大摩：将中国神华(01088)纳入中国内地/香港焦点名单评级“增持”

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智通财经APP获悉，摩根士丹利发布研报称，将中国神华(01088)加入中国内地/香港焦点名单，评级为“增持”。中国神华是中国最大的煤炭生产商，2025年煤炭产量达3.3亿吨，销售量达4.3亿吨。尽管国内煤炭供应持续增加，该股在过去几年已因中国能源转型而获得持续重估。由于煤炭价格按年上升，神华的煤炭板块将带来更高的利润贡献。同时，尽管股价上涨，神华目前仍有约7%的股息率，在波动市况中仍具吸引力。

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大摩：将中国神华(01088)纳入中国内地/香港焦点名单 评级“增持”

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大摩：将中国神华(01088)纳入中国内地/香港焦点名单评级“增持”