东兴证券给予中国神华强烈推荐评级,2024年及2025年一季度报点评:煤电联营强韧性,持续高分红彰显重回报

每日经济新闻
May 20, 2025

东兴证券05月20日发布研报称,给予中国神华(601088.SH,最新价:39.15元)强烈推荐评级。评级理由主要包括:1)煤炭分部:煤价下降明显,生产和销售成本上涨,拖累业绩;2)发电分部:2024发电业务韧性凸显,售电成本优化,售电量增,利润增长;3)2025Q1,由于系季节性需求疲弱总发电量和售电量下降,随着电价下行及毛利率下滑,业绩承压;4)运输分部及煤化工分部:运输业务稳健增长,成本上升...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10