Group 1 - The core viewpoint indicates that the coastal coal market is experiencing a strong supply and weak demand situation, leading to continuous price pressure [1][2] - The Qinhuangdao coal price index reported a decrease of 4 yuan/ton, settling at 673 yuan/ton, marking a continued decline in coal prices for six consecutive months [1] - The inventory levels at coastal ports have been rising, with daily coal consumption at coastal power plants remaining low due to the off-peak season [1] Group 2 - The Daqin line's spring maintenance has concluded, restoring daily transport capacity to a normal level of 1.2 million tons, with port inventories maintaining a high level of over 32 million tons [1] - Coastal power plants are primarily focused on inventory reduction, with coal consumption dropping to seasonal lows and the number of vessels at anchor in the Bohai Sea ports reaching a historical low of 37 [1] - Looking ahead, there is an expectation for a gradual recovery in domestic coal prices as non-electricity sector demand resumes and the delayed effects of reduced imports during the off-peak season become apparent [2]
环渤海动力煤价格指数环比下行4元/吨 港口动力煤库存突破3200万吨
Xin Hua Cai Jing·2025-05-07 12:03