投资要点:动力煤截至2026 年1 月9 日,秦港5500K 动力末煤平仓价699 元/吨,周环比+17 元/吨,内蒙产地价持平、山西产地价持平、陕西产地价小涨。截至2026 年1 月9 日动力煤462 家样本矿山日均产量为545.2 万吨,环比+49.4 万吨,年同比-7.1%。本周电厂日耗小涨,电厂库存小跌,秦港库存大跌,截至1 月5 日,动力煤库存指数为187.6(-12.6)。非电方面,...
Source Link投资要点:动力煤截至2026 年1 月9 日,秦港5500K 动力末煤平仓价699 元/吨,周环比+17 元/吨,内蒙产地价持平、山西产地价持平、陕西产地价小涨。截至2026 年1 月9 日动力煤462 家样本矿山日均产量为545.2 万吨,环比+49.4 万吨,年同比-7.1%。本周电厂日耗小涨,电厂库存小跌,秦港库存大跌,截至1 月5 日,动力煤库存指数为187.6(-12.6)。非电方面,...
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