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港A兩地煤炭集體走強 機構指煤炭板塊有望出現明顯超額收益
格隆匯 11-25 10:23
格隆匯11月25日丨港A兩地煤炭集體走強,安源煤業漲停,神火股份、山西焦化等大漲;兗州煤業AH股均漲超3%、中國神華H股漲近3%。中信證券指,在煤價走弱的背景下,預計2019年全年上市公司業績還可實現小幅增長,業績確定性較好。目前板塊估值已經反映了絕大部分悲觀預期,60%的公司處於“破淨”狀態,股價安全邊際高。在預期修復的過程中,板塊有望出現明顯的超額收益,可以配置估值修復空間大的低估值、高股息率標的。
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