投资要点:动力煤来看，12 月31 日北方港口动力煤678 元/吨（周环比下降3 元/吨），12 月31 日价格日环比回升8 元/吨。具体来看，（1）生产端，截至12 月31日，三西地区样本煤矿产能利用率环比降低4.85pct，主要系年末元旦假期停产检修煤矿增多所致。（2）进口煤方面，5500 大卡动力煤国内外价差收窄，进口煤性价比较前期减弱。（3）需求端，截至12 月31 日六大电厂日耗周环比...
Source Link投资要点:动力煤来看，12 月31 日北方港口动力煤678 元/吨（周环比下降3 元/吨），12 月31 日价格日环比回升8 元/吨。具体来看，（1）生产端，截至12 月31日，三西地区样本煤矿产能利用率环比降低4.85pct，主要系年末元旦假期停产检修煤矿增多所致。（2）进口煤方面，5500 大卡动力煤国内外价差收窄，进口煤性价比较前期减弱。（3）需求端，截至12 月31 日六大电厂日耗周环比...
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