智通财经APP获悉,国盛证券发布研报称,政策通知要求年度原煤产量不得超过公告产能,月度原煤产量不得超过公告产能的10%。该行此前亦提及“深陷价格下行泥潭已久,市场持续探底无果,情绪亦降至底部,黎明前的黑暗尤为煎熬。但转折的契机正在裂缝中透出微光,部分产能已陷入亏损,成本支撑逐步显现,只待政策甘霖便可破土重生”。本次查处超产便是这政策甘霖,是煤价自21年~22年见顶回落以来,首次针对供应端采取一定...
Source Link智通财经APP获悉,国盛证券发布研报称,政策通知要求年度原煤产量不得超过公告产能,月度原煤产量不得超过公告产能的10%。该行此前亦提及“深陷价格下行泥潭已久,市场持续探底无果,情绪亦降至底部,黎明前的黑暗尤为煎熬。但转折的契机正在裂缝中透出微光,部分产能已陷入亏损,成本支撑逐步显现,只待政策甘霖便可破土重生”。本次查处超产便是这政策甘霖,是煤价自21年~22年见顶回落以来,首次针对供应端采取一定...
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