传统能源行业周报：准格尔旗“蒙煤外运”添新途外送25个省份

Investment Rating - The report does not explicitly state an investment rating for the industry, but it provides insights into market performance and sector dynamics [48]. Core Insights - The media, oil and petrochemical, and home appliance sectors performed well, while real estate, defense, and non-bank financial sectors lagged behind [2][3]. - The Shanghai Composite Index fluctuated between 3200 and 3600 points, closing with a small bearish candle, indicating a lack of strong bullish momentum [2]. - Market sentiment has noticeably cooled, with a significant reduction in overall trading volume, suggesting a potential need for consolidation [2][3]. Market Performance - The Shanghai Composite Index fell by 3.52%, while the CSI 300 and ChiNext Index also experienced declines of 3.29% and 3.90%, respectively [4][22]. - The public utility sector saw a decline of 3.02%, ranking 10th among 31 sectors, while the coal sector dropped by 3.45%, ranking 14th [4][22]. - Notable stocks in the public utility sector included Shouhua Gas and Changchun Gas, which saw increases of 19.11% and 14.95%, respectively [33]. Industry Dynamics - A significant floating LNG liquefaction facility has been completed, marking a milestone in offshore natural gas resource development [26]. - The new logistics park in Inner Mongolia aims to enhance coal transportation efficiency, potentially increasing annual coal dispatch volumes to 10 million tons [27][30]. - Recent coal prices indicate a slight decline, with Qinhuangdao 5500 kcal thermal coal averaging 726 RMB/ton, down 10 RMB from the previous week [31].