花旗发表研究报告指，秦港5500动力煤现货价格在于夏季后恢复下跌，于9月10日达到每吨686元，按周下降0.9%，按月下降1.1%。该价格较去年同期下跌19.8%，本年至今累跌8.8%。现货煤炭价格下跌的原因是军事阅兵和主要汛期后煤炭供应增加，及需求疲软导致。秦皇岛港的煤炭库存于9月10日按周上升2.9%，达到638万吨，较去年同期上升29.7%。 花旗予华润电力、华能国际电力及华电国际电力“买入”评级，2025年的预期收益率分别为6.4%、7.9%和5.9%，颇具吸引力。花旗又预计华润电力将于2025年第四季度至2026年上半年在A股市场分拆可再生能源业务，预计对潜在估值重评带来正面影响，并有可能提高其在香港的派息比率。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com
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