瑞财经 严明会近日，国泰海通研报称，煤炭板块周期底部已经确认在25Q2，供需格局已经显现了逆转拐点，下行风险充分释放。短期供需多因素累计影响，煤价超预期上涨。自9月15日启动上涨以来，截至上周五煤价已超过770元/吨，本轮煤价呈现超预期上涨态势，这一现象由多重因素利好共同推动。从短期视角判断，当前煤价已接近短期高点，后续进入冬季后，煤价或出现小幅回落，但回落空间整体有限。需要注意的是，冬季煤价的...
Source Link瑞财经 严明会近日，国泰海通研报称，煤炭板块周期底部已经确认在25Q2，供需格局已经显现了逆转拐点，下行风险充分释放。短期供需多因素累计影响，煤价超预期上涨。自9月15日启动上涨以来，截至上周五煤价已超过770元/吨，本轮煤价呈现超预期上涨态势，这一现象由多重因素利好共同推动。从短期视角判断，当前煤价已接近短期高点，后续进入冬季后，煤价或出现小幅回落，但回落空间整体有限。需要注意的是，冬季煤价的...
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