金吾财讯 | 招商证券研究认为，旺季煤价和煤炭股的方向核心取决于电厂库存是否可以快速去库。乐观情况下，进入7月后，如果降雨结束天气快速升温，电厂日耗快速提高且持续偏高2周左右，电厂库存或可以有效去化，可带动电厂可用天数回落到偏低水平，煤价或重新开始上涨；悲观情况下，夏季炎热不及预期，电厂库存可用天数未见有效下降，煤价或将震荡下行。
金吾财讯 | 招商证券研究认为，旺季煤价和煤炭股的方向核心取决于电厂库存是否可以快速去库。乐观情况下，进入7月后，如果降雨结束天气快速升温，电厂日耗快速提高且持续偏高2周左右，电厂库存或可以有效去化，可带动电厂可用天数回落到偏低水平，煤价或重新开始上涨；悲观情况下，夏季炎热不及预期，电厂库存可用天数未见有效下降，煤价或将震荡下行。
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