一、本(ben)期陜西煤炭(tan)價格指數及代表規(gui)格品(pin)價格情況
表1:陜西煤炭價格指數
表2:陜西煤炭代表規格品價格
二(er)、本期市場概(gai)況
2019年8月2日陜西(xi)煤炭綜合價(jia)格指數為162.7點(dian)(dian),較上(shang)期下(xia)跌1.6點(dian)(dian),同比上(shang)漲5.4點(dian)(dian);對應陜西(xi)煤炭綜合價(jia)格426元/噸,環比下(xia)跌4元/噸,同比上(shang)漲14元/噸。
其中(zhong)分品種:動(dong)力煤(mei)指(zhi)數(shu)160.0點(dian)(dian)(dian),較上期(qi)(qi)下跌(die)(die)(die)(die)1.5點(dian)(dian)(dian);配焦精煤(mei)指(zhi)數(shu)211.6點(dian)(dian)(dian),較上期(qi)(qi)下跌(die)(die)(die)(die)2.1;塊(kuai)煤(mei)指(zhi)數(shu)142.4,較上期(qi)(qi)下跌(die)(die)(die)(die)2.3點(dian)(dian)(dian)。分區(qu)域(yu):榆林(lin)指(zhi)數(shu)156.3點(dian)(dian)(dian),較上期(qi)(qi)下跌(die)(die)(die)(die)2.2點(dian)(dian)(dian);延安指(zhi)數(shu)186.2點(dian)(dian)(dian),較上期(qi)(qi)下跌(die)(die)(die)(die)0.7點(dian)(dian)(dian);咸陽指(zhi)數(shu)181.3點(dian)(dian)(dian),較上期(qi)(qi)下跌(die)(die)(die)(die)0.1點(dian)(dian)(dian);關中(zhong)指(zhi)數(shu)156.3點(dian)(dian)(dian),較上期(qi)(qi)下跌(die)(die)(die)(die)0.5點(dian)(dian)(dian)。
從品種指(zhi)(zhi)(zhi)數(shu)來(lai)(lai)看(kan),本期動(dong)力煤(mei)指(zhi)(zhi)(zhi)數(shu)、塊(kuai)煤(mei)指(zhi)(zhi)(zhi)數(shu)、配焦精煤(mei)指(zhi)(zhi)(zhi)數(shu)均下(xia)(xia)跌(die);從區(qu)域(yu)指(zhi)(zhi)(zhi)數(shu)來(lai)(lai)看(kan),本期榆林指(zhi)(zhi)(zhi)數(shu)、延(yan)安指(zhi)(zhi)(zhi)數(shu)、咸(xian)陽指(zhi)(zhi)(zhi)數(shu)、關(guan)中(zhong)(zhong)指(zhi)(zhi)(zhi)數(shu)均下(xia)(xia)跌(die);從代表規格(ge)(ge)品數(shu)據來(lai)(lai)看(kan),本期陜西(xi)煤(mei)炭價格(ge)(ge)指(zhi)(zhi)(zhi)數(shu)監測(ce)14個(ge)(ge)代表規格(ge)(ge)品中(zhong)(zhong),3個(ge)(ge)上漲(zhang)、10個(ge)(ge)下(xia)(xia)跌(die)、1個(ge)(ge)持平。
據陜(shan)西(xi)省(sheng)煤炭生產(chan)安(an)監(jian)局調度報表數據顯示(shi):截止7月(yue)31日,陜(shan)西(xi)省(sheng)礦(kuang)(kuang)井數量(liang)(liang)431處,正常生產(chan)礦(kuang)(kuang)井240處。當月(yue)產(chan)量(liang)(liang)5134.56萬(wan)噸,銷量(liang)(liang)4838.16萬(wan)噸,庫存213.54萬(wan)噸。
三、本期市(shi)場運(yun)行分析
本周(zhou)陜西煤炭綜合(he)價格(ge)指數(shu)下跌(die)1.5點,產地市場煤價漲(zhang)跌(die)互現,總體來看,以跌(die)為(wei)主(zhu)。
從數(shu)據統計來看,本周(zhou)(zhou)各地(di)區煤價出現(xian)了(le)先(xian)跌(die)后漲(zhang)的走勢(shi),尤(you)其在周(zhou)(zhou)四、周(zhou)(zhou)五兩天,有少數(shu)礦井試探(tan)上調煤價,主要因為高溫天氣(qi)導(dao)致電廠(chang)耗煤量增加(jia),補庫需求增長,預(yu)計未來一周(zhou)(zhou),漲(zhang)價范圍將(jiang)逐步擴大,市場或有一波短暫上漲(zhang)行情(qing)。
從宏觀經(jing)濟(ji)來看,筆(bi)者認為(wei)當前應當對市(shi)(shi)場持(chi)謹(jin)慎態度(du),因為(wei)當前市(shi)(shi)場的(de)總體(ti)特點是(shi)市(shi)(shi)場低迷、庫存高位,這種(zhong)局面(mian)在八月份很(hen)難改(gai)觀,主要受三方面(mian)因素(su)影響,一(yi)是(shi)天(tian)氣原因,今年(nian)降(jiang)水量多(duo)于往年(nian),水電(dian)(dian)發力,火電(dian)(dian)壓力驟減,全(quan)國(guo)重點電(dian)(dian)廠(chang)耗煤(mei)低、庫存高;二是(shi)宏觀經(jing)濟(ji)影響,由(you)于貿(mao)易摩擦壓縮了企(qi)業利潤空間,工業經(jing)濟(ji)運行(xing)不(bu)及預期,工業供(gong)電(dian)(dian)和耗煤(mei)量同比雙降(jiang);三是(shi)煤(mei)炭(tan)進(jin)口量增加,上半年(nian)我國(guo)進(jin)口煤(mei)炭(tan)1.54億噸,同比增長5.8%,加上二季(ji)(ji)度(du)國(guo)內產地供(gong)給寬(kuan)松(song),這種(zhong)杠桿作用(yong)給夏季(ji)(ji)煤(mei)炭(tan)市(shi)(shi)場以及煤(mei)炭(tan)價格走勢(shi)帶來不(bu)小的(de)沖擊。