东北证券：旺季煤价有望回升拥抱优质煤炭红利资产

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智通财经APP获悉，东北证券发布研报认为，预计8月煤价有望止跌回升，主要由于季节性旺季推动库存与去年同期接近、煤炭供需基本平衡，煤价走势预计与23年下半年接近。目前煤炭处于周期底部区域，周期向上仍需更大力度稳增长政策推动。煤炭股在中证红利指数成分股中股息率位居前列，估值较低，在利率下行背景下有望充分受益红利投资浪潮。2024上半年煤价窄幅震荡，煤炭板块涨幅居前。2024Q2动力煤焦煤价格环比回落，...

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东北证券：旺季煤价有望回升 拥抱优质煤炭红利资产

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东北证券：旺季煤价有望回升拥抱优质煤炭红利资产