文丨知常容小吴图丨鄂尔多斯煤炭网本报告仅为理念分享,不构成投资建议,投资者应努力学习相关投资知识,做出独立判断。欢迎加入我们不亏钱理论课与知识星球。更多文章请在文末点击#煤炭电力01.前言由于煤炭需求持续不及预期,国内煤价无论是年度长协还是市场煤价均持续走弱,这也使得市场无视近期神华小幅好于预期的年度业绩预告(预计2024年归母净利润为570-600亿元,同比降4.5%至增0.5%,而我预计同比-...
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