平安证券03月25日发布研报称,给予中煤能源(601898.SH,最新价:10.5元)推荐评级。评级理由主要包括:1)2024年公司煤炭业务通过量增和降成本弥补了价格下降对业绩的影响;2)原料煤价格下降使聚烯烃产品盈利水平提升显著,发挥煤化一体化发展协同效应。风险提示:1、煤炭供应超预期增加的风险。若国内煤企在建矿井投产进度超预期,煤矿项目批复进程超预期,以及进口煤价格优势扩大、进口煤量大幅增加,...
Source Link平安证券03月25日发布研报称,给予中煤能源(601898.SH,最新价:10.5元)推荐评级。评级理由主要包括:1)2024年公司煤炭业务通过量增和降成本弥补了价格下降对业绩的影响;2)原料煤价格下降使聚烯烃产品盈利水平提升显著,发挥煤化一体化发展协同效应。风险提示:1、煤炭供应超预期增加的风险。若国内煤企在建矿井投产进度超预期,煤矿项目批复进程超预期,以及进口煤价格优势扩大、进口煤量大幅增加,...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.