煤炭股集体走低兖煤澳大利亚(03668)跌4.51% 高温天气来迟致电煤消费提升明显偏缓

金吾财讯

Jul 07

金吾财讯 | 煤炭股集体走低，MONGOL MINING(00975)跌1.82%，首钢资源(00639)跌2.22%，中国神华(01088)跌2.39%，中煤能源(01898)跌3.02%，力量发展(01277)跌4.22%，兖矿能源(01171)跌4.21%，兖煤澳大利亚(03668)跌4.51%。消息面上，随着夏季高温在全国逐步摊开，旺季煤价具备较强支撑基础，煤价触底回升预计就在7月中旬左右。但近期全国降雨频繁，高温天气姗姗来迟，制冷负荷增长乏力，叠加水电持续挤压火电空间，电煤消费提升明显偏缓。市场此前期待的厄尔尼诺高温预期阶段性证伪。多家机构认为当前下跌属于短期扰动，旺季预期未能兑现。大同证券报告指出，煤炭短期需求偏弱，煤价表现不佳。动力煤市场呈现港口与产地价格同步回调、国际价格松动的态势。截至7月3日，产地端价格普遍走弱，主产区受拉运积极性下降影响，坑口价格支撑减弱。港口端，受高库存及下游压价采购影响，报价小幅回落。国际端，受宏观地缘因素消退及海运费下行拖累，国际煤价表现疲软。炼焦煤市场呈现“产地稳中有升、港口逆势下跌、国际高位震荡”的分化走势。截至7月3日，产地端价格稳中有升，主产区受供给收缩与焦企补库驱动，坑口价格上涨。

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