《大行》美银证券:神华(01088.HK)盈喜稍胜预期 目标价32元评级“中性”

阿斯达克财经
Jul 14, 2025

美银证券研究报告指,中国神华(01088.HK) 日前发盈喜,料今年中期归属于公司所有者利润介乎256亿至276亿元人民币(下同),按年跌16%至22%,反映次季利润132亿元,按年跌12%,按季跌1%。另外,次季煤炭产量及销量分别按季升2%及7%。除了产销量上升,该行认为神华表现按季维持稳定,亦得益于有效的成本管控;管理层指引全年每单位生产成本增幅为6%,而首季实际亦升6%;料通过优化人工成本及...

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