华龙证券:煤炭板块红利属性大于周期属性 维持行业“推荐”评级

智通财经
07 Jul

智通财经APP获悉,华龙证券发布研报称,国际局势不确定性加剧,关税贸易冲突持续变化,在国债收益率走低背景下,资本市场对股东回报的需求持续存在,煤炭板块作为高股息标的具备长期关注价值。2025年初至今,煤炭行业在供给充裕需求疲软背景下,煤价超预期下行,行业亏损企业占比已过半,现阶段煤价持续磨底,板块红利属性大于周期属性。稳健的资产和充足的现金流是煤炭企业持续高分红的保障,长期配置性价比不变,维持行业...

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