智通财经APP获悉,浙商证券发布研报称,“大寒潮” 来袭,供暖需求致日耗淡季不淡,电厂库存逐步去化,补库时间不足。“严安全”约束供给,煤价800元/吨可期。测算假如供暖提前,需多消耗约5000万吨库存,安全事故可能影响约400万吨供给,预计供需缺口加大,局部地区部分时段可能缺煤,电厂补库有望推动第二轮行情。展望四季度,供需有望逐步平衡,煤价稳步上行,当前煤炭资产股息合理,基本面向上,维持行业“看好...
Source Link智通财经APP获悉,浙商证券发布研报称,“大寒潮” 来袭,供暖需求致日耗淡季不淡,电厂库存逐步去化,补库时间不足。“严安全”约束供给,煤价800元/吨可期。测算假如供暖提前,需多消耗约5000万吨库存,安全事故可能影响约400万吨供给,预计供需缺口加大,局部地区部分时段可能缺煤,电厂补库有望推动第二轮行情。展望四季度,供需有望逐步平衡,煤价稳步上行,当前煤炭资产股息合理,基本面向上,维持行业“看好...
Source LinkDisclaimer: 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.