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26家煤企上半年业绩大丰收 中国神华大赚243亿元

2017-08-31 07:20:59   中国经济网

■本报记者 李春莲

今年上半年,由于煤价持续处于高位,煤企也赚了个盆满钵满。

截至昨日晚间,27家发布半年报的煤企,仅有一家煤企亏损,超过八成的煤企均实现了业绩大增。其中,盘江股份上半年净利润大增5769倍,冀中能源大增61倍,潞安环能大增21倍。

受此影响,煤炭股也格外给力,昨日再次集体大涨,大同煤业涨停。山西焦化、神火股份和恒源煤电上涨幅度超过5%。

业内认为,在经历了几年的业绩低谷后,随着煤炭行业去产能的深入,煤企再次迎来“黄金时代”。

26家煤企上半年业绩大丰收

受益于煤炭行业供给侧改革,煤企在今年上半年实现了大丰收。

《证券日报》记者根据同花顺数据统计,截至昨日晚间,27家煤企2017年半年报已经披露完毕。

从半年报来看,这27家煤企中,仅有安源煤业一家亏损。安源煤业上半年净利润-2000.65万元,同比减亏2.3亿元,减亏幅度92.11%。业绩上升的主要原因是煤炭价格上涨所致。

其中,净利润上涨幅度超10倍的有5家,分别为盘江股份、冀中能源、潞安环能、陕西煤业和恒源煤电。

盘江股份今年上半年实现营业收入29.07亿元,归属于上市公司股东的净利润4.61亿元,比上年增长576871.21%。

对此,公司表示,2016年下半年起煤炭价格逐渐上涨,2017年上半年公司煤炭平均售价较同期上涨93%,煤炭收入较同期增加13.44亿元。

公司预计,若煤炭市场行情稳定,价格无大幅下降,公司产销量维持正常水平,下一报告期期末的累计净利润将同比大幅增长。

冀中能源上半年实现净利润5.7亿元,同比增加6128.65%。报告期内,受供给侧改革等政策的有利推动,煤炭产品价格持续回升,公司盈利能力大幅改善。

潞安环能归属于上市公司股东的净利润11.43亿元,同比增长2118.85%。公司表示,在供需基本平衡的背景下,2017年上半年以来,公司煤炭去产能与提升先进产能统筹推进,集约高效水平持续提升,为公司业绩带来积极影响。

此外,陕西煤业净利润同比增加2083.49%;恒源煤电净利润同比增长1011.71%。

从数据来看,西山煤电、阳泉煤业、兖州煤业、昊华能源等煤企的净利润也大幅增长。净利润增长幅度低于100%的仅有5家煤企。包括安源煤业、平煤股份、大同煤业等。

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