601088 中国神华
等待开盘 05-06 09:30:00
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【港股通】中国神华(01088)涨逾2.4% 中信证券指其业绩在煤价波动下稳定性 维持买入评级
金吾财讯 · 05-03 10:34
【港股通】中国神华(01088)涨逾2.4% 中信证券指其业绩在煤价波动下稳定性 维持买入评级
中国神华(01088)出现大手成交19.65万股,成交价$32.525,涉资639.116万
阿斯达克财经 · 05-02
中国神华(01088)出现大手成交19.65万股,成交价$32.525,涉资639.116万
中国神华(601088)2024年一季报点评:煤炭产销逆势增长 高长协造就业绩韧性
华创证券有限责... · 05-01
中国神华(601088)2024年一季报点评:煤炭产销逆势增长 高长协造就业绩韧性
从煤炭的价格看中国宏桥走向
格隆汇 · 04-30
从煤炭的价格看中国宏桥走向
中国神华(601088)发电及运输分部贡献利润增量,一体化运营业绩稳健
申万宏源 · 04-30
中国神华(601088)发电及运输分部贡献利润增量,一体化运营业绩稳健
中国神华(01088)上涨3.42%,报33.25元/股
金融界 · 04-30
中国神华(01088)上涨3.42%,报33.25元/股
中国神华4月29日获南向资金加仓468.95万股
自选股智能写手 · 04-30
中国神华4月29日获南向资金加仓468.95万股
中国神华(601088):彰显龙头盈利韧性 红利资产领头羊
国泰君安证券股... · 04-30
中国神华(601088):彰显龙头盈利韧性 红利资产领头羊
中国神华获融资买入1.94亿元,居两市第43位
金融界 · 04-30
中国神华获融资买入1.94亿元,居两市第43位
以更大力度深化国企改革 集聚优势资源发展新质生产力
央视网 · 04-29
以更大力度深化国企改革 集聚优势资源发展新质生产力
瑞银:予中国神华“中性”评级 目标价28.5港元
新浪港股 · 04-29
瑞银:予中国神华“中性”评级 目标价28.5港元
中国神华(601088):煤价下行拖累业绩 产运销一体化经营稳健
国信证券 · 04-29
中国神华(601088):煤价下行拖累业绩 产运销一体化经营稳健
瑞银:予中国神华目标价28.5港元及“中性”评级 首季盈利胜预期
金融界 · 04-29
瑞银:予中国神华目标价28.5港元及“中性”评级 首季盈利胜预期
中泰证券:给予中国神华买入评级
证券之星 · 04-29
中泰证券:给予中国神华买入评级
中国神华4月26日获北向资金加仓373.33万股
自选股智能写手 · 04-29
中国神华4月26日获北向资金加仓373.33万股
中国神华获国海证券买入评级,煤炭产销平稳,电力、铁路增量增利
金融界 · 04-28
中国神华获国海证券买入评级,煤炭产销平稳,电力、铁路增量增利
中国神华(601088)2024年一季报点评:业绩表现稳健,发电运输业务盈利提升
民生证券 · 04-28
中国神华(601088)2024年一季报点评:业绩表现稳健,发电运输业务盈利提升
中国神华获民生证券买入评级,业绩表现稳健,发电运输业务盈利提升
金融界 · 04-28
中国神华获民生证券买入评级,业绩表现稳健,发电运输业务盈利提升
煤炭公司首季利润集体缩水,中国神华增收不增利
界面 · 04-28
煤炭公司首季利润集体缩水,中国神华增收不增利
民生证券:给予中国神华买入评级
证券之星 · 04-28
民生证券:给予中国神华买入评级
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公司概况
公司名称:
中国神华能源股份有限公司
所属行业:
煤炭开采和洗选业
上市日期:
2007-10-09
主营业务:
中国神华能源股份有限公司成立于2004年11月8日。主营业务是煤炭、电力的生产和销售,铁路、港口和船舶运输,煤制烯烃等业务。主要产品及服务为商品煤、煤炭、聚乙烯、聚丙烯、运输、发电。
发行价格:
36.99
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中国神华(01088)早盘股价反复扬升,截至发稿,涨2.45%,报33.4港元,成交额8394.65万港元。中信证券发表报告指,公司今年首季度营业收入微增,扣非净利润虽然下降但相对有限。煤炭产品价格下跌但销量增长,成本有所上升。电力业务的稳健增长和运输业务的回暖,对冲煤炭业务的利润下降。该行指,神华业绩在煤价波动下稳定性更加突显,长期具备持续高分红的能力,非煤业务表现亮眼,一体化优势突出,维持其买入评级,目标价38港元。","market":"fut","thumbnail":"https://static.szfiu.com/news/20210810/OWNjYzkwNTM4YzEwMTc4NjgyODQzNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/OWNjYzkwNTM4YzEwMTc4NjgyODQzNQ==.jpg"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"1936218","is_publish_highlight":false,"gpt_icon":0},{"id":"2432064422","title":"中国神华(01088)出现大手成交19.65万股,成交价$32.525,涉资639.116万","url":"https://stock-news.laohu8.com/highlight/detail?id=2432064422","media":"阿斯达克财经","top":-1,"share":"https://www.laohu8.com/m/news/2432064422?lang=zh_cn&edition=full","pubTime":"2024-05-02 15:14","pubTimestamp":1714634040,"startTime":"0","endTime":"0","summary":"[大手成交]中国神华(01088)在下午03:14出现大手成交,成交量为19.65万,成交价为港币$32.525,涉资639.116万。至目前为止,股价跌0.459%,今日最高价为$32.7,而最低价为$32.35,总成交量为395.143万股,总成交金额港币$1.285亿。","market":"us","thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20180815142908927_s.jpg","type":0,"news_type":0,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20180815142908927_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2405023923/aamm-all-category","is_publish_highlight":false,"gpt_icon":0},{"id":"2432552022","title":"中国神华(601088)2024年一季报点评:煤炭产销逆势增长 高长协造就业绩韧性","url":"https://stock-news.laohu8.com/highlight/detail?id=2432552022","media":"华创证券有限责...","top":-1,"share":"https://www.laohu8.com/m/news/2432552022?lang=zh_cn&edition=full","pubTime":"2024-05-01 08:12","pubTimestamp":1714522376,"startTime":"0","endTime":"0","summary":"煤炭产销逆势增长,煤化工产销有所下滑。煤炭:2024 年第一季度煤炭产量/销量分别为8130/11710 万吨,同比2023 年同期+1.5%/+8.8%。长协比例略有下滑,主业产能持续增长。2024 年Q1 公司年度长协/月度长协销售占比分别为50.0%/31.3%,合计约81.3%,同比去年同期下降约5.3pcts,其中年度长协占比下降约7.5pct,我们认为或与2024 年长协方案对下游电厂需求覆盖率下滑有关。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050108130087c5b27e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024050108130087c5b27e&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431325848","title":"从煤炭的价格看中国宏桥走向","url":"https://stock-news.laohu8.com/highlight/detail?id=2431325848","media":"格隆汇","top":-1,"share":"https://www.laohu8.com/m/news/2431325848?lang=zh_cn&edition=full","pubTime":"2024-04-30 21:14","pubTimestamp":1714482846,"startTime":"0","endTime":"0","summary":"今年上半年的利润,主要还是看煤价","market":"sg","thumbnail":"https://img2.gelonghui.com/1f553-b41a2b57-278c-4da4-8ab7-6c1980120864.jpg?guru_height=684&guru_width=816","type":0,"news_type":0,"thumbnails":["https://img2.gelonghui.com/1f553-b41a2b57-278c-4da4-8ab7-6c1980120864.jpg?guru_height=684&guru_width=816"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/725917","is_publish_highlight":false,"gpt_icon":0},{"id":"2431350981","title":"中国神华(601088)发电及运输分部贡献利润增量,一体化运营业绩稳健","url":"https://stock-news.laohu8.com/highlight/detail?id=2431350981","media":"申万宏源","top":-1,"share":"https://www.laohu8.com/m/news/2431350981?lang=zh_cn&edition=full","pubTime":"2024-04-30 14:19","pubTimestamp":1714457948,"startTime":"0","endTime":"0","summary":"自产煤销量增长但售价下跌较多,煤炭业务毛利率下降。24Q1商品煤产量8130万吨,同比增长1.5%;销量1.171亿吨,同比增长8.8%。发、售电量大幅增长,带来分部利润增厚。24Q1发电量553.5亿千瓦时,同比增长7.0%,售电量521.6亿千瓦时,同比增长6.99%,发电业务收入240.75亿元,同比增长5.26%,成本200.02亿元,同比增长4.27%,毛利40.73亿元,同比增长10.38%。管理费用大幅增长,期间费用同比增加。运输分部有望成为未来新的盈利增长点。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043014302087c27213&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043014302087c27213&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431389849","title":"中国神华(01088)上涨3.42%,报33.25元/股","url":"https://stock-news.laohu8.com/highlight/detail?id=2431389849","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2431389849?lang=zh_cn&edition=full","pubTime":"2024-04-30 10:28","pubTimestamp":1714444118,"startTime":"0","endTime":"0","summary":"4月30日,中国神华(01088)盘中上涨3.42%,截至10:28,报33.25元/股,成交3.02亿元。中国神华能源股份有限公司是全球领先的以煤炭为基础的综合能源上市公司,主要经营煤炭、电力、新能源、煤化工、铁路、港口、航运七大板块业务。在2022年《财富》中国500强排名第36位,以2056.09亿元品牌价值位列能源化工领域第5名、能源上市公司第1名。截至2024年一季报,中国神华营业总收入876.47亿元、净利润177.6亿元。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://hk.jrj.com.cn/2024/04/30102840486915.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431080760","title":"中国神华4月29日获南向资金加仓468.95万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2431080760","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2431080760?lang=zh_cn&edition=full","pubTime":"2024-04-30 09:31","pubTimestamp":1714440676,"startTime":"0","endTime":"0","summary":"4月29日, 南向资金增持中国神华468.95万股。截止当日收盘,港股通共持有中国神华142295.39万股,占流通股42.12%。中国神华近5个交易日上涨1.58%,港股通累计增持1192.38万股;近20个交易日上涨5.76%,港股通累计增持8050.82万股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043009464087c197fb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043009464087c197fb&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431801098","title":"中国神华(601088):彰显龙头盈利韧性 红利资产领头羊","url":"https://stock-news.laohu8.com/highlight/detail?id=2431801098","media":"国泰君安证券股...","top":-1,"share":"https://www.laohu8.com/m/news/2431801098?lang=zh_cn&edition=full","pubTime":"2024-04-30 09:10","pubTimestamp":1714439449,"startTime":"0","endTime":"0","summary":"考虑到中国神华盈利稳定性与红利资产的引领作用,给予高于行业的15x PE,上调目标价至46.20 元。煤炭销量保持增长,高长协比例价格稳定性更强。2020-2023 年公司分红率分别为91.8%、100%、72.7%、75%,继续保持高额分红,领跑行业。考虑未来长期的低利率环境与当前资产荒背景,高分红高股息红利资产的投资价值将持续推升,继续看好中国神华的估值重塑。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043009105387c17cd4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024043009105387c17cd4&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431671808","title":"中国神华获融资买入1.94亿元,居两市第43位","url":"https://stock-news.laohu8.com/highlight/detail?id=2431671808","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2431671808?lang=zh_cn&edition=full","pubTime":"2024-04-30 08:21","pubTimestamp":1714436509,"startTime":"0","endTime":"0","summary":"4月29日,沪深两融数据显示,中国神华获融资买入额1.94亿元,居两市第43位,当日融资偿还额0.77亿元,净买入1.16亿元。最近三个交易日,25日-29日,中国神华分别获融资买入0.60亿元、0.53亿元、1.94亿元。融券方面,当日融券卖出4.76万股,净买入3.76万股。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404300821568b63f52f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404300821568b63f52f&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431935986","title":"以更大力度深化国企改革 集聚优势资源发展新质生产力","url":"https://stock-news.laohu8.com/highlight/detail?id=2431935986","media":"央视网","top":-1,"share":"https://www.laohu8.com/m/news/2431935986?lang=zh_cn&edition=full","pubTime":"2024-04-29 19:12","pubTimestamp":1714389120,"startTime":"0","endTime":"0","summary":"4月28日,国务院国资委在湖南株洲召开国有企业改革深化提升行动现场推进会。有关负责人表示,要以更大力度的改革,推动加快培育和发展新质生产力。截至今年一季度末,各中央企业在发展战新产业和未来产业,提升自主创新能力等方面,呈现多点突破态势。王宏志还表示,要坚持深化国企改革,通过盘活低效无效资产、闲置土地等方式,集聚优势资源发展战略性新兴产业。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291915277a57149c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291915277a57149c&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431002885","title":"瑞银:予中国神华“中性”评级 目标价28.5港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2431002885","media":"新浪港股","top":-1,"share":"https://www.laohu8.com/m/news/2431002885?lang=zh_cn&edition=full","pubTime":"2024-04-29 15:57","pubTimestamp":1714377420,"startTime":"0","endTime":"0","summary":" 瑞银发布研究报告称,予中国神华“中性”评级,神华前景及业绩指引没有改变,仍然预期投资者对公司首季度的业绩反映正面。虽然今年首季度业绩主要得益于优惠的税率,不过与其他煤矿同业比较,相信市场将看好其盈利的韧性,目标价28.5港元。 报告中称,公司2024年度首季业绩,达市场一致全年预测的29%,同时达到该行全年盈利预测的31%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/tob/2024-04-29/doc-inatntzx3015447.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://finance.sina.com.cn/tob/2024-04-29/doc-inatntzx3015447.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431006961","title":"中国神华(601088):煤价下行拖累业绩 产运销一体化经营稳健","url":"https://stock-news.laohu8.com/highlight/detail?id=2431006961","media":"国信证券","top":-1,"share":"https://www.laohu8.com/m/news/2431006961?lang=zh_cn&edition=full","pubTime":"2024-04-29 15:14","pubTimestamp":1714374864,"startTime":"0","endTime":"0","summary":"2024Q1 发电、运输等业务量增长致营收稳中有增,煤价下行拖累业绩。2024Q1 公司商品煤产量81.3 百万吨,同比+1.5%;煤炭销量117.1 百万吨,同比+8.8%,其中自产商品煤销量80.3 百万吨,同比+1.1%。2024Q1 自产煤、外购煤销售均价分别为533.3 元/吨、659.4 元/吨,分别同比下降39.1 元/吨、98.1 元/吨。公司是全球领先的以煤为基的综合能源企业,产运销七板块业务协同,业绩稳定性强,股息回报丰厚,维持“增持”评级。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291514438b60bc83&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404291514438b60bc83&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2431070902","title":"瑞银:予中国神华目标价28.5港元及“中性”评级 首季盈利胜预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2431070902","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2431070902?lang=zh_cn&edition=full","pubTime":"2024-04-29 14:38","pubTimestamp":1714372695,"startTime":"0","endTime":"0","summary":"瑞银发表研究报告指,神华2024年度首季业绩,达市场一致全年预测的29%,同时达到该行全年盈利预测的31%。神华第一季度盈利胜预期,该行解释主要得益于税务表现。同期的有效税率为16%,低于 ...","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://stock.10jqka.com.cn/hks/20240429/c657397836.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431802624","title":"中泰证券:给予中国神华买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2431802624","media":"证券之星","top":-1,"share":"https://www.laohu8.com/m/news/2431802624?lang=zh_cn&edition=full","pubTime":"2024-04-29 10:57","pubTimestamp":1714359466,"startTime":"0","endTime":"0","summary":"中泰证券股份有限公司杜冲近期对中国神华进行研究并发布了研究报告《Q1产销量维持增长,经营业绩符合预期》,本报告对中国神华给出买入评级,当前股价为38.73元。 产销量方面,年度长协占比同比下降,产销量维持同比增长。 价格方面,Q1年度长协价格环比上涨,自产煤售价小幅下滑。最新盈利预测明细如下:该股最近90天内共有22家机构给出评级,买入评级18家,增持评级4家;过去90天内机构目标均价为42.3。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042900007494.shtml","is_publish_highlight":false,"gpt_icon":0},{"id":"2431183049","title":"中国神华4月26日获北向资金加仓373.33万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2431183049","media":"自选股智能写手","top":-1,"share":"https://www.laohu8.com/m/news/2431183049?lang=zh_cn&edition=full","pubTime":"2024-04-29 09:30","pubTimestamp":1714354223,"startTime":"0","endTime":"0","summary":"4月26日, 北向资金增持中国神华373.33万股。截止当日收盘,沪股通共持有中国神华21260.97万股,占流通股1.28%。沪股通增持金额前五个股分别为招商银行、贵州茅台、兴业银行、药明康德、三一重工。中国神华近5个交易日下跌5.59%,沪股通累计增持463.26万股;近20个交易日上涨1.83%,沪股通累计减持778.29万股。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042909335687bca3e0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042909335687bca3e0&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430066741","title":"中国神华获国海证券买入评级,煤炭产销平稳,电力、铁路增量增利","url":"https://stock-news.laohu8.com/highlight/detail?id=2430066741","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2430066741?lang=zh_cn&edition=full","pubTime":"2024-04-28 23:11","pubTimestamp":1714317098,"startTime":"0","endTime":"0","summary":"4月28日,中国神华获国海证券买入评级,近一个月中国神华获得6份研报关注。研报预计公司2024-2026年营业收入分别为3635/3765/3908亿元,归母净利润分别为608.36/632.62/652.80亿元,同比+2%/+4%/+3%。研报认为,公司具备“煤电路港航”产业链一体化优势,煤炭销售长协占比高,业绩稳健,长期重视投资者回报,分红比例高,央企市值考核推动下,估值有望进一步提升。风险提示:经济需求不及预期风险;安全生产事故风险;公司管理及运营风险;政策调控力度超预期风险等;资产收购进度不及预期风险。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404282311438b5e4c63&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404282311438b5e4c63&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430082557","title":"中国神华(601088)2024年一季报点评:业绩表现稳健,发电运输业务盈利提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2430082557","media":"民生证券","top":-1,"share":"https://www.laohu8.com/m/news/2430082557?lang=zh_cn&edition=full","pubTime":"2024-04-28 15:16","pubTimestamp":1714288587,"startTime":"0","endTime":"0","summary":"2024年4月26日,公司发布2024年一季度报告。煤炭产销同比增长,售价回落叠加成本抬升,毛利率下滑。发电装机规模持续扩大,发售电量同比增长,毛利率抬升。24Q1公司发电机组平均利用小时数达1236小时,同比下降3.7%。电力业务毛利率16.9%,同比上升0.8pct,实现利润总额31.88亿元,同比增长11.0%。2024年公司发电业务计划资本支出171.78亿元,较2023年完成额提升7.9%。运输板块盈利同比提升。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042815303887b9df4a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042815303887b9df4a&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430270487","title":"中国神华获民生证券买入评级,业绩表现稳健,发电运输业务盈利提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2430270487","media":"金融界","top":-1,"share":"https://www.laohu8.com/m/news/2430270487?lang=zh_cn&edition=full","pubTime":"2024-04-28 11:41","pubTimestamp":1714275708,"startTime":"0","endTime":"0","summary":"4月28日,中国神华获民生证券买入评级,近一个月中国神华获得4份研报关注。研报预计2024-2026年公司归母净利润为631.41/675.41/706.64亿元。研报认为,公司煤炭中期产量增量可期、发售电量持续增长,我们预计2024-2026年公司归母净利润为631.41/675.41/706.64亿元,对应EPS分别为3.18/3.40/3.56元/股,对应2024年4月26日的PE分别为12/12/11倍维持“推荐”评级。风险提示:煤炭价格大幅下降;火电需求不及预期;项目建设慢于预期。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404281141508b5c7fc3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404281141508b5c7fc3&s=b","is_publish_highlight":false,"gpt_icon":0},{"id":"2430701164","title":"煤炭公司首季利润集体缩水,中国神华增收不增利","url":"https://stock-news.laohu8.com/highlight/detail?id=2430701164","media":"界面","top":-1,"share":"https://www.laohu8.com/m/news/2430701164?lang=zh_cn&edition=full","pubTime":"2024-04-28 11:28","pubTimestamp":1714274928,"startTime":"0","endTime":"0","summary":"煤炭价格同比下降,是各煤炭公司利润缩水的直接原因。今年一季度,中国神华发电分部获得毛利40.73亿元,同比增10.4%;毛利率16.9%,同比上升0.8个百分点。今年以来,受稳健的现金流和高分红等因素驱动,煤炭板块一路走高,中国神华和陕西煤业等龙头企业市值多次创下新高。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024042811301387b94bc5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:06","pubTimestamp":1714273591,"startTime":"0","endTime":"0","summary":"民生证券股份有限公司周泰,李航,王姗姗近期对中国神华进行研究并发布了研究报告《2024年一季报点评:业绩表现稳健,发电运输业务盈利提升》,本报告对中国神华给出买入评级,当前股价为39.55元。电力业务毛利率16.9%,同比上升0.8pct,实现利润总额31.88亿元,同比增长11.0%。最新盈利预测明细如下:该股最近90天内共有22家机构给出评级,买入评级18家,增持评级4家;过去90天内机构目标均价为42.3。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2024042800001499.shtml","is_publish_highlight":false,"gpt_icon":0}],"profile":{"ret":0,"listingDate":"2007-10-09","address":"北京市东城区安定门西滨河路22号","stockEarnings":[{"period":"1week","weight":-0.0018},{"period":"1month","weight":0.0189},{"period":"3month","weight":0.073},{"period":"6month","weight":0.3063},{"period":"1year","weight":0.492},{"period":"ytd","weight":0.2705}],"companyName":"中国神华能源股份有限公司","boardCode":"AI0006","perCapita":"117603股","boardName":"煤炭开采和洗选业","registeredCapital":"1986851万元","compareEarnings":[{"period":"1week","weight":0.0274},{"period":"1month","weight":0.0209},{"period":"3month","weight":0.1134},{"period":"6month","weight":0.0317},{"period":"1year","weight":-0.0657},{"period":"ytd","weight":0.0437}],"survey":" 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