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在经济景气的转折关头,企业业绩、产业轮换均存在“青黄不接”的问题。在这样的时期,作为资源瓶颈的煤炭行业由于在2004年仍能呈现良好发展态势,因此在“青黄不接”的市场中将成为投资者亲睐的避险品种。煤炭行业上市公司每股收益将有大幅度的提升,行业景气度和优良的业绩水平将支撑当前的股价;即使股价出现回调,回调空间也比较有限。建议关注规模大、未来具有扩张潜力且管理优良、抗风险能力强的公司。
Turning point in the economic boom, corporate performance, industry rotation there is a “green” problem. During this period, as a resource bottleneck, the coal industry will still be a safe haven for investors due to its good development momentum in 2004. Coal industry listed companies earnings per share will have a substantial increase in the industry boom and good performance will support the current share price; even if the stock price correction, the callback space is also more limited. Proposed to focus on large-scale, future expansion potential and good management, anti-risk ability of the company.