港股概念追踪|煤炭旺季或出现阶段性供给缺机构关注行业反内卷（附概念股）

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智通财经APP获悉，焦煤板块国庆期间去库存。供给端，假期部分矿山检修，蒙煤通关十一期间三大口岸闭关7天，口岸库存快速去库，节后预计通关加速，海运煤到港高位回落，假期供给环比减量。浙商证券发布研报称，三季度蒙煤进口量触底回升，供应链贸易利润亦随着价格反弹实现触底反弹。在国内“反内卷”大环境下，铁水产量维持高位，若煤炭行业继续推进“查超产”，有望维持焦煤供需格局紧平衡，对焦煤价格形成支撑，蒙煤贸易企业...

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港股概念追踪|煤炭旺季或出现阶段性供给缺 机构关注行业反内卷（附概念股）

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港股概念追踪|煤炭旺季或出现阶段性供给缺机构关注行业反内卷（附概念股）