【正文】 ..................................................................................3三、行業(yè)集中度分析 ..................................................................................................3四、行業(yè)效率分析 ......................................................................................................4五、盈利能力分析 ......................................................................................................4六、營運能力分析 ......................................................................................................4七、償債能力分析 ......................................................................................................4八、發(fā)展能力分析 ......................................................................................................5九、成本結構分析 ......................................................................................................5十、貸款建議 ..............................................................................................................7III 行業(yè)風險揭示、政策分析及負面信息 ................................................8一、風險揭示 ..............................................................................................................8二、政策分析 ..............................................................................................................8三、負面信息 ..............................................................................................................9IV 行業(yè)動態(tài)跟蹤分析評價 ................................................................11一、行業(yè)運行情況 ....................................................................................................11二、行業(yè)強勢、弱勢、機會與 風險（SWOT） ...........................................................11三、行業(yè)經濟運行指標 ............................................................................................12V 龍頭/重點聯(lián)系企業(yè)分析 ...............................................................13一、龍頭/重點聯(lián)系企業(yè)財務 指標 ...........................................................................13二、企業(yè)在全國各地的分布 ....................................................................................13VI 資本市場及同業(yè)動態(tài) ...................................................................17資本市場 ..................................................................................................................17下篇：行業(yè)分析說明 ........................................................................18I 行業(yè)分析 ..................................................................................18一、行業(yè)運行分析 ....................................................................................................18二、行業(yè)政策分析 ....................................................................................................21三、新技術、新產品、新工 藝 ..................................................................................23四、上下游行業(yè)影響 ................................................................................................253 / 90五、國際市場情況 ....................................................................................................37六、行業(yè)發(fā)展趨勢 ....................................................................................................39II 企業(yè)分析 ..................................................................................44一、企業(yè)整體情況分析 ............................................................................................44二、主要企業(yè)分析 ....................................................................................................44III 市場產品分析 ............................................................................45一、主要產品市場情況 ............................................................................................45二、主要產品生產情況 ............................................................................................47三、主要產品價格變動趨勢 ....................................................................................53四、主要產品庫存情況 ............................................................................................54IV 區(qū)域分析 ..................................................................................55一、河南煤炭產量創(chuàng)歷史新高 ................................................................................55二、湖北積極組織煤源力保電煤供應 ....................................................................55三、新疆四季度煤炭產銷情況 ................................................................................56四、重慶四季度煤炭產銷情況 ................................................................................56五、廣東四季度煤炭產銷情況 ................................................................................56六、黑龍江煤炭產銷再攀新高 ................................................................................57V 四季度煤炭市場分析 ...................................................................58一、十一月份煤炭市場綜述 ....................................................................................58二、全國煤炭供需矛盾剖析 ....................................................................................62三、應該建立煤炭市場的綜合調控機制 ................................................................67四、我國多種因素作用煤炭再次燒旺 ....................................................................68五、需求旺盛拉動煤炭公司 ....................................................................................69六、煤炭行業(yè)：打造四季度市場熱點 ......................................................................72VI 四季度煤炭企業(yè)分析 ...................................................................77一、神華集團將成為我國首個煤炭產量破億噸的企業(yè) ........................................77二、阜礦集團完成商品煤 1000 萬噸 ......................................................................77三、包頭市與神華集團擬合作開發(fā)白彥花煤電項目 ............................................78四、浙江與三煤炭集團建立中長期合作關系 ........................................................78五、東方港年貨物吞吐量突破 1300 萬噸大關 ......................................................80六、我國最大動力煤集團成立 ................................................................................811 / 90上篇：行業(yè)分析提要 1I 行業(yè)進入／退出定性趨勢預測指標 數量 同比增減現有生產能力 截至到三季度，為101847 萬噸，同比增加 19996 萬噸。其次，出于能源戰(zhàn)略的考慮，國際市