浙商证券：全年看好动力煤、焦煤价格中枢建议关注高股息动力煤和弹性焦煤公司

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智通财经APP获悉，浙商证券发布研报称，印尼产量配额削减，海外钢铁需求复苏，全球煤炭供需格局或重塑，有望抬升煤价中枢。国内社会库存下行，临近春季假期，煤企放假以及政策监管或影响供给，叠加节后3月需求旺季，看好煤炭价格上行。该行认为，政策在“查超产+保供”之间平衡，全年看好动力煤价格中枢抬升至800-850元/吨，焦煤/动力煤比价提高到约2.5倍，焦煤价格中枢提高到约2000元/吨，价格区间1500...

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浙商证券：全年看好动力煤、焦煤价格中枢 建议关注高股息动力煤和弹性焦煤公司

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浙商证券：全年看好动力煤、焦煤价格中枢建议关注高股息动力煤和弹性焦煤公司