东方证券煤炭行业周报:国务院国资委党委专题会议提及“反内卷” 关注焦煤板块投资机会

东方证券
Dec 15

行业基本面:焦煤下游即将开启季节性补库,动力煤下游补库基本完成。(1)本周样本钢厂焦煤库存795 万吨,环比-0.45%,独立焦化厂焦煤库存883 万吨,环比+3.02%,从库存趋势来看,焦化产已开启季节性补库,钢厂也即将开启季节性补库;(2)本周六大发电集团煤炭库存1423 万吨,环比-1.75%,从库存趋势来看,电厂补库基本完成,已进入采购淡季(环渤海港口锚地船舶数量高位回落后维持在低位水平,...

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