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港股異動丨煤炭股普升,中國神華升超3%,中煤能源升超1%
格隆匯 01-24 10:45

煤炭股普遍上升,其中,細價股飛尚無煙煤升近16%領先,權重股中國神華升超3%,中煤能源升超1%,易大宗、兗煤澳大利亞、兗礦能源皆有升幅。消息上,光大證券表示,在經歷了焦煤價格、股價共振下行後,目前部分焦煤企業市淨率已低於1.0倍,當前已具備配置的性價比。展望2025年,業內普遍認為明年動力煤供需雙強,價格在區間內波動運行。值得注意的是,煤炭板塊亦迎政策面利好。國務院國資委將市值管理納入中央企業負責人經營業績考核,分析人士認為央國企市值管理加碼,弱需求下高股息資產價值更高。市值管理方案方面,中國神華接待機構調研時表示,公司密切關注公司市值,已初步建立“11257”中國神華特色市值管理工作體系,切實抓好價值創造、價值經營和價值傳遞三個環節工作,努力促進公司內在價值與市場價值相統一。(格隆匯)

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