Winter is the smoggiest season in China. The next few months will give commodity investors a chance to reassess whether the government is serious about curbing polluting industries. This year, coal-burning manufacturers and electrical utilities will be drafted in to help. This will hurt seaborne coal importers such as mining companies BHP Billiton or Anglo American.
冬季是中國霧霾最嚴重的季節。接下來的幾個月，大宗商品投資者將有機會看到，中國政府是不是當真在遏制污染產業。那些消耗煤炭的制造業企業和電力公司今年也需出一分力。這將損及海運煤炭出口商，例如必和必拓(BHP Billiton)或英美資源集團(Anglo American)等礦業公司。
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