中信建投:年初煤炭进口数量同比大幅提升,澳煤进口量后续有望逐步恢复
中信建投3月22日研报表示,近日国家统计局和国家能源局披露1-2月进口煤炭6064万吨,同比增长70.8%,增速比上月加快70.9个百分点。年初煤炭进口量大幅提升,主要系海外煤炭价格下跌刺激进口需求恢复所致。近期,商务部在新闻发布会上表示中国对煤炭进口实行自动许可管理,煤炭自动许可证可正常申请,我们判断后续澳煤进口量将持续恢复,对我国进口煤供给端形成有效补充。进口煤供给端逐步宽松一方面有望倒逼国内煤价下调,另一方面有望降低国内沿海火电厂综合用煤成本。
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