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研報掘金丨開源證券:中煤能源長期投資價值凸顯,維持“買入”評級
格隆匯 03-25 16:03

開源證券研報指出,中煤能源(601898.SH)24年實現歸母淨利潤193.2億元,同比-1.1%;單Q4來看,公司實現歸母淨利潤47.1億元,環比-2.4%。成本管控效果顯著對衝煤價下跌影響,裝置大修致煤化工產銷量下滑;煤炭和煤化工業務產能仍有增量,業績穩定突出高分紅潛力。公司在央企市值管理背景下積極響應相關政策,實施特別分紅和中期分紅,且具有進行持續高分紅的潛力,疊加高長協及煤化一體化經營下業績相對穩定,長期投資價值凸顯。維持“買入”評級。

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