【浙商交运李丹】焦煤反弹、进口量显著回升,蒙煤进口产业链拐点来临

浙商交运研究
Oct 08, 2025

分析师:李丹、李逸来源:浙商证券交运免税研究团队具体参见2025年9月30日报告《蒙煤进口产业链专题:焦煤反弹、进口量显著回升,蒙煤进口产业链拐点来临》,如需报告全文或数据底稿,请联系团队成员或对口销售。投资要点三季度焦煤价格反弹,贸易企业利润空间修复2025上半年蒙煤供应链贸易企业完成蒙煤板块业务量与业绩压力测试。25H1蒙煤进口贸易企业利润空间持续受到挤压甚至出现利润倒挂,嘉友国际焦煤供应链...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10