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赚钱效应较强————东方财富网博客

赚钱效应较强————东方财富网博客
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

Salt Lake , South Australia , China General , Great Wall , Sheng Zhejiang Sea Friedman , Wuliangye Guizhou , Hing Fat Group Xinan , Technology School , National League , Technology Yanzhou Coal , Guangzhou Automobile Group , Shanghai Stock Exchange , Technology Hao China , Shenzhen Component Index , Maotai Wuliangye , North China Genesis Salt Lake , Disclosure The , Eastern May Ultra , Hui Science , China Guardian Pass , Eastern Icahn Science , Australia Science , Coal Shaanxi , Tibet Everest China Friends , Roussillon Chemical , Ann Science ,

每经14点|北向资金净流入达20亿元；午后白酒、工业母机、煤炭等板块走高；河南郑州发布暴雨蓝色预警

每经14点|北向资金净流入达20亿元；午后白酒、工业母机、煤炭等板块走高；河南郑州发布暴雨蓝色预警
nbd.com.cn - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from nbd.com.cn Daily Mail and Mail on Sunday newspapers.

Dong Chao , South Korea , Wuliangye Guizhou , Henan Zhengzhou , Technology Union Wang New Division , Technology Eastern , Technology Hao China , News August , Qinghai Spring Wuliangye Guizhou Maotai , Qinghai China , Shanghai Electrical , Yanzhou Coal , Coal Shaanxi , Icahn Science , Hui Science , Sun Power Invitrogen Electrical , Introduction Zhejiang , New Economy , Management Zhejiang , China Tokyo , Tokyo Paralympics ,

创业板冲高回落，两市涨跌不一————东方财富网博客

创业板冲高回落，两市涨跌不一————东方财富网博客
eastmoney.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from eastmoney.com Daily Mail and Mail on Sunday newspapers.

Hong Kong , China General , Salt Lake , South Australia , Great Wall , Henry Fernandez Hong Kong , Sheng Zhejiang Sea Friedman , Wuliangye Guizhou , Hing Fat Group Xinan , Member Congress , Ministry Of Education Is Research , Ministry Of Education Information Office , Guangzhou Automobile Group , National League , Technology Yanzhou Coal , Ministry Of Education , City Change , Shenzhen Component Index , Eastern May Ultra , Hui Science , China Guardian Pass , Eastern Icahn Science , Australia Science , Coal Shaanxi , Tibet Everest China Friends , Roussillon Chemical ,

长城军工领衔军工股逆势拉升 "煤超疯"继续！基金押注哪些行业？ _ 东方财富网

　　对于该板块，国信证券表示，中证军工指数目前PE-TTM在72倍，处于过去五年历史65.13%分位，处于历史中位值附近。当前不少标的估值与业绩增长仍然匹配，市场对优秀公司估值容忍度也在提高。统计部分核心公司看对应2021年的动态PE约55倍，2022年在41倍左右，仍具备向上空间。其中，主机厂长期空间打开，地位稀缺，业绩也有望释放，应享有高端装备的成长估值；零部件公司业绩增速持续提升，估值与业绩匹配，目前看大部分公司明年估值30-40倍；新材料公司业绩成长突出，格局壁垒良好，享有较高估值容忍度；信息化是武器装备建设同步的重中之重，细分方向较多，有望多点开花，自下而上寻找预期差。整体看军工行业目前估值不高，行业景气下看十四五末的估值非常低，向上有空间。
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煤价维持强势，煤炭板块发力走高，华阳股份、陕西黑猫涨停 _ 证券时报网

煤价维持强势，煤炭板块发力走高，华阳股份、陕西黑猫涨停
证券时报网
吴永芳
2021-07-23 10:43
根据统计局数据，2021年上半年累计煤炭产量19.49亿吨，同比增长6.4%，增速较前5月持续收窄，其中6月单月产量3.23亿吨，同比下降5%，可以看出上半年产地供给保持边际收紧趋势，6月由于安检停产供应大幅紧缩。进口量同样大幅缩减，上半年累计进口1.4亿吨，同比下降19.7%。而相比之下，需求端则有强劲表现：根据统计局数据，上半年累计发电量同比增长13.7%，其中火电累计发电量同比增长15%，6月火电单月仍有10%同比增速。由此来看，上半年动力煤供给紧缺的局面于6月愈发凸显，促成动力煤价格居高不下。
开源证券认为，供需错配矛盾在本轮旺季仍将较难缓解：持续高增的耗煤需求不容忽视，当前电力� ....

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