國(guó)泰君安認(rèn)為，當(dāng)前煤炭?jī)r(jià)格已經(jīng)處于預(yù)期底部，估值明顯偏低，伴隨動(dòng)力煤長(zhǎng)協(xié)基準(zhǔn)提升、焦煤長(zhǎng)協(xié)價(jià)預(yù)計(jì)維持高位，資源優(yōu)質(zhì)企業(yè)具備長(zhǎng)期價(jià)值，轉(zhuǎn)型企業(yè)具備成長(zhǎng)空間，板塊估值提升開啟。(證券時(shí)報(bào)網(wǎng))