煤炭开采行业深度:澳大利亚煤炭产业发展趋势

信达证券
Aug 05, 2025

(以下内容从信达证券《煤炭开采行业深度:澳大利亚煤炭产业发展趋势》研报附件原文摘录)本期内容提要:清洁能源政策限制下的煤炭出口大国,新增煤炭产能有限。作为全球重要的煤炭出口大国,GDP在资源出口驱动下扩张,且一次能源消费总量近年趋于稳定,但其能源结构仍依赖化石燃料,2023年占比85%,其煤炭出口比例在过去二十年显著扩张并在全球市场中维持在25%-30%的份额,在国际能源供应链中具备关键地位,这种...

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