bestgameshows| Special topic for the public utility industry: Coal prices rose for the first time in the year, catalyzed by port dewarehouses, and are expected to decline slightly in May after the off-season

  投资逻辑  现象探讨:1-2M24动力煤价年前旺季不旺,而春节期间港口去库兑现催化年后港口价实现开年以来首次跃升。  回溯1-2M24煤价走势,1月虽然气温偏低、且距春节还有月余,但市场煤需求端表现疲软,用煤终端在长协煤和进口煤的支撑下