平安证券给予中煤能源推荐评级,量增和降本弥补价格下降影响,业绩韧性凸显

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Mar 25, 2025

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,...

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