煤炭行业定期报告:煤价暂稳蓄力,焦炭第三轮提涨开启

华福证券
Nov 02, 2025

(以下内容从华福证券《煤炭行业定期报告:煤价暂稳蓄力,焦炭第三轮提涨开启》研报附件原文摘录)投资要点:动力煤截至2025年10月31日,秦港5500K动力末煤平仓价770元/吨,周环比持平,内蒙、陕西产地价微涨,山西产地价大跌。截至2025年10月31日动力煤462家样本矿山日均产量为545.1万吨,环比-3.1万吨,年同比-5.5%。本周电厂日耗大跌,电厂库存小涨,秦港库存大涨,截至10月27日...

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