天风证券给予中国神华买入评级,业绩稳定性强,重视股东回报

每日经济新闻
24 Mar

每经AI快讯,天风证券03月24日发布研报称,给予中国神华(601088.SH)买入评级。评级理由主要包括:1)煤电运一体化大幅提升公司业绩稳定性;2)成本控制能力强,高长协比例为业绩稳定性做出重大贡献;3)发电量有所增长,但小时数略有回落;4)分红比例持续提升,对投资者回报重视度高。风险提示:煤炭供给超预期释放;宏观、电力需求不及预期;水电发力超预期;煤炭进口量超预期;煤矿安监力度不及预期;...

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