EquityResearch·IndustryResearch·CoalMiningCoalMiningIndustryResearch1/6东吴证券(香港)请务必阅读正文之后的免责声明部分[Table_Main]CoaldemandissluggishandpricesareweakOutperform(Maintain)InvestmentThesis◼Industryupdates:Thermalcoal’sinventoriesarestillrisingandpricesarefallingWoW.Thespotpriceofportthermalcoalfellby105yuan/tonWoWto765yuan/ton.Supply:theaveragedailyportinflowsapproximatelydecreasedby10.26%WoWto1.8726milliontons.Demand:theaveragedailyportinflowsapproximatelydecreasedby9.84%WoWto1.7711milliontons.Inventory:powerplantinventoriesremainathighlevels.TheaveragedailyinventoryofthefourportsaroundtheBohaiSeaincreasedby2.63%WoW,stillremainingatahi...
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