受安全、超产检查趋严等因素影响,主产区煤矿供应有一定收缩,冶金、化工等非电终端刚需补库稳定,供给端支撑仍在。下个月安全生产考核巡查,叠加月底部分煤矿产能将满,进一步限制增量。上周日开始,大秦线恢复正常,运量出现提升,到港煤车增多。而南方高温回落后,工业用电阶段性走强,沿海电厂加快拉运,到港船增多;叠加北方电厂冬储采购节奏加快、非电用户开工表现良好,预计煤价跌幅有限。市场利好因素:首先,煤炭供应...
Source Link受安全、超产检查趋严等因素影响,主产区煤矿供应有一定收缩,冶金、化工等非电终端刚需补库稳定,供给端支撑仍在。下个月安全生产考核巡查,叠加月底部分煤矿产能将满,进一步限制增量。上周日开始,大秦线恢复正常,运量出现提升,到港煤车增多。而南方高温回落后,工业用电阶段性走强,沿海电厂加快拉运,到港船增多;叠加北方电厂冬储采购节奏加快、非电用户开工表现良好,预计煤价跌幅有限。市场利好因素:首先,煤炭供应...
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