一、本期陜西煤炭(tan)價(jia)格(ge)指數(shu)及代表(biao)規格(ge)品價(jia)格(ge)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、本期市場概況
2019年11月1日陜(shan)西煤炭(tan)綜(zong)合價(jia)格(ge)指數為158.3點,較上期下(xia)跌(die)2.5點,同比(bi)下(xia)跌(die)6.5點;對應(ying)陜(shan)西煤炭(tan)綜(zong)合價(jia)格(ge)414元(yuan)/噸,環比(bi)下(xia)跌(die)7元(yuan)/噸,同比(bi)下(xia)跌(die)18元(yuan)/噸。
其中分(fen)品種:動力煤(mei)指數154.3點(dian)(dian)(dian),較上(shang)(shang)(shang)(shang)期(qi)(qi)下跌(die)(die)(die)(die)2.8點(dian)(dian)(dian);配焦精煤(mei)指數223.0點(dian)(dian)(dian),較上(shang)(shang)(shang)(shang)期(qi)(qi)持平;塊(kuai)煤(mei)指數138.6點(dian)(dian)(dian),較上(shang)(shang)(shang)(shang)期(qi)(qi)下跌(die)(die)(die)(die)3.2點(dian)(dian)(dian)。分(fen)區(qu)域:榆林指數151.5點(dian)(dian)(dian),較上(shang)(shang)(shang)(shang)期(qi)(qi)下跌(die)(die)(die)(die)3.3點(dian)(dian)(dian);延(yan)安指數187.0點(dian)(dian)(dian),較上(shang)(shang)(shang)(shang)期(qi)(qi)下跌(die)(die)(die)(die)1.2點(dian)(dian)(dian);咸(xian)陽指數178.8點(dian)(dian)(dian),較上(shang)(shang)(shang)(shang)期(qi)(qi)下跌(die)(die)(die)(die)0.8點(dian)(dian)(dian);關中指數147.9點(dian)(dian)(dian),較上(shang)(shang)(shang)(shang)期(qi)(qi)下跌(die)(die)(die)(die)1.4點(dian)(dian)(dian)。
從品(pin)種(zhong)指(zhi)(zhi)(zhi)(zhi)數來看,本期(qi)動(dong)力煤指(zhi)(zhi)(zhi)(zhi)數、塊煤指(zhi)(zhi)(zhi)(zhi)數下跌(die),配(pei)焦(jiao)精(jing)煤指(zhi)(zhi)(zhi)(zhi)數不變;從區(qu)域指(zhi)(zhi)(zhi)(zhi)數來看,榆林、延安、咸陽(yang)、關中四個(ge)(ge)(ge)區(qu)域指(zhi)(zhi)(zhi)(zhi)數全部下跌(die);從代(dai)表規格品(pin)數據來看,本期(qi)陜西煤炭(tan)價格指(zhi)(zhi)(zhi)(zhi)數監測14個(ge)(ge)(ge)代(dai)表規格品(pin)中,1個(ge)(ge)(ge)上漲,10個(ge)(ge)(ge)下跌(die)、3個(ge)(ge)(ge)持平。
三、本期市場(chang)運行分析
本周陜西煤(mei)(mei)炭綜合價格指數較上期繼續下跌,受需求疲軟影響,全(quan)省四個產煤(mei)(mei)區煤(mei)(mei)價均出現不同(tong)幅度(du)下跌。
分析認(ren)為,煤(mei)價下(xia)跌的(de)趨勢主要是供大于(yu)求的(de)宏觀(guan)效應導(dao)致,比較(jiao)前兩年,今年的(de)煤(mei)炭需求的(de)主要特點是港口和(he)電(dian)廠需求較(jiao)差,疊(die)加榆(yu)林對(dui)露(lu)天(tian)煤(mei)廠的(de)環(huan)保(bao)檢查力度不減,使得榆(yu)林地區煤(mei)炭滯銷(xiao)嚴重,價格出(chu)現一周內連續(xu)下(xia)跌的(de)情況;另外在煤(mei)價延(yan)續(xu)跌勢的(de)大環(huan)境下(xia),冬季取暖用煤(mei)采(cai)購(gou)當然(ran)不急(ji)于(yu)采(cai)購(gou),都處(chu)于(yu)觀(guan)望狀態,從而對(dui)煤(mei)價失去(qu)了支撐作用。
對后(hou)期煤價(jia)的走勢,筆者(zhe)認為近(jin)期榆林煤價(jia)跌幅過(guo)大,后(hou)期下行空間已(yi)經(jing)不(bu)多,后(hou)期隨著冬(dong)季供暖用煤開始,電廠(chang)冬(dong)儲庫(ku)存(cun)即將啟(qi)動有(you)望對短(duan)期價(jia)格(ge)(ge)形成支撐,港口方面(mian),現貨價(jia)格(ge)(ge)已(yi)經(jing)逼(bi)近(jin)長協價(jia)格(ge)(ge),沿海(hai)煤炭(tan)運(yun)費(fei)作為先(xian)行指標已(yi)有(you)啟(qi)動跡象。