中国神华、中煤能源:花旗调整评级及目标价

和讯网
27 Feb

【花旗料今明年煤价跌 神华目标价下调 中煤评级降为中性】花旗于 2 月 27 日发表报告称,预计动力煤需求接近见顶,今年需求增幅将放缓,煤矿库存已达多年高位,今明年煤价将下跌。花旗预测,秦皇岛港 5500 煤价平均价格今明两年将分别下降至每吨 760 元和 700 元人民币,按年分别下降 11.2%和 7.9%。在此背景下,花旗维持中国神华(01088.HK)买入评级,但目标价从 41.4 港元...

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