国泰海通：煤炭板块基本面拐点将近推荐红利核心中国神华(601088.SH)等

智通财经2025-04-15

‌智通财经APP获悉‌，国泰海通发布研报称，从财务及固定资产视角看待煤价支撑。该行预计640-650元/吨或成为一个相对合理的行业底部支撑，板块难重回2015年。该行认为25年4月将迎来向上的拐点，叠加6月迎峰度夏，该行预计价格有望回升;贸易摩擦下，市场波动的加剧配置思路将更倾向确定性的红利资产。从板块推荐角度，依然推荐红利的核心中国神华(601088.SH)、陕西煤业‌(601225.SH)、...

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国泰海通：煤炭板块基本面拐点将近 推荐红利核心中国神华(601088.SH)等

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国泰海通：煤炭板块基本面拐点将近推荐红利核心中国神华(601088.SH)等