金吾财讯 | 中煤能源(01898)早盘股价逆市走高，截至发稿，报9.92港元，涨4.97%，成交额1.51亿港元。消息面上，公司发布公布9月止第三季度，营业收入474.28亿元(人民币，下同)，同比增加1.2%。归属股东净利润48.26亿元，轻微倒退0.6%，每股收益36分。
至于首三季度业绩，实现营业收入1,404.12亿，同比下降10.1%。归属股东净润146.14亿元，同比下滑12.4%，每股收益1.1元。
民生证券表示，公司煤炭主业具备内部和外部的延展性，叠加高长协特点保障盈利稳步提升；且煤化一体的协同模式有助于提高估值。我们预计2024~2026年公司将实现归母净利润189.58/199.00/214.11亿元，对应EPS分别为1.43/1.50/1.61元/股，对应2024年10月23日收盘价的PE分别为9/9/8倍，维持“推荐”评级。
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