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【导读】2022年1月8日 工业品-双焦 上游限产下游补库,双焦短期供需错配 观点概述: 焦煤 供应端,元旦前临时停产检修煤矿恢复生产,加之煤矿从一月开始执行新产能指标,本周炼焦原煤产量有所上升。而多地煤矿安全检查严格,山西开展风险隐患太排查大整治“百日攻坚”集中行动,加之节前部分民营煤矿开始放假,节前焦煤产量将持续偏紧。 需求端,下游焦企利润在焦炭提涨后有…
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