中金：伊朗局势升温煤价中枢或抬升

智通财经03-06

智通财经APP获悉，中金发布研报称，受伊朗局势影响，霍尔木兹海峡运输受阻，扰动全球油气化工品供给，这或推升油气化工品价格，刺激国内煤化工需求，以及推升气电成本，从而刺激发电侧以煤代气的边际需求。长期而言，在海外地缘更加复杂下，能源等上游的供给安全将愈加重要，作为能源压舱石、化工重要原料，煤炭资源对我国的重要战略意义日益提升，优质煤炭资产估值或存在提升空间。中金主要观点如下：国内煤化工需求或进一步...

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中金：伊朗局势升温 煤价中枢或抬升

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中金：伊朗局势升温煤价中枢或抬升