行业基本面观察:2024 年国内煤炭供需宽平衡,内产先抑后扬,进口全年超预期;需求则受宏观经济及能源转型影响增速不足,煤炭价格中枢回落。2024 年全国煤炭产量实现47.59 亿吨,较去年同比上涨2.16%,全年煤炭产量增加1.01 亿吨。晋陕蒙新四省(区)实现原煤产量合计38.9 亿吨,占全国产量81.7%,同比2023 年提高0.4 个百分点,尤其新疆地区大型煤炭基地建设加快,产能增加较快,...
Source Link行业基本面观察:2024 年国内煤炭供需宽平衡,内产先抑后扬,进口全年超预期;需求则受宏观经济及能源转型影响增速不足,煤炭价格中枢回落。2024 年全国煤炭产量实现47.59 亿吨,较去年同比上涨2.16%,全年煤炭产量增加1.01 亿吨。晋陕蒙新四省(区)实现原煤产量合计38.9 亿吨,占全国产量81.7%,同比2023 年提高0.4 个百分点,尤其新疆地区大型煤炭基地建设加快,产能增加较快,...
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