煤炭板块业绩改善+高股息名单揭晓

21世纪经济报道2025-12-18

广发证券指出，四季度以来煤炭煤价上涨超预期，10月火电发电量同比增速达7.3%，各环节库存仍低于去年同期，11月下旬开始季节性需求进一步提升，预计年末及2026年煤价总体延续稳中偏强走势。国元国际表示，优质煤企凭借资源禀赋及成本优势，能够保持稳健盈利和充裕现金流，分红持续性高，成为高股息投资标的，资产红利属性不断增强，行业进入“红利+周期”双属性阶段。中泰证券最新发布的2026年煤炭行业投资策略...

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