招银国际发表研究报告指,由于霍尔木兹海峡关闭和中东天然气生产中断,导致过去一周天然气价格上涨了70%。天然气短缺和价格飙升或令能源结构由天然气转向煤炭,因为煤炭受到的干扰较小。历史上,海运动力煤价格与欧洲天然气价格走势相近,过去十年关连系数达0.86。该行认为,鉴于在兖煤澳大利亚(03668.HK) 动力煤销售敞口占比很高,2025年达到84%,故公司将在短期内从中受益,并预料动力煤价格每上涨1%...
Source Link招银国际发表研究报告指,由于霍尔木兹海峡关闭和中东天然气生产中断,导致过去一周天然气价格上涨了70%。天然气短缺和价格飙升或令能源结构由天然气转向煤炭,因为煤炭受到的干扰较小。历史上,海运动力煤价格与欧洲天然气价格走势相近,过去十年关连系数达0.86。该行认为,鉴于在兖煤澳大利亚(03668.HK) 动力煤销售敞口占比很高,2025年达到84%,故公司将在短期内从中受益,并预料动力煤价格每上涨1%...
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