8月上旬国内外煤炭价格波动调整

Group 1 - The core viewpoint of the report indicates that in early August, coal production increased slightly due to rainfall and safety inspections, but supply from production areas has not fully recovered [1] - The report highlights that with the gradual release of market demand, coal sales from key monitored enterprises have steadily rebounded [1] - In the electricity sector, high temperatures have led to record-high power plant loads, and coal consumption for thermal power generation has increased due to lower-than-expected hydropower output [1] Group 2 - In the steel industry, steel companies are maintaining high operational levels, resulting in increased pig iron production and coal consumption among key monitored coking steel enterprises [1] - The report notes that due to slow recovery in upstream supply and strong downstream demand, coal inventories at major production and transfer locations, as well as downstream steel and coking enterprises, have decreased to varying degrees [1] - In early August, domestic and international coal prices experienced fluctuations, with the price advantage of imported thermal coal over domestic coal further expanding [2]