25Q2 油煤中枢下行，成本端明显缓解，行业盈利环比修复，在建工程持续回落。25Q2节后备货需求趋势强，叠加油煤中枢下行，成本端明显缓解，行业盈利环比回暖。外部环境挑战加剧，但国内“反内卷”政策信号释放，叠加在建工程持续回落，化工供需平衡表边际修复，景气底部迎来长周期向上。25Q2 Brent 现货均价为68.03 美元/桶（YoY-20%，QoQ-10%），动力煤市场均价约643.00 元/ 吨...
Source Link25Q2 油煤中枢下行，成本端明显缓解，行业盈利环比修复，在建工程持续回落。25Q2节后备货需求趋势强，叠加油煤中枢下行，成本端明显缓解，行业盈利环比回暖。外部环境挑战加剧，但国内“反内卷”政策信号释放，叠加在建工程持续回落，化工供需平衡表边际修复，景气底部迎来长周期向上。25Q2 Brent 现货均价为68.03 美元/桶（YoY-20%，QoQ-10%），动力煤市场均价约643.00 元/ 吨...
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