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港股異動 | 煤炭股走強,券商指傳統能源正迎來“黃金時代與價值重估”
格隆匯9月22日丨煤炭股走強,南南資源漲5.4%、兗礦能源漲3%,中煤能源、伊泰煤炭漲2%。銀河證券指,對四季度煤炭需求持樂觀預期,認為將環比擴張,中期煤炭需求也將在穩增長政策下獲得有效提升。開源證券指,煤炭基本面維持強勢,傳統能源正迎來“黃金時代與價值重估”煤炭供給約束的邏輯仍在演繹,而需求端剛性增長,將帶動整體能源價格中樞上移,煤企的盈利和分紅都會站上新的台階,傳統能源正迎來“黃金時代與價值重估”。

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