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本周化肥农药、煤气与液化气、农产品业排名居前。煤炭业排名本周上涨到第10名。招商证券分析师表示,二季度煤炭行业有四大利好:炼焦煤价大涨推动一季度业绩大增;新签出口煤价预计大涨;合同动力煤价存在较大的上涨动力;资产注入可能有实质性进展;同时有两大利空:中转地秦皇岛煤价理性回归;资源税和可持续发展基金可能在全国实施。总的来讲,行业基本面仍然向好。同时国内煤炭上市公司的估值已经有了一定的安全边际。维持行
This week, chemical fertilizers, gas and liquefied petroleum gas, agricultural products ranked top. Coal rankings rose to No. 10 this week. China Merchants Securities analysts said the coal industry in the second quarter, there are four major good: coking coal prices to promote a substantial increase in the first quarter; newly signed export coal price is expected to rise; contract thermal coal prices there is a big upward momentum; asset injection may There have been substantial advances; at the same time, there are two big negatives: the reasonable return of Qinhuangdao coal price in transit hub; resource tax and sustainable development fund may be implemented nationwide. In general, the industry fundamentals are still improving. At the same time the valuation of domestic coal companies already have a certain margin of safety. Maintain the line