点击蓝字 关注我们摘要投资要点:动力煤来看,高温天气加持下,本周(6月27日-7月4日)煤炭供需关系延续优化,港口煤炭库存保持去化,港口煤价继续上涨(本周港口煤价623元/吨,周环比提升3元/吨)。具体来看,生产端,截止7月2日,山西地区样本煤矿产能利用率环比下降0.83pct,延续收紧。运输端,受产地到港发运倒挂依旧影响,本周市场发运环比下降,本周大秦线日均发运量周环比减少3.72万吨,呼铁局...
Source Link点击蓝字 关注我们摘要投资要点:动力煤来看,高温天气加持下,本周(6月27日-7月4日)煤炭供需关系延续优化,港口煤炭库存保持去化,港口煤价继续上涨(本周港口煤价623元/吨,周环比提升3元/吨)。具体来看,生产端,截止7月2日,山西地区样本煤矿产能利用率环比下降0.83pct,延续收紧。运输端,受产地到港发运倒挂依旧影响,本周市场发运环比下降,本周大秦线日均发运量周环比减少3.72万吨,呼铁局...
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