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《大行報告》瑞信:內地煤股首選神華(01088.HK)及兗煤(01171.HK) 料末季煤價繼續趨升
阿思達克 10-07 10:13
瑞信發表報告指,內地煤炭供應持續短缺,山西省日前公布將進一步加強安全隱患排查,並將持續至今年底,相信將進一步收緊供應。另外該行調查發現部份煤礦於國慶前一週停工,雖然煤炭入口開放,惟相信有關影響輕微,對供應不足的情況未能造成較大影響。今年首八個月僅入口2.21億噸,該行維持全年入口2.7億噸之目標,即按年跌10%,料今年餘下時間入口總量將按年跌38%。

於有關情況下,該行料第四季煤價將有驚喜,冬季煤發電季節將至,料下游需求仍將增加,水泥的強勁需求亦將推動煤炭發電需求。煤股中該行首選神華(01088.HK)及兗煤(01171.HK),評級均為「跑贏大市」,目標價分別為18元及7.5元。

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