美银证券发表研究报告指,由于政府对供应和价格控制方面,很大程度上抵消需求疲软的影响,故该行在2026年初对中国煤炭的看法转为中性。然而,过去数周内局势变得更加紧张,导致供应风险加剧。即使该行早前已下调对中国煤炭进口的预期,但由于政策执行仍不明朗,供应中断的潜在危机仍为市场带来额外挑战,这可能会提振市场情绪,推进囤货速度,最终推高煤炭价格。该行将兖矿能源(01171.HK) 今明年盈利预测分别上调...
Source Link美银证券发表研究报告指,由于政府对供应和价格控制方面,很大程度上抵消需求疲软的影响,故该行在2026年初对中国煤炭的看法转为中性。然而,过去数周内局势变得更加紧张,导致供应风险加剧。即使该行早前已下调对中国煤炭进口的预期,但由于政策执行仍不明朗,供应中断的潜在危机仍为市场带来额外挑战,这可能会提振市场情绪,推进囤货速度,最终推高煤炭价格。该行将兖矿能源(01171.HK) 今明年盈利预测分别上调...
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