule.The Palestinians view the settlements as the greatest obstacle to resolving the conflict with Israel. The last serious and substantive peace talks broke down over a decade ago. Settler violence against Palestinians has also intensified since the Hamas attack. At least five Palestinians have been killed by settlers, according to Palestinian authorities, and rights groups say settlers have torched cars and attacked several small Bedouin communities, forcing them to evacuate to other areas.The West Bank Protection Consortium, a coalition of non-governmental organizations and donor countries, including the European Union, says at least 470 Palestinians have been forcibly displaced in the West Bank due to settler violence since Oct. 7. That's in addition to over 1,100 displaced since 2022. ___Associated Press writer Joseph Krauss contributed to this report.。 8月24日早盘，煤炭板块逆势活跃，美锦能源、上海能源强势封板，新集能源、大有能源、昊华能源、陕西煤业、宝泰隆等多股跟涨。
B | 期货市场方面，焦煤主力合约涨3%，焦炭主力大涨近4%，双双创2024年10月以来新高。
消息面上，焦炭开启第一轮提涨，与供给收缩、用电高峰、政策利好形成共振。
C | 有机构认为，煤价右侧上行趋势确认，板块基本面与资金面形成共振。 多重催化为煤价提供支撑 8月18日，河北、山西等地主流焦企集体发函，焦炭价格上调50-55元/吨，自8月20日零时正式执行，宣告焦炭首轮提涨拉开帷幕。 据期货日报消息，8月21日，河北邢台、石家庄、唐山及天津地区部分主流钢厂宣布上调焦炭价格，其中湿熄焦炭上调50元/吨，干熄焦炭上调55元/吨，新价格将于8月24日零点正式执行。 供给端持续收缩构成价格核心驱动。国家统计局数据显示，7月全国规上工业原煤产量3.4亿吨，同比下降10.1%，日均产量1107万吨，创2021年10月以来新低。山西主产区安监检查持续从严，部分生产矿井复产进度不及预期。 需求端同样形成有力支撑。
D | 8月7日，全国用电负荷达15.57亿千瓦，创下入夏以来第四次历史新高。
E | 中电联预测，2026年全国统调最大负荷中值约为16亿千瓦，同比增长约6.1%。高温天气带动电厂日耗维持高位，动力煤需求仍有支撑。 在政策端，《煤炭工业发展"十五五"规划》近日印发，提出到2030年优质先进产能比重和智能化煤矿比例进一步提升，煤炭消费实现达峰，中长期供给约束与高质量发展导向强化。
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机构：煤炭矿产资源价值有望重估 煤炭是我国基础能源和重要化工原料，煤炭工业在国民经济中具有重要战略地位。当前，主产区安监高压常态化叠加“十五五”规划供给约束强化，煤价中枢持续上行，煤炭板块迎来基本面与资金面共振。 国联民生证券认为，煤炭行业超产的潜力基本走到尽头，全年有望回到供需基本平衡状态。 在南华期货看来，双焦延续供应偏紧的偏强逻辑，现货与盘面同步抬升，核心矛盾在于焦煤供给硬约束、安监停产与进口资源偏紧。 方正证券认为，山西安全监管高压叠加“十七条”新规下产量受限，焦煤供给端持续偏紧，支撑焦煤价格高位运行，资源禀赋优异的企业盈利弹性更为突出。 煤炭板块的底层投资逻辑已发生根本性切换，投资视角不应局限于短期现货价格波动的波段博弈，板块核心投资价值将依托中长期系统性估值抬升持续兑现。" 信达证券最新研报指出，市场风格逐步均衡切换，前期成长赛道资金拥挤度较高，而煤炭板块机构长期低配、仓位风险已充分释放，在扎实基本面的支撑下，板块有望迎来资金再配置行情，进一步催化板块行情上行。 融资客提前埋伏多只高股息煤炭股 东方财富行业板块显示，目前A股市场有34股属于煤炭行业，合计总市值约2.28万亿元。 中国神华体量超万亿居首，陕西煤业以近2600亿元位居次席，兖矿能源以逾2200亿元紧随其后，中煤能源市值亦接近2000亿元大关，潞安环能、淮北矿业等4股市值均超400亿元。 年初至今，煤炭板块走势分化，20股上涨、14股下跌。
G | 昊华能源大涨81%领跑，兖矿能源、淮北矿业均涨约65%，新集能源、恒源煤电、潞安环能等多股涨幅均超30%。下跌方面，*ST瑞茂、安泰集团、美锦能源等4股跌逾20%。 上周，煤炭板块走势稳健，近七成个股录得股价上涨，宝泰隆、山西焦煤、陕西黑猫等10股涨幅超3%；新大洲A、辽宁能源、兖矿能源等5股跌逾2%。 从资金和股息率角度看，东方财富Choice数据显示，上周共有7只高股息煤炭股获得融资客青睐，其中，淮北矿业获杠杆资金加仓3055万元，昊华能源获抢筹2461万元，山煤国际、华阳股份、山西焦煤均获超千万元融资净买入。
淮北矿业现有生产矿井15对，主要煤种涵盖焦煤和1/3焦煤。公司旗下信湖矿于4月16日正式复产，整体生产形势稳中向好。公司2025年分红比例达44.71%，并承诺未来三年每年分红不低于35%。 昊华能源上半年营收48.11亿元，同比增长9.47%；归母净利润7.45亿元，同比增长66.14%。半年煤炭产销量再创历史最好纪录，各项重点工作均取得阶段性成效。（文章来源：东方财富研究中心）。
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