焦煤:空配對待-快播報(bào)
(相關(guān)資料圖)
【盤面點(diǎn)評】夜盤繼續(xù)下跌,有新低可能
【信息整理】傳蒙煤近期恢復(fù)通關(guān),據(jù)Mysteel統(tǒng)計(jì),本周參與線上競拍的煉焦煤礦點(diǎn)共102家,總計(jì)掛牌數(shù)量180.2萬噸,成交數(shù)量150萬噸,其中20家出現(xiàn)不同程度的流拍現(xiàn)象,流拍數(shù)量30.2萬噸,流拍占比16.8%,周環(huán)比減少26.2%。
【南華觀點(diǎn)】估值層面,內(nèi)礦利潤依然有壓縮空間,蒙煤也同樣具備讓利空間,澳煤進(jìn)口利潤轉(zhuǎn)好。進(jìn)口動(dòng)力煤價(jià)格有走弱,壓制動(dòng)力煤/焦煤比價(jià)估值。供應(yīng)層面,下游補(bǔ)庫帶動(dòng)洗煤廠重新提升開工,煤礦端開工變化不大,上游累庫持續(xù)。蒙煤通關(guān)車輛回升至650-750車附近,市場有蒙煤通關(guān)修復(fù)的傳聞。從焦煤海運(yùn)數(shù)據(jù)來看,日韓與印度發(fā)運(yùn)有下滑,發(fā)運(yùn)至中國有上升。需求層面,焦炭第八輪提降落地,依然有第九輪提降空間,下游焦化廠與鋼廠焦化依然在主動(dòng)去庫存階段,在焦煤出現(xiàn)明確見底信號前,下游補(bǔ)庫偏謹(jǐn)慎。庫存層面,上游煤礦與洗煤廠累庫壓力較大,對煤礦進(jìn)一步生產(chǎn)形成壓力,港口累庫反映進(jìn)口壓力,鋼廠焦化與獨(dú)立焦化廠繼續(xù)去庫,鐵水減產(chǎn)緩慢,帶動(dòng)庫存與鐵水比值下行。
關(guān)鍵詞:
2023-05-22 08:59:50
2023-05-22 08:58:12
2023-05-22 08:52:08
2023-05-22 08:49:00
2023-05-22 08:48:46
2023-05-22 08:44:54
2023-05-22 08:36:02
2023-05-22 08:23:59
2023-05-22 07:05:47
2023-05-22 06:04:12
2023-05-22 04:22:14
2023-05-22 00:57:59
2023-05-21 22:13:46
2023-05-21 21:53:33
2023-05-21 21:41:40
2023-05-21 21:11:47
2023-05-21 20:54:55
2023-05-21 20:46:11
2023-05-21 20:40:43
2023-05-21 20:10:39
2023-05-21 18:41:52
2023-05-21 17:51:15
2023-05-21 17:48:55
2023-05-21 16:59:10
2023-05-21 16:58:08
2023-05-21 16:56:23
2023-05-21 16:49:07
2023-05-21 16:01:40
2023-05-21 15:57:09
2023-05-21 15:48:45
2023-05-21 15:41:27
2023-05-21 15:05:06
2023-05-21 14:53:57
2023-05-21 14:44:15
2023-05-21 13:50:17
2023-05-21 12:53:13
2023-05-21 12:41:46
2023-05-21 11:18:13
2023-05-21 10:15:25
2023-05-21 09:36:25
2023-05-21 08:48:31
2023-05-21 07:07:30
2023-05-21 06:55:52
2023-05-21 06:43:00
2023-05-21 06:39:29
2023-05-21 05:58:21
2023-05-21 05:49:24
2023-05-21 05:35:05
2023-05-21 03:57:54
2023-05-21 00:52:23
2023-05-20 21:58:59
2023-05-20 21:56:43
2023-05-20 21:47:42
2023-05-20 21:42:41
2023-05-20 21:41:13
2023-05-20 21:38:56
2023-05-20 21:38:00
2023-05-20 21:36:36
2023-05-20 21:35:23
2023-05-20 20:58:32
2023-05-20 19:52:00
2023-05-20 19:48:14
2023-05-20 19:16:09
2023-05-20 18:02:54
2023-05-20 17:54:43
2023-05-20 17:07:23
2023-05-20 15:57:49
2023-05-20 15:55:09
2023-05-20 14:56:46
2023-05-20 13:48:29
2023-05-20 12:57:23
2023-05-20 12:29:44
2023-05-20 11:25:16
2023-05-20 10:57:05
2023-05-20 10:53:07
2023-05-20 10:47:00
2023-05-20 10:35:39
2023-05-20 09:54:56
2023-05-20 09:49:33
2023-05-20 09:42:18
2023-05-20 09:19:43
2023-05-20 09:13:06
2023-05-20 08:05:25
2023-05-20 06:55:02
2023-05-20 06:39:13
2023-05-20 06:36:22
2023-05-20 05:48:12
2023-05-20 05:47:10
2023-05-20 05:41:57
2023-05-20 05:39:28
2023-05-20 05:36:39
2023-05-20 04:40:41
2023-05-20 01:17:11
2023-05-19 22:54:31
2023-05-19 22:09:36
2023-05-19 21:55:42
2023-05-19 21:39:32
2023-05-19 21:15:20
2023-05-19 20:44:46
相關(guān)新聞