大和：予中国神华(01088)“持有”评级 5月煤炭产量年增2%
大和发布报告称，予中国神华(01088)“持有”评级，因为其煤炭销量和平均售价同时下降，而该公司的估值较高。
该行指出，集团5月煤炭总产量2740万吨，同比增1.9%，售电量同比增4.4%至153亿千瓦时。尽管5月煤炭产量的正增长超过今年年初管理层指导的2.6%的减产，但该行认为，由于2024年5个月产量同比增长2.3%，市场已经消化这一目标，因为其指示性较差。
该行预期这些数据，加上近期对内地各地资产长期预期回报重新评级的情绪，将为集团在6月28日除息日之前的股价提供支撑。
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