大摩：中国神华(01088)次季盈利符预期短期煤价或反弹目标价38港元

智通财经2025-07-15

智通财经APP获悉，摩根士丹利发布研报称，维持中国神华(01088)“增持”评级，目标价38港元。虽然国内煤炭供应充足可能限制价格反弹幅度，但价格改善及长期合同销量增加应有助于第三季维持稳健的盈利。同时，更高的股息支付和收益率为神华提供了另一个吸引投资者的角度。中国神华料上半年净利润跌13%至20%，第二季净利润预计为117亿至137亿元人民币(下同)，同比下降9至22%，好过该行预期的109亿元...

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大摩：中国神华(01088)次季盈利符预期 短期煤价或反弹 目标价38港元

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大摩：中国神华(01088)次季盈利符预期短期煤价或反弹目标价38港元