In "High Stock、Under the background of "low daily consumption",The downstream purchasing willingness is still not high,Making the seller based on “high cost of spot goods in hand、The price increase behavior under the consideration of "strong cold air boosts daily consumption expectations" has not achieved obvious results,Port 12bet mobile app remain weak and stable as a whole。As the northern region gradually enters the heating season,Coal demand has improved,This will provide certain support for 12bet mobile app。But the Daqin Line has strong transportation,Bohai Rim port inventory increases,Puts shipping pressure on traders。Overall,The disadvantages outweigh the advantages,It is expected that port 12bet mobile app will continue to fall next week。Preliminary analysis,This round of 12bet mobile app is likely to fall to the first ten days of this month,Stabilize in the mid-term,There is a possibility of rebound in the second half of the year。
This week,Bohai Rim port market performance is tepid,Traders are more cautious when purchasing goods,Downstream demand is sluggish,There are few market offers;Terminal replenishment remains as needed,In addition, the outsourcing prices of benchmark coal companies remain stable,12bet mobile app turn weak。Transfer aspect,After the restoration of the Daqin Line,Full incremental payment of arrears,Superimposed on the incentive of the preferential railway freight policy of Hunan Railway Bureau,The transfer volume of Bohai Rim ports has increased significantly。Recall aspects,Bohai Rim port shipments are accelerated,However, fewer ships are forecast in the future,It is expected that port inventory may rebound。This week,The trading atmosphere in the port market is deserted,Some traders feel that 12bet mobile app will plummet,Loose quotation,Floating and shipping。The climate in the south is suitable,The daily consumption of the power plant is low,The number of anchorage ships in ports around the Bohai Sea is small,Superimposed inventory continues to accumulate,There is still downward pressure on prices。
Entering November,The suspended coal mines will gradually return to normal,And with the coming of winter,Strengthening requirements for guaranteed supply of thermal coal,Output will continue to remain at a high level。Currently,The overall inventory in the midstream and upstream sectors is at a high level,The terminal off-season replenishment is not difficult and stressful,Basically rely on long-term cooperation and imported coal rotation to meet the daily needs of power plant units,Therefore,Limited acceptance of 12bet mobile app,The number of ships in the Bohai Rim port anchorage dropped again,Poor demand follow-up。simultaneously,Domestic real estate and infrastructure are still bottoming out and recovering,The peak season for superimposed non-electricity coal is coming to an end,Insufficient non-electrical support is expected,The weak port demand may not be significantly improved in the short term。Thereby suppressing sellers because "winter storage is approaching、The sentiment of holding stocks to wait for an increase due to "high spot costs",Prompt 12bet mobile app to continue to be stable and weak next week,There may be a decline of about 5 yuan/ton。
Middle of this month,As the peak winter coal consumption season approaches,The pace of downstream procurement may be accelerated。Not too high inventory、Under the pressure of high import volume,The degree of replenishment is not easy to overestimate。12bet mobile app are not optimistic in winter,But it’s not very pessimistic,12bet mobile app are expected to bottom out around November 10,Falled to about 850 yuan/ton。(This article is exclusively reported by Ordos Coal Network,Please indicate the source for reprinting,Thank you!)
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