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2010年伴随工业生产增速的前高后低与煤炭产量的快速增长,煤炭市场在前三季度中呈现出淡季不淡、旺季不旺的态势,四季度则迎来一波快速上涨,秦皇岛煤炭价格全年表现为W型走势。“十二五”期间煤炭产能将迅速增加,2015年预计将超过45亿吨,而需求平稳增长,总体呈现出宽松态势,煤炭产业结构调整和总量控制将成为低碳经济发展的必然要求。2011年在通胀预期和行业结构调整的推动下,行业将呈现价格上涨、景气度提升的景象,煤炭板块公司业绩增速或达到15%,但须关注资源税改革、产能过快释放等带来的风险。
With the rapid growth of industrial production in 2010 and the rapid growth of coal output, the coal market showed a weak off-season in the first three quarters and a weak peak in the first three quarters. In Q4, there was a wave of rapid rise. Qinhuangdao Coal Price performance for the whole year W-type trend. During the 12th Five-Year Plan period, coal production capacity will rapidly increase. In 2015, it is expected to exceed 4.5 billion tons while demand steadily increases. Overall, it shows a relaxed trend. Adjustment of coal industry structure and total amount control will inevitably lead to the development of a low-carbon economy Claim. In 2011, driven by inflation expectation and adjustment of industrial structure, the industry will show a picture of rising prices and favorable economic conditions. The growth performance of coal mining companies will reach 15%, but attention should be paid to resource tax reform and overcapacity release. risks of.