推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 行業(yè)表現(xiàn)煤炭板塊上周呈現(xiàn)走低后震蕩盤整走勢(shì)，煤炭指數(shù)全周收盤于3452.10點(diǎn)，全周下跌2.42%，跑輸滬深300指數(shù)4.62個(gè)百分點(diǎn)。上市公司多數(shù)收跌，35家上市公司中僅有6家收漲，2家收平，27家收跌。*ST黑化、*ST煤氣兩家漲幅居前；山西焦化、開灤股份、陜西煤業(yè)、大同煤業(yè)跌幅明顯。
行業(yè)及上市公司動(dòng)態(tài)央企已完成煤炭去產(chǎn)能2388萬(wàn)噸累計(jì)重組煤炭產(chǎn)能1億噸河南省今明兩年壓減煤炭產(chǎn)能3866萬(wàn)噸美錦能源擬收購(gòu)針狀焦生產(chǎn)企業(yè)股權(quán)港口庫(kù)存持續(xù)回升環(huán)保限產(chǎn)令焦化企業(yè)開工回落動(dòng)力煤：周內(nèi)環(huán)渤海動(dòng)力煤指數(shù)平穩(wěn)波動(dòng)，港口主要煤種煤價(jià)小幅回升，國(guó)外主要港口動(dòng)力煤報(bào)價(jià)整體下跌，均有接近3美元左右的跌幅。下游用電需求依舊旺盛，煤耗仍處在高位，重點(diǎn)電廠庫(kù)存下降。由于氣候原因，港口階段性封港導(dǎo)致港口煤炭庫(kù)存回升，北方港口運(yùn)往廣州和上海的運(yùn)費(fèi)也有小幅回升。
焦煤焦炭：隨著冬季寒冷天氣的到來(lái)，霧霾等因素令環(huán)保壓力加大，錯(cuò)峰生產(chǎn)限產(chǎn)力度加大，鋼廠和焦企開工受限，焦炭?jī)r(jià)格開始回落。焦化企業(yè)開工率整體不振，開工率全部回落。
無(wú)煙煤：無(wú)煙煤主要品種價(jià)格周內(nèi)持平，下游產(chǎn)品價(jià)格漲跌互現(xiàn)，尿素、水泥價(jià)格指數(shù)漲幅相對(duì)明顯。
投資策略秋冬霧霾季即將來(lái)臨，環(huán)保檢查力度加碼，鋼廠和焦化企業(yè)限產(chǎn)等錯(cuò)峰生產(chǎn)等措施將抑制煤焦價(jià)格走勢(shì)。全國(guó)部分地區(qū)已經(jīng)進(jìn)入冬季采暖，全國(guó)降溫天氣令儲(chǔ)煤加速，加上部分地區(qū)煤管票影響以及港口對(duì)汽運(yùn)煤的限制，供給相對(duì)偏緊，動(dòng)力煤價(jià)格預(yù)計(jì)仍將堅(jiān)挺，優(yōu)質(zhì)動(dòng)力煤企業(yè)四季度依然具有業(yè)績(jī)想象空間。煤炭企業(yè)國(guó)企改革持續(xù)推進(jìn)，未來(lái)國(guó)企改革相關(guān)概念股或再度受到市場(chǎng)熱捧。煤炭?jī)r(jià)格波動(dòng)受供給端政策影響較大，供給側(cè)對(duì)產(chǎn)量的控制力度將影響煤炭供需狀態(tài)，從而使煤炭?jī)r(jià)格偏離均衡價(jià)格。
