China’s coal miners have been on a tear. Contract pricing has just been deregulated and shares of its industry leaders are up a fifth on average in just over a month – outperforming even Shanghai’s broad-based market rally. Given the supply and demand situation, however, the gains do not add up.
近来,manbetx3.0 煤矿商的形势相当不错。合同定价管制刚取消一个多月,煤炭行业领先企业的股价就平均上涨了五分之一,跑赢上海股市大盘涨幅。但考虑到目前的供求状况,此轮上涨行情的理由并不充分。
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