2026年,煤炭行业怎么看?

广发证券研究
Jan 07

1月7日,煤炭板块短线拉升,安泰集团直线涨停,山西焦煤、陕西黑猫、潞安环能、宝泰隆纷纷拉升。消息面上,此前大商所焦煤主力合约触及涨停。2026年,煤炭行业怎么看?2025年煤炭行业复盘,煤价偏弱主要原因?沈涛:2025年,煤炭行业总体经历景气回落,延续2023年以来的回落趋势,煤炭供需略显宽松,港口动力煤/焦煤全年均价同比分别-18%/-25%。供需角度看:(1)需求端增速回落。25年1-11月...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10