研报掘金丨中金:全球能源供应风险明显放大,煤价中枢或上升

格隆汇
Mar 10

中金发表报告指,伊朗局势升温,全球能源供应风险明显放大,煤价中枢或上升。长期而言,在海外地缘更加复杂下,认为能源等上游的供给安全将愈加重要,作为能源压舱石、化工重要原料,煤炭资源对中国的重要战略意义日益提升,优质煤炭资产估值有提升空间。个股推荐兖矿能源、兖煤澳大利亚、中煤能源、陕西煤业。

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