中银国际:重申对煤炭行业的“中性”评级 但推荐买入中国神华(01088)

智通财经
03 Apr

智通财经APP获悉,中银国际发布研报称,由于需求疲弱及供应增加,中国现货基准动力煤价格跌至四年来最低水平。该行预计,在库存高企的情况下,煤价在未来两个月不会回升。而焦煤的情况更差,基准价格跌至近八年来的最低水平。因此,该行大幅下调煤价预测,料今年基准动力煤及焦煤的平均现货价分别同比下跌17%及35%。今年煤炭生产商的盈利难免再度大幅下滑。该行重申对煤炭行业的“中性”评级,中国神华(01088)是行业之中唯一予“买入”评级的公司。

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