中信证券：净利下滑符合预期 煤炭行业悲观预期或已消化

广发银行发布公告，该行自2023年9月1日起调整人民币存款挂牌利率。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/7/w700h907/20230901/f1a8-a8cab1fed373323234d340b0c3d6fc3b.png"]},"commentid":"live:finance-152-3227403:0","compere_id":0,"creator":"liyuan20@staff.sina.com.cn","mender":"liyuan20@staff.sina.com.cn","create_time":"2023-09-01 08:52:39","update_time":"2023-09-01 08:52:46","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"fund","symbol":"161121","key":"u94f6u884c"},{"market":"fund","symbol":"515290","key":"u94f6u884c"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0","docurl":"https:\/\/finance.sina.com.cn\/7x24\/2023-09-01\/doc-imzkeepm5728586.shtml","docid":"mzkeepm5728586"}","old_live_cid":"0","tab":"","tag":[{"id":"3","name":"公司"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"https://finance.sina.cn/7x24/2023-09-01/detail-imzkeepm5728586.d.html","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3227402,"zhibo_id":152,"type":0,"rich_text":"【中信证券：净利下滑符合预期 煤炭行业悲观预期或已消化】中信证券研报指出，受煤价下跌影响，上半年样本公司净利润同比下降超过25%，Q2环比业绩下降约29%。尽管业绩下跌，但板块的估值及股息率仍具备吸引力。展望下半年，经济复苏的节奏或是影响煤价及板块盈利的关键变量。随着市场情绪企稳和政策的不断叠加，我们认为煤价底部预期逐步明朗，板块具备估值提升的潜力。