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港股异动 | 蒙古焦煤(00975)午后涨近5% 月内暴涨80% 机构称焦煤盈利中枢有望继续提升

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蒙古焦煤(00975)午后涨近5%,月内暴涨80%。截至发稿,涨4.62%,报7.48港元,成交额3596.54万港元。

消息面上,方正证券发布报告称,受益于国内和全球供需持续偏紧的局面,当前炼焦煤价格仍有向上空间,并推动煤炭企业盈利能力稳中有增。同时,由于较少的资本开支,煤炭企业可用于分红的资金比例较高。预计未来低估值、高分红的焦煤板块或将受到市场重视,随着业绩预期提升,炼焦煤企业估值有望提升。

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