2004年1季度，我國(guó)煤經(jīng)濟(jì)運(yùn)行態(tài)勢(shì)總體良好。全國(guó)煤炭產(chǎn)銷兩旺，產(chǎn)銷量同步增長(zhǎng)，煤炭庫(kù)存和出口略有下降，煤炭企業(yè)經(jīng)營(yíng)狀況繼續(xù)好轉(zhuǎn)。
    本季度，原煤產(chǎn)量大幅度增長(zhǎng)。全國(guó)原煤調(diào)度產(chǎn)量完成36248萬(wàn)噸，同比增加5800萬(wàn)噸，增長(zhǎng)19.1%。其中，國(guó)有重點(diǎn)煤礦21933萬(wàn)噸，同比增加3004萬(wàn)噸，增長(zhǎng)15.9%；國(guó)有地方煤礦6157萬(wàn)噸，同比增加526萬(wàn)噸，增長(zhǎng)9.4%；鄉(xiāng)鎮(zhèn)煤礦8158萬(wàn)噸，同比增加227萬(wàn)噸，增長(zhǎng)38.6%。國(guó)有重點(diǎn)、國(guó)有地方和鄉(xiāng)鎮(zhèn)三大類煤礦原煤產(chǎn)量占全國(guó)原煤總產(chǎn)量的比重分別為60.5%、17.0%和22.5%。

目 錄

Ⅰ 2004年1季度煤炭行業(yè)概況............. .............................. ...........................1

一、生產(chǎn)狀況............................................................................... ...................1

（一）煤炭生產(chǎn)企業(yè). .............................................................. .....................1

（二）煤炭生產(chǎn)區(qū)域結(jié)構(gòu)....................................................... ......................3

二、銷售與運(yùn)輸狀況........................................................... ..........................3

（一）銷售狀況............................................................... ...............................3

（二）運(yùn)輸狀況.............................................................................................4

（三）產(chǎn)、運(yùn)、銷矛盾. ................................................................................4

三、庫(kù)存狀況................................................................................................5

（一）社會(huì)庫(kù)存.............................................................................................5

（二）煤礦庫(kù)存.............................................................................................5

四、利潤(rùn)狀況................................................................................................6

（一）行業(yè)利潤(rùn)及地區(qū)分布..........................................................................6

（二）應(yīng)收賬款及虧損情況.........................................................................7

（三）產(chǎn)品利潤(rùn)情況......................................................................................8

Ⅱ 2004年1季度國(guó)內(nèi)煤炭市場(chǎng)價(jià)格. ............................................................9

一、國(guó)際煤炭市場(chǎng)價(jià)格.................................................................................9

二、國(guó)內(nèi)煤炭市場(chǎng)價(jià)格...............................................................................11

三、市場(chǎng)運(yùn)行存在的問(wèn)題...........................................................................11

Ⅲ 2004年1季度國(guó)內(nèi)重點(diǎn)煤炭企業(yè)運(yùn)行狀況............................................12

一、上市公司運(yùn)行環(huán)境................................................................................12

（一）2004年總體供求趨勢(shì)........................................................................12

（二）產(chǎn)銷增長(zhǎng)趨勢(shì)....................................................................................13

（三）產(chǎn)品供求結(jié)構(gòu)性失衡........................................................................14

（四）市場(chǎng)區(qū)域局部失衡............................................................................14

（五）全年價(jià)格走勢(shì)..................................................................................................................15

（六）出口...................................................................................................16

二、重點(diǎn)煤炭上市公司運(yùn)行狀況...............................................................16

（一）整體情況...........................................................................................16

（二）神火股份...........................................................................................17

（三）金牛能源...........................................................................................18

（四）神州股份...........................................................................................18

（五）兗州煤業(yè)...........................................................................................18

（六）西山煤電...........................................................................................19

Ⅳ 2004年1季度煤炭行業(yè)政策監(jiān)管態(tài)勢(shì)...................................................19

一、資源供給.............................................................................................19

二、煤炭生產(chǎn).............................................................................................20

三、煤炭運(yùn)輸.............................................................................................20

四、煤炭銷售、出口..................................................................................21