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山西证券:当前煤炭供需关系难言宽松,煤价仍有望维持高位

Shanxi Securities: The current relationship between coal supply and demand is unspeakably relaxed, and coal prices are still expected to remain high

Breakings ·  Dec 20, 2023 14:02
The current relationship between coal supply and demand is unspeakably relaxed, and coal prices are still expected to remain high. Coal stocks have high dividends all year round. Under the current interest rate environment, it is expected that related dividend assets will be revalued. It is recommended to focus on several types of targets. First, listed companies that have given 60% dividend promises and are included in the dividend index, such as China Shenhua, Shaanxi Coal, Yankuang Energy, Mountain Coal International, and Pingmei Co., Ltd.; second, although there are no high dividend promises, Lu'an Huaneng, Kailuan shares, Hengyuan Coal and Electricity, Huaibei Mining, and Panjiang shares, which are included in the dividend index; third, the companies mentioned above, Jizhong Energy and Shanxi Coking Coal, which have high dividend characteristics, are worth paying attention to.

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