煤炭股普涨兖矿能源涨近4% 中国神华涨近2%_老虎社区_美港股上老虎

煤炭股普涨兖矿能源涨近4% 中国神华涨近2%

格隆汇02-25

A股煤炭股逆势拉升，其中，兖矿能源涨近4%，安源煤业、中国神华、陕西煤业涨近2%，中煤能源、山煤国际、大有能源等多股涨超1%。有机构指出，短期煤价下跌，煤炭板块持续调整，也创造了较好的逢低配置机遇。煤炭作为高分红、低估值的红利资产本质没有改变。大型煤炭企业拥有较高的净资产收益率，并通过高长协比例等措施稳定煤价，业绩相对稳健。资金面来看，临近年报季，保险等长期资金入市大势所趋，煤炭板块回调后估值及股息率吸引力提升。

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