兗礦能源(600188.SH):預計2025年煤炭市場總體偏寬鬆,煤價面臨下行壓力
格隆匯2月25日丨兗礦能源(600188.SH)在互動平臺表示,公司預計2025年煤炭市場總體偏寬鬆,煤價面臨下行壓力,但受成本支撐、經濟政策持續發力等影響,煤價有望維持歷史較長週期的較高水平。 受益於公司陝蒙基地持續釋放優勢產能及山東萬福煤礦建成運營,公司2025年自產商品煤產量具備繼續增長條件,具體產量目標將於2024年年度報告中披露。 公司電煤長協佔比將隨着自產煤增加而提升,公司將綜合考慮煤種結構、市場需求等多方面因素,有效提升電煤長協比例。
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