《大行》大摩：中国神华盈利预告符预期行业基本面疲弱或令公司盈利受压

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摩根士丹利发表研究报告指，中国神华(01088.HK)预期2025年净利润将按年下降7%至16%，至495亿至545亿元人民币，大致符合市场预期。该行按此推算，预计公司上季净利润将介乎104亿至154亿元人民币，相较2024年同期则为153亿元人民币。另外，大摩续指，短期内矿井端供应减少支撑著动力煤价格，随著农历新年假期临近，下游补库需求略为回升。国内煤炭总供应仍然充足。另一方面，由于水电、太阳能...

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《大行》大摩：中国神华盈利预告符预期 行业基本面疲弱或令公司盈利受压

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《大行》大摩：中国神华盈利预告符预期行业基本面疲弱或令公司盈利受压