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北港三天去库100万吨,但煤价继续下跌!气候偏暖时,煤价或将再受打击 - 能源界

<!DOCTYPE HTML> <html> <head> <meta charset="UTF-8"> <title>北港三天去库100万吨,但煤价继续下跌!气候偏暖时,煤价或将再受打击 - 能源界</title> <meta name="keywords" content="煤炭价格,动力煤市场" /> <meta name="description" content="12月25日动力煤市场运行状况:港口方面,12月25日环渤海港口动力煤市场维持弱势运行。随着气温逐步回升,贸易商挺价情绪转弱,叠加临近年关,部分贸易商心态发生变化,出货意愿提升;今日港口5500卡报价940-960元,5000卡报价840-860,4500大卡报价720-740元,分别较上周五下跌10元/吨。然终端电厂高库存局面不改,继续维持长协拉运和进口煤补充,对市场煤采购积极性未见提高,市场交投氛围冷清,实际成交稀少。港存方面,近期港口调出量维持高位,库存量继续回落..." /> <meta http-equiv="X-Frame-Options" content="SAMEORIGIN"> <link href="https://www.nengyuanjie.net/statics/images/cpu/css/css.css" rel="stylesheet" type="text/css" /> <link href="https://www.nengyuanjie.net/statics/images/cpu/css/index.css" rel="stylesheet" type="text/css" /> <link href="https://www.nengyuanjie.net/statics/images/cpu/css/weui.css" rel="stylesheet" type="text/css" /> <link href="//at.alicdn.com/t/font_632983_toh2qcdcns714i.css" rel="stylesheet" type="text/css" /> <script type="text/javascript">var APP_PATH = 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.bt-share{display: flex;align-items: center;} .bt-share .self{height: 24px;overflow: hidden;} .bt-share a{width: 24px;height: 24px;display: inline-block;overflow: hidden;margin: 0 5px 0 0;float: left;} </style> <div class="bt-share mt20"> <a title="分享到微信" href="javascript:void(0);" lay-active="showQrcode"> <img src="https://www.nengyuanjie.net/statics/images/weixin.gif"> </a> </div> </span> <div class="content"><p>12月25日动力煤市场运行状况:</p> <p>港口方面,12月25日环渤海港口动力煤市场维持弱势运行。随着气温逐步回升,贸易商挺价情绪转弱,叠加临近年关,部分贸易商心态发生变化,出货意愿提升;今日港口5500卡报价940-960元,5000卡报价840-860,4500大卡报价720-740元,分别较上周五下跌10元/吨。然终端电厂高库存局面不改,继续维持长协拉运和进口煤补充,对市场煤采购积极性未见提高,市场交投氛围冷清,实际成交稀少。港存方面,近期港口调出量维持高位,库存量继续回落态势,截止12月25日环渤海九港库存总理2683.9万吨,较上周五减少99.9万吨。</p> <p>产地方面,12月25日主产地基本维稳运行。目前坑口煤矿多数维持正常生产,少数完成年度任务的煤矿停产检修,个别煤矿因搬家倒面,整体供应水平稍有缩减。近段时间全国大部分地区大幅降温,电厂日耗上升明显,但市场需求释放有限,煤价不涨反跌,目前各方观望情绪浓厚,调价煤矿较少,个别煤矿为刺激销售,价格小幅下调5-10元/吨。也有少数煤矿拉运较好,小幅提涨10-20元/吨。产地煤价走势整体联动性弱,短期或继续维持小幅涨跌局面。</p> <p>下游方面,前一段时间受寒潮气候影响,下游电厂库存消化明显,部分电厂释放刚需采购,但整体库存仍在高位,可用天数安全,并不急于采购。近日大部分地区气温开始回升,预计12月底至1月初,全国将维持偏暖气候,终端日耗将有所回落,电厂继续维持长协拉运和进口煤采购就足够;非电方面,水泥、化工等用户观望情绪浓厚,采购积极性不足,仅维持刚需采购。截止12月24日,沿海六大电合计库存1324.1万吨(+5.3),日耗87.51万吨(-0.42),可用天数15.1天(+0.2)。</p> <p>进口方面,本周开始各地气温有所回升,需求端继续疲弱,贸易商对后市看空情绪较强,电厂投标价再现新低;据悉福建区域Q3800最低投标价为529元/吨,周环比下浮4元/吨。今日进口印尼3800大卡华南到岸价为550元,较同品种内贸煤价格优势为72元/吨;进口澳洲5500大卡华南到岸价为876元,较同品种内贸煤价格优势为121元/吨;进口煤价优势仍较为可观,电厂仍有一定采购兴趣。预计短期进口煤价维持弱稳运行。</p> <p>综上,随着本周气温开始回升,终端日耗回落需求下降,市场情绪走低,煤价或将继续承压运行。</p> </div> </div> <div class="art-bottom-func"> <div class="tags fl"> <i class="iconfont icon-huiyuanbiaoqian" style="display: none;"></i> <a href="https://www.nengyuanjie.net/s.html?keyword=煤炭价格">煤炭价格</a>&nbsp;<span class="jg">/</span> <a href="https://www.nengyuanjie.net/s.html?keyword=动力煤市场">动力煤市场</a>&nbsp; </div> <div class="func fl" id="article_zan_fav"> &nbsp;&nbsp;<a href="https://www.nengyuanjie.net/tag/31.html"><font color="#ff0028">煤炭价格</font></a>&nbsp;&nbsp;<a 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class="desc">寒潮来袭,动力煤市场理应迎来一波强势采购,但本周市场却是波澜不惊。本周,受冷空气来袭影响,北方大部分地区迎来今冬至冷时刻,南方多地也遭遇冰冻天气,电力终端库存加速去化。封航结束后,港口大量压船等待发运,新一轮的刚需补库展开,港口调出数量猛增;叠加产地受降雪、积冰、冻车等因素影响,铁路发运减少,促使环渤海港口迎来迟来的去库,刺激煤炭市场在寒冬到来之际骤然转好。但在进口煤保持高位、低价汽运煤着急出货、实际采购需求不足的制约下,...</div> <div class="moreinfo"> <div class="tags"><a href="https://www.nengyuanjie.net/channel/14.html">煤炭</a><a href="https://www.nengyuanjie.net/channel/6.html">国内信息</a></div> <span class="txt">12-23</span> </div> </div> </div> <div class="li"> <a href="https://www.nengyuanjie.net/article/84968.html" title="紧随欧盟,英国也要开征碳关税,哪些出口产品受冲击?"> <div class="img fl"><img src="http://statics.nengyuanjie.net/2023/1220/20231220021827570.png" alt="紧随欧盟,英国也要开征碳关税,哪些出口产品受冲击?"></div> </a> <div class="info"> <h3><a href="https://www.nengyuanjie.net/article/84968.html" title="紧随欧盟,英国也要开征碳关税,哪些出口产品受冲击?">紧随欧盟,英国也要开征碳关税,哪些出口产品受冲击?</a></h3> <div class="desc">能源界网讯:继欧盟采取类似举措后,英国将于 2027 年对来自被认为气候规则较弱的国家进口的排放密集型商品征收碳边境税。10月1日,欧盟碳边境调节机制(CBAM)即全球首个碳关税正式启动,进入过渡阶段。欧盟碳关税是指欧盟对从境外进口的钢铁、水泥等特定产品额外征收碳边境调节费用的贸易措施,其过渡期将延续至2025年底,2026年1月1日正式起征,并在2034年之前全面实施。据法规案文,CBAM在第一阶段将瞄准碳密集型工业部门的进口产品,包括钢铁、水...</div> <div class="moreinfo"> <div class="tags"><a href="https://www.nengyuanjie.net/channel/14.html">煤炭</a><a href="https://www.nengyuanjie.net/channel/45.html">国际信息</a></div> <span class="txt">12-20</span> </div> </div> </div> <div class="li"> <a href="https://www.nengyuanjie.net/article/84817.html" title="印尼能矿部:今年煤炭产量将达到7.75亿吨"> <div class="img fl"><img src="http://statics.nengyuanjie.net/2023/1218/20231218053302722.png" alt="印尼能矿部:今年煤炭产量将达到7.75亿吨"></div> </a> <div class="info"> <h3><a href="https://www.nengyuanjie.net/article/84817.html" title="印尼能矿部:今年煤炭产量将达到7.75亿吨">印尼能矿部:今年煤炭产量将达到7.75亿吨</a></h3> <div class="desc">据印度尼西亚CNBC上周五(12月15日)雅加达报道的消息,印度尼西亚能源和矿产资源部(ESDM)矿产和煤炭总局 (Ditjen Minerba) 预测,到今年年底,印度尼西亚煤炭产量将达到 77517 万吨,即可以实现 2023年煤炭产量计划目标6.94亿吨的 111%。印尼能矿部煤炭司司长拉娜·萨里亚(Lana Saria)星期五(12 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