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兗礦能源(600188.SH):預計國內及國際煤炭價格將維持中位水平窄幅波動,仍處於長週期中高位水平
格隆匯 04-11 16:10

格隆匯4月11日丨兗礦能源(600188.SH)2023年度業績説明會會議紀要顯示,2024年,中國政府促進經濟政策進一步落地,經濟增長韌性支撐用電需求,電力、化工等行業耗煤將持續增長,煤炭兜底保障作用更加顯著;煤炭行業持續安全生產強監管、進口量預期減少,國內煤炭供應增長空間有限。國際方面,澳洲、印尼等主要煤炭供應國產能投放受限,東南亞區域需求增長迅速。預計國內及國際煤炭價格將維持中位水平窄幅波動,仍處於長週期中高位水平,利潤空間穩定。

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