【研选行业+公司】目标年产3亿吨 煤炭龙头“反内卷”下高分红逻辑获强化

Group 1 - The article emphasizes the importance of selecting valuable research reports and understanding market trends to avoid missing investment opportunities [1] - A coal industry leader aims for an annual production capacity of 300 million tons, with a capacity increase of over 6%, supported by a high dividend policy of 60% payout and mid-term dividends, resulting in a Hong Kong stock dividend yield exceeding 8% [1] - The aluminum industry is experiencing new opportunities driven by carbon neutrality policies, with recycled aluminum's carbon emissions being only 2.1% of electrolytic aluminum, and a compound annual growth rate (CAGR) of approximately 13% [1]