节点：上游（原材料/资源端）位置：上游情绪：利空参考度：9/10
印度煤炭公司（Coal India Ltd.）披露，3月份煤炭产量同比下滑1.5%，有助于缓解其为应对夏季预期需求激增而累积的库存压力。该公司周三在证券交易所提交的文件显示，3月产量较上年同期降至8450万吨，销量则同比增长0.7%。
2025年夏季气温偏温和，且当季电力峰值需求罕见下滑，导致印度煤炭公司库存高企并被迫减产。当前煤炭需求已呈回升态势，因市场预期今年夏季气温将大幅攀升，叠加中东冲突引发的燃料短缺，将拉动煤炭消费反弹。
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