节后港口煤价小幅上涨!
Xin Lang Cai Jing·2025-10-11 09:52

Group 1 - The coal market is gradually recovering post-holiday, but market sentiment remains cautious due to previous price increases and recent price declines during the holiday period [1] - Port closures caused by frequent strong winds have restricted the speed of market recovery, although there is a limited supply of quality spot resources at the ports [1] - Supply-side factors are supporting coal prices, including strict production capacity limits, ongoing safety inspections, and a decrease in coal supply from some mines [1][2] Group 2 - The southern regions are experiencing significant high temperatures, while northern areas are facing lower temperatures due to rain and cold air, impacting coal production and sales [2] - High temperatures in southern provinces are driving strong demand for air conditioning, which in turn supports coal consumption for electricity generation [2] - Overall market activity is gradually increasing, but short-term port inflow is unlikely to see significant improvement due to supply constraints and ongoing maintenance on the Daqin line [2]