国信证券发布晋控煤业研报，煤价下行拖累公司业绩，期待资产注入

每日经济新闻2025-05-09

国信证券05月09日发布研报称，给予晋控煤业（601001.SH，最新价：11.27元）优于大市评级。评级理由主要包括：1）公司发布2024年年报及2025年一季报；2）2024年煤炭满产满销，吨煤售价小幅下滑，吨煤成本小幅上涨，毛利同比下降，整体经营稳健；3）2025Q1受下游需求疲软影响，煤价中枢下行，业绩承压；4）分红金额下降，分红率提升；5）启动煤炭资产收购，产能增长可期。风险提示：煤炭...

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