煤炭行业：煤炭进口数据拆解：25年5月进口加速收缩

山西证券股份有...2025-07-02

数据拆解：进口煤量价齐降。进口量方面，前5 月进口煤量继续维持负增速，其中5月同比实现-17.75%，连续3 个月保持负增速，且有加速收缩趋势；环比实现-4.73%，连续2 个月保持负增速，且有加速收缩趋势。分煤种来看，所有煤种同比均有不同幅度降低，仅动力煤环比有所提升。动力煤方面，仅澳大利亚同比实现7.06%增速，蒙古、印尼和俄国均出现较大幅度同比下滑。价格方面，全煤种进口价格实现72 美元/吨...

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