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港股异动 | 南戈壁(01878)再度拉升涨超12% 去年11月以来累涨567% 机构称煤炭上市公司高分红高股息配置价值凸显

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南戈壁(01878)再度拉升涨超12%,去年11月以来累涨567%,截至发稿,涨12.37%,报4.36港元,成交额1162万港元。

国泰君安指出,煤价底部确认,煤企盈利有保障,煤炭上市公司高分红高股息配置价值凸显,助力煤炭板块估值重塑。此外,煤炭作为顺周期行业将受益经济复苏需求提升,进可攻退可守。

华龙证券认为,煤炭行业高股息特征明显。供给侧改革后,煤炭行业经营情况得到大幅改善,煤企现金流充裕,具备较强的分红能力。煤炭行业盈利能力较好,高分红彰显投资价值。煤炭股的估值目前处于历史的底部,煤炭企业的价值被低估。

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