智通财经APP获悉，大和发布研报称，对中国神华能源(01088)评级为“跑赢大市”。该行认为，尽管中国神华能源早前公布1月份销售煤炭3020万吨，同比减21.6%，生产煤炭2490万吨，同比减8.5%，1月售电量156亿千瓦时，同比减26.5%，但该公司预计2025年各业务部门的销售额将同比保持稳定。
大和表示，尽管公司管理层预计2024年煤炭产量将减产2%，但2024年煤炭产量同比增0.8%。该行称，产量目标对市场而言并不是一个有效的指标，因为投资人更有可能关注其平均销售单价(ASP)和每股股息。
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