供需缺口或逐步扩大,煤炭行业或迎新一轮价值重估 | 投研报告

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Jul 30, 2025

华鑫证券近日发布煤炭行业深度报告:2024年国内原煤产量47.60亿吨,同比+1.3%,增速较过去五年的复合增速4.36%大幅下降。华鑫证券近日发布煤炭行业深度报告:2024年国内原煤产量47.60亿吨,同比+1.3%,增速较过去五年的复合增速4.36%大幅下降。分区域看,新疆、内蒙古为增供主力,2024年分别贡献增量0.81亿吨、0.66亿吨,而远期来看,新疆远期规划产能增量0.72亿吨/年,...

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