【民生能源】2025年8月18日-2025年8月22日1本周观点本周行业动态分析7月主产地产量全面收缩，煤价后市弹性充足。因前期低煤价持续，4月以来国内新疆产量和进口量明显收缩，7月全国原煤产量年内首次同比负增长，降幅达3.8%，日均产量环比下降12.4%，主产地晋陕蒙新日均产量环比降幅分别为-8.9%/-7.2%/-10.8%/-33.9%，边际产能对低煤价的高敏感性再度显现，近期产地持续暴雨，...
Source Link【民生能源】2025年8月18日-2025年8月22日1本周观点本周行业动态分析7月主产地产量全面收缩，煤价后市弹性充足。因前期低煤价持续，4月以来国内新疆产量和进口量明显收缩，7月全国原煤产量年内首次同比负增长，降幅达3.8%，日均产量环比下降12.4%，主产地晋陕蒙新日均产量环比降幅分别为-8.9%/-7.2%/-10.8%/-33.9%，边际产能对低煤价的高敏感性再度显现，近期产地持续暴雨，...
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