环渤海港口库存未出现明显垒库,持续稳定在2070万吨的低位水平,货源结构性问题依旧存在。叠加下游兑现长协、为长假备货等因素影响,拉运船舶呈现集中到港态势;其中,秦港下锚船一度拉高至24艘。随着时间的推移,节前的阶段性补库告一段落,下游对高价市场煤接受程度很差,观望渐起,报还盘差距拉大,成交进一步减少。与此同时,非电行业中,除化工板块因项目投产仍有增量外,钢铁、建材需求持续疲软,整体需求支撑力度略显...
Source Link环渤海港口库存未出现明显垒库,持续稳定在2070万吨的低位水平,货源结构性问题依旧存在。叠加下游兑现长协、为长假备货等因素影响,拉运船舶呈现集中到港态势;其中,秦港下锚船一度拉高至24艘。随着时间的推移,节前的阶段性补库告一段落,下游对高价市场煤接受程度很差,观望渐起,报还盘差距拉大,成交进一步减少。与此同时,非电行业中,除化工板块因项目投产仍有增量外,钢铁、建材需求持续疲软,整体需求支撑力度略显...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.