中煤能源(01898)10月24日大涨5.08%,成交额1.24亿港元,引起了市场的广泛关注。分析指出,导致该股大涨的主要原因如下:
其一,公司2024年第三季度业绩报告显示,营收同比增长1.2%,净利润48.26亿元人民币,同比微降0.6%、环比微增0.2%,略超市场预期。前三季营收下滑、净利润减少均较为温和。
其二,中煤能源三季度煤炭板块产量和盈利均实现同环比增长。煤炭主业在高长协订单的保障下,销量和价格表现稳固,有助于其持续盈利能力提升。
其三,受益于较高的联营投资收益和所得税率环比下降,这也推动公司三季度净利润环比实现小幅增长。
此外,分析机构普遍看好中煤能源主业稳健增长前景。且其煤炭和煤化工相辅相成的一体化经营模式,也有助于提高公司的估值水平。市场预计公司估值或将出现回升。
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