一、全行业(?)气度淡季不淡。1、6月底澳洲BJ煤价大幅上涨,主要煤价指标BJ煤价创每吨68.75美元的新高。这波煤炭价格上涨早在年初就已经可以预期到,因为2007年中国已从煤炭净出口国变为净进口国。中国煤炭产量和销售量在国际煤炭贸易量中一直占据重要地位,尤其在亚太地区。因此,预计2008年国际煤价将继续上升,涨幅约为10%。 First, the entire industry (?) Gas off-season is not short. The price of BJ in Australia rose sharply at the end of June and the price of BJ, the main coal price index, hit a new high of 68.75 U.S. dollars per tonne. This wave of rising coal prices was already expected early in the year as China changed from a net exporter of coal to a net importer in 2007. China’s coal production and sales volume have always occupied an important position in the international coal trade volume, especially in the Asia Pacific region. Therefore, it is estimated that the international coal price will continue to rise in 2008, an increase of about 10%.