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《煤炭開采行業(yè)動(dòng)態(tài)報(bào)告:動(dòng)力煤價(jià)格觸底反彈、煉焦煤價(jià)格企穩(wěn),關(guān)注煤炭股反彈契機(jī)-20171201-中信建投-28頁》由會(huì)員上傳分享,免費(fèi)在線閱讀,更多相關(guān)內(nèi)容在行業(yè)資料-天天文庫。
1、[table_page]煤炭開采行業(yè)動(dòng)態(tài)研究報(bào)告目錄本月煤炭行業(yè)動(dòng)態(tài)&后期投資觀點(diǎn)........................................................................................................................4本月煤炭股市回顧............................................................................................
2、.......................................................6行業(yè)表現(xiàn):本月煤炭板塊上漲4.46%,領(lǐng)先滬深300指數(shù)3.29個(gè)百分點(diǎn)...............................................6個(gè)股表現(xiàn):以跌為主,其中12家上漲、17家下跌.....................................................................................8行業(yè)估值:PE為24倍位居
3、行業(yè)中下游,PB為1.6倍位居倒數(shù)第3........................................................8本月煤炭?jī)r(jià)格分析...................................................................................................................................................9國(guó)內(nèi)煤價(jià)..........................
4、.................................................................................................................................9秦港價(jià)格先抑后揚(yáng)、產(chǎn)地價(jià)格維持跌勢(shì)、期貨價(jià)格維持漲勢(shì)............................................................9煉焦煤港口價(jià)格大幅下跌,產(chǎn)地價(jià)格持續(xù)下跌,期貨價(jià)格大幅上漲................
5、..............................10無煙塊價(jià)格小幅上漲、噴吹煤產(chǎn)地價(jià)格小幅下跌...............................................................................11國(guó)際煤價(jià)............................................................................................................................
6、.............................12國(guó)際動(dòng)力煤價(jià)格漲跌互異.....................................................................................................................12進(jìn)口VS國(guó)內(nèi)煤價(jià).............................................................................................
7、.............................................12進(jìn)口煤和國(guó)內(nèi)動(dòng)力煤均觸底反彈,進(jìn)口煤再現(xiàn)價(jià)格優(yōu)勢(shì)..................................................................12進(jìn)口主焦煤小幅上漲,國(guó)內(nèi)主焦煤小幅下跌,進(jìn)口煤價(jià)格優(yōu)勢(shì)減少..............................................13煤炭供需分析........................................
8、.................................................................................................................14供給分析...............................................