Minsheng securities released a research report on April 30, saying that it maintained the recommended rating of Yankuang energy ( Yanzhou Coal Mining Company Limited(600188) .sh, latest price: 34.73 yuan). The reasons for rating mainly include: 1) coal production and sales fell slightly and prices rose sharply; 2) The volume and price of coal chemical industry have risen simultaneously, and the cost has increased rapidly; 3) The gross profit of power business increased significantly year-on-year; 4) Overseas coal prices continued to rise, and the Australian division is expected to contribute to the performance increment. Risk tips: 1) macroeconomic growth slows down and coal prices fall sharply; 2) The price of chemicals fell sharply; 3) The transformation and development is slower than expected.
AI comments: Yankuang energy has received attention from 8 brokerage research reports in recent month and bought 7.
