煤炭行业专题:千亿市值煤企龙头对比解析

国信证券股份有...
21 Mar

随着供给侧结构性改革的深入推进,煤炭行业集中度提升。自2016年煤炭行业开启供给侧结构性改革以来,全国煤矿数量从1万多座减少至2023年的4300座左右,行业集中度也随之提升。据中国煤炭工业协会数据,产量前10的煤企产量合计约23.7亿吨,在全国产量中占比约49.7%,相比2017年的43.1%提升了6.6pct。龙头企业在煤炭资源、产业链布局等方面优势显著,且分红水平较高,值得重点关注。煤炭资源...

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