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能源内参|发电行业全国碳交易将在7月启动;国内碳减排货币政策呼之欲出


  
中信证券:全年煤价同比增速有望在30%-40%
  证券时报网7月7日消息,中信证券最新研报认为,展望下半年,煤价或保持在高位区间,基本面季节性特征或更为明显。下半年在政策推动下,国内产量预计将有所增加,但是新增产量释放需要过程,供给偏紧的格局整体料还将维持,在8~10月的需求淡季动力煤价或有所调整,待旺季煤价料将重回高位。焦煤下半年因焦炭的新增产能,需求或进一步向好。预计下半年煤价或呈现明显的季节性波动,月度环比波动有限。全年煤价同比增速有望在30%~40%。
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