煤炭股普涨 中国神华涨2% 券商指煤炭稳健红利仍可配置

格隆汇
04 Jun

港股煤炭股普遍上涨,其中,中国秦发涨3.3%,中国神华涨2%,中煤能源涨1.8%,兖矿能源首钢资源南戈壁蒙古焦煤兖煤澳大利亚均有涨幅。

消息上,开源证券指出,当前国内经济运行偏弱,海外面临特朗普上台之后关税政策打压,美国处于降息周期且国内利率也进入下行通道,煤炭稳健红利仍可配置,此外保险资金已在24年11月底完成考核,当前已开始新的布局期,煤炭等红利板块且国资背景风险小,或成为险资布局的首选方向。

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