中银国际发表报告指，由于动力煤价格未能出现有意义的上涨，去年中国煤炭行业表现逊于市场。展望今年，该行预计中国煤炭需求将按年下降0.7%，因为几乎所有主要下游行业的需求均下降。
该行指，随着供应更加充裕，预计今年平均标杆动力煤现货价和标杆焦煤价格将分别按年下降5%和12%。该行将行业评级从“增持”下调至“中立”，因为能够提供有吸引力的股息收益率的公司并不多。但仍然看好兖矿能源(01171.HK) 及神华(01088.HK) 。该行对中资煤炭股目标价详见另表。(ha/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-01-13 16:25。)
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.