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目录
煤炭行业7月回顾与8月预测 ............................................................................................................................... 4
行业表现 ........................................................................................................................................................... 4
个股表现 ........................................................................................................................................................... 5
投资要点及重点公司推荐 ............................................................................................................................... 6
重点公司盈利预测 ................................................................................................................................................... 8
7月煤炭价格分析 .................................................................................................................................................... 9
国内煤价 ........................................................................................................................................................... 9
动力煤价格再创新低 ............................................................................................................................... 9
焦煤期货、现货价格继续弱势下跌 ..................................................................................................... 10
无烟煤价格继续下跌 ..............................................................................................................................11
国际煤价 ..........................................................................................................................................................11
国际动力煤价格涨跌不一 ......................................................................................................................11
国际冶金煤价格低位企稳 ..................................................................................................................... 12
煤炭供需分析 ......................................................................................................................................................... 13
供给分析 ......................................................................................................................................................... 13
国内煤炭产、销量环比均出现下降 ..................................................................................................... 13
进出口 ..................................................................................................................................................... 14
需求分析 ......................................................................................................................................................... 16
电力产业 ................................................................................................................................................. 16
钢铁产业 ................................................................................................................................................. 17
钢铁产量 ......................................................................................................................................... 17
钢铁价格 ......................................................................................................................................... 18
焦炭产量及价格 ............................................................................................................................. 19
化工产业 ................................................................................................................................................. 20
尿素产量及价格 ............................................................................................................................. 20
煤炭库存及物流分析 ............................................................................................................................................. 21
库存 ................................................................................................................................................................. 21
港口库存 ................................................................................................................................................. 21
产地库存 ................................................................................................................................................. 21
下游库存 ................................................................................................................................................. 22
物流 ................................................................................................................................................................. 23
铁路运量 ...............................................................................................................................