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兖矿能源(600188.SH)：预计国内及国际煤炭价格将维持中位水平窄幅波动，仍处于长周期中高位水平

Yankuang Energy (600188.SH): Domestic and international coal prices are expected to maintain narrow fluctuations at the medium level and remain at a high level in the long term

Gelonghui Finance ·  Apr 11 04:10

Gelonghui, April 11 | The minutes of Yankuang Energy (600188.SH)'s 2023 annual performance briefing show that in 2024, the Chinese government will further implement economic policies, economic growth resilience supports electricity demand. Coal consumption in the electricity, chemical and other industries will continue to grow, and the coal underwriting role will be more prominent; the coal industry continues to have strong supervision of production safety, imports are expected to decrease, and there is limited room for domestic coal supply growth. On the international side, production capacity investment in major coal supply countries such as Australia and Indonesia is limited, and demand in Southeast Asia is growing rapidly. Domestic and international coal prices are expected to remain fluctuating in a narrow range at the medium level, remain at a high level in the long term, and profit margins are stable.

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