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。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。2025年7月国家能源局启动核查超产政策,国内煤炭产量持续承压。国家统计局数据显示,9月,规上工业原煤产量4.1亿吨,同比下滑1.8%,连续3个月同比负增长;1-9月,...
Source Link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。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。2025年7月国家能源局启动核查超产政策,国内煤炭产量持续承压。国家统计局数据显示,9月,规上工业原煤产量4.1亿吨,同比下滑1.8%,连续3个月同比负增长;1-9月,...
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