进入二季度以来，上证指数不断刷新高度，涨幅达12.79％。同期煤炭板块涨幅已达51.55％，在所有板块中稳居涨幅榜首，其中的24只仍是基金重仓，4月以来共为基金带来158.29亿元收益。

　　具体来看，基金重仓的24只煤炭股中，为基金贡献超过10亿元的有6只，分别是中国神华、西山煤电、大同煤业、平煤股份、潞安环能和兰花科创；贡献在1亿元至10亿元之间的有9只，1亿元以下的有9只。明星基金经理王亚伟旗下两只基金一季度就购进了中国神华，华夏大盘精选持有600万股，华夏策略精选持有290万股，二季度以来，这只股票为两只基金分别贡献了4422万元和2137.3万元。

　　与王亚伟同样看好煤炭股的还有景顺长城，该公司的判断认为,国际市场上，石油、有色等大宗商品的价格都已经出现见底迹象。伴随流动性扩张，继续看好通胀受益行业,比如石油、煤炭和有色金属等行业。

　　与基金持相同观点的还有部分券商。他们认为，国内经济将继续向好，焦炭价格回升，秦皇岛煤炭库存继续下降，动力煤价格回升和限产造成供给平衡，这些因素都是提升煤炭股估值的潜在利好因素。当前煤炭股动态市盈率为19.9倍，而近期分析师给出煤炭股的预测市盈率高达24倍。

　　事实上，近期煤炭股大涨时，已有机构资金借机建仓。公开数据显示，5月14日煤气化涨停，有两家机构席位买入该股金额约为1.46亿元，一家机构席位卖出该股金额仅为1630.4万元；5月12日，有四家机构席位买入金牛能源金额达2.09亿元，卖出金额约2753.93万元。

　　据《证券日报》

股票         股票         最新价            4月来                 5月来                 09一季每股                08年度                市盈率            09年中报业绩预告

代码         名称         （元）            涨跌幅（%）         涨跌幅（%）         收益（元）                收益（元）            （倍）                

002128        露天煤业     29.28             150.58                61.18                 0.4000                    0.8500                44.96             净利润增长15%-45%之间

601001        大同煤业     38.92             121.51                38.26                 0.6500                    2.4000                16.20                

000552        靖远煤电     16.90             110.46                70.36                 0.1000                    0.5100                33.05                

600997        开滦股份     38.86             91.15                 59.20                 0.3700                    1.4600                57.94                

601666        平煤股份     36.29             83.65                 45.80                 0.3800                    2.4759                14.66                

000937        金牛能源     37.97             81.01                 53.41                 0.4562                    2.4927                15.23                

000983        西山煤电     29.00             74.49                 30.75                 0.3810                    1.4395                20.15                

600397        安源股份     11.32             67.95                 74.42                 -0.0360                 -0.7758                                 净利润将继续出现亏损

600123        兰花科创     37.32             66.24                 33.14                 0.5013                    2.4531                15.21                

601699        潞安环能     40.40             65.57                 27.08                 0.6000                    2.4800                16.31                

600395        盘江股份     26.82             62.35                 50.76                 0.3020                    1.0760                46.30                

600348        国阳新能     29.07             56.21                 33.35                 0.3600                    1.5100                19.23                

000780        平庄能源     14.30             54.43                 41.72                 0.1700                    0.6700                21.39                

601918        国投新集     15.95             50.37                 19.19                 0.1800                    0.6500                24.54                

600121        郑州煤电     9.21             49.27                 30.82                 0.0587                    0.3000                30.43                

601898        中煤能源     12.64             45.62                 21.42                 0.1400                    0.5200                24.60                

600971        恒源煤电     25.42             45.10                 25.97                 0.3900                    1.6200                18.99                

600508        上海能源     18.81             41.43                 15.40                 0.2700                    1.5400                12.22                

600408        安泰集团     7.22             37.00                 38.85                 -0.0800                 0.0100                505.23            净利润亏损

601088        中国神华     28.04             35.46                 13.38                 0.3980                    1.3370                20.98                

000968        煤 气 化     18.77             33.69                 25.47                 0.1808                    1.3317                14.09                

600188        兖州煤业     16.19             28.70                 13.93                 0.1700                    1.3182                12.28             净利润减少超过60%

600740        山西焦化     7.82             23.73                 29.04                 -0.3300                 -0.4200                                 累计净利润为亏损

000835        四川圣达     8.55             23.26                 18.54                 0.0516                    0.4076                27.27                

000933        神火股份     28.97             15.69                 20.26                 0.0600                    2.3000                12.60             1-6月净利润下降50%-100%

600179        黑化股份     6.78             14.33                 6.77                 -0.0400                 -0.1300                                    

000159        国际实业     15.94             10.16                 16.10                 0.0700                    0.6300                25.96                

900948        伊泰Ｂ股     4.61             -0.22                 5.69                 0.6400                    4.2500                7.39                

000723        美锦能源     15.46             -3.25                 14.10                 -0.0022                 0.6100                25.47