投资建议:政策推动中长期资金入市,重视煤炭板块投资机会。港口煤价本周现货成交价格仍窄幅震荡,主要系临近春节煤炭供需双弱,产地停产减产的煤矿数量增多,煤炭供应有所收缩,但是工业企业同步也将进入放假模式,日耗回落。中长期资金入市,利好红利资产。1 月22 日,六部门联合印发《关于推动中长期资金入市工作的实施方案》(下称《方案》),重点引导商业保险资金、全国社会保障基金、基本养老保险基金、企(职)业年金...
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