供应端仍是未来行情的关键变量

新浪财经
Yesterday

(来源:CCTD中国煤炭市场网)政策对供应的影响尤为关键煤炭进口量在2025年1-8月出现了明显回落,累计进口3.0亿吨,累计同比下降12.2%。但目前进口煤价格优势显现,8月进口数据已明显回升。叠加进口煤长协四季度或集中履约,印尼HBA政策放宽,预计下半年进口煤量较上半年有所增加,同比降幅缩窄,整体供应形势仍主要取决于国内生产情况。国家能源局已部署煤矿生产情况核查工作,严查超公告产能生产的行为。...

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