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Mysteel周报:黑色系原燃料价格趋稳运行-我的钢铁网
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href='https://m.mysteel.com/market/p-967-----0502-0--------1.html' target='_blank' style='color:#3861ab'>煤炭</a>市场暂稳运行,进口焦煤市场暂稳运行。<a href='https://m.mysteel.com/market/p-968-----0303-0--------1.html' target='_blank' style='color:#3861ab'>铁合金</a>方面:【硅锰】综合来看,节后价格可能暂无太大起色,仍需等待是否有控耗政策出现;【<a href='https://m.mysteel.com/market/p-968-----030301-0--------1.html' target='_blank' style='color:#3861ab'>硅铁</a>】春节临近,主流厂商多处理完成收尾工作后,于本周中提前进入休假状态。同时下游年前备货多已完成,待假情绪愈浓,询价积极性不高;【钒】随节前采购热潮的退却,节后市场行情还需密切关注市场实际供需关系的走向。</p> <p style="margin-left:-18.0000pt;">【国产矿】本周国产矿主产区部分地区市场价格涨跌互现。<a href='https://m.mysteel.com/market/p-968------0-010403-------1.html' target='_blank' style='color:#3861ab'>唐山铁精粉价格</a>下跌20元/吨,迁西<a href='https://tks.m.mysteel.com/gck/' target='_blank' style='color:#3861ab'>铁精粉价格</a>下跌26元/吨,迁安铁精粉价格下跌15元/吨,遵化铁精粉价格下跌18元/吨。代县铁精粉价格上涨40元/吨,繁峙铁精粉价格上涨40元/吨;辽宁建平铁精粉价格下跌36元/吨,朝阳铁精粉价格下跌30元/吨,北票铁精粉价格下跌30元/吨;山东淄博铁精粉价格上涨61元/吨,莱芜铁精粉价格上涨54元/吨,泰安铁精粉价格上涨61元/吨,枣庄铁精粉价格上涨61元/吨,繁昌铁精粉价格上涨70元/吨,庐江铁精粉价格上涨90元/吨。具体看来:华北——唐山66%干基含税现金出厂1080元/吨,迁西66%干基承兑现金出厂1096元/吨,迁安66%干基含税现金出1085元/吨;遵化66%干基含税现金出厂1070元/吨;宽城65%干基含税现金出厂990元/吨;滦平63.5%<a href='https://m.mysteel.com/market/p-968------0--------1.html' target='_blank' style='color:#3861ab'>钒钛粉</a>干基含税现金出厂841元/吨;沙河64%(碱)湿基不含税现汇出厂价928元/吨;武安64%(碱)湿基不含税现汇出厂920元/吨;代县65%湿基不含税现汇出厂920元/吨;繁峙65%湿基不含税现汇出厂950元/吨;黎城66%干基含税现汇出厂1100元/吨。东北—辽宁建平66%湿基税前现汇出厂886元/吨,朝阳66%湿基税前现汇出厂850元/吨,北票66%湿基税前现汇出厂860元/吨,鞍山65%湿基税前现汇出厂价880元/吨,辽阳66%湿基税前现汇出厂880元/吨,本溪65%湿基税前现汇出厂价870元/吨,吉林通化66%干基含税现汇到厂价1013元/吨。华东—山东淄博66%干基含税承兑出厂1151元/吨;莱芜64%干基不含税承兑出厂1020元/吨;泰安65%干基含税承兑出厂1131元/吨;枣庄65%干基含税现汇出厂1169元/吨;繁昌65%干基含税现汇出厂1110元/吨;霍邱干基含税现汇出厂价1083元/吨,庐江65%干基含税现汇出厂价1170元/吨。华南—广东河源64%干基含税现金出厂880元/吨。</p> <p>【生铁】本周生铁市场价格主流持稳,成交放缓。炼钢生铁L8-L10价格:山东地区价格3980-4050元/吨现款价格;山西地区价格在3990元/吨左右现款价格;新疆地区报价基本在3750元/吨现款价格;乌海地区价格基本在3850元/吨现款价格;东北地区价格基本在3900-3950元/吨现款价格;云南地区价格在3850元/吨现款价格;徐州地区价格基本在4050元/吨现款价格。铸造生铁Z18价格:临沂地区价格4300元/吨左右;山西地区报价在4420元/吨左右;武安地区报价在4370元/吨左右;威海地区4400元/吨;辽阳地区价格在4250元/吨左右;云南地区价格在4550元/吨左右;徐州地区价格在4350元/吨左右;新疆地区价格在4070元/吨左右。球墨铸铁Q10价格:山西地区价格4300元/吨左右;临沂地区价格4450元/吨左右;徐州地区价格4380元/吨左右;东北地区价格4350元/吨左右;新疆地区价格4500元/吨左右。临近年关,除山东、河南部分铁厂受冬奥会限产影响年底有停产计划,其他各地铁厂均维持正常生产,排产前期订单,然随着物流停运,下游企业多停产放假,贸易商离市过节,市场成交寥寥,报价多维持稳定;成本面,目前<a href='https://m.mysteel.com/market/p-967-----0501-0--------1.html' target='_blank' style='color:#3861ab'>焦炭</a>仍主稳运行,矿石偏强,生铁成本仍有支撑。综合来看,预计节后生铁市场仍持稳运行。</p> <p>【钢坯】本周全国钢坯价格小幅上涨,截至1月30日,唐山钢坯出厂价格4500元/吨,周环比上调60元/吨;仓储现货4600元/吨,周环比上调50元/吨;江阴港现货价格4640元/吨,周环比持平。</p> <p>春节将至,放假厂商陆续增加,整体休市格局渐增,市价波动意义不大,近两日多关注唐山钢坯锁价政策的出台。而节后市场走势又如何呢?本周无论是钢坯还是成品材库存均呈现增势,其中钢坯库存增幅有限,且继续低于去年同期水平,这为后期钢坯走势带来有利支撑。但目前轧钢企业厂内成品库存水平高于去年水平,加之2月份中上旬轧钢企业多处于冬奥会停产管控状态,因此在下游需求层面给予钢坯一定阻力。另外自1月底唐山地区高炉限产再袭,届时钢坯供给或在此紧俏,无论在情绪上还是资源流通上均给予一定支撑。故综合来看,预计节后钢坯市场或维持谨慎坚挺行情。</p> <p>【<a href='https://m.mysteel.com/market/p-968-----050201-0--------1.html' target='_blank' style='color:#3861ab'>动力煤</a>】产地方面,春节将近,部分中小煤企陆续停产放假,但多数煤矿放假时长不超过7天,在保供政策及高利润的驱使下多数大矿均保持正常产销,预计今年春节期间的产量将维持在同期较高水平;陕西区域:部分小煤矿停产放假数量逐渐增多,日产有所下降,周内受降雪影响,产销略显失衡,价格逐渐趋稳。长途块煤滞销明显,库存累积,短倒末煤上站量相对稳定,价格平稳;内蒙区域:部分中小型民营煤矿已经进入放假阶段,叠加煤管票用尽的煤矿暂停生产,整体开工有所下降,煤炭供应稍有收紧,加之本周降雪影响,长短途运输受阻,煤矿出货缓慢,库存增加,但部分下游工厂及内陆电厂仍有补库需求,随着近两日雪化路通,煤矿出货有所好转,在产煤矿基本无库存,支撑价格小幅上涨;山西区域:整体产销正常,大矿维持长协保供发运外加少量市场批量,但节前小矿生产有问题日产减少,因降雪天气影响,公路疏车时间较长,影响地销汽运发车缓慢,站台库存较少,另外山西调研矿春节均不放假,正常生产,预计初一到初三工作量安排不多,产量会有所减少,但整体节奏维持正常生产,有序发运。现榆林Q6200报970元/吨,周环比下降20元/吨,鄂尔多斯Q5500报830元/吨,周环比上涨30元/吨,大同Q5500报930元/吨,周环比上涨125元/吨。</p> <p>港口方面,随着民营中小矿停产放假,区域供应收紧,发往港口货源偏低,中转港口库存持续下降。长时的集港货源萎缩和需求高位,致使北港煤炭库存继续走低,煤种结构性矛盾问题突出。目前港口低硫高热值煤源紧缺,个别煤种甚至一货难求,卖方挺价情绪浓厚,节前刚需采购较为迫切,部分电厂接受上游报价,高卡低硫煤成交价格基本在千元以上,节前煤价维持涨势;调运方面,截止1月29日,环渤海三港(除黄骅港)合计库存1391.6万吨(-20.6), 调入122.3万吨,调出142.9万吨,其中秦皇岛库存407万吨,锚地50船,预到23船;曹妃甸港区库存668万吨,锚地40船,预到30船;京唐港区库存316.6万吨,锚地20船,预到7船。现秦皇岛Q5500动力煤平仓价1180元/吨,周环比上涨100元/吨,Q5000平仓价1060元/吨,周环比上涨130元/吨。</p> <p>下游方面,随着春节临近,工业企业陆续开始停产放假,沿海地区电厂日耗走弱,而区域电厂库存依然维持在较高水平,在市场煤价持续攀涨、印尼煤出口限制放宽的情况下,大部分电厂主要以长协拉运为主,对市场煤保持观望。而内陆电厂尤其是华北、冀北区域电厂为保障冬奥会期间用电用煤需求,叠加内陆电厂日耗处于偏高水平,补库需求仍有释放,据<a href='https://m.mysteel.com/' target='_blank' style='color:#3861ab'>Mysteel</a>统计,截止1月28日全国102家电厂样本区域存煤总计1597.1万吨,周环比减少14.4万吨,日耗87.6万吨,周环比减少2.1万吨,可用天数18.2天,周环比增加0.2天。</p> <p>进口煤方面,1月20日,印尼政府已对139家100%完成国内市场义务的煤炭生产商解除煤炭出口禁令,随后印尼政府也就国内市场义务(DMO)发布新规,要求印尼煤企须在每月月底前10天内向能矿部报告当月国内市场义(DMO)的履行情况,保证印尼煤炭生产商对国内的煤炭销售。国内进口煤市场方面,自印尼政府对139家矿企解除禁令以来,国内部分需求转向进口市场,买家询货及电厂招标活动增加,市场报价明显上涨,但国内买家多以询盘观望市场,叠加市场货盘稀少,暂未有实际成交,现印尼Q3800FOB价报70美元/吨,周环比上涨4美元/吨。</p> <p></p> <p style="margin-left:-18.0000pt;">【焦炭】本周焦化开工下滑,钢厂冬奥会限产政策推出后,整体市场情绪转弱,唐山个别钢厂开启首轮200元/吨下调,仍待主流钢厂节奏。焦煤方面现货持稳为主,焦企冬储补库、采购意向高位下,煤矿订单发货良好,目前多数煤矿已开始放假,预计短期<a href='https://m.mysteel.com/market/p-968-----050202-0--------1.html' target='_blank' style='color:#3861ab'>炼焦煤</a>现货价格暂稳运行。</p> <p style="margin-left:-18.0000pt;">下游方面港口库存下滑,现港口贸易资源准一焦现汇出库含税报价3150元/吨左右;钢厂方面唐山钢坯价格小幅上涨,仓储现货报4600元/吨含税出库,随冬奥会限产政策的推出,钢厂限产后焦炭需求下滑,唐山部分钢厂已开启200元/吨下调。</p> <p style="margin-left:-18.0000pt;">综合来看,预计短期焦炭现货持稳运行,节前有下调可能,需重点关注钢厂限产、库存及冬奥会相关变动。</p> <p style="margin-left:-18.0000pt;">28日本周Mysteel港口焦炭库存:天津港17.5减3.5,连云港1.8减0.8,日照港59减2,青岛港119平,总库存197.3减6.3。(单位:万吨详见本网)</p> <p style="margin-left:-18.0000pt;">国内主流焦炭现货价格参考行情如下:山西地区准一级湿熄<a href='https://m.mysteel.com/market/p-968-----050101-0--------1.html' target='_blank' style='color:#3861ab'>冶金焦</a>报价2830-3300元/吨;准一级干熄冶金焦报价3337-3570元/吨;一级湿熄冶金焦报价3050-3460元/吨;一级干熄冶金焦报价3470-3660元/吨。山东地区焦炭价格准一湿熄主流报价3070-3110元/吨,准一干熄主流报价3460-3520元/吨,出厂现汇含税。内蒙古鄂尔多斯一级2940元/吨,包头准一2900元/吨,赤峰二级0.8报2932-3030元/吨,均出厂含税价。</p> <p style="margin-left:-18.0000pt;">【炼焦煤】本周炼焦煤市场情绪趋弱,多数地区报价以稳为主,下游采购态度偏谨慎。产地方面,煤矿陆续放假,原煤产量有所下滑,洗煤厂采购原煤困难增加,叠加下游需求减少,炼焦煤出库压力渐显,多数洗煤企业已停产放假;进口方面,本周甘其毛都口岸蒙煤通关车次维持在百车以内,春节期间初一到初四闭关,满都拉口岸采用集装箱模式,通关数量有所好转,但已于28日放假闭关,预计2月8号通关,而在港澳煤即将消耗殆尽,进口煤对国内炼焦煤供应补充有限;需求方面,本周河北地区焦化厂逐步落实限产争产,焦企产能利用率有所下滑,而冬奥会的限产对铁水和焦炭都有影响,且钢厂冬储已基本完成,周四对焦炭价格开启首轮提降,当前焦企利润普遍不高,降价后将再度被挤压,考虑到成本问题,焦化厂采购原料煤积极性一般。价格方面,本周山西主流煤矿两次竞拍,成交情况较前几周明显低迷,市场参与度不高,流拍现象比较严重,内蒙地区主流煤矿春节期间不放假,当前出现情况欠佳,故率先开始降价,降价幅度在180-380元/吨不等。</p> <p>30日MyCCpic炼焦煤国产现货综合指数2332.9,较上一工作日持平。1月均价2226.0。各品种炼焦煤价格指数如下:</p> <p>低硫(S0.6)主焦煤2700.7(-),月均2678.8</p> <p>中硫(S1.3)主焦煤2299.6(-),月均2223.2</p> <p>高硫(S2.0)主焦煤2412.7(-),月均2153.1</p> <p>高硫(S1.8)肥煤2313.3(-),月均2247.7</p> <p>1/3焦煤(S1.2)2243.5(-),月均2166.2</p> <p>瘦煤(S0.4)2549.3(-),月均2357.2</p> <p>气煤(S0.8)1916.4(-),月均1899.9</p> <p>国内主流炼焦煤价格参考行情如下:1.华北地区:山西吕梁主焦煤S2.3,G85报2600元/吨。山西柳林主焦煤S0.8,G80报2680元/吨,S1.3,G78报价2400元/吨。2.华中地区:河南平顶山主焦煤主流品种车板价2900元/吨,1/3焦煤车板价2600元/吨。3.华东地区:徐州1/3焦煤A9,S0.8报1920元/吨,气煤A<9,S<0.6报1820元/吨,均为到厂含税价。山东枣庄地区1/3焦煤2180元/吨,济宁气煤A<9,S<0.6报价1840元/吨,均出矿含税价。安徽淮北主焦煤S0.5报2200元/吨,1/3焦煤S0.3报2070元/吨,均车板含税。4.西南地区:云南玉溪主焦A15,S0.8报2200元/吨,昆明主焦A10.5,S0.8报2400元/吨。</p> <p>【进口煤炭】本周进口煤炭市场暂稳运行。进口冶金煤方面,全国煤矿多放假,国内煤炭资源资源紧张,<a href='https://m.mysteel.com/market/p-2150-----050202-0-021803-------1.html' target='_blank' style='color:#3861ab'>进口蒙煤</a>通关车数低位,下游节前补库需求仍在,美国澳洲加拿大等供应均有减少,港口澳煤陆续通关中补充市场,澳大利亚进口市场价格高位偏强;进口蒙煤方面甘其毛都有少量通关主要口岸将于近期关闭,进口动力煤市场方面,印尼接触禁令,节前市场采购情绪仍在进口动力煤整体报价涨后暂稳。</p> <p>进口海运焦煤方面,国内煤炭资源资源紧张,市场多放假,美国部分地区遭遇冬季暴风雪且港口爆炸等影响,加拿大部分地区遭遇洪水,澳大利亚疫情以及雨水天气等,进口煤供应端影响较大,国际市场需求较好港口澳煤陆续通关中补充市场,澳大利亚进口市场价格高位偏强。具体价格如下:澳洲进口焦煤一类煤报价437美元/吨周涨16,二类煤报价在374美元/吨周涨28;进口非澳海运焦煤方面,市场询报盘热度起,进口加拿大焦煤报价CFR389.75美元/吨;进口俄罗斯焦煤报CFR275美元/吨周涨25。</p> <p>主要港口进口焦煤库存如下:京唐港260减50,青岛港86减14,日照港26增6,连云港25平,合计397万吨减58,单位万吨。</p> <p>进口蒙煤方面,本周蒙煤口岸有暂停复开情况,整体价格表现暂稳。甘其毛都口岸1月份日均通关车数91车左右,环比减少10.4%,受此影响口岸监管区总库存下滑至17万吨左右,环比下降77.2%。现甘其毛都口岸:蒙5#原煤2060元/吨,蒙5#精煤2530元/吨;满都拉口岸:主焦精煤1700元/吨,1/3焦原煤1300元/吨;均口岸货场提货含税现金价。29日三大主要口岸总通关车数较上周同期增1车。近日密切关注近期中蒙口岸疫情防控、通关政策、进口商心态及国内煤焦市场走势等对蒙煤市场的影响。</p> <p>进口无烟<a href='https://m.mysteel.com/market/p-968-----050203-0--------1.html' target='_blank' style='color:#3861ab'>喷吹煤</a>方面:本周国内保障电煤以及煤矿安全生产放假情绪下国内资源紧张,节前钢厂补库需求和疫情运输影响,但是受国内冬奥会限产预期影响,市场询报盘情绪一般,近期报盘价高,进口喷吹煤报价如下:澳洲喷吹煤价格高位运行,目前俄罗斯无烟喷A12V12S0.8CFR270-280美元/吨,澳洲喷吹报A9.5,V11-13,S0.5,HGI85报价CFR284-286美元/吨。</p> <p>进口动力煤方面:印尼于昨日解除出口禁令。现印尼Q3800 FOB价报66美金/吨。澳大利亚受降雨及疫情因素影响,煤矿产量下降,港口发运受阻,部分船只推迟装期,澳洲高卡煤价格持续上行,现澳煤Q6000 FOB价报240美金/吨,Q5500 FOB价报140美金/吨。春节前,终端补库需求仍在,预计进口动力煤后市稳中上行。</p> <p>Mysteel周报:铁合金市场一周概览(1.21-1.30)</p> <p>【硅锰】本周硅锰盘整运行,受春节假期临近,整体成交有所回落,厂家均在完成钢厂订单,部分钢厂2月采价略高于1月定价,华东及南方有8350-8450价格出现,部分北方需节前到货量则价格更高,但数量整体一般,暂未形成大范围成交,厂家零售报价围绕8000展开,低价需求略偏好。综合来看,节后价格可能暂无太大起色,仍需等待是否有控耗政策出现,而零售市场1-2周内会处于低迷徘徊期,但价格下降空间不大,等待2月中后询需求的好转,零售及新一轮钢招价格可能会有所走高。</p> <p>【硅铁】本周硅铁价格整体维持平盘,周内硅铁期货大幅波动,但现货市场基本进入休市状态,价格几乎无变动。生产厂家排单生产,市场成交一般,主流72硅铁报价8300-8500元/吨,75硅铁报价8900-9000元/吨。综合来看,随春节临近,主流厂商多处理完成收尾工作后,于本周中提前进入休假状态。同时下游年前备货多已完成,待假情绪愈浓,询价积极性不高。物流方面陆续停运,后续订单将待初六返市后发出。</p> <p>【钒】伴随节前采购热潮的退却,钒市从原料到合金产品价格也由一路上行切换为维稳运行,本周钒市已经稳步进入了春节休眠期,市场整体交投情况几近停止,也有少量刚需成交以及个别钢厂补库招标的情况出现,钒氮合金钢厂招标价格围绕在承兑18.9万元/吨上下。本周无论是原料端亦或是合金端产品价格较前期均有2000元/吨左右的涨幅,行情走势向好发展,但在节假休市的影响下,高位成交情况也有待跟进。据市场反馈,在冬奥会环保工作叠加疫情的影响下,预计2月原料市场货源可能有限,加之节后下游市场需求存在一定的增长空间,原料端整体供应或将偏紧;同时也要考虑到钢厂端在冬奥会期间的限产情况,对合金产品的需求也存在偏弱的可能性。综合来看,节后市场行情还需密切关注市场实际供需关系的走向。</p> <!--指标说明附件--> <br /> </div> </div> </article> <article class="content-block m-copyRight"> 资讯编辑:王琼琼 021-66896850 </br> 资讯监督:李娟 021-26093200 </br> 资讯投诉:陈杰 021-26093100 </br> </article> <article class="content-block m-copyRight 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