东方财富证券:25Q2或为全年业绩低点 看好煤炭板块震荡向上机会

智通财经
Oct 09

智通财经APP获悉,东方财富证券发布研报称,25H1煤炭行业利润总额为1492亿元,同比-52.9%,其中25Q1/Q2分别为804/688亿元,同比-47.4%/-58.1%。25H1煤炭行业资本开支放缓,上市公司资本开支同比继续增长47%,行业债务规模创4.8万亿的新高、但资产负债率维持60%左右。25H1平均吨煤净利同比-30%,25Q2板块归母净利环比-14%。25Q2或为全年业绩低点,7...

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