2001－2002 年是煤炭行業(yè)整體扭虧為盈的開始，2003 年則是整個(gè)煤炭行業(yè)盈利增速較快，出現(xiàn)了前所未有的全行業(yè)第三季度 “淡季不淡”。一季度，煤炭銷售延續(xù)了去年四季度形勢(shì)，呈現(xiàn)旺季不旺的態(tài)勢(shì)；二季度，隨著冬季取暖的結(jié)束，價(jià)格小幅下滑，煤炭庫(kù)存略有增長(zhǎng)，但市場(chǎng)運(yùn)作基本平穩(wěn)；進(jìn)入三季度，秋季的來(lái)臨，電力和冶金需求大幅提升，煤炭市場(chǎng)一派“繁榮”。
     預(yù)計(jì)今年底明年初，由于國(guó)民經(jīng)濟(jì)增幅同比回落、國(guó)家產(chǎn)業(yè)結(jié)構(gòu)調(diào)整、能源生產(chǎn)和消費(fèi)結(jié)構(gòu)調(diào)整以及節(jié)能等造成煤炭需求不旺，不合理煤炭產(chǎn)量仍將不容忽視，亞洲金融危機(jī)影響不會(huì)消失的影響，今年第四季度的煤炭經(jīng)濟(jì)低位運(yùn)行狀態(tài)不會(huì)改變，且將延續(xù)到明年上半年。

目錄

Ⅰ 2003年3季度煤炭行業(yè)運(yùn)行概況................................................................................1

一、整體發(fā)展特點(diǎn)..........................................................................................................1

1．國(guó)民經(jīng)濟(jì)助推煤炭市場(chǎng).................... ........................... ..........................................1

2．原煤生產(chǎn)增勢(shì)強(qiáng)勁.......................................................................... .......................1

3．優(yōu)質(zhì)煤炭局部緊張.... .................................................. .............. ............................2

4．電力增長(zhǎng)刺激煤價(jià)上揚(yáng).............................................. ......... .................................2

二、存在的問(wèn)題................................................................ ................ ...........................2

1．部分煤礦超產(chǎn)，庫(kù)存回升過(guò)快................................................... ..........................2

2．出口增長(zhǎng)緩慢，國(guó)內(nèi)面臨壓力......... ....................................... ............................3

3．煤礦安全生產(chǎn)形勢(shì)不容樂觀................................................. ................................3

三、四季度走勢(shì)預(yù)測(cè).................................................................. ................................3

1．市場(chǎng)需求：漲幅有限..................................................... ......... ................................3

2．市場(chǎng)供應(yīng)：基本穩(wěn)定...................................................... .........................................4

3．電煤供求：加速聯(lián)合.................................................... ............................................4

4．抬價(jià)行動(dòng)：繼續(xù)受阻..................................................... .......... ............................4

Ⅱ 2003年三季度煤炭市場(chǎng)供應(yīng)情況.........................................................................5

一、煤炭產(chǎn)量................................................. ...............................................................5

二、產(chǎn)量增長(zhǎng)原因............................................... ................. ......................................5

1．宏觀政策的影響........................................... .............. ..........................................5

2.電力煤炭需求大幅增長(zhǎng)............................................ .......... ....................................6

3.各大市場(chǎng)投資主體的競(jìng)相爭(zhēng)奪............................... .................................................6

4.國(guó)際環(huán)境的影響............................................................. .................. .......................7

三、全國(guó)重點(diǎn)煤礦生產(chǎn)情況............................... ...................... ................................7

1.生產(chǎn)特點(diǎn)....................................... ....................................... ......................................7

2.超產(chǎn)分析....................................................... ........................ ....................................10

3.增產(chǎn)分析...................................................... ........................ .....................................11

四、全國(guó)地方煤礦生產(chǎn)情況.......................................................................................12

五、全國(guó)鄉(xiāng)鎮(zhèn)煤礦生產(chǎn)情況.......................................... ...........................................13

Ⅲ 2003年3季度煤炭行業(yè)運(yùn)銷情況............................ ......... ....................................14

一、煤炭企業(yè)裝車情況....................... ................................ ......................................14

1．分月情況.................................................................................... ............................14

2．分季度情況............................................................. ................... ...........................15

3．分地區(qū)情況......................................................... .......................... ........................15

4．山西省的情況................................................................... .....................................16

5．煤炭水運(yùn).......................................................... ............................... ......................17

二、煤炭銷售情況.............................................. ............. ..........................................18

1．總體銷售情況.......................................................................... ..............................18

2．國(guó)有重點(diǎn)煤礦情況.......................................................... ............. ........................20

3．地方煤礦................................................................. ..................... .........................20

三、出口情況................................................................ .............. ...............................21

四、庫(kù)存情況................................................................................... ...........................23

1.庫(kù)存總量............................................................................................. ......................23

2．地區(qū)分布................................................................. ..................... .........................25

Ⅳ 2003年三季度煤炭市場(chǎng)需求及價(jià)格走勢(shì)..................... .........................................27

一、影響煤炭市場(chǎng)需求的因素..................... .................................... .........................27

1．鋼鐵產(chǎn)量快速增長(zhǎng)....................................................................... ........................27

2．電力需求迅猛增長(zhǎng).................................................................... .............................27

3．出口將繼續(xù)擴(kuò)大........................................................................ .............................28

二、煤炭?jī)r(jià)格走勢(shì)分析.......................................................... .....................................28

Ⅴ 2003年3季度煤炭企業(yè)經(jīng)營(yíng)情況..... .................................. ....................................30

一、煤炭企業(yè)整體經(jīng)營(yíng)情況................ ....................................... ...............................30

二、煤炭上市公司業(yè)績(jī)....................................................... ........................................30

1、2002年煤炭上市公司業(yè)績(jī)回顧...................................... .......................................31

2．煤炭行業(yè)上市公司投資價(jià)值分析............................................ ............................31