局部地区阶段性寒潮频繁出现,电厂整体日耗稳步上升,但上升幅度不是很大,高库存基本面并未根本改变;在长协与进口的双重保障下,终端电厂对市场煤仍以刚性采购为主,大规模补库动力不足。非电方面,在市场信心偏弱的情况下,水泥、化工等非电终端用煤需求不振,部分用户也推迟采购计划,以维持刚需为主。新一轮冷空气即将到来,中东部地区气温将下降4~6摄氏度,电厂耗煤需求增加,带动市场趋好,煤价跌幅收窄。利好因素如下,...
Source Link局部地区阶段性寒潮频繁出现,电厂整体日耗稳步上升,但上升幅度不是很大,高库存基本面并未根本改变;在长协与进口的双重保障下,终端电厂对市场煤仍以刚性采购为主,大规模补库动力不足。非电方面,在市场信心偏弱的情况下,水泥、化工等非电终端用煤需求不振,部分用户也推迟采购计划,以维持刚需为主。新一轮冷空气即将到来,中东部地区气温将下降4~6摄氏度,电厂耗煤需求增加,带动市场趋好,煤价跌幅收窄。利好因素如下,...
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