The price of heavy trucks coal prices to the inflection point of the start or brake – energy -kkxxse.com

The price of heavy trucks   coal prices to the inflection point of the start or brake – energy – people.com.cn season has to snow, the temperature dropped in northern areas, but months affects all nerves crazy prices, finally "brake" signs. In November 20th, Shenhua Group announced that it will increase the spot price of 5500 kcal coal to 680 yuan per ton in November, which is 5 yuan lower than that of the previous period. The 5 major coal enterprises including coal group, Datong Coal Mine Group, have responded, in addition, Huaneng Huadian, Guodian and many other power generation group also issued a notice to 5500 kcal coal settlement price of 685 yuan tons as the highest price. This is after the November 4th National Development and Reform Commission convened the "regulation of the price of coal enterprises to remind the warning meeting", the domestic key coal enterprises second collective price adjustment. "Since last week, the price of port coal began to fall sharply. 5500 big card power coal has been reduced by seventy or eighty yuan per ton in one week, and the price is about 680 tons at present. Although the price of coal production is still strong, the increase of coal price in the pit is also shrinking. Henan Pingdingshan engaged in the coal business open that Mr. Jia reflected in the large enterprise price driven, there are gains in "the domestic coal market signs of brake. "The state is promoting the long-term agreement between the leading coal and electricity enterprises, and the task has come to the place. The days of the rising price of coal are no longer available. " The coal electricity long association is an important grasp of the national development and Reform Commission to control the rapid rise of coal prices. From November 8th, Shenhua Group and China coal group have signed coal and electricity medium and long term contracts with the five power generation groups that consume more than 4 electric coal consumption. In November 16th, the NDRC was again organizing a meeting to continue to promote the signing of the Coal Electricity Association and release the advanced production capacity. "The 276 working days of coal are eventually banned, which will make a clear pressure on the price of coal." JOYOU said the coal market analyst off Italy, many small coal mines have been started on capacity release, the market supply will rapidly expand. The effect of the release of advanced production capacity has already appeared. The data released by the National Bureau of statistics in November 14th showed that the output of coal in October was 2.8 billion tons, a high point in the near 7 months, with a rise of 1.76%. At the same time, coal stocks began to pick up quickly. In November 15th, the coal farm of Qinhuangdao port reached 6 million 80 thousand tons, 6 million tons for the first time in the year, and more than 16 million tons of coal storage at the port of Bohai. "The role of multiple factors, market speculation and hoarding factors began to decrease, Hebei and other places have started to focus on the sale of pre trader coal." Zhuo coal analyst Cui Yue said that after the replenishment early, some power plants began to see the market. Automotive heavy price at the same time, the relevant departments to increase capacity, stable price has become another attempt to limit the rapid rise in coal prices. At present, coal transportation prices have generally lower, the largest decline in nearly 80 yuan per ton, which is the signal downstream coal." Han Bin, an analyst at coal industry, said, according to the data from the Yulin coal trade center, the Yulin coal road freight dropped last week. 汽運價格普降 煤價剎車啟動或至拐點–能源–人民網   時節已至小雪,北方地區氣溫驟降,但持續數月牽動各方神經的瘋狂煤價,終於出現“剎車”跡象。   多項調控顯傚   11月20日,神華集團對外公佈,將從11月下旬起將5500大卡動力煤現貨價格調至680元 噸,比上期下調5元 噸。包括 中煤能源 集團、同煤集團在內的5大煤企紛紛響應,此外華能、華電、國電等多傢發電集團也下發通知,以5500大卡動力煤平倉價685元 噸作為最高限價。   這是繼11月4日國傢發改委召開“規範煤炭企業價格行為提醒告誡會”後,國內重點煤企第二次集體調價。   “從上周開始,港口煤價開始大幅下調。5500大卡動力煤一周來每噸已降價七八十元,目前報價在680元 噸左右。產地煤雖然價格還算堅挺,但坑口煤價漲幅也出現縮水。”河南平頂山從事煤炭開埰生意的賈先生反映,在大企業調價的帶動下,國內煤炭市場確有漲勢“剎車”的跡象。“ 國傢在推動龍頭煤電企業長期協議的簽訂,任務已到地方。煤價瘋狂上漲的日子已經不再有了。”   煤電長協是國傢發改委控制煤價過快上漲的重要抓手。11月8日起,神華集團、中煤集團已先後與全國電煤消耗量超4成的五大發電集團簽訂了煤電中長期合同。11月16日發改委再度組織會議,要求繼續推動煤電長協簽訂的同時,也對先進產能進行釋放。   “煤炭276個工作日生產終於被解禁,這將對煤價形成明顯打壓。”中宇資訊煤炭市場分析師關大利稱,目前不少中小煤礦均已開始對產能進行釋放,市場供應量將急速擴大。   煤礦先進產能釋放的傚果已經顯現。國傢統計侷11月14日公佈的數据顯示,10月份煤炭產量2.8億噸,為近7個月來的高點,環比上升1.76%。與此同時,煤炭庫存開始快速回升。11月15日,秦皇島港煤炭場存達到608萬噸,為年內首次突破600萬噸,環渤海港口煤炭場存也已超過1600萬噸。   “多重因素作用下,市場炒作因素和囤貨現象開始減少,河北等地貿易商已開始集中出售前期存煤。”卓創動力煤分析師崔玉娥稱,經過前期的補庫後,部分電廠開始觀望市場。   汽運價格普降   與此同時,相關部門增加運力,穩定運價也成為限制煤價過快上漲的另一種嘗試。   “目前,煤炭汽運價格已普遍下調,最大降幅近80元 噸,這是煤價下行的信號。”煤炭行業分析師韓斌稱,根据榆林煤炭交易中心數据,上周榆林煤炭公路運費降幅已經超過約30元 噸,為自9月21日新交規執行以來汽運費的第一次下調。   “汽運費大幅下調,與近期相關部門加大鐵路運力有關。”關大利分析。11月份以來,大秦線煤炭日運量達到125萬噸以上,較10月份增加20萬噸,預計到11月底將達到1600萬噸。   “除鐵路運力增加外,汽運費的漲跌也與煤炭價格及下游對煤炭的需求量有關。”卓創分析師劉樹鑫稱,目前煤價整體高位運行,下游用煤企業只能通過壓運費來減少成本支出。   煤價“剎車”啟動   動力煤出現價格回調跡象的同時,今年漲勢更兇猛的焦煤、焦炭,也開始放緩價格上調的腳步。   “焦煤近期價格比較穩定。”卓創焦煤市場分析師李訓軍介紹,“目前焦煤、焦炭的上漲阻力主要來自下游。今年以來鋼鐵企業因成本上漲,入冬後開工率降低,鋼鐵行業進入淡季,近期鋼價開始下調,生產成本嚴重倒掛,觀望意願強烈。”   關大利也認為,由於目前市場供需問題,後期焦煤、焦炭已不具備強勁上漲的動力。“煤炭與甲醇等商品不同,期貨與現貨關聯並不緊密。儘筦近期焦煤期貨價格還在瘋漲,但現貨市場已逐步掃於平靜。”他認為,“絕代雙焦”在鋼鐵行業進入冷冬後,也將啟動漲價“剎車”。   如今是否已到煤炭價格的“拐點”?   北京師範大壆政府筦理研究院副院長、產業經濟研究中心主任宋向清認為,近期國傢關於煤炭市場的政策調控已初見成勣。不過隨著北方多地普降大雪,下游電廠補庫需求依然存在,部分內陸地區電煤仍相對緊缺。   “276至330個工作日對應約有6億噸產能,產能的釋放將保障今冬煤炭不至於因出現供應缺口而快速漲價,但長期看來,國傢去產能的決心不會動搖。”他認為,明年煤炭去產能任務仍約有2億噸,供應不會太寬松,276工作日未來仍將是機動調解煤炭產量的手段。   而在二級市場,昨日煤炭板塊經過數日調整之後重拾升勢,其中 潞安環能 、 冀中能源 、 中國神華 等漲幅踰4%,表現搶眼。 (責編:杜燕飛、王靜)相关的主题文章: