煤炭行业周报：产地煤价回升，静待非电需求复苏

Investment Rating - The report maintains a "Recommended" investment rating for the coal industry [1] Core Viewpoints - The coal prices in production areas have rebounded, while seasonal declines in daily consumption are observed. The industry is awaiting a recovery in non-electricity demand [6] - The prices of coking coal and coke are under downward pressure [20] - Steel production remains stable, but downstream steel prices continue to decline [25] - Futures prices for coking coal have slightly rebounded, and the price gap between coking coal and coke has narrowed [29] - Shipping rates for both sea and land transport continue to rise [32] Weekly Data Tracking - Thermal Coal: Production area coal prices have increased, with daily consumption showing seasonal decline [6] - Coking Coal and Coke: Prices are under pressure, with specific price data indicating fluctuations [20] - Downstream Changes: Daily average pig iron production across 247 sample steel mills is stable, but steel prices are decreasing [25] - Futures Market: Coking coal futures prices have seen a slight increase, indicating a narrowing price gap [29] - Transportation Situation: Both sea and land freight rates are on the rise, reflecting increased transportation costs [32] Weekly Market Review - The report provides a performance overview of major indices and coal-related stocks, highlighting a 4.97% increase in the coal sector [37] - Specific stock performances include significant weekly gains for companies such as Daya Energy and Meijin Energy [37] Weekly Perspectives - The report includes detailed stock ratings and price targets for various coal companies, indicating a mix of "Buy" and "Increase" ratings [40]