股典钟炒股机器人系统电脑版行业投资资讯:动力煤Stock Code Clock Stock Trading Robot System Computer Edition Industry Investment Information: Thermal Coal
来源:股典钟炒股机器人系统电脑版
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作者:股典钟炒股机器人系统电脑版
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发布时间: 2021-01-26
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624 次浏览
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动力煤又涨价了,主力合约价格突破二零一七年创下的历史高点,收盘在七百二十七点八元每吨,从四月份的低点到今天收盘已经涨了百分之五十。
收益杜丽美涨价,郑州煤电开盘八分钟封住涨停,一个多月来涨幅达到百分之一百四十七,煤价上涨真的停不下来,内部有环保限产和进口没收紧。
供应跟不上,外部有冷冻带来的采暖需求和经济复苏的周期性影响,需求旺盛。接下来煤炭板块的机会仍然值得关注。从煤炭产业来看,郑州煤电其实还不是最受益的。
它的产量不高,去年只有七百二十一万吨,并且它的销售费用、管理费用、财务费用三费合计占到营收百分之二十二,经营效率低下。所以即使东林美涨价,也没能阻止公司继续亏损。
第三季度还亏了五千多万,不过煤炭行业的机会是确定的,接下来选对公司就很重要了,等所有人都反应过来,那些真正有价值的公司估计也都飞起来了。
公司去年动力煤产量九千一百四十五万吨,是郑州煤电的十三倍。郑州煤电在前面打出了空间。这家公司也就有了参考,在高达近五倍的估值差距下。
市场。
The price of thermal coal has risen again. The main contract price broke through the historical high set in 2017 and closed at 7278 yuan per ton, which has risen by percent from the low point in April to today’s close. fifty.
Revenue Du Limei raised prices. Zhengzhou Coal and Electricity closed the daily limit for eight minutes after the opening. The increase has reached 147% in more than a month. The rise in coal prices really cannot be stopped. There are environmental protection restrictions on production and import confiscations.
Supply can't keep up. There is a cyclical impact of external heating demand and economic recovery caused by freezing, and demand is strong. The next opportunity in the coal sector is still worthy of attention. From the perspective of the coal industry, Zhengzhou Coal Power is actually not the most beneficial.
Its output is not high. Last year it was only 7.21 million tons, and its sales expenses, management expenses, and financial expenses accounted for 22% of its revenue, and its operating efficiency was low. Therefore, even if Donglinmei increased its price, it failed to prevent the company from continuing to lose money.
In the third quarter, there was a loss of more than 50 million yuan, but the opportunities in the coal industry are certain. The next choice of the company is very important. When everyone reacts, it is estimated that those companies that are truly valuable will also fly.
The company's thermal coal output last year was 91.45 million tons, which was 13 times that of Zhengzhou Coal and Electricity. Zhengzhou Coal and Electricity has made room in front. This company also has a reference, with a valuation gap of nearly five times.
market.
动力煤又涨价了,主力合约价格突破二零一七年创下的历史高点,收盘在七百二十七点八元每吨,从四月份的低点到今天收盘已经涨了百分之五十。
收益杜丽美涨价,郑州煤电开盘八分钟封住涨停,一个多月来涨幅达到百分之一百四十七,煤价上涨真的停不下来,内部有环保限产和进口没收紧。
供应跟不上,外部有冷冻带来的采暖需求和经济复苏的周期性影响,需求旺盛。接下来煤炭板块的机会仍然值得关注。从煤炭产业来看,郑州煤电其实还不是最受益的。
它的产量不高,去年只有七百二十一万吨,并且它的销售费用、管理费用、财务费用三费合计占到营收百分之二十二,经营效率低下。所以即使东林美涨价,也没能阻止公司继续亏损。
第三季度还亏了五千多万,不过煤炭行业的机会是确定的,接下来选对公司就很重要了,等所有人都反应过来,那些真正有价值的公司估计也都飞起来了。
公司去年动力煤产量九千一百四十五万吨,是郑州煤电的十三倍。郑州煤电在前面打出了空间。这家公司也就有了参考,在高达近五倍的估值差距下。
市场。
The price of thermal coal has risen again. The main contract price broke through the historical high set in 2017 and closed at 7278 yuan per ton, which has risen by percent from the low point in April to today’s close. fifty.
Revenue Du Limei raised prices. Zhengzhou Coal and Electricity closed the daily limit for eight minutes after the opening. The increase has reached 147% in more than a month. The rise in coal prices really cannot be stopped. There are environmental protection restrictions on production and import confiscations.
Supply can't keep up. There is a cyclical impact of external heating demand and economic recovery caused by freezing, and demand is strong. The next opportunity in the coal sector is still worthy of attention. From the perspective of the coal industry, Zhengzhou Coal Power is actually not the most beneficial.