南华期货焦煤焦炭周报：成材表需超季节性走弱，旺季需求表现待验证-20250815
Nan Hua Qi Huo·2025-08-15 14:10
南华期货焦煤焦炭周报 ——成材表需超季节性走弱，旺季需求表现待验证 2025/08/15 南华研究院 黑色研究团队 张泫：Z0022723 投资咨询业务资格：证监许可【2011】1290号 周度观点 【盘面回顾】本周产地焦煤整体波动不大，部分煤种下调报价，口岸蒙煤跟随盘面震荡，安泽低硫主焦报价 1470-1480元/吨，口岸蒙5#原煤1000元/吨左右波动。周内焦炭现货6轮提涨落地，即期焦化利润环比修复。 本周双焦盘面宽幅震荡，9-1价差底部震荡，JM9-1月差-149.5(+8)，J9-1月差-76.5(+4)。 供需平衡表 . | 焦煤周度平衡表 (万吨) | Week18 | Week19 | Week20 | Week21 | Week22 | Week23 | Week24 | Week25 | Week26 | Week27 | Week28 | Week29 | Week30 | Week31 | Week32 | Week33 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | -- ...