国信证券:供应收缩预期抬高煤价底部 旺季需求释放或打开煤价上行空间

智通财经
Oct 14

智通财经APP获悉,国信证券发布研报称,在2024年中至今,前期由于煤价下行、煤企利润不佳导致,但是2025年下半年煤价反弹后,煤企利润有望改善且四季度煤价具备向上弹性,叠加本轮市场转好后,煤炭板块表现明显弱于其他板块,且底部明确,看好板块四季度反弹。动力煤方面,查超产继续实质性推进&安检进一步趋严,国庆节后煤价迅速止跌并反弹,反映供应收紧预期持续增强,抬高煤价底部,旺季需求释放或打开煤价上行空间...

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