国金证券研报表示,新疆煤炭产能放量可期,有望带来相关产业链公司的业绩增长,建议关注三类公司:①积极布局新疆产能的优质煤企;②积极布局新疆民爆产能的民爆行业龙头;③提前布局新疆火电机组建设的优质火电企业,如皖能电力等。
本文源自:金融界AI电报
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