上周煤炭指数上涨 2.3%，沪深指数上涨 2.4%，煤炭板块表现 弱于大盘。动力煤：近期炎夏导致下游电厂日耗持续攀升，用电已至旺季、 电厂日耗有望保持目前趋势持续上涨，从而带来后续的惯性补库，因此短 期动力煤价格仍有较强支撑，有望强势高位持稳。

Zeolites were first discovered in the 18th century as a natural mineral which has an exceptional adsorption property. Zeolites are crystalline solids structures made of aluminosilicates with variable Si/Al ratio, that form a framework with cavities and channels inside, where cations, water, and small molecules could get adsorbed or desorbed. Synthetic zeolite could be produced from natural minerals, such as natural zeolite, silica, and alumina. Due to their large pore volume, zeolite molecular sieves have an impeccable adsorption capacity and catalysis properties. Since the birth of synthetic zeolite, the application of synthetic zeolite has been greatly expanding. Zeolites molecular sieves are currently used in a wide range of industries, such as oil and gas, petrochemicals, wastewater treatmen t, environmental, automotive, pharmaceuti cal, a griculture, and aquaculture for the application of catalysis, separation processes, adsorption of Sulphur and nitrogen, prevent air pollution, etc. Zeolite catalyst consumption is dominated by the Fluid Catalytic Cracker (FCC) and desulphurization application in refineries, which accounts for more than 70% in value.

2020年1-4月，原煤产量累计11.5亿吨，累计同比+1.3%；进口煤及褐煤累计1.27亿吨，累计同比+27%；供给合计12.8亿吨，累计同比+3.4%。1-4月，发电量累计同比-5%，火电发电量累计同比-6%。固定资产投资累计同比-10.3%，其中房地产投资、基建投资（不含电力）、制造业投资的累计同比分别-3%/-12%/-19%。煤炭下游主要是50%发电，20%钢铁，15%建材，15%煤化工及其他。1-4月严重供过于求。