报告摘要走势评级：焦煤/焦炭：看涨报告日期：2021年8月23日★焦煤后期国产增量有限缺口难补；下游库存低位，供应增量或将填补补库需求短期焦煤供应问题仍未解决，因此供应偏紧现货价格持续上涨。下半年保供政策加强后，预计国内焦煤矿将进一步复产，届时产量将有恢复。蒙煤在蒙古国疫情未缓解前关口暂时关闭，蒙煤进口进一步减少。进口补充增量较少。
焦煤供应偏紧持续 关注需求影响
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蒙古國執政黨推舉呼日勒蘇赫為總統候選人-香港商報
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