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港股異動 | 煤炭期貨大漲,煤炭股跟隨全線上漲
格隆匯1月18日丨煤炭股全線上漲,綠領控股漲9.4%、中國秦發漲8%、兗礦能源漲2.2%、中國神華漲1.3%。消息面上,動力煤期貨大漲6.6%、焦煤漲3.7%。中信證券指,2021年煤價創出歷史新高,行業利潤大幅擴張,預計平均業績增速接近80%,同時股息率也有望保持吸引力。預計2022年煤價雖有波動,但整體維持高位,疊加長協價大概率提漲,預計板塊景氣依然維持高位,目前板塊估值處於歷史低位。在業績預期向好、宏觀經濟預期企穩的背景下,龍頭公司的估值修復有望進一步推進。

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