Group 1 - The core viewpoint of the articles indicates that the coal market in the Bohai Rim region is experiencing a continuous upward trend in prices, with the index reaching 698 yuan/ton, a 4 yuan/ton increase from the previous period, marking the seventh consecutive rise [1] - The coastal coal market remains active, with high trading enthusiasm among ship merchants, leading to sustained high prices for spot coal and coal transportation [1] - Despite an increase in coal inventory at ports, there is still a significant year-on-year shortfall of approximately 3 million tons, indicating ongoing structural issues in the supply of certain coal types [1] Group 2 - The rising coal prices and transportation costs are increasing the landed cost of coal, leading to a gradual decline in buyers' price acceptance, while the main coal-producing areas are experiencing stable price adjustments [2] - In October, China's coal imports saw a negative growth both month-on-month and year-on-year, ending a three-month streak of increases, which may support domestic market procurement due to a widening gap in foreign trade supply [2] - The expectation of a cold winter suggests a high probability of severe weather conditions, which could bolster demand for coal for heating, alongside a positive outlook for industrial electricity consumption due to improving economic conditions [2]
环渤海动力煤价格指数已连续7期上涨
Xin Hua Cai Jing·2025-11-12 09:35