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CITIC Securities: 'Overproduction Verification' Policy Expected to Further Foster Industry Self-Regulation Amid 'Anti-Involution' Push
2025-08-14 /
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Author：小编
The National Energy Administration has initiated the 'Overproduction Verification' policy, aiming to foster self-discipline within the coal industry. This initiative is anticipated to lead to a reduction in supply and potentially drive up coal prices. Given the inherent delay in policy implementation, close attention should be paid to the intensity of policy promotion and regional enforcement in the near term, in order to capitalize on emerging investment opportunities within the coal sector.
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