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港股異動丨煤炭股走強 煤炭期貨大幅拉昇
格隆匯2月18日丨煤炭股走強,首鋼資源漲5.56%,中煤能源漲3.41%,中國神華漲近2%。煤炭類期貨大幅拉昇,焦煤主力合約漲5.32%,焦炭和動力煤主力合約均漲逾3%。中泰證券認為,當前煤炭股迎來的比較好的投資時點。煤炭長期以來都屬於低估值、高股息的藍籌股,在經歷了2021年煤炭價格的暴漲暴跌之後,今年在政策調控下煤價的波動將大幅降低,波動區間也比較明確,煤企的盈利能力普遍較好,且更加穩定,前期大幅回調之後,估值普遍較低。我們仍然強調煤炭行業存量產能的價值,一定要重視。長協佔比高的公司業績增長確定性較高,風險偏好高的可優選市場煤佔比高的公司。

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