投资要点:动力煤截至2025 年10 月17 日,秦港5500K 动力末煤平仓价748 元/吨,周环比+6.1%,内蒙、陕西、山西产地价大涨。截至2025 年10 月17日动力煤462 家样本矿山日均产量为552.2 万吨,环比-0.7 万吨,年同比-3.9%。本周电厂日耗小涨,电厂库存小跌,秦港库存大跌,截至10月13 日,动力煤库存指数为188.8(+10.4)。非电方面,甲醇、尿素开工率分别...
Source Link投资要点:动力煤截至2025 年10 月17 日,秦港5500K 动力末煤平仓价748 元/吨,周环比+6.1%,内蒙、陕西、山西产地价大涨。截至2025 年10 月17日动力煤462 家样本矿山日均产量为552.2 万吨,环比-0.7 万吨,年同比-3.9%。本周电厂日耗小涨,电厂库存小跌,秦港库存大跌,截至10月13 日,动力煤库存指数为188.8(+10.4)。非电方面,甲醇、尿素开工率分别...
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