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■与神华签约,锁定成本优势■行业有望触底反弹,公司竞争力明显■长期估值处于合理水平,维持“增持”评级■当前股价:12.18元■今日投资个股安全诊断星级:★★★★上周,公司落实了与神华的09年度粉煤供应合同,采购价格从760元/吨大幅下降至590元/吨(含税)。这在很大程度上降低了公司生产成本,有利于提升公司盈利能力。
■ Shenhua signed a contract to lock in the cost advantage ■ industry is expected to bottom out rebound, the company’s competitive edge ■ long-term valuation is at a reasonable level, maintaining the “overweight” rating ■ Current share price: 12.18 yuan ■ Today’s investment stocks safety diagnosis Star: ★★★★ Last week, the Company implemented the contract for the supply of pulverized coal for 2009 with Shenhua. The purchase price dropped drastically from RMB760 / tonne to RMB590 / tonne (tax included). This largely reduces the company’s production costs, help to enhance the company’s profitability.