山西证券给予潞安环能增持评级高分红延续关注冶金煤价回升带来业绩修复

每日经济新闻04-23

山西证券04月23日发布研报称，给予潞安环能（601699.SH，最新价：21.24元）增持评级。评级理由主要包括：1）煤价回落影响2023年经营环境；2）2023年产销量同比增长，但吨煤毛利随煤价回落；3）2024Q1产销量回落，但吨煤售价、毛利环比上涨；4）高比例分红政策延续，股息率仍然较高。风险提示：宏观经济增速不及预期风险；煤炭价格超预期下行风险；安生产生风险；产能核增不及预期风险等。AI...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2429190446?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-04-23 21:26","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2429190446","market":"sh","top_or_hot":-1,"title":"山西证券给予潞安环能增持评级 高分红延续 关注冶金煤价回升带来业绩修复","media":"每日经济新闻","content":"<div>\n<p>山西证券04月23日发布研报称，给予潞安环能（601699.SH，最新价：21.24元）增持评级。评级理由主要包括：1）煤价回落影响2023年经营环境；2）2023年产销量同比增长，但吨煤毛利随煤价回落；3）2024Q1产销量回落，但吨煤售价、毛利环比上涨；4）高比例分红政策延续，股息率仍然较高。风险提示：宏观经济增速不及预期风险；煤炭价格超预期下行风险；安生产生风险；产能核增不及预期风险等。AI...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404232134138b4ac03b&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>山西证券给予潞安环能增持评级 高分红延续 关注冶金煤价回升带来业绩修复</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n山西证券给予潞安环能增持评级 高分红延续 关注冶金煤价回升带来业绩修复\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-23 21:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404232134138b4ac03b&s=b><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>山西证券04月23日发布研报称，给予潞安环能（601699.SH，最新价：21.24元）增持评级。评级理由主要包括：1）煤价回落影响2023年经营环境；2）2023年产销量同比增长，但吨煤毛利随煤价回落；3）2024Q1产销量回落，但吨煤售价、毛利环比上涨；4）高比例分红政策延续，股息率仍然较高。风险提示：宏观经济增速不及预期风险；煤炭价格超预期下行风险；安生产生风险；产能核增不及预期风险等。AI...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404232134138b4ac03b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"601699","symbol_name":"潞安环能","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404232134138b4ac03b&s=b","article_id":"2429190446","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404232134138b4ac03b&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},"url":"https://stock-news.laohu8.com/highlight/detail?id=2429190446","pubTimestamp":1713878760,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"山西证券04月23日发布研报称，给予潞安环能（601699.SH，最新价：21.24元）增持评级。评级理由主要包括：1）煤价回落影响2023年经营环境；2）2023年产销量同比增长，但吨煤毛利随煤价回落；3）2024Q1产销量回落，但吨煤售价、毛利环比上涨；4）高比例分红政策延续，股息率仍然较高。风险提示：宏观经济增速不及预期风险；煤炭价格超预期下行风险；安生产生风险；产能核增不及预期风险等。AI点评：潞安环能近一个月获得7份券商研报关注，买入6家。（文章来源：每日经济新闻）","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":["rate"],"viewcount":null,"language":"zh","relate_stocks":{"601699":"潞安环能","002500":"山西证券"},"translate_title":"Shanxi Securities gave Lu'an Environmental Energy an overweight rating with high dividends and continued to pay attention to the recovery of metallurgical coal prices to bring about performance recovery","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"601699":1,"002500":1},"content_text":"山西证券04月23日发布研报称，给予潞安环能（601699.SH，最新价：21.24元）增持评级。评级理由主要包括：1）煤价回落影响2023年经营环境；2）2023年产销量同比增长，但吨煤毛利随煤价回落；3）2024Q1产销量回落，但吨煤售价、毛利环比上涨；4）高比例分红政策延续，股息率仍然较高。风险提示：宏观经济增速不及预期风险；煤炭价格超预期下行风险；安生产生风险；产能核增不及预期风险等。AI点评：潞安环能近一个月获得7份券商研报关注，买入6家。（文章来源：每日经济新闻）","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2429190446"}

山西证券给予潞安环能增持评级 高分红延续 关注冶金煤价回升带来业绩修复

精彩评论

山西证券给予潞安环能增持评级高分红延续关注冶金煤价回升带来业绩修复