点击蓝字 关注我们摘要投资要点:动力煤来看,动力煤现阶段正处旺季,供应端收缩配合火电需求较佳,港口库存保持去化,本周港口煤价周环比提升10元/吨,坑口煤价大幅上涨,山西、内蒙古、陕西坑口煤价分别+21元/吨、+24元/吨、+34元/吨。具体来看,(1)生产端,截至7月30日,三西地区样本煤矿产能利用率环比下降1.15pct,主要系降雨、部分煤矿完成生产任务以及个别地区开展超产核查等因素影响。(2)...
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