煤炭“反内卷”先行 隔夜焦煤期货价格大涨(附概念股)

智通财经
23 Jul

隔夜焦煤主力合约夜盘大涨10%,现报1135.00元/吨。昨日国家能源局关于“关于煤矿生产核查”的政策文件传出、后期有一定减产预期。1)通知表示,本次核查范围为山西、内蒙古、安徽、河南、贵州、陕西、宁夏、新疆等8省(区)的生产煤矿。核查内容中,市场最关注的在于“2024年全年原煤产量是否超过公告产能,2025年1-6月单月原煤产量是否超过公告产能的10%”,并且指出倒查会细化到企业集团公司。2)...

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