六问六答:“反内卷”行情交易到哪儿了?

长江证券股份有...
Sep 22, 2025

回顾:煤炭“反内卷 ”效果初显,成长主线依旧强势过去一周,市场高位震荡,煤炭“反内卷”效果初显,成长主线依旧强势。2025 年9 月15 日至2025 年9 月19 日,从宏观数据来看,中国8 月份,规上工业原煤产量3.9 亿吨,同比下降3.2%,同时煤炭价格回升企稳,或助推本周煤炭板块领涨;在产业端,新能源产业召开重要会议,芯片产业再迎多重催化,电子等成长板块延续上涨。焦点:六问六答,反内卷”...

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