国盛证券:看好后续煤炭板块行情
Xin Hua Cai Jing·2025-09-24 05:55

Core Viewpoint - The report from Guosheng Securities expresses a strong optimism regarding the future performance of the coal sector, indicating a potential upward trend in coal prices as the year progresses [1] Summary by Relevant Sections - Performance Overview: As of September 19, the coal sector (CITIC) has experienced a decline of 2.3% year-to-date, ranking last among 30 industries. However, during the week of September 19, the sector saw a weekly increase of 3.6%, ranking second among the 30 industries, indicating a significant contrast in performance [1] - Market Outlook: The report suggests that the coal prices are on a path of oscillating upward movement, with expectations that they may close the year at their highest point, providing momentum for the sector's growth [1] - Risks Identified: Key risks include the potential for production from new mines to exceed expectations, lower-than-expected downstream demand, insufficient safety inspection efforts, and the possibility of historical trends becoming ineffective [1]

国盛证券:看好后续煤炭板块行情 - Reportify