煤炭行业周报:能源局政策催化板块情绪 板块震荡向上格局或已现

东方财富证券
Jul 27, 2025

【投资要点】国家能源局核查煤炭超产情况,7 月水电对火电的挤压或仍旧不明显。(1)央广网:7 月22 日,国家能源局综合司近日发布了《关于组织开展煤矿生产情况核查促进煤炭供应平稳有序的通知》,其中提到部分煤矿企业“以量补价”,超公告产能组织生产,严重扰乱煤炭市场秩序,后续将对晋陕蒙疆等8 省(区)生产煤矿进行核查。(2)国家发改委:7月24 日,对修订《中华人民共和国价格法》作出明确部署,其中提到...

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