智通财经APP获悉，首钢资源(00639)午后涨超4%，截至发稿，涨3.74%，报2.775港元，成交额3684.95万港元。
消息面上，首钢资源发布盈喜，预计上半年盈利约5.5亿至6亿港元，同比增长36%至49%。国元国际指出，中枢约5.75亿港元，同比增长42.3%。若按中枢测算，2026年上半年盈利已相当于2025全年归母净利润6.32亿港元的91%，盈利弹性明显释放。
该行指出，在当前山西安监趋严、优质主焦煤供给持续偏紧、进口煤难完全替代的背景下，下半年焦煤价格中枢大概率仍有支撑，公司作为稀缺焦煤资源平台，兼具低杠杆和高股息特征。若后续盈利持续修复并延续高派息政策，公司2026E-2027E股息率有望提升至7%或以上，高股息属性具备长期配置吸引力。
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