瑞信：印尼本月禁止煤炭出口 煤价短期或存上升风险
. 瑞信：印尼本月禁止煤炭出口 煤价短期或存上升风险
智通财经APP获悉，瑞信发布研究报告称，印尼1月禁止煤炭出口，若措施严格执行，预计这可能会影响到中国的1400万至1500万吨煤炭进口，而中国在2021年首十一个月，从印尼进口了1.78亿吨煤炭，约占总进口量60%。该行预计禁令可能为煤价带来短期上行风险，然而随着春节假期的临近，电力消费趋于疲软，煤炭需求也会疲软，煤炭价格将继续承压，预期对价格的影响不会长远持续。
该行估计，印尼煤炭出口禁令带来的潜在影响应该是在1月中旬至2月中旬出现，发改委去年底再次发布通知，要求煤矿2022年1月保障煤炭供应，过去一个月，煤炭价格下跌27%至每吨800元人民币，主要是由于消费量低于预期和煤炭产量保持高位。
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