金吾财讯 | 华泰证券表示，伴随中东冲突后全球海运煤炭市场如期收紧，中国海运进口煤炭明显收缩，即使国内煤炭生产高基数下同比持平，国内煤价已经顺利上行。5月15日国内动力煤价格达835元/吨（同比+33%，YTD+23%）。该机构看好煤炭或不仅淡季不淡，而是受益电煤和非电用煤的持续超预期，26年动力煤价格有望站稳850元/吨中枢，并可能在夏季高峰突破市场预期的26年煤价高点900元/吨。
金吾财讯 | 华泰证券表示，伴随中东冲突后全球海运煤炭市场如期收紧，中国海运进口煤炭明显收缩，即使国内煤炭生产高基数下同比持平，国内煤价已经顺利上行。5月15日国内动力煤价格达835元/吨（同比+33%，YTD+23%）。该机构看好煤炭或不仅淡季不淡，而是受益电煤和非电用煤的持续超预期，26年动力煤价格有望站稳850元/吨中枢，并可能在夏季高峰突破市场预期的26年煤价高点900元/吨。
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