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A股異動丨煤炭股普升 兗礦能源升近4% 中國神華升近2%
格隆匯 02-25 10:00
A股煤炭股逆勢拉昇,其中,兗礦能源升近4%,安源煤業、中國神華、陝西煤業升近2%,中煤能源、山煤國際、大有能源等多股升超1%。有機構指出,短期煤價下跌,煤炭板塊持續調整,也創造了較好的逢低配置機遇。煤炭作為高分紅、低估值的紅利資產本質沒有改變。大型煤炭企業擁有較高的淨資產收益率,並通過高長協比例等措施穩定煤價,業績相對穩健。資金面來看,臨近年報季,保險等長期資金入市大勢所趨,煤炭板塊回調後估值及股息率吸引力提升。(格隆匯)

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