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《大行報告》大摩:神華(01088.HK)為內地煤股首選 可受惠需求強勁
阿思達克 12-28 14:32
大摩發表研究報告指,經過三年供給則改革後,中國政府已於去年開始,重新批准煤炭新產能至少每年2.08億噸。在疫情後需求復甦,加上寒冬的來臨,令近期煤價上升,個別省份因不同原因出現煤和電力短缺情況,預期情況將會於冬季持續。

大摩指,神華(01088.HK)是該行行業推薦股份,因拉尼娜冬季和工廠需求復甦,料神華可受惠於目前的強煤價和電力需求,目標價20.69元,評級「增持」。(ic/u) ~

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