国家能源局发布核查通知,严查超核定产能10%以上的煤矿,可能引发区域性停产整顿,短期抑制供给释放。山西、新疆等主产区(尤其是晋陕蒙)或成核查重点,3月产量异常增长可能成为监管重点。受此消息驱动,今天煤炭板块大涨,实际上在5月底的时候,已经讲过受进口煤减少,去库存的情况下,煤炭有望反转参考反转信号出现,"煤超疯"或将来临。核心观点是夏季高温或推高电厂日耗,叠加进口煤价格优势减弱(上半年进口量同比降...
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