SunSirs ： 2 月 19 日の中国熱炭市場の動態分析

1. 原産地市場のダイナミクス

玉林とオルドス ：

市場動向 ： わずかな増加

供給状況 ： ほとんどの炭鉱が作業を再開しているが、生産は異常で供給全体が限られている。

需要の変化：春祭り期間中は、石炭の正常な供給と出荷が確保され、一部の下流の冶金 · 化学産業が緊急の需要を再開し、石炭トラックが増加します。

在庫と価格 ： 費用対効果の高い炭鉱では、在庫が減少し、価格がわずかに上昇しています。

大同：

市場動向 ： 一時安定

供給状況 ： 一部の停止した炭鉱が徐々に作業と生産を再開し、全体的な供給水準は着実に回復している。

Transportation and supply: State owned large mines actively guarantee supply, prioritize long-term contract shipping and internal supply, and transportation turnover is basically normal

Shaanxi

Market trend: tight supply

Production recovery: Most state-owned coal mines have resumed normal production and sales, while private coal mines are resuming work at a slow pace

Market sentiment: The average auction price of Shaanxi Coal Mine has increased, slightly boosting market sentiment

1. Port market dynamics

Price trend: There is a significant accumulation of coal at the port site, which has led to difficulties in unloading and an imbalance between supply and demand in the market. The demand side continues to be sluggish, and actual transactions are sluggish.

Specific quotation: 5,500kcal: 730-750 RMB/ton; 5,000kcal: 640-660 RMB/ton; 4,500kcal: 560-580 RMB/ton.

Guangzhou Port:

Price adjustment: Domestic market power coal prices will be lowered by 20-30 RMB/ton

Specific quotation: Q5500 quoted 885 RMB/ton, Q5000 quoted 790 RMB/ton

1. Trends in the Imported Coal Market

Market situation: Although there has been some looseness, control is still strict

Price change: Mainstream port quotations have been further reduced by 10-15 RMB/ton

Transaction situation: Actual transactions are rare

1. Summary

Recently, the overall trend of the thermal coal market has been relatively stable. In terms of production areas, Yulin, Ordos, Shaanxi and other places have limited supply, but demand is gradually recovering, driving up prices for some coal mines; The Datong market is relatively stable, and supply is gradually recovering. In terms of ports, the prices of thermal coal in Qinhuangdao Port and Guangzhou Port have decreased to varying degrees. The imported coal market is strictly controlled, with prices lowered but transactions rare. Overall, the supply-demand imbalance in the thermal coal market still exists, and price fluctuations are influenced by multiple factors.

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