近期煤炭股反复活跃,这看似北方天气降温,煤炭供给偏紧引发,但实质上,这反映了市场对“确定性”的偏好,更是对来年经济充满信心。原因很简单,在“复苏”未成共识之前,企业赢利的确定性才是硬道理。而作为我国最重要的能源,煤炭是经济复苏 Recently, coal stocks have been increasingly active. This seems to have cooled the northern weather and led to tight coal supply. However, in essence, this reflects the market’s preference for “certainty” and more confidence in the coming year’s economy. The reason is very simple, in the “recovery” before the consensus, the certainty of corporate profits is the last word. As the most important energy source in our country, coal is an economic recovery