【山证煤炭】行业周报(20260112-20260118):寒潮来袭,焦煤以涨为主

山西证券研究所
Jan 20

投资要点动态数据跟踪动力煤:下游需求维持常态,动力煤价格走跌。周内产地内煤矿陆续恢复生产,多数煤矿维持正常水平生产,动力煤产量平稳释放,多以保证长协煤发运为主,市场供应量较为充足,供应端利好支撑一般。下游化工等行业耗煤量维持常态,按需补货居多,需求释放稳定。截至1月16日,环渤海动力煤现货参考价704元/吨,周变化+0.43%;秦皇岛港动力煤平仓价695元/吨,周变化-0.57%。环渤海九港煤炭...

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