广发证券：2025年煤价中枢或有下行龙头公司预计盈利保持整体稳健

格隆汇APP2025-04-29

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！格隆汇4月29日｜广发证券研报表示，4月煤炭行业需求仍处于淡季，煤价总体较为弱势，但后期稳增长逆周期调节政策力度加大预期开始增强，且随着工业需求回升，产量增长放缓及进口煤预期下降，预计煤价在库存回落后逐步回升。公司方面，2025年煤价中枢或有下行，考虑龙头公司长协价格相对稳定，成本费用普遍控制有力，预计盈利保持整体...

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广发证券：2025年煤价中枢或有下行 龙头公司预计盈利保持整体稳健

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广发证券：2025年煤价中枢或有下行龙头公司预计盈利保持整体稳健