ST廣物(600603.SH):2024年下半年,疆煤外運形勢預計將繼續保持積極向好態勢
格隆匯9月18日丨ST廣物(600603.SH)在業績説明會上表示,2024年下半年,隨着煤炭需求的穩步回升,疆煤外運形勢預計將繼續保持積極向好態勢。近年來,疆煤產量持續不斷增長,2023年度,疆煤外運首次突破億噸大關;2024年1月,《2024年新疆維吾爾自治區政府工作報吿》中進一步明確,2024年新疆要加快發展煤炭煤電煤化工產業集羣,進一步釋放煤炭優質產能,加大準東、哈密、吐魯番、準南等地煤炭勘探開發,力爭原煤產量達到5億噸。根據新疆煤炭交易中心發佈數據,2024年上半年疆煤外運量約6,200萬噸,其中通過鐵路外運4,214.17萬噸,同比增長131.1%。隨着疆煤外運通道持續完善、煤炭運輸“公轉鐵”等利好因素影響,新疆煤炭外運量增長迅速,新疆已經成為全國煤炭供應的新增長極。
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