华福证券-煤炭行业:旺季临近煤价持续上涨,进口煤同环比下滑-251108

新浪财经
Nov 08, 2025

(来源:研报虎)截至2025年11月7日,秦港5500K动力末煤平仓价817元/吨,周环比+6.1%,内蒙、陕西、山西产地价大涨。截至2025年11月7日动力煤462家样本矿山日均产量为549.3万吨,环比+4.2万吨,年同比-6.2%。本周电厂日耗微跌,电厂库存微跌,秦港库存微涨,截至11月3日,动力煤库存指数为184.5(+0.3)。非电方面,甲醇、尿素开工率分别为87.8%(+1.1pct)...

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