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研報掘金|中信證券:維持中煤能源“買入”評級 估值擁有進一步提升空間
中信證券發佈研究報吿,中煤能源2024年首季業績下跌逾30%,主要受行業煤價下跌的影響,但由於化工板塊原料煤成本下降,化工毛利率按年小幅改善。該行指中煤未來煤炭產量仍有望增加,煤化工、電力業務等新項目建設穩步推進,公司盈利穩健增長可期,加上央企市值管理考核政策的催化,該行認為,公司估值擁有進一步提升空間,將其H股目標價定在10港元,維持“買入”評級。中信證券維持對中煤2024年至2026年的每股盈利預測為1.51元、1.49元及1.55元。
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