投资要点：数据拆解：进口煤量加速下降，进口价环比小幅反弹。进口量方面，上半年进口煤量继续维持负增速，其中6 月同比实现-25.92%，连续4 个月保持负增速，且有加速收缩趋势；当月环比实现-8.32%，连续3 个月保持环比负增，且有加速收缩趋势。分煤种来看，所有煤种同比均有不同幅度降低，仅炼焦煤环比有所提升。炼焦煤方面，澳加蒙俄几个主要进口来源国环比均有所提升，澳大利亚同比大幅提升。价格方面，...
Source Link投资要点：数据拆解：进口煤量加速下降，进口价环比小幅反弹。进口量方面，上半年进口煤量继续维持负增速，其中6 月同比实现-25.92%，连续4 个月保持负增速，且有加速收缩趋势；当月环比实现-8.32%，连续3 个月保持环比负增，且有加速收缩趋势。分煤种来看，所有煤种同比均有不同幅度降低，仅炼焦煤环比有所提升。炼焦煤方面，澳加蒙俄几个主要进口来源国环比均有所提升，澳大利亚同比大幅提升。价格方面，...
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