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2026年煤炭行业年度策略研究报告-55页(附下载)

  • 2026-03-30 11:37:33
2026年煤炭行业年度策略研究报告-55页(附下载)

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上半年在国内供应高位,需求疲软背景下,谋价持续下行,以我们此前统计的16家动力煤上市公司作为样本,其完全成本曲线右侧20%分位对应吨煤完全成本约在393元/吨,推算对应港口含税价精640元/吨,6月初,港口煤价一度跌至618元/吨,理论上意味着今今年煤价最低点时,对应约超20%的煤炭产能面临亏损,618元/吨的太某价就估值而言,处于偏低水平。

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  137. /yingpanguazai/ssd/ssd1/www/e.15386.cn/vendor/topthink/think-template/src/template/driver/File.php ( 2.41 KB )
  138. /yingpanguazai/ssd/ssd1/www/e.15386.cn/vendor/topthink/think-template/src/template/contract/DriverInterface.php ( 0.86 KB )
  139. /yingpanguazai/ssd/ssd1/www/e.15386.cn/runtime/temp/99024188178db16440710d184953c4ae.php ( 12.06 KB )
  140. /yingpanguazai/ssd/ssd1/www/e.15386.cn/vendor/topthink/think-trace/src/Html.php ( 4.42 KB )
  1. CONNECT:[ UseTime:0.000621s ] mysql:host=127.0.0.1;port=3306;dbname=e_15386;charset=utf8mb4
  2. SHOW FULL COLUMNS FROM `fenlei` [ RunTime:0.000941s ]
  3. SELECT * FROM `fenlei` WHERE `fid` = 0 [ RunTime:0.000310s ]
  4. SELECT * FROM `fenlei` WHERE `fid` = 63 [ RunTime:0.000288s ]
  5. SHOW FULL COLUMNS FROM `set` [ RunTime:0.000522s ]
  6. SELECT * FROM `set` [ RunTime:0.000187s ]
  7. SHOW FULL COLUMNS FROM `article` [ RunTime:0.000611s ]
  8. SELECT * FROM `article` WHERE `id` = 457996 LIMIT 1 [ RunTime:0.000686s ]
  9. UPDATE `article` SET `lasttime` = 1775178245 WHERE `id` = 457996 [ RunTime:0.021532s ]
  10. SELECT * FROM `fenlei` WHERE `id` = 65 LIMIT 1 [ RunTime:0.000415s ]
  11. SELECT * FROM `article` WHERE `id` < 457996 ORDER BY `id` DESC LIMIT 1 [ RunTime:0.000625s ]
  12. SELECT * FROM `article` WHERE `id` > 457996 ORDER BY `id` ASC LIMIT 1 [ RunTime:0.000413s ]
  13. SELECT * FROM `article` WHERE `id` < 457996 ORDER BY `id` DESC LIMIT 10 [ RunTime:0.005147s ]
  14. SELECT * FROM `article` WHERE `id` < 457996 ORDER BY `id` DESC LIMIT 10,10 [ RunTime:0.006350s ]
  15. SELECT * FROM `article` WHERE `id` < 457996 ORDER BY `id` DESC LIMIT 20,10 [ RunTime:0.021825s ]
0.130153s