【全文约5100字,阅读时长约15min,感谢分享】阿段在最新的采访中提到,买过一点中国神华,也就是那家每年煤炭的核定产能,达到了3.5亿吨的上市公司。随着下半年反内卷的开始,连跌了好几年的煤炭价格终于出现了反弹。在过去几年的时间里,煤炭企业的利润,也跟随着煤炭价格一路下滑。所以煤炭新的一轮周期,又将开始启动了吗?煤炭企业的利润,也会随之修复吗?2008年煤价触底回升:“四万亿”随经济猛增的需求从...
Source Link【全文约5100字,阅读时长约15min,感谢分享】阿段在最新的采访中提到,买过一点中国神华,也就是那家每年煤炭的核定产能,达到了3.5亿吨的上市公司。随着下半年反内卷的开始,连跌了好几年的煤炭价格终于出现了反弹。在过去几年的时间里,煤炭企业的利润,也跟随着煤炭价格一路下滑。所以煤炭新的一轮周期,又将开始启动了吗?煤炭企业的利润,也会随之修复吗?2008年煤价触底回升:“四万亿”随经济猛增的需求从...
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