【民生能源】2025年8月25日-2025年8月29日1本周观点本周行业动态分析现货市场供需两弱,港口持续去库蓄力煤价上涨。供给侧,一方面国内产量及进口量对低煤价的负反馈被反复验证,另一方面产地生产核查及安监趋严致使超产矿井自发减量,后续伴随上级部门核查及产能核减政策跟进力度有望加大,同时近期伴随产地暴雨,露天矿生产运输受限,产区供应进一步收紧。当前铁路发运及港口调入调出仍以长协煤为主,现货市场...
Source Link【民生能源】2025年8月25日-2025年8月29日1本周观点本周行业动态分析现货市场供需两弱,港口持续去库蓄力煤价上涨。供给侧,一方面国内产量及进口量对低煤价的负反馈被反复验证,另一方面产地生产核查及安监趋严致使超产矿井自发减量,后续伴随上级部门核查及产能核减政策跟进力度有望加大,同时近期伴随产地暴雨,露天矿生产运输受限,产区供应进一步收紧。当前铁路发运及港口调入调出仍以长协煤为主,现货市场...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.