信达证券:坚定看多煤炭,中长期“反内卷”托底有望打开估值空间

黑金新视野
24 Jul

我们认为,当前正处在煤炭经济新一轮周期上行的初期,基本面、政策面共振,现阶段逢低配置煤炭板块正当时。本周基本面变化:供给方面,本周样本动力煤矿井产能利用率为94.6%(+0.9个百分点),样本炼焦煤矿井产能利用率为86.07%(+0.55个百分点)。需求方面,内陆17省日耗周环比上升36.00万吨/日(+10.14%),沿海8省日耗周环比上升27.10万吨/日(+12.62%)。非电需求方面,化工...

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