【华福能源开采】煤炭行业周报:印尼出口现扰动,煤炭低位可配置

悦研周期
Feb 08

2026 年 2 月 8 日投资要点动力煤截至2月6日,秦港5500K动力末煤平仓价695元/吨,周环比+3元/吨,内蒙古产地价持平、山西产地价小跌、陕西产地价持平。截至2月6日,动力煤462家样本矿山日均产量528.1万吨,环比-4.8万吨,年同比+8.8%。本周电厂日耗大跌,电厂库存小涨,动力煤库存指数小跌,秦港库存小跌,截至2月2日,动力煤库存指数为174.2(-6.2)。非电方面,甲醇、...

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