申万宏源：看好旺季煤价反弹长期投资价值值得重点关注

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智通财经APP获悉，申万宏源发布研报称，市场普遍长期看淡传统化石能源的发展前景，但认为能源结构转型是漫长且复杂的系统性工程，煤炭作为“保供压舱石”的战略地位短期内无法替代，刚性需求将持续夯实行业基本面。在此背景下，煤炭板块“现金奶牛”的属性愈发稳固，而煤价的合理高位运行，预计将进一步带动行业盈利水平与分红能力超预期释放，长期投资价值值得重点关注。申万宏源主要观点如下：供给端煤炭行业供给端正面临...

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申万宏源：看好旺季煤价反弹 长期投资价值值得重点关注

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申万宏源：看好旺季煤价反弹长期投资价值值得重点关注