金吾财讯 | 煤炭股多数走高，蒙古能源(00276)涨3.33%，蒙古焦煤(00975)涨3.23%，兖煤澳大利亚(03668)涨2.32%，中国神华(01088)涨1.99%，力量发展(01277)涨1.6%。国海证券表示，上半年剔除未公布相关数据的公司，24家煤炭上市公司煤炭的平均销售价格为604元/吨，同比下降11%；平均销售成本379元/吨，同比下降2%；平均毛利225元/吨，同比下降24%；毛利率37%，同比下降6.1个百分点。降价是煤企单位盈利能力下降的主要原因。上半年煤价和产量回落背景下，上市公司业绩普遍出现下滑。但值得注意的是，27家煤炭上市公司2024年上半年销售毛利率平均值为30%，销售净利率平均值为11.5%，盈利能力依然不弱，盈利向合理水平回归，同时上市公司资产负债率进一步回落，资产质量进一步夯实。建议把握低位煤炭板块的价值属性，维持煤炭开采行业“推荐”评级
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.