信达证券03月24日发布研报称,给予中煤能源(601898.SH,最新价:10.41元)买入评级。评级理由主要包括:1)煤炭主业成本端管控出色,有效对冲市场下行;2)煤化工营收成本均有下降,毛利率保持稳定;3)持续优化产业布局,各板块业务内生增长空间较大;4)历史包袱逐步减轻,资产质量进一步提升;5)分红有所提升,加强回报股东。风险提示:宏观经济形势存在不确定性;地缘政治因素影响全球经济;煤电相关...
Source Link信达证券03月24日发布研报称,给予中煤能源(601898.SH,最新价:10.41元)买入评级。评级理由主要包括:1)煤炭主业成本端管控出色,有效对冲市场下行;2)煤化工营收成本均有下降,毛利率保持稳定;3)持续优化产业布局,各板块业务内生增长空间较大;4)历史包袱逐步减轻,资产质量进一步提升;5)分红有所提升,加强回报股东。风险提示:宏观经济形势存在不确定性;地缘政治因素影响全球经济;煤电相关...
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