港股异动 | 首钢资源(00639)涨超5% 股价创近十年来新高 机构预计公司23年股息率或达13.5%
首钢资源(00639)涨超5%，截止发稿涨5.3%，报3.18港元，股价创近十年来新高，成交额3184万港元。中银国际此前预测，首钢资源23年股息率或达13.5%。
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。
此外，国泰君安表示，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。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。
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