1.动力煤市场窄幅调整下游:电煤需求季节性淡季特征明显,尽管国庆、中秋双节前后,南方多地气温持续偏高,部分地区一度超38℃以上,但受水电等替代能源出力较强影响,沿海电厂日耗提升受限,库存去化缓慢,采购积极性一般。非电下游生产情况有所改善,水泥、甲醇、尿素等建材、化工企业开工率小幅增长,对原燃料维持按需补库。供应:月末月初主产地检修煤矿增多,开工率小幅回落。随着假期结束,多数煤矿生产节奏恢复正常,...
Source Link1.动力煤市场窄幅调整下游:电煤需求季节性淡季特征明显,尽管国庆、中秋双节前后,南方多地气温持续偏高,部分地区一度超38℃以上,但受水电等替代能源出力较强影响,沿海电厂日耗提升受限,库存去化缓慢,采购积极性一般。非电下游生产情况有所改善,水泥、甲醇、尿素等建材、化工企业开工率小幅增长,对原燃料维持按需补库。供应:月末月初主产地检修煤矿增多,开工率小幅回落。随着假期结束,多数煤矿生产节奏恢复正常,...
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