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随着气温不断下降,中国电力企业正加紧进行冬季储煤,疲软的中国煤市迎来销量和价格的“双涨”。但是,业内人士认为,煤价的短暂回升并不能改变中国煤炭市场深度调整的走势,因为产能、成本等压力仍在。8月份以来,中国主要煤炭港口的煤炭存量也在下降。进入10月,秦皇岛港口煤炭库存平均日存量在600万吨以下,环渤海地区国投京唐港场存甚至只有100万吨左右,许多煤炭企业煤炭积压现象也大大缓解。对此,业内专家认为,煤价的短暂回升有多方面的原因,并不代表市场真正回暖,煤价上涨有许多人为因素,真正的市场需求没有发生根本性变化。中国(太原)煤炭交易中心副主任阎世春认为,煤炭价格上涨主要是大秦线检修造成港口煤炭库存下降;煤炭企业自我调节进行限产,供应减少;冬季储煤期来临,煤炭需求加大等因素造成的。
As temperatures continue to drop, Chinese power companies are stepping up their coal storage in winter and the sluggish Chinese coal market usher in “double-price” sales and prices. However, insiders believe that a short-term recovery of coal prices will not change the trend of deep adjustment of China’s coal market because of pressure on production capacity and cost. Since August, the stock of coal in China’s major coal ports has also been declining. Into October, the average daily stock of coal stocks Qinhuangdao port at 600 million tons below the Bohai Rim area of Jingtang Jingtang stocking is only about 1 million tons, many coal companies also greatly reduce the backlog of coal. In this regard, industry experts believe that the short-term recovery of coal prices for many reasons, does not mean that the market is really warmer, coal prices rise with many human factors, the real market demand has not undergone fundamental changes. Yan Shichun, deputy director of the China (Taiyuan) Coal Trading Center, said coal prices rose mainly due to overhaul of the Daqin line causing a drop in coal stocks in ports; limited self-regulation by coal enterprises and a decrease in supply; winter coal-storage period and increased demand for coal and other factors of.