摩根士丹利发布研究报告称，上调中煤能源(01898)目标价7.3%，从8.5港元至9.12港元，维持“与大市同步”评级。

大摩上调2024-2026年纯利预测9-11%，主要受惠于来自煤化工业务经营溢利增加，该行将该部门2024-2026年预测从30亿元人民币上调至38亿元人民币。

对公司基本假设认为，在煤炭供需平衡放松的背景下，预计2025年国内动力煤合约销售价格将同比调整3%，而现货煤价格将同比减12%。

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