节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
煤炭价格近期大幅上行，2月某周二一度触及每吨138美元，创2024年11月以来新高。这一轮价格异动主要受能源供应格局扰动驱动——卡塔尔液化天然气（LNG）设施因伊朗无人机袭击暂停运营，该设施贡献全球20%LNG供应量，且为30年来首次全面停运，直接触发电力行业燃料替代需求，煤炭作为替代能源的需求显著抬升。
亚洲多个经济体对卡塔尔LNG依赖度较高，中国中国Taiwan已明确若供应持续中断将考虑增加煤炭发电量。全球煤炭需求预期维持强劲，中国大陆作为全球最大煤炭生产与消费主体，仍在推进新增煤炭发电装机，以保障..
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