民生证券给予盘江股份推荐评级 2024年半年报点评：煤价回调盈利承压煤电新能源布局形成

每日经济新闻08-27

民生证券08月27日发布研报称，给予盘江股份（600395.SH，最新价：5.31元）推荐评级。评级理由主要包括：1）24Q2业绩环比下降；2）上半年煤炭产销同比下滑，成本大幅抬升；3）24Q2煤炭产销环比回升，售价环比下滑；4）煤电新能源一体化格局逐步形成。风险提示：1）煤炭价格波动的风险。2）项目进度不及预期的风险。（文章来源：每日经济新闻）

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民生证券给予盘江股份推荐评级 2024年半年报点评：煤价回调盈利承压 煤电新能源布局形成

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民生证券给予盘江股份推荐评级 2024年半年报点评：煤价回调盈利承压煤电新能源布局形成