[采矿业] [2023-11-28]
Mexico’s mining industry must consider the multiple challenges it faced in 2021 if it wants to have a better 2022. Experts believe the sector will perform better as new projects are expected to start commercial production and more states attract investors. However, most challenges, especially the electricity reform, will remain.
[采矿业,电力、热力、燃气及水生产和供应业] [2023-11-28]
[电力、热力、燃气及水生产和供应业,采矿业] [2023-11-24]
[采矿业] [2023-11-24]
[公共管理、社会保障和社会组织,采矿业] [2023-11-24]
[采矿业,电力、热力、燃气及水生产和供应业] [2023-11-21]
[采矿业,电力、热力、燃气及水生产和供应业] [2023-11-21]
[采矿业,电力、热力、燃气及水生产和供应业] [2023-11-17]
[采矿业] [2023-11-16]
负反馈证伪，焦煤期货强势上行。截至 11 月 8 日日盘收盘，焦煤期货（JM2401）结算 价格为 1957 元/吨，较十一假期后最低点已反弹 17%，我们认为 Q4 以来，焦煤期货盘面主要围绕钢厂减产负反馈、冬储补库、宏观预期进行交易，对于焦煤期货近期强势上行，主要原因有以下几个原因：负反馈证伪。负反馈能否实现的核心在于铁水产量，而铁水的核心是钢厂的利润水平以及需求情况，即铁水会下降多少是影响未来一段时间炼焦煤供需的核心因素。冬储预期支撑焦煤价格。“冬储”即下游钢铁行业为保证生产的连续性，先于春节前集中补库采购，全程冬储补库周期预计持续 2-3 月左右，进而下游钢铁行业以实现在春节前一周原材料库存达到最高水平。
[电力、热力、燃气及水生产和供应业,采矿业] [2023-11-15]
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