港A兩地煤炭股走高 機構:供給難有增長 煤價有望持續處於高位
格隆匯6月28日丨港A兩地煤炭股走高,港股方面,兗礦能源、中煤能源漲超3%,中國神化、力量發展、首鋼資源、兗煤澳大利亞等跟漲;A股方面,華陽股份漲7.86%,廣匯能源漲4.08%,昊華能源漲3.05%,山煤國際、開灤股份、中煤能源、蘭花科創漲超2%。廣發證券發佈研究報吿稱,中長期煤企供需趨於平穩,業績穩健性增強提升估值。近期雖然對大宗商品和全球及國內經濟預期回落,但由於海外煤炭供需持續緊張,加上國內需求處於底部,供給難有增長,煤價有望持續處於高位,後續預期修復估值提升空間較大。在政策引導下,多數公司業績穩健性增強,中報和三季報業績確定性高,成為短期催化劑。中長期行業供需緊平衡,煤企分紅優勢將持續顯現。


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