大行評級|中銀國際:上調中國煤炭行業評級至“增持” 首選兗礦能源與中國神華
中銀國際發表研究報吿指,預計隨着煤炭庫存降至近六個月來的最低水平,加上非電力客户的需求回升,近期國內的動力煤價格將會走強。隨着鋼廠提高產量並在農曆新年前增加煉焦煤庫存,國內煉焦煤價格甚至可能已開始回升。鑑於目前焦煤價格處於低位,該行將2024至26年的焦煤均價預測下調0.9至1%。
中銀國際指出,在近期股價下跌後,大多數煤股似乎很具吸引力。該行將中國煤炭行業的評級由“中性”上調至“增持”。當中,首鋼資源的評級由“持有”調升至“買入”,目標價則從3.50港元下調至3.13港元;兗礦能源與中國神華均為行業首選,評級為“買入”,目標價分別為13.35港元和40.23港元。
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