煤炭行业周报:煤价寻底仍有支撑 否极泰来重视煤炭配置价值

开源证券股份有...
23 Feb

本周要闻回顾:煤价寻底仍有支撑,否极泰来重视煤炭配置价值本周动力煤(Q5500)CCTD 报价729 元/吨,周环比跌21 元/吨;秦港平仓价报价719 元/吨,周环比跌22 元/吨。从供给端来看,截至2 月16 日,晋陕蒙三省442 家煤矿开工率81.9%,环比上涨3.5 个百分点,节后煤矿逐步复产,煤炭供应逐步恢复正常。从需求端来看,沿海八省电厂日耗合计194 万吨,环比上涨3.63%,伴随...

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