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国信证券4月28日发布研报称,给予中煤能源(601898.SH)买入评级。评级理由主要包括:1)煤价下行、投资收益减少致业绩下降;2)煤炭板块:自产煤产销量稳定,受煤价下行及成本上升影响,煤炭板块毛利下滑;3)煤化工板块:销量整体减少,原料价格下跌、成本下行;4)煤矿装备业务:有望受益于产能储备政策;5)在建项目进展顺利,产业链布局持续推进。(每日经济新闻)

Guoxin Securities released a research report on April 28 stating that it gave China Coal Energy (601898.SH) a purchase rating. The main reasons for the rating include: 1) declining performance due to declining coal prices and reduced return on investment;

Zhitong Finance ·  Apr 28 09:21
Guoxin Securities released a research report on April 28 stating that it gave China Coal Energy (601898.SH) a purchase rating. The main reasons for the rating include: 1) declining performance due to declining coal prices and reduced return on investment; 2) coal sector: stable sales volume of self-produced coal, which is affected by falling coal prices and rising costs; 3) coal chemical sector: overall decline in sales, falling raw material prices and falling costs; 4) coal mine equipment business: expected to benefit from capacity reserve policies; 5) projects under construction are progressing smoothly, and the industrial chain layout continues to advance. (Mainichi Keizai Shimbun)

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