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A股異動 | 煤炭股拉昇 晉控煤業漲超6%
格隆匯 08-22 11:12
格隆匯8月22日丨山煤國際漲近8%,晉控煤業漲超6%,山西焦煤、上海能源、恆遠煤電、昊華能源等跟漲。信達證券近期研報指出,當前正處在煤炭經濟新一輪週期上行的初期,基本面、政策面共振,現階段配置煤炭板塊正當時。本輪能源通脹持續時間與規模或將超出市場普遍預期,預計2-3年內,煤炭價格中樞將持續上行。在能源大通脹邏輯下,把握高壁壘、高現金、高分紅的優質煤炭企業,迎接煤炭板塊一輪業績與估值雙升的歷史性行情。繼續全面看多煤炭板塊,繼續建議關注煤炭的歷史性配置機遇。

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