Coal ETF (515220) fell over 1.6%, and the premium trading in the market, Shanmei International fell more than 4%

Shanmei International fell more than 4%, and Zhengzhou coal power, Shanxi coking, and Meijin energy fell more than 3%.Coal ETF (515220) fell more than 1.6%, and the turnover exceeded 230 million yuan. The premium trading in the market was nearly 150 million yuan in net inflows in the past 5 days.

Guosheng Securities believes that in the short term, the consumption of steel announced this week has rebounded in the second week of steel consumption, and the rebound consumption recovery rate has increased (3.213 million tons of this week, and the week -on -month increases by 234,000 tons).The demand for the peak season of "Golden Nine Silver Ten" is gradually fulfilled, focusing on investment opportunities in the coking coal sector.Considering that the high profits of coal companies are expected to continue to increase the proportion of dividends under the context of high cash flow, Davis, which is welcoming the performance & valuation of performance & valuation.

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