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PC

煤炭:需求“風向標”已飄紅

來源:網絡轉載 發布時間:2021-06-02

 隨著我國經濟穩步復蘇,工業經濟持續恢復,對煤炭消費拉動較為強勁,疊加水電等新能源出力不足,電煤消耗同比大幅增長。市場貨盤明顯增多,以及國際煤炭運價跳漲,吸引了大部分內外兼營船舶,國內煤炭運力有所減少,沿海煤炭運價持續偏強運行。

  進入6月份,月初鄂爾多斯地區煤管票據恢復,供應量有所增加。但主產地煤礦安檢、環保檢查形勢依舊嚴峻,供給量未見大幅增加。加之市場看空氛圍下,上游發運積極性減弱,港口調入瓶頸顯現。受封航等因素影響,調出量雖有波動,整體仍維持高位。在上游供應不足,而下游需求旺盛的帶動下,預計港口庫存將呈現維持震蕩下行趨勢。

  綜合來看,隨著近期市場恐慌心態消散,成交陸續恢復。港口煤價止跌回暖后,市場采購需求將逐步釋放。北上采購拉運需求增加,沿海煤炭運力維持偏緊狀態,預計6月沿海煤炭運價將呈震蕩偏強走勢。


  轉自:中國煤炭市場網


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