Group 1 - The core viewpoint of the articles indicates that the coal market is experiencing upward pressure on prices due to supply disruptions and increased demand during the summer peak consumption season [1][2] - The Qinhuangdao Coal Network reported that the Bohai Rim thermal coal price index rose to 665 yuan/ton, reflecting a slight increase of 1 yuan/ton compared to the previous period [1] - Heavy rainfall in major coal-producing regions has led to temporary shutdowns of open-pit coal mines, further tightening supply and contributing to a bullish sentiment among miners [1][2] Group 2 - As of July 30, coal inventory at Qinhuangdao, Tangshan, and Cangzhou ports decreased to 25.35 million tons, with a weekly reduction exceeding 1.74 million tons [2] - The daily consumption of thermal coal in coastal provinces has stabilized around 2.25 million tons, while overall inventory remains high at over 35 million tons [2] - The market is expected to enter a phase of gradual adjustment due to tightening supply and regulatory scrutiny on overproduction, although a stalemate between supply and demand is likely to persist in the short term [2]
迎峰度夏消费旺季 环渤海动力煤综合价格指数继续上行
Xin Hua Cai Jing·2025-07-30 10:41