广发证券指出,四季度以来煤炭煤价上涨超预期,10月火电发电量同比增速达7.3%,各环节库存仍低于去年同期,11月下旬开始季节性需求进一步提升,预计年末及2026年煤价总体延续稳中偏强走势。国元国际表示,优质煤企凭借资源禀赋及成本优势,能够保持稳健盈利和充裕现金流,分红持续性高,成为高股息投资标的,资产红利属性不断增强,行业进入“红利+周期”双属性阶段。中泰证券最新发布的2026年煤炭行业投资策略...
Source Link广发证券指出,四季度以来煤炭煤价上涨超预期,10月火电发电量同比增速达7.3%,各环节库存仍低于去年同期,11月下旬开始季节性需求进一步提升,预计年末及2026年煤价总体延续稳中偏强走势。国元国际表示,优质煤企凭借资源禀赋及成本优势,能够保持稳健盈利和充裕现金流,分红持续性高,成为高股息投资标的,资产红利属性不断增强,行业进入“红利+周期”双属性阶段。中泰证券最新发布的2026年煤炭行业投资策略...
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