【国联民生能源】2026年1月19日-2026年1月23日1本周观点本周行业动态分析供给收紧叠加补库需求仍存,煤价有望趋稳反弹。本周港口及产地煤价偏弱运行,供给端,伴随春节将近,部分民营煤矿陆续放假,供应有所收缩;需求端,寒潮影响下电厂日耗周环比大幅上升,港口库存明显去化,但因电厂以消耗库存和长协拉运为主,对现货煤价提振有限。当前市场供需两弱,日耗高位下煤价跌幅有限,考虑节前仍有补库需求,价格亦...
Source Link【国联民生能源】2026年1月19日-2026年1月23日1本周观点本周行业动态分析供给收紧叠加补库需求仍存,煤价有望趋稳反弹。本周港口及产地煤价偏弱运行,供给端,伴随春节将近,部分民营煤矿陆续放假,供应有所收缩;需求端,寒潮影响下电厂日耗周环比大幅上升,港口库存明显去化,但因电厂以消耗库存和长协拉运为主,对现货煤价提振有限。当前市场供需两弱,日耗高位下煤价跌幅有限,考虑节前仍有补库需求,价格亦...
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