中银国际发表研究报告指，虽然目前市场预期国内港口煤炭库存水平相对偏低，可为冬季现货动力煤价格带来支持，但考虑到第二季价格水平逊预期，仍将今年全年现货煤价预测下调4%。该行认为，内地煤炭板块当前估值水平缺乏吸引力，维持行业“中性”评级。该行将中煤能源评级降至“沽售”，因公司今年可能录得负数自由现金流，管理层似乎无意提高派息比例，2025至2027年预测股息回报率仅达3.7%至3.9%，目标价从...
Source Link中银国际发表研究报告指，虽然目前市场预期国内港口煤炭库存水平相对偏低，可为冬季现货动力煤价格带来支持，但考虑到第二季价格水平逊预期，仍将今年全年现货煤价预测下调4%。该行认为，内地煤炭板块当前估值水平缺乏吸引力，维持行业“中性”评级。该行将中煤能源评级降至“沽售”，因公司今年可能录得负数自由现金流，管理层似乎无意提高派息比例，2025至2027年预测股息回报率仅达3.7%至3.9%，目标价从...
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