Global coal demand continues to increase, coal ETF (515220) has risen by nearly 2%, and Anyuan Coal Industry has a daily limit

Global coal demand has continued to increase, the coal sector has strengthened, the daily limit of Anyuan coal industry, Liaoning Energy, Yunmei Energy, and Shanxi Coking Coal have risen.Coal ETF (515220) rose nearly 2%, with a turnover exceeding 230 million yuan, and the net inflow of over 390 million yuan in the past 5 days.

On the news, there are commodity analysts that European power coal imports may reach the highest level in 2022, and it may rise further next year, highlighting the severity of the European energy crisis today.

Guotai Junan believes that high -intensity supply is difficult to stable and sustainable, and the output of raw coal has declined for two consecutive months.At the same time, the high temperature superimposed water in August increased the amount of thermal power generation, and in September, non -electrical demand recovered coal prices rising; and real estate sales improved from the previous month, and the black industry chain was heated."Global Supply"+"domestic demand" core logic continues to interpret.

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