研報掘金丨東吳證券:廣匯能源兼具高成長和低估值屬性,首予“買入”評級
東吳證券研報指出,廣匯能源(600256.SH)煤炭產能快速擴張,助力業績高速增長。公司煤炭儲量豐富,資源稟賦優異,是疆煤保供的核心標的。馬朗煤礦投產後,2024年預計為公司帶來2000萬噸產量增量,增幅高達54%。此外,十四五期間隨着東部礦區的建設投產,公司煤炭產能保持快速增長狀態。中期來看,煤炭供給偏緊格局下,預計3-5年內煤價中樞將維持相對高位,產量的高增長將為公司帶來高盈利彈性。考慮到公司兼具高成長和低估值屬性,未來煤炭產量增長有望貢獻業績增量,首次覆蓋給予“買入”評級。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.