研報掘金丨山西證券:中煤能源投資價值較強,予“增持-A”評級
山西證券研報指出,中煤能源(601898.SH)24年實現歸母淨利潤193.23億元,同比-1.08%;2024年公司煤炭業務仍以動力煤生產銷售爲主,煤炭業務營收佔比84.51%,同比提高0.43個百分點。公司堅持煤、化一體化戰略,通過高效統籌安全生產和裝置大修,穩步推進項目建設,不斷加強精細化管理,實現了煤化工板塊“安穩長滿優”運行。考慮到公司煤炭全產業鏈佈局,煤炭、煤化工優質產能仍有增長空間,疊加央企市值管理多措並舉,公司投資價值較強,繼續給予公司“增持-A”投資評級。
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