投资要点:动力煤截至2025 年8 月1 日,秦港5500K 动力末煤平仓价663 元/吨,周环比+1.5%,内蒙古、山西、陕西产地价大涨。截至2025 年8 月1日动力煤462 家样本矿山日均产量为547.4 万吨,环比-18.8 万吨,年同比-2.6%。本周电厂日耗微涨,电厂库存微跌,秦港库存大跌,截至8 月1 日,动力煤库存指数为192(-3.4)。非电方面,甲醇、尿素开工率分别为85.4%...
Source Link投资要点:动力煤截至2025 年8 月1 日,秦港5500K 动力末煤平仓价663 元/吨,周环比+1.5%,内蒙古、山西、陕西产地价大涨。截至2025 年8 月1日动力煤462 家样本矿山日均产量为547.4 万吨,环比-18.8 万吨,年同比-2.6%。本周电厂日耗微涨,电厂库存微跌,秦港库存大跌,截至8 月1 日,动力煤库存指数为192(-3.4)。非电方面,甲醇、尿素开工率分别为85.4%...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.