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《AH報告》巴克萊:中煤7月銷售疲弱惟仍符預期進度,維持增持 @ 2012-08-16T11: Back Hot News
Keyword:煤炭
Concept:36億5000萬噸 , 發改委下調今年煤炭產量目標
達到全年1﹒1億噸的全年目標。截至7月底止,中煤今年累計煤炭銷售量8168萬噸,升
發改委下調今年全國煤炭產量目標至36.5億噸,煤炭股下挫.中煤(01898)7月煤炭銷量跌24%,股價跌3.73%,神華(01088)跌1.63%及兗煤(01171)跌1.45%
煤礦股今日造好,兗煤〔01171.HK〕、神華〔01088.HK〕、中煤〔01898.HK〕分別漲1.60%-4.38%。美銀美林相信,煤炭價格下半年見底,將成為能源股短期股價的催化劑;該行料國內煤炭現貨價格已經觸底,加上第四季下游產業的活動亦料急增,將帶動第四季度逐步恢復至660元人幣/噸,2013年元700人幣/噸。該行推中煤能源為行業首選,料每10元人幣/噸的煤炭現貨價格增長,將可為中煤能源2012/13年的盈利分別貢獻2.9/3.1%。加上礦場生產加速令公司於2012及13年,商品煤產量分別增7%及13%;公司將致力收購母公司礦山,料2015年產量翻一番;不過,現時煤炭價格疲弱,加上成本上漲,影響公司今年盈利,因此將目標價由11元下調至8.8元。而神華目標價由39.5元下調至34元,維持「買入」評級;兗煤維持「買入」評級,目標價由19元下調至14.3元。
《經濟通通訊社15日專訊》國家發改委下發通知,下調今年全國煤炭產量目標至36﹒5

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