PulseAugur
EN
LIVE 02:02:03
中文(ZH) 中信证券:判断目前煤炭板块正处于新一轮反弹中

CITIC Securities forecasts coal sector rebound driven by supply-demand dynamics

CITIC Securities predicts a new upward trend for the coal sector, anticipating a 31% sequential net profit increase for sample coal companies in Q2 2026 and a 19% year-on-year rise in the first half of the year. Despite a recent dip in coal prices, the firm is optimistic about price increases driven by seasonal demand and a tightening supply-demand balance in the third quarter. The report recommends companies with strong earnings potential and those in metallurgical coal with favorable valuations. AI

RANK_REASON The item is a financial analysis and prediction from an analyst firm, not a direct announcement or event.

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

CITIC Securities forecasts coal sector rebound driven by supply-demand dynamics

COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    CITIC Securities: Judging that the current coal sector is in a new round of rebound

    36氪获悉,中信证券预测所跟踪的样本煤炭上市公司,2026年二季度净利润平均环比增长约31%,2026年上半年同比涨幅约19%,预计焦煤、无烟煤公司业绩增速或有更好的弹性。短期虽然煤价有所松动,但看好旺季因素催化下的煤价上涨效应。在供给收缩的背景下,预计三季度供需格局继续改善,利好煤价和板块业绩环比继续增长。中信证券判断目前板块正处于新一轮反弹中,推荐业绩弹性好的及冶金煤中估值相对有优势的公司。