引言:“反内卷”政 策催化煤炭商品与权益大涨本轮行情的引燃点在于国家能源局下发的《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》,其中提到对山西/内蒙古/陕西/新疆等8 省(区)的生产煤矿以及联合试运转煤矿进行核查。市场对煤炭“反内卷”有望形成实质减产从而改善煤炭价格的预期形成统一引发煤炭商品与权益大涨,由此,当前反内卷”形势下如何看待后续煤炭空间,成为本文重点讨论问题。ROE 视角:...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.