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市场从6000点的高位向下调整的过程中,前期高涨的煤炭股也未能幸免。但从基本面来看,当前煤炭行业的景气度不断在提高,现正处于历史上最好的发展水平,煤炭价格的上涨直接提升行业业绩,而未来行业的资产并购重组将进一步激发市场人气。可以说此次回调给了我们一个重新配置优质煤炭公司的契机。
During the downward adjustment of the market from a high of 6,000 points, the pre-rising coal stocks were not spared. However, fundamentally, the current prosperity of the coal industry continues to improve, and is now at the best level of development in history. The rise of coal prices directly improves the performance of the industry, while the merger and acquisition of assets in future industries will further stimulate market sentiment. It can be said that this callback has given us an opportunity to reallocate high-quality coal companies.