民生策略：2025年6月金股推荐

券商研报精选2025-06-01

核心观点能源开采行业周泰S0100521110009晋控煤业（601001.SH）1、资产注入推进中，长期有望增厚业绩。2、煤价见底，后续具备小幅反弹空间。3、账面现金高，资产收购和分红都具备空间。有色金属行业邱祖学S0100521120001五矿资源（1208.HK）1、主力矿山第二矿坑投产，品位和回收率抬升，运营改善，成本下降和产量增长有望超预期；2、市场低估了其社区问题的处理能力，而社区...

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