点击即可收听全部内容近期动力煤市场表现较为强势，价格明显上涨，带动煤炭板块不断走强。我们认为，10月以来煤价超预期大涨，主要受煤矿生产受限及天气因素带动电厂日耗影响。煤炭产量在核查超产等政策推动下供给持续受限，同时近期南方高温而北方寒潮的天气原因推升用煤需求。考虑到年内核查超产及安全检查影响持续，且今年出现冷冬的概率较高，煤价或仍将震荡上行。在“反内卷”背景下，今年7月国家能源局启动核查超产政策，...
Source Link点击即可收听全部内容近期动力煤市场表现较为强势，价格明显上涨，带动煤炭板块不断走强。我们认为，10月以来煤价超预期大涨，主要受煤矿生产受限及天气因素带动电厂日耗影响。煤炭产量在核查超产等政策推动下供给持续受限，同时近期南方高温而北方寒潮的天气原因推升用煤需求。考虑到年内核查超产及安全检查影响持续，且今年出现冷冬的概率较高，煤价或仍将震荡上行。在“反内卷”背景下，今年7月国家能源局启动核查超产政策，...
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