【国海能源开采】煤炭开采行业周报:主产区煤价止跌反弹,阅兵后终端复工复产

晨看能源
Sep 08

点击蓝字 关注我们摘要投资要点:动力煤来看,本周港口库存保持去化,主产区煤价止跌反弹,部分中高卡煤矿销售较好,库存下降,价格试探性上涨,山西、内蒙古坑口价格分别周环比上涨4.00、6.00元/吨。具体来看,(1)生产端,截至9月3日,三西地区样本煤矿产能利用率环比上升4.40pct,主要系近期主产区降雨减少、部分露天煤矿生产运输恢复,以及尽管重要活动期间部分煤矿停产,但多数已在夜间恢复正常生产所致...

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