煤炭行业定期报告:8月用电量同比+5.0%,焦炭开启新一轮提涨

华福证券
Sep 28

(以下内容从华福证券《煤炭行业定期报告:8月用电量同比+5.0%,焦炭开启新一轮提涨》研报附件原文摘录)投资要点:动力煤截至2025年9月26日,秦港5500K动力末煤平仓价701元/吨,周环比-0.4%,内蒙、陕西产地价微涨,山西产地价小涨。截至2025年9月26日动力煤462家样本矿山日均产量为565.1万吨,环比+3.0万吨,年同比-1.5%。本周电厂日耗小跌,电厂库存小涨,秦港库存大跌,...

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