金吾财讯 | 摘要：花旗研究在本系列报告中旨在追踪和分析中国市场上高频的实地需求趋势。市场对需求恢复的预期普遍谨慎。报告汇总了Sxcoal提供的100个样本中国煤矿在11月7日至13日的生产和库存数据。短期内，该行将投资顺序调整为黄金、水泥、煤炭、铜、铝和钢铁股票。核心观点：1.中国100个样本煤矿的热煤产量环比增长1.3%，同比增长2.2%。2.山西/陕西/内蒙古样本煤矿的产量分别环比增长0.8%/增长1.8%/增长1.2%，同比增长-0.8%/增长4.3%/增长2.3%。3.样本煤矿的整体利用率为91.4%，环比增长1.1个百分点，同比增长1.9个百分点。4.样本煤矿的总煤炭库存为3192千吨，环比下降0.2%，同比下降1.5%。
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