This week,The temperature is warm in most parts of the country,Residents’ electricity consumption is less than that of the same period in previous years,The daily consumption of coastal power plants is increasing slowly,Inventory removal speed is still slow。The accumulation of negative factors such as the continued weakening of 12bet mobile app and the price advantage of imported coal,The terminal has a strong wait-and-see mood,Negative attitude toward purchasing from the north,The overall demand release is limited。At the same time,Non-electrical industry faces peak-shifting production,Except chemical industry,Other industries are not optimistic about the demand for market coal,12bet mobile app continue to be under pressure and downward。But supported by high costs,Superimposed on the hope that the winter market will improve and other factors support,It is almost impossible for the port coal price to fall below 810-820 yuan/ton。
Terminal enterprise inventory is at a high level,Stay on the fence,Poor inquiry for price,Most power plants replenish their warehouses mainly through long-term cooperation,There is basically no purchasing demand for market coal,Purchasing at a low price for a small amount of rigid needs。Some ports are closed due to superimposed weather conditions,Making the coal inventory in Bohai Rim ports continue to rise to more than 27 million tons,The venue is tight,Increased pressure to clear the port;Traders’ pessimism has increased,Driving the quotation downwards to expand。This week,There are no signs of inventory depletion in Bohai Rim ports,Insufficient demand,It is almost impossible for 12bet mobile app to rise;But the cost is upside down,Large households holding stocks,It is difficult even if 12bet mobile app fall sharply。
Currently,Strong cold air has set off,The temperature turns to low in the central and eastern regions,Reduced to recent bottom,The daily consumption of terminal power plants may increase to a certain extent。Cold air moving south across the country,There will be a periodic cooling,Some traders may raise prices, which may bring about a slight stabilization of 12bet mobile app,But the overall downward trend remains unchanged。Before the Bohai Rim port inventory cannot be effectively reduced and the railway transportation volume drops,There is no possibility of a sustained rise in 12bet mobile app for the time being。Currently,Upstream long-term cooperative shipping remains stable,In addition, some preferential railway freight policies are extended,The resources of the port are stable at a good level;But the downstream is affected by imported coal,Limited quantity for transportation to the north,Not much transfer volume from the port。Short term,The coal market still maintains an oversupply pattern;Frequency of anchoring ships in ports around the Bohai Sea hits record low,Shows sluggish demand。
Winter has officially arrived,Turn on full heating in the northern region,As the heating load increases in winter,Daily consumption of terminal power plants shows an upward trend,Slight decrease in inventory availability days。Currently,Under the normal supply of Changxie coal and the supplement of imported coal,Terminal power plant coal inventory is higher than the same period in previous years,Negative attitude toward market coal purchasing。Follow-up,Domestic Electricity、Heating consumption is about to enter a period of seasonal growth,The end of the month is about to enter,Strong cold air will affect our country,Most areas in the central and eastern regions will experience large-scale precipitation and strong winds to cool down the weather;The cooling will appropriately boost the daily consumption of power plants,Speed up terminal inventory consumption,Driving the release of some procurement needs,However, the overall increase in power supply is still limited。End of the month,12bet mobile app are expected to bottom out temporarily,But it is highly likely that the center of gravity of 12bet mobile app will continue to shift downward。(This article is exclusively reported by Ordos Coal Network,Please indicate the source for reprinting,Thank you!)
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