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八大券商主题策略：重视煤化工产业的巨大潜力！煤炭产业链标的全面梳理 _ 东方财富网

Published: September 22, 2021

【八大券商主题策略：重视煤化工产业的巨大潜力！煤炭产业链标的全面梳理】信达证券表示，全面看多煤炭板块，继续建议关注煤炭的历史性配置机遇。当前正处在煤炭经济新一轮周期上行的早中期，基本面、政策面、公司面共振，现阶段配置煤炭板块正当时。

Source: eastmoney.com

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八大券商主题策略：一场轰轰烈烈的资源股大牛市正在上演？产业链标的全梳理 _ 东方财富网

Published: August 26, 2021

【八大券商主题策略：一场轰轰烈烈的资源股大牛市正在上演？产业链标的全梳理】中泰证券表示，对于新能源上游原材料锂钴稀土铜箔铝箔磁材等，“供给+需求+库存”三周期共振恰提供了布局窗口，中长期三年景气上行周期大方向不变。

Source: eastmoney.com

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