研報掘金丨國盛證券:維持中煤能源“買入”評級,化工業務韌性凸顯
國盛證券研報指出,加強央企市值考核,中煤能源(601898.SH)有望厚積薄發,維持“買入”評級。根據公司《2023年利潤分配預案》,公司擬每股分派0.442元,分紅比例30%,截至3月20日收盤,對應股息率3.7%,未來有望在加大央企市值管理的背景下,分紅比例進一步提升。公司在化工業務韌性凸顯,2023年化工品實現產銷603.6萬噸/613.1萬噸,同比+6.5%/+9.8%;23Q4單季化工品實現產銷152.3萬噸/144.2萬噸,環比+0.9%/-2.4%,同比-21.9%/-19.9%。
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