智通财经APP获悉,国信证券发布研报称,在2025年全年煤炭需求表现平淡的情况下,政策发力调控供给、改善行业供需格局。2026年动力煤供需两侧均有看点,基本面有望向好,动力煤价预计在650-850元/吨间震荡,中枢位于750元/吨左右。另预计2026年炼焦煤价格中枢提高100元/吨左右,供应整体仍偏宽,价格窄幅震荡,阶段性机会仍存。国信证券主要观点如下:2025年回顾:供应偏宽,政策兜底回顾...
Source Link智通财经APP获悉,国信证券发布研报称,在2025年全年煤炭需求表现平淡的情况下,政策发力调控供给、改善行业供需格局。2026年动力煤供需两侧均有看点,基本面有望向好,动力煤价预计在650-850元/吨间震荡,中枢位于750元/吨左右。另预计2026年炼焦煤价格中枢提高100元/吨左右,供应整体仍偏宽,价格窄幅震荡,阶段性机会仍存。国信证券主要观点如下:2025年回顾:供应偏宽,政策兜底回顾...
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