智通财经APP获悉,中金发布研报称,国庆假期后,截至10月15日,煤炭板块累计上涨6.9%,主要是三季度行业盈利边际修复增强市场信心、四季度煤炭供给边际趋紧的预期强化、以及地缘风险升温下具备红利防守属性的板块关注度增加。短期来看,预计行业随着煤价上涨、旺季需求增加实现量价齐升,盈利有望进一步改善。中金主要观点如下:三季度煤价回升,助力行业利润修复3Q25北港5500大卡动力煤、主焦煤价格674元/...
Source Link智通财经APP获悉,中金发布研报称,国庆假期后,截至10月15日,煤炭板块累计上涨6.9%,主要是三季度行业盈利边际修复增强市场信心、四季度煤炭供给边际趋紧的预期强化、以及地缘风险升温下具备红利防守属性的板块关注度增加。短期来看,预计行业随着煤价上涨、旺季需求增加实现量价齐升,盈利有望进一步改善。中金主要观点如下:三季度煤价回升,助力行业利润修复3Q25北港5500大卡动力煤、主焦煤价格674元/...
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