节点：上游（原材料/资源端）位置：上游情绪：利好参考度：8/10
12月以来，国内煤炭市场供需格局延续宽松态势，煤价持续下行。12月份以来，国内煤价持续下行，目前仍未止跌。据统计，截至12月8日，山西大同Q5500大卡动力煤出矿价为605-630元/吨，较11月底下降57.5元/吨，降幅8.52%；较年内最低点上涨150元/吨，涨幅32.09%。买涨不买跌情绪主导下，市场交易氛围冷清，供需宽松为核心驱动因素。
供应端方面，12月初主流煤矿保持平稳生产，11月底暂停的民营煤矿陆续恢复正常，主要中转港口煤炭库存逐步累积，国内煤炭供应整体充足。需求端，用煤企业抵触高价，采购以刚需为主，贸易商投机需求有限，需求对市场支撑不足。供需宽松推动煤价下行，进一步加重市场悲观情绪，交易更显冷清，煤价暂无止跌信号，延续偏弱调整态势。
后市煤价或存在跌后企稳可能。12月国内煤炭供需格局或先宽松后收紧，煤价走势预计先偏...
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