Coal stocks rose, Shaanxi coal industry rose more than 4%, coal ETF (515220) rose more than 1.3%

Coal stocks rose, Shaanxi coal industry rose more than 4%. Huayang, Yankuang Energy, and China Shenhua quickly followed up.Coal ETF (515220) rose more than 1.3%, and the turnover exceeded 230 million yuan. In the past 5 days, net inflow exceeding 520 million yuan.

Huajin Securities believes that the current logic of the growth of coal stocks is that coal prices have been improved in the second quarter, and the performance of listed companies is strong, and the dynamic valuation of the sector is still at a very low position (2.78 percentage at the nearly 5 years).Reporting performance continues to release, and the section valuation repair space is large.Dynamic coal is constrained by price, and its future performance is stronger, and non -power coal has greater elasticity.

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