近期受冬季用煤需求增加,供给侧改革等因素驱动,煤价上涨,而A股煤炭股指数(申万行业1级)也持续上行,9月30日至今涨幅已超15%。01双重利好:冷冬+供给侧改革消息面上,据证券时报,拉尼娜现象带来的冷冬预期,让市场对今年冬季煤炭需求充满想象。随着北方供暖季开启,动力煤冬储阶段性补库展开。进入11月后,冷空气活动逐步频繁,北方冬季取暖已经陆续开启,动力煤价格持续走高,突破800元/吨关口,创下年内...
Source Link近期受冬季用煤需求增加,供给侧改革等因素驱动,煤价上涨,而A股煤炭股指数(申万行业1级)也持续上行,9月30日至今涨幅已超15%。01双重利好:冷冬+供给侧改革消息面上,据证券时报,拉尼娜现象带来的冷冬预期,让市场对今年冬季煤炭需求充满想象。随着北方供暖季开启,动力煤冬储阶段性补库展开。进入11月后,冷空气活动逐步频繁,北方冬季取暖已经陆续开启,动力煤价格持续走高,突破800元/吨关口,创下年内...
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