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2022年1-11月京唐港價格中樞明顯上移（元/噸）-行業數據

2022年1-11月京唐港價格中樞明顯上移（元/噸）
2022年1-11月京唐港價格中樞明顯上移（元/噸）
行業投資策略 四季度無需悲觀，需求預期改善煤價有望修復。政策利好持續發力，需求存在修復預期，一攬子政策逐漸落地，若地產投資需求改善，基建投資需求持續發力，四季度煤焦鋼產業鏈環比有望改善，需求預期改善帶來價格修復。在當前需求較弱情況下，煉焦煤價格有所回調，但價格中樞依然維持高位，2022年 1-11月，京唐港煉焦煤均價 2852元/噸，相比 2018-2021年已經大幅上調。同時，海外煉焦已觸底反彈，煉焦煤當前需求已處最悲觀階段，四季度需求環比有望改善，需求預期改善煤
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2022年1-11月京唐港價格中樞明顯上移（元/噸）_第1頁
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2022年1-11月京唐港價格中樞明顯上移（元/噸）_第44頁
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2022年1-11月京唐港價格中樞明顯上移（元/噸）_第45頁
2022年1-11月京唐港價格中樞明顯上移（元/噸）_第46頁
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所屬報告： 煤炭行業投資策略：傳統能源黃金時代煤炭開啟價值重估-20221202（31頁）.pdf
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