7月22日，煤炭板块暴涨8%+，原因是盘中有小作文传国家能源局要对那些超额产能的煤炭予以停产整改，此举被市场认为是针对煤炭领域的“反内卷”举措，情绪被点燃，跟光伏板块有点像，不过光伏市场是自发减产。煤炭市场好消息是一茬接一茬，不仅是监管要求整改，近期煤价也是迎来持续反弹，截至7 月 25 日，秦港 Q5500 动力煤平仓价为 653 元/吨，相比上半年的最低价已累计上涨 7.2%。监管趋严，煤炭...
Source Link7月22日，煤炭板块暴涨8%+，原因是盘中有小作文传国家能源局要对那些超额产能的煤炭予以停产整改，此举被市场认为是针对煤炭领域的“反内卷”举措，情绪被点燃，跟光伏板块有点像，不过光伏市场是自发减产。煤炭市场好消息是一茬接一茬，不仅是监管要求整改，近期煤价也是迎来持续反弹，截至7 月 25 日，秦港 Q5500 动力煤平仓价为 653 元/吨，相比上半年的最低价已累计上涨 7.2%。监管趋严，煤炭...
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