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煤炭股走势分化 蒙古能源(00276)高涨12.17%

Coal stocks split Mongolia Energy (00276) rose 12.17%

鳳凰網港股 ·  Jan 3, 2022 21:20

Phoenix New Media Hong Kong stocks | Coal stocks are divided, with Mongolia Energy (00276) up 12.17%, South Gobi (01878) up 8.87% and Jiutai Bangda Energy (02798) up 2.4%.
As for Yanzhou Coal (01171), it fell back to 15.9 yuan, down 2.21%, and China Coal Energy (01898) fell 1.69% to 4.65 yuan.
On the news side, Guotai Junan issued a research report that according to the new rules of the Indonesian government on December 31, the export of coal was banned in January 2022. The bank believes that the coal sector is in the value range, the transformation is expected to be strong, and the valuation is on. 1) as the industry enters the era of high profit hub, coal companies will transform around new energy operators, new materials, hydrogen energy and other fields, and industry valuation is expected to increase under diversified development; 2) prices will stabilize after falling, policy crackdown marginal slowdown, and profits will be stable for a long time, leading high dividends; 3) after the "coal shortage", the market generally recognizes that coal is still scarce before the completion of the transformation of energy structure.

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