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【双焦年报】焦化供给侧改革再深化 年度供需缺口明显

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expectation2021年,我们认为焦炭供需将由紧转松,其中上半年将继续完成2020年底未能如期完成的淘汰任务,而新增项目建设缓慢,下游需求也将维持高位,整体焦炭供需偏紧格局有望延续
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