美银证券发表研究报告指，今年看淡煤炭行业及神华(01088.HK) ，因料煤炭需求增长有限，且库存处于历史高位，并需面对持续的进口威胁。该行预计，今年的燃料煤价格为每吨720元人民币(按年跌16%)，现货价格在第二季度至第三季度将低于合同价格，而焦煤价格为每吨1,400元人民币。美银证券下调神华的评级由“买入”降至“中性”，目标价降23%至34元，又将兖矿能源(01171.HK) 的评级由“买入”...
Source Link美银证券发表研究报告指，今年看淡煤炭行业及神华(01088.HK) ，因料煤炭需求增长有限，且库存处于历史高位，并需面对持续的进口威胁。该行预计，今年的燃料煤价格为每吨720元人民币(按年跌16%)，现货价格在第二季度至第三季度将低于合同价格，而焦煤价格为每吨1,400元人民币。美银证券下调神华的评级由“买入”降至“中性”，目标价降23%至34元，又将兖矿能源(01171.HK) 的评级由“买入”...
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