【国海能源】煤炭开采行业2025年中报综述:煤价筑底拖累2025H1业绩,现阶段煤价回升叠加板块低拥挤度,煤炭迎来底部配置机遇

晨看能源
Sep 10

点击蓝字 关注我们摘要投资要点:2025年上半年重点关注的28家煤企业绩同比下降。我们重点关注的28家煤炭上市公司,2025年上半年合计实现营业收入5539.18亿元,同比-17.8%;合计实现净利润722.84亿元,同比-31.5%;合计实现归属母公司净利润569.44亿元,同比-31.8%。如果剔除中国神华,剩余27家煤炭上市公司,2025年上半年合计实现净利润426.56亿元,同比-...

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