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廣州發展(600098.SH):預計2024年煤炭需求仍維持小幅增加勢頭
格隆匯 06-25 17:08

格隆匯6月25日丨廣州發展(600098.SH)在投資者關係活動上表示,從供應層面來看,目前我國的電廠、港口仍有較高的庫存,預計2024年動力煤供應仍較為充足。從需求層面來看,2024年我國經濟有望持續復甦,全社會用電量需求將穩步增長。綜合電煤和用電需求,預計2024年煤炭需求仍維持小幅增加勢頭。從預期來看,煤炭中長期合同制度作為煤炭供給側結構性改革的重要成果,對穩定煤炭市場價格預期進而穩定市場價格提供了有效支撐。2024年初動力煤供需形勢較為寬鬆,預計2024年動力煤價格將有所回落,僅在階段性需求高峯期有所反彈。

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