广发证券：煤炭物流运输需求有望增长建议关注三大受益方向及相关核心资产

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智通财经APP获悉，广发证券发布研报称，能源价格的提升将改变区域价差并催生替代需求，有望明显增加实物运输量。(1)疆煤外运：新疆作为我国煤炭战略储备和边际调节的关键角色，其外运经济性将随煤价上涨而增强，建议关注卡位“将-淖-红”黄金通道的广汇物流(606003.SH)。(2)西煤东运：作为存量核心资产，以大秦铁路(601006.SH)为代表的能源运输干线在跨区域煤炭调度中的保底与支撑作用将持续凸显...

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广发证券：煤炭物流运输需求有望增长 建议关注三大受益方向及相关核心资产

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广发证券：煤炭物流运输需求有望增长建议关注三大受益方向及相关核心资产