浙商证券：“十五五”焦煤业绩有望显著改善维持行业“看好”评级

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智通财经APP获悉，浙商证券发布研报称，2024年以来，受蒙煤进口增量、国内钢铁需求下行等因素影响，焦煤价格持续下行，焦煤企业面临经营压力。随着焦煤供应刚性和需求抬升，焦煤价值有望重塑。展望“十五五”，全球焦煤供弱需强，供需格局逆转，产量下降，需求向上，价格有望抬升，叠加成本下行，预计业绩显著改善;焦煤产能刚性，若价格上涨供给难增，价格弹性较大。根据该行观点，动力煤价格中枢800-850元/吨，...

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浙商证券：“十五五”焦煤业绩有望显著改善 维持行业“看好”评级

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浙商证券：“十五五”焦煤业绩有望显著改善维持行业“看好”评级