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稀缺资源未来提价预期更强烈产能增加为公司快速成长提供保证中长期投资价值明显当前股价:34.64元今日投资个股安全诊断星级:★★★★8月份煤炭产量超计划2009年8月份公司原煤和精煤单月产量分别超计划15%、21%,8月份单月原煤和精煤产量同比下降,累计产量分别增长8%、下降5%。公司8月份煤炭产量增长较快主要得益于钢铁市场的景气回升。进入8月份虽然钢材价格高位回调,焦炭价格受累,独立焦化厂的开工率下降,但是钢厂附属焦化厂开工率并无明显下调,因此公司焦煤市场需求未受明显影响。目前炼焦煤售价仍然保持8月份提价后的水平,未来价格能否再次上调还要看钢材价格走势。
Scarce resources, the future is expected to raise prices stronger For the rapid growth of the company to provide long-term investment to ensure the value of the current stock price: 34.64 yuan investment stocks today, the safety diagnosis Star: ★ ★ ★ ★ August coal production plan in August 2009 the company coal And the monthly output of refined coal exceeded the planned 15% and 21% respectively. In August, the output of raw coal and refined coal decreased in a single month in August, with the cumulative output up 8% and down 5% respectively. The rapid growth of coal output in August was mainly attributable to the rebound in the steel market. Into the August despite the high steel prices callback, coke prices involved, the operating rate of independent coking plants decreased, but the coking plant affiliated steel mills did not significantly reduce the operating rate, so the company coking coal market demand was not significantly affected. At present, the price of coking coal still maintains the level after the price increase in August. Whether the price can rise again depends on the steel price trend.