核心观点动力煤供给受限需求分化,煤价回调后待企稳。动力煤本周价格回调幅度扩大,港口与产地价普跌,前期悲观情绪有所释放,后续冬季日耗提升、年末供给收缩及库存回落将支撑其止跌企稳。炼焦煤供需弱平衡,价格稳中有支撑。炼焦煤本周稳中有升,京唐港主焦煤库提价环比上涨,产地价基本平稳,虽处需求淡季,但库存低位、年末供给增量有限叠加下游冬储补库需求,预计价格窄幅震荡趋稳。权益市场涨跌互现,煤炭跑赢指数。二级市场...
Source Link核心观点动力煤供给受限需求分化,煤价回调后待企稳。动力煤本周价格回调幅度扩大,港口与产地价普跌,前期悲观情绪有所释放,后续冬季日耗提升、年末供给收缩及库存回落将支撑其止跌企稳。炼焦煤供需弱平衡,价格稳中有支撑。炼焦煤本周稳中有升,京唐港主焦煤库提价环比上涨,产地价基本平稳,虽处需求淡季,但库存低位、年末供给增量有限叠加下游冬储补库需求,预计价格窄幅震荡趋稳。权益市场涨跌互现,煤炭跑赢指数。二级市场...
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