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港股異動丨煤炭股盤初拉昇 中國神華升近5% 中國秦發升3.3%
港股煤炭股盤初拉昇上升,其中,中國神華升近5%,中國秦發升3.3%,中煤能源升2.2%,首鋼資源、蒙古焦煤升1.5%,兗礦能源、兗煤澳大利亞跟升。消息上,華龍證券日前發佈研報稱,國際局勢不確定性加劇,關税貿易衝突持續變化,在國債收益率走低背景下,資本市場對股東回報的需求持續存在,煤炭板塊作為高股息標的具備長期關注價值。2025年初至今,煤炭行業在供給充裕需求疲軟背景下,煤價超預期下行,行業虧損企業佔比已過半,現階段煤價持續磨底,板塊紅利屬性大於週期屬性。穩健的資產和充足的現金流是煤炭企業持續高分紅的保障,長期配置性價比不變,維持行業“推薦”評級。(格隆匯)

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