山西证券05月09日发布研报称,给予中煤能源(601898.SH,最新价:10.14元)增持评级。评级理由主要包括:1)煤炭产、销增长,煤价下行抵消吨煤成本下降,煤炭板块毛利下降;2)受去年同期基数较低影响,煤化工产品产、销同增,且煤价下行带动成本下降;3)作为煤炭全产业链布局央企,公司日益重视市值管理,增持与中期分红有望继续实施。风险提示:宏观经济增速不及预期风险;煤炭、煤化工价格超预期下行风险...
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