国信证券10月25日发布研报称,给予中煤能源(601898.SH,最新价:13.41元)优于大市评级。评级理由主要包括:1)公司发布2024年三季报;2)煤炭板块:自产煤产销量环比增长,同时成本下降对冲煤价下行影响,盈利能力保持稳健;3)煤化工板块:2024Q3停车检修致尿素、甲醇产销量下滑,单位销售成本摊销增加,毛利润下降。风险提示:经济放缓导致煤炭需求下降、新能源快速发展替代煤电需求、安全生产...
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