Xingye Securities research report pointed out that in terms of power coal, under the normalization of stricter supervision by the safety supervision, the coal production in the main production areas has recovered slowly; with the heating from north to south, it is expected that downstream procurement demand will gradually be released, supporting the stable operation of coal prices. For coking coal, the price of production areas followed the marginal decline of iron ore production, while the safety supervision in the supply side is still strict, and the supply tension will continue, and the coking coal price will still be supported. At present, the valuation of coal plate is still at a low level. It is recommended to pay attention to the leading stocks with high dividend and marginal upward momentum.
데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.