银河证券9月煤炭行业数据点评：原煤供应放缓迎峰度冬用煤需求仍将增加

智通财经网2023-10-20

银河证券发布研究报告称，9月份国内原煤产量同比增0.4%，增速较8月份下降1.65pct;9月进口煤同比+27.8%，增速较8月回落23.0pct。需求方面，基建投资稳中略降，制造业增速提升，房地产投资仍较弱;下游行业中火电增速由负转正，化工耗煤呈现下降，后期天气转冷北方进入供暖季，采暖需求增加，虽工业用煤需求有所回落，但整体供给偏紧背景下，煤价支撑较强，继续推荐动力煤龙头中国神华(601088....

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href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2023-10-20/doc-imzrtmns6024235.shtml><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>银河证券发布研究报告称，9月份国内原煤产量同比增0.4%，增速较8月份下降1.65pct;9月进口煤同比+27.8%，增速较8月回落23.0pct。需求方面，基建投资稳中略降，制造业增速提升，房地产投资仍较弱;下游行业中火电增速由负转正，化工耗煤呈现下降，后期天气转冷北方进入供暖季，采暖需求增加，虽工业用煤需求有所回落，但整体供给偏紧背景下，煤价支撑较强，继续推荐动力煤龙头中国神华(601088....</p>\n\n<a 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银河证券9月煤炭行业数据点评：原煤供应放缓 迎峰度冬用煤需求仍将增加

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银河证券9月煤炭行业数据点评：原煤供应放缓迎峰度冬用煤需求仍将增加