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大盘从年初以来已经有10%左右的跌幅,而煤炭行业上市公司的股价,除了个别股票以外,上涨了20-50%不等,大部分煤炭上市公司的股价达到了近年来甚至上市以来的最高点。上市公司股价坚挺背后的原因是煤炭价格持续上涨对上市公司业绩的提升。市场普遍关注,今后的煤炭价格还否会继续上涨,继而,煤炭行业上市公司,在产量短期提升难度比较大情况下,业绩增长何所依附。我们试图从今年前三季度煤炭经济运行的总结中,考察影响煤炭行业运行的各种因素,对今后煤炭市场,尤其是煤炭价格走势加以判断,然后就煤炭行业上市公司做简单评价。
The broader market has seen a drop of about 10% since the beginning of the year, while the shares of listed coal companies in the coal industry have risen 20-50% in addition to individual stocks. The shares of most listed coal companies have reached their highest level in recent years or even since they went public point. The reason behind the firm price of listed companies is the continuous rise of coal prices on the performance of listed companies to enhance. The market is generally concerned about whether coal prices will continue to rise in the future. Then, listed companies in the coal industry depend on the performance growth under the circumstances that it is more difficult to increase output in the short run. We try to review the various factors that affect the operation of the coal industry from the conclusion of the coal economy in the first three quarters of this year and make judgments on the future coal market, especially the coal price trends. We then make simple assessments on the listed companies in the coal industry.