煤炭股普升金马能源(06885)涨6.90% 机构指煤炭板块具备周期与红利的双重属性

金吾财讯

Aug 04, 2025

金吾财讯 | 煤炭股普升，金马能源(06885)涨6.90%，蒙古能源(00276)涨3.17%，易大宗(01733)涨3.13%，久泰邦达能源(02798)涨2.41%，南戈壁(01878)涨1.95%，中国秦发(00866)涨1.69%，兖煤澳大利亚(03668)涨1.40%，中煤能源(01898)涨1.25%，中国神华(01088)涨1.19%，兖矿能源(01171)涨1.01%。

消息面上，国海证券表示，美国关税新政落地对市场情绪构成一定冲击，市场寻求稳健性资产，煤炭高股息、现金奶牛的投资价值属性值得关注。同时年内国家能源集团、山东能源集团、中国中煤能源集团等多家煤炭央国企对旗下上市公司启动增持与资产注入计划，亦释放利好，彰显煤企发展信心、增厚企业成长性与稳定性。从大方向来看，煤炭开采行业供应端约束逻辑未变，需求端可能阶段性起伏波动，价格亦呈现一定震荡和动态再平衡，头部煤炭企业资产质量高，账上现金流充沛，呈现“高盈利、高现金流、高壁垒、高分红、高安全边际”五高特征。建议把握低位煤炭板块的价值属性，维持煤炭开采行业“推荐”评级。开源证券认为在资本市场在全球政经高度不确定以及国内稳经济的预期下，投资行为存在情绪上的脉冲，煤炭板块具备周期与红利的双重属性，当前煤炭持仓低位，基本面已到拐点右侧，已到布局时点。

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n煤炭股普升 金马能源(06885)涨6.90% 机构指煤炭板块具备周期与红利的双重属性\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2025-08-04 10:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 煤炭股普升，<a href=\"https://laohu8.com/S/06885\">金马能源</a>(06885)涨6.90%，<a href=\"https://laohu8.com/S/00276\">蒙古能源</a>(00276)涨3.17%，<a href=\"https://laohu8.com/S/01733\">易大宗</a>(01733)涨3.13%，<a href=\"https://laohu8.com/S/02798\">久泰邦达能源</a>(02798)涨2.41%，<a href=\"https://laohu8.com/S/01878\">南戈壁</a>(01878)涨1.95%，<a href=\"https://laohu8.com/S/00866\">中国秦发</a>(00866)涨1.69%，<a href=\"https://laohu8.com/S/03668\">兖煤澳大利亚</a>(03668)涨1.40%，<a href=\"https://laohu8.com/S/601898\">中煤能源</a>(01898)涨1.25%，<a href=\"https://laohu8.com/S/601088\">中国神华</a>(01088)涨1.19%，<a href=\"https://laohu8.com/S/600188\">兖矿能源</a>(01171)涨1.01%。</p><p>消息面上，<a href=\"https://laohu8.com/S/000750\">国海证券</a>表示，美国关税新政落地对市场情绪构成一定冲击，市场寻求稳健性资产，煤炭高股息、现金奶牛的投资价值属性值得关注。同时年内国家能源集团、山东能源集团、中国<a href=\"https://laohu8.com/S/01898\">中煤能源</a>集团等多家煤炭央国企对旗下上市公司启动增持与资产注入计划，亦释放利好，彰显煤企发展信心、增厚企业成长性与稳定性。从大方向来看，煤炭开采行业供应端约束逻辑未变，需求端可能阶段性起伏波动，价格亦呈现一定震荡和动态再平衡，头部煤炭企业资产质量高，账上现金流充沛，呈现“高盈利、高现金流、高壁垒、高分红、高安全边际”五高特征。建议把握低位煤炭板块的价值属性，维持煤炭开采行业“推荐”评级。开源证券认为在资本市场在全球政经高度不确定以及国内稳经济的预期下，投资行为存在情绪上的脉冲，煤炭板块具备周期与红利的双重属性，当前煤炭持仓低位，基本面已到拐点右侧，已到布局时点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1538","symbol_name":"煤炭股","start_time":0,"source_url":"1963361","article_id":"2556336874","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20241108/MGY1NDA5NTM4NDQ4Mw==.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2556336874","pubTimestamp":1754275281,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"建议把握低位煤炭板块的价值属性，维持煤炭开采行业“推荐”评级。开源证券认为在资本市场在全球政经高度不确定以及国内稳经济的预期下，投资行为存在情绪上的脉冲，煤炭板块具备周期与红利的双重属性，当前煤炭持仓低位，基本面已到拐点右侧，已到布局时点。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161032":"煤炭","BK1538":"煤炭股","01898":"中煤能源","06885":"金马能源","LU0287142896.SGD":"Fidelity China Focus A-SGD","01733":"易大宗","00866":"中国秦发","LU0173614495.USD":"富达中国焦点A","01171":"兖矿能源","01088":"中国神华","BK1225":"钢铁","02798":"久泰邦达能源","BK1594":"碳中和概念股","03668":"兖煤澳大利亚","01878":"南戈壁","BK1124":"贸易公司与经销商","00276":"蒙古能源","BK1178":"煤与消费用燃料","BK1505":"一带一路"},"translate_title":"Coal stocks generally rose, Jinma Energy (06885) rose 6.90%, institutions pointed out that the coal sector has the dual attributes of cycle and dividend","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161032":1,"01733":0.9,"01171":0.9,"02798":0.9,"00276":0.9,"01088":0.9,"03668":0.9,"00866":0.9,"01878":0.9,"06885":1,"01898":0.9},"content_text":"金吾财讯 | 煤炭股普升，金马能源(06885)涨6.90%，蒙古能源(00276)涨3.17%，易大宗(01733)涨3.13%，久泰邦达能源(02798)涨2.41%，南戈壁(01878)涨1.95%，中国秦发(00866)涨1.69%，兖煤澳大利亚(03668)涨1.40%，中煤能源(01898)涨1.25%，中国神华(01088)涨1.19%，兖矿能源(01171)涨1.01%。消息面上，国海证券表示，美国关税新政落地对市场情绪构成一定冲击，市场寻求稳健性资产，煤炭高股息、现金奶牛的投资价值属性值得关注。同时年内国家能源集团、山东能源集团、中国中煤能源集团等多家煤炭央国企对旗下上市公司启动增持与资产注入计划，亦释放利好，彰显煤企发展信心、增厚企业成长性与稳定性。从大方向来看，煤炭开采行业供应端约束逻辑未变，需求端可能阶段性起伏波动，价格亦呈现一定震荡和动态再平衡，头部煤炭企业资产质量高，账上现金流充沛，呈现“高盈利、高现金流、高壁垒、高分红、高安全边际”五高特征。建议把握低位煤炭板块的价值属性，维持煤炭开采行业“推荐”评级。开源证券认为在资本市场在全球政经高度不确定以及国内稳经济的预期下，投资行为存在情绪上的脉冲，煤炭板块具备周期与红利的双重属性，当前煤炭持仓低位，基本面已到拐点右侧，已到布局时点。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}