煤炭周报:日耗上行带动电厂去库 焦炭第四轮提涨落地

华福证券
Nov 15, 2025

动力煤截至2025 年11 月14 日,秦港5500K 动力末煤平仓价834 元/吨,周环比+2.1%,内蒙、陕西产地价微涨,山西产地价持平。截至2025年11 月14 日动力煤462 家样本矿山日均产量为549.5 万吨,环比+0.2万吨,年同比-6.8%。本周电厂日耗大涨,电厂库存小跌,秦港库存大跌,截至11 月10 日,动力煤库存指数为186.1(+1.6)。非电方面,甲醇、尿素开工率分别为...

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