国信证券发布中煤能源研报,降本增量对冲煤价下行,业绩稳健

每日经济新闻
24 Mar

国信证券03月24日发布研报称,给予中煤能源(601898.SH)评级。评级理由主要包括:1)煤炭业务:自产煤产销量稳中有增;成本精益化管理效果显著,吨煤成本下降,盈利能力稳健;2)煤化工业务:2024年尿素、硝铵量价均有下滑,聚烯烃量价微增;毛利小幅下滑,整体经营稳健;3)在建项目进展顺利,产业链布局持续推进;4)积极回报股东,分红率超30%。风险提示:经济放缓导致煤炭需求下降、新能源快速发展...

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