廣州發展(600098.SH):目前預計供需形勢較寬鬆,煤價上升動力不大
格隆匯12月22日丨廣州發展(600098.SH)在投資者關係活動上表示,明年煤價走勢受宏觀經濟和供需形勢等因素的影響。目前預計供需形勢較寬鬆,煤價上升動力不大。根據國家發展改革委召開的全國煤炭保供與儲備能力建設會議精神和《2024年電煤中長期合同簽訂履約工作方案》有關要求,2024年電煤長協價按照“基準價+浮動價”價格機制簽訂和執行,基準價5500大卡動力煤675元/噸。
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