【国海能源开采】煤炭开采行业周报:阅兵前安检趋严,煤炭供给延续下滑

晨看能源
Aug 31

点击蓝字 关注我们摘要投资要点:动力煤来看,强降水使本周供给继续收紧,港口库存保持去化,煤价仍有支撑。具体来看,(1)生产端,截至8月27日,三西地区样本煤矿产能利用率环比下降3.65pct,主要系近期主产区降雨较为频繁,露天煤矿生产或运输受限,叠加个别煤矿倒工作面或设备检修,产区供应收紧。(2)运输端,本周市场发运环比分化,大秦线日均发运量周环比减少11.88万吨,呼铁局日均批车数周环比增加2列...

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