智通财经APP获悉，首钢资源(00639)再涨超6%，截至发稿，涨5.98%，报3.19港元，成交额2604.12万港元。
天风证券发布研报称，首钢资源业务以三个煤矿为核心。公司总产能为525 万吨/年，当前煤种均为半硬焦煤。从公司的费用率和资产负债率来看，公司的经营相对保守、稳健。但从毛利率和净利率角度看，公司盈利能力较强。
该行指出，公司吨煤售价是同行业公司内偏高的，或呈现其高煤质特征。虽然短期受到煤质波动带来的负面影响，但公司仍通过实施严格煤质监督管理、强化矿井及洗煤厂现场煤质管控，促使商品煤质量稳步提升。从近几年的数据上看，公司在成本控制上也做出了一定努力，折旧及摊销、精焦煤加工费两项均呈现下滑趋势。在高煤质拉动的高煤价以及成本控制两重背景下，公司实现了行业内较高的吨煤毛利。
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