作者/星空下的菠萝蜜编辑/菠菜的星空排版/星空下的乌梅时间进入2月后,印尼突然表示暂停现货煤炭出口,叠加国内动力煤价格自2025年后半年的触底反弹之势,煤炭板块再次躁动。自然而然,两位圈内主要玩家——#兖矿能源(600188)VS#晋控煤业(601001),同时受到关注。前者手握澳洲矿山、能直接把煤装船运到日韩;后者坐镇山西大同,塔山煤矿的煤专供华北电厂。来源:Wind,宝城期货金融研究所千万别被...
Source Link作者/星空下的菠萝蜜编辑/菠菜的星空排版/星空下的乌梅时间进入2月后,印尼突然表示暂停现货煤炭出口,叠加国内动力煤价格自2025年后半年的触底反弹之势,煤炭板块再次躁动。自然而然,两位圈内主要玩家——#兖矿能源(600188)VS#晋控煤业(601001),同时受到关注。前者手握澳洲矿山、能直接把煤装船运到日韩;后者坐镇山西大同,塔山煤矿的煤专供华北电厂。来源:Wind,宝城期货金融研究所千万别被...
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