一天读懂一条产业链:煤炭(5家高分红龙头)

股选宝
Aug 10, 2025

点击上方名片关注“股选宝”→关注后点击右上角“···”→设为星标,不错过每日核心产业链深度解析,抓住上下游暴利机会!01事件驱动1. 国家反内卷:能源局发布《煤矿生产核查通知》,8 大主产省(山西、内蒙古等)严查超产,单月超产 10% 就停产整改。上半年煤价暴跌28%,53%煤企亏损,挖煤不如挖野菜,现在终于不用再 “赔本赚吆喝”了!2. 煤电需求暴走:电力上,7月全国用电飙破15亿千瓦,,电厂...

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