来源：湖畔新言近日，“反内卷”风潮叠加国家能源局发布通知严查煤炭超产，煤炭价格波动加剧。7月以来，焦煤期货主力累计上涨45%；焦炭期货主力累计上涨25%；动力煤现货亦小幅上涨。由于煤炭的缘故，多头资金亦关注到了部分以煤炭为原料的化工品。我们认为，煤炭对化工品的影响暂时还是体现在成本抬升，生产利润的压缩，而非原料供应短缺。上市的化工品里，甲醇和尿素被认为是煤化工的代表。70%左右的甲醇和尿素产能来自...
Source Link来源：湖畔新言近日，“反内卷”风潮叠加国家能源局发布通知严查煤炭超产，煤炭价格波动加剧。7月以来，焦煤期货主力累计上涨45%；焦炭期货主力累计上涨25%；动力煤现货亦小幅上涨。由于煤炭的缘故，多头资金亦关注到了部分以煤炭为原料的化工品。我们认为，煤炭对化工品的影响暂时还是体现在成本抬升，生产利润的压缩，而非原料供应短缺。上市的化工品里，甲醇和尿素被认为是煤化工的代表。70%左右的甲醇和尿素产能来自...
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