国投证券国际：关注焦炭板块投资机会推荐中国旭阳集团(01907)_老虎社区_美港股上老虎

国投证券国际：关注焦炭板块投资机会推荐中国旭阳集团(01907)

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智通财经APP获悉，国投证券国际发布研报称，港股及A股焦炭板块集体上涨，主要系市场对于需求及通胀预期带来板块热度。当前焦炭板块整体估值处于历史低位，未来可能迎来拐点。推荐关注。该行认为导致板块上涨的主要原因还是在于资源品板块的集体共振，煤炭、焦炭板块在有色金属、石油的带动下热度明显抬升。推荐标的中国旭阳集团(01907)。回顾2025年，2025年全年焦煤产量焦炭产量为5.04亿吨，同比增长...

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