煤炭与消费用燃行业周报:如何量化本次煤矿超产管控潜在影响?

长江证券
27 Jul

最新跟踪:基本面偏强叠加“反内卷”预期催化,煤价涨幅扩大本周煤炭指数(长江)上涨7.93%,跑赢沪深300 指数6.24 个百分点,位列全行业1/32 位。动力煤基本面方面,截至7 月25 日秦港动力煤市场价653 元/吨,周环比上涨11 元/吨。展望后市,随着高温天气继续推升日耗刺激电厂采购需求释放,叠加超产管控下产地供应或边际收紧,短期煤价有望震荡上涨,后续关注产地超产核查情况、高温天气催化及...

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