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鉴于下游需求增速放缓及行业政策须进一步明朗的前提假设,当前维持对煤炭行业的中性评级。同时提醒投资者无论从资源估值还是相对估值来看,部分煤炭股已经具备投资价值。
In view of the slowdown in downstream demand growth and the assumption that the industry policy needs to be further clarified, the current neutral rating for the coal industry is maintained. At the same time, investors are reminded that some coal stocks already have investment value in terms of resource valuation and relative valuation.