2025年7月8日,大同证券发布研报认为,当前动力煤市场处于“弱现实、强预期”的博弈阶段,短期受迎峰度夏支撑价格企稳,但随着环保、安监对煤矿生产抑制的消除,叠加现阶段库存偏高,预计价格上涨空间有限。炼焦煤方面,前期焦煤在供应充足、库存压力大且需求不高多重因素影响下,价格逐步走弱,但随着下游焦企对性价比较高煤种适当补库,以及中间环节采购积极性尚可,或推动焦煤价格企稳。二级市场方面,6月PMI指数环比...
Source Link2025年7月8日,大同证券发布研报认为,当前动力煤市场处于“弱现实、强预期”的博弈阶段,短期受迎峰度夏支撑价格企稳,但随着环保、安监对煤矿生产抑制的消除,叠加现阶段库存偏高,预计价格上涨空间有限。炼焦煤方面,前期焦煤在供应充足、库存压力大且需求不高多重因素影响下,价格逐步走弱,但随着下游焦企对性价比较高煤种适当补库,以及中间环节采购积极性尚可,或推动焦煤价格企稳。二级市场方面,6月PMI指数环比...
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