正文报告导读：煤炭价格见底回升，预计随着全国气温的逐步攀升，再考虑到库存去化，预计未来2个月是关键的基本面验证时点。投资建议：○国企改革排头兵——神华重磅收购，行业“反内卷”持续发酵。2025年8月2日，中国神华公司发布公告，初步考虑拟由公司发行股份及支付现金购买国家能源集团持有的煤炭、坑口煤电以及煤制油煤制气煤化工等相关资产并募集配套资金。我们认为此或代表着神华国企改革正在大步迈进，后续依然对于...
Source Link正文报告导读：煤炭价格见底回升，预计随着全国气温的逐步攀升，再考虑到库存去化，预计未来2个月是关键的基本面验证时点。投资建议：○国企改革排头兵——神华重磅收购，行业“反内卷”持续发酵。2025年8月2日，中国神华公司发布公告，初步考虑拟由公司发行股份及支付现金购买国家能源集团持有的煤炭、坑口煤电以及煤制油煤制气煤化工等相关资产并募集配套资金。我们认为此或代表着神华国企改革正在大步迈进，后续依然对于...
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