华泰证券：库存压力或将抑制旺季煤价反弹幅度

今天《人民日报》头版的主要内容有： 1、习近平和彭丽媛为出席中国—中亚峰会的中亚国家元首夫妇举行欢迎仪式和欢迎宴会并共同观看中国同中亚国家人民文化艺术年暨中国—中亚青年艺术节开幕式演出； 2、习近平同吉尔吉斯斯坦总统扎帕罗夫会谈； 3、习近平同塔吉克斯坦总统拉赫蒙会谈； 4、习近平会见土库曼斯坦总统别尔德穆哈梅多夫； 5、习近平同乌兹别克斯坦总统米尔济约耶夫会谈。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/646/w595h851/20230519/7f40-07255fc4215c7d8fd077681f53009e48.png"]},"commentid":"live:finance-152-3113968:0","compere_id":0,"creator":"liyuan20@staff.sina.com.cn","mender":"liyuan20@staff.sina.com.cn","create_time":"2023-05-19 07:56:05","update_time":"2023-05-19 07:56:05","is_need_check":"1","check_time":"2023-05-19 07:56:42","check_status":"1","check_user":"yongsheng6@staff.sina.com.cn","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"0"}","old_live_cid":"0","tab":"","tag":[{"id":"1","name":"宏观"},{"id":"9","name":"焦点"}],"like_nums":0,"comment_list":{"list":[],"total":null,"thread_show":null,"qreply":null,"qreply_show":null,"show":null},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3113967,"zhibo_id":152,"type":0,"rich_text":"【华泰证券：库存压力或将抑制旺季煤价反弹幅度】 华泰证券研报预计，在国际能源价格平稳以及国内进口政策放松的环境下，今年整体进口煤炭对国内供应的补充较为充分，从而将一定程度抑制国内煤价的上涨势头。受需求表现不佳以及供应端持续高位释放两头挤压，国内煤炭库存快速积累并持续推升历史新高水平。目前煤炭淡季尚未结束，库存难见大幅消化的可能。6月之后迎峰度夏的用煤旺季即将来临，届时库存压力或将抑制煤炭的旺季反弹幅度。