方正证券复盘历史事件发现:每当油气供应受冲击,煤价往往同步飙升,最高涨幅达123%。油气价格向煤炭的传导主要通过煤化工和发电两条路径实现,烯烃既可通过石油化工工艺生产,也可通过煤化工路线制备。一旦天然气供应紧张推动气电成本高企,煤电替代需求将快速释放。当前煤炭价格尚处低位,一旦封锁常态化,煤价中枢或将整体上移。美伊冲突引发霍尔木兹海峡封锁,全球能源市场再度面临供应冲击,煤炭作为油气替代品的战略价值...
Source Link方正证券复盘历史事件发现:每当油气供应受冲击,煤价往往同步飙升,最高涨幅达123%。油气价格向煤炭的传导主要通过煤化工和发电两条路径实现,烯烃既可通过石油化工工艺生产,也可通过煤化工路线制备。一旦天然气供应紧张推动气电成本高企,煤电替代需求将快速释放。当前煤炭价格尚处低位,一旦封锁常态化,煤价中枢或将整体上移。美伊冲突引发霍尔木兹海峡封锁,全球能源市场再度面临供应冲击,煤炭作为油气替代品的战略价值...
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