研报掘金丨平安证券：潞安环能业绩有望逐渐好转，维持“推荐”评级

格隆汇2025-08-29

平安证券研报指出，潞安环能上半年归母净利润13.48亿元，同比下降39.44%；扣非归母净利润为11.47亿元，同比下降49.00%。公司层面，作为国内喷吹煤领先生产企业，25H1煤炭市场行情承压的情况下，公司产销仍保持稳中有增态势。市场方面，6月全国安全生产月部分煤矿减停产，后续因暴雨、地质等原因复产节奏较慢，且为响应反内卷政策，煤炭行业在安全监管和控制超产方面加严，预期下半年供应增量或减少；...

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