一(yi)、本期陜西煤炭價格指數及代表規格品價格情況(kuang)
表1:陜西煤炭價格指數
表2:陜西煤炭代表規格品價格
二、本期(qi)市(shi)場(chang)概況
2019年3月1日陜(shan)西(xi)煤炭綜(zong)合(he)(he)價(jia)格指數(shu)為170.4點(dian),較(jiao)上(shang)期上(shang)漲1.7點(dian),同(tong)比上(shang)漲8.8點(dian);對應(ying)陜(shan)西(xi)煤炭綜(zong)合(he)(he)價(jia)格446元/噸,環比上(shang)漲4元/噸,同(tong)比上(shang)漲23元/噸。
其(qi)中(zhong)(zhong)分品種:動力煤指(zhi)(zhi)(zhi)數169.4點(dian)(dian),較(jiao)上(shang)(shang)期上(shang)(shang)漲(zhang)1.9點(dian)(dian);配焦精煤指(zhi)(zhi)(zhi)數221.8點(dian)(dian),較(jiao)上(shang)(shang)期持平;塊煤指(zhi)(zhi)(zhi)數144.8點(dian)(dian),較(jiao)上(shang)(shang)期上(shang)(shang)漲(zhang)0.9點(dian)(dian)。分區域(yu):榆林指(zhi)(zhi)(zhi)數161.4點(dian)(dian),較(jiao)上(shang)(shang)期上(shang)(shang)漲(zhang)0.7點(dian)(dian);延(yan)安指(zhi)(zhi)(zhi)數201.5點(dian)(dian),較(jiao)上(shang)(shang)期上(shang)(shang)漲(zhang)4.1點(dian)(dian);咸陽指(zhi)(zhi)(zhi)數188.6點(dian)(dian),較(jiao)上(shang)(shang)期上(shang)(shang)漲(zhang)1.9點(dian)(dian);關中(zhong)(zhong)指(zhi)(zhi)(zhi)數170.9點(dian)(dian),較(jiao)上(shang)(shang)期上(shang)(shang)漲(zhang)5.3點(dian)(dian)。
從品種指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)數(shu)(shu)來看,本期動力煤(mei)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)數(shu)(shu)、塊煤(mei)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)數(shu)(shu)上漲(zhang),配焦(jiao)精煤(mei)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)數(shu)(shu)持平;從區域指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)數(shu)(shu)來看,本期榆林指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)數(shu)(shu)、咸陽指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)數(shu)(shu)、關中(zhong)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)數(shu)(shu)、延安指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)數(shu)(shu)均上漲(zhang);從代(dai)表(biao)規格(ge)品數(shu)(shu)據來看,本期陜(shan)西(xi)煤(mei)炭價格(ge)指(zhi)(zhi)(zhi)(zhi)(zhi)(zhi)數(shu)(shu)監測14個代(dai)表(biao)規格(ge)品中(zhong),10個上漲(zhang)、4個持平。
據(ju)陜(shan)西省煤炭生(sheng)產安監局調度報(bao)表數據(ju)顯(xian)示(shi):截止2月(yue)28日,陜(shan)西省礦(kuang)井數量431處(chu),正常生(sheng)產礦(kuang)井70處(chu)。本月(yue)產量1556.09萬(wan)噸,銷量1540.37萬(wan)噸,庫存(cun)109.78萬(wan)噸。
三、本期市(shi)場運行(xing)分析(xi)
本(ben)周陜西煤炭綜合(he)價(jia)格(ge)指數較上(shang)期上(shang)漲(zhang)1.7點,全省四個(ge)產煤區(qu)域價(jia)格(ge)同步(bu)上(shang)漲(zhang),當前(qian)陜西產地市場價(jia)格(ge)已高出去(qu)年同期20元/噸左右(you),而(er)且這一差距(ju)有逐步(bu)拉大的趨勢。分(fen)析認為,當前(qian)煤價(jia)上(shang)漲(zhang)有如下原因:
1.從全省原(yuan)煤產量(liang)來(lai)看(kan),去年(nian)一月二月合計為(wei)8900萬(wan)噸(dun)左右(you),而(er)今年(nian)前兩(liang)個(ge)月產量(liang)合計約為(wei)5400萬(wan)噸(dun),比去年(nian)同期減少了3500萬(wan)噸(dun),可以看(kan)出當前市場供(gong)應偏緊是(shi)價格上漲的一大(da)因素。
2.礦(kuang)(kuang)井(jing)復產進度緩慢(man),春節前(qian)后,陜西(xi)、內蒙(meng)的連續兩次重(zhong)大(da)礦(kuang)(kuang)井(jing)安全事故的發生將大(da)部分礦(kuang)(kuang)井(jing)引入了相(xiang)當被動的局(ju)面,在(zai)政府安監部門的嚴(yan)控(kong)下,各地復產礦(kuang)(kuang)井(jing)數(shu)量極為(wei)有限,甚至國有大(da)礦(kuang)(kuang)也面臨停產檢修的境況。
3.下游(you)需求(qiu)回升,港口(kou)(kou)市場資源緊張程度加劇。從六大電廠日(ri)耗(hao)來(lai)看,3月1日(ri)已經(jing)突破(po)70萬噸(dun),再加上化工、水(shui)泥行業(ye)的非電需求(qiu)開始啟(qi)動,港口(kou)(kou)價(jia)格(ge)維(wei)持漲勢問題不大。