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,创下年内新高。作为2016年供给侧改革的成功标杆,煤炭行业在“反内卷”方面“一马当先”,三季度港口动力煤价格指数环比上涨超6%,11月份之后涨幅扩大,突破800元/吨大关。在煤炭整体供应增量受到约束的背景下,煤炭企业盈利情况明显好转,第三季度重点上市煤炭企业盈利环比上升超20%。冷冬预期点燃煤价...
Source Link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,创下年内新高。作为2016年供给侧改革的成功标杆,煤炭行业在“反内卷”方面“一马当先”,三季度港口动力煤价格指数环比上涨超6%,11月份之后涨幅扩大,突破800元/吨大关。在煤炭整体供应增量受到约束的背景下,煤炭企业盈利情况明显好转,第三季度重点上市煤炭企业盈利环比上升超20%。冷冬预期点燃煤价...
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