A股異動 | 煤炭股持續走高 靖遠煤電(000552.SZ)一度逼近漲停
格隆匯1月19日丨煤炭股持續走高,靖遠煤電(000552.SZ)一度逼近漲停,兗礦能源漲超4%,中煤能源、上海能源、山西焦煤漲超2%,陝西煤業、平煤股份等跟漲。國泰君安研報指出,今年1月之後,印尼進口煤受限影響疊加發改委要求部分北方省份電廠補庫,煤價開啟反彈,該行判斷伴隨春節後保供節點逐步清晰,煤炭市場預期將迎反轉。2022年穩增長預期逐漸加強,需求端支撐意願增強,且1月以後全國螺紋鋼、焦炭開工率有所反彈,煤焦鋼產業鏈將迎來預期修復。中信證券亦指,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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