一(yi)、本期(qi)陜西(xi)煤炭價格(ge)指數及代表規格(ge)品價格(ge)情況
表1:陜西煤炭價格指數
表(biao)2:陜西煤炭代表(biao)規格品價格
二、本(ben)期市場概況
2020年3月13日陜西煤炭綜(zong)合價(jia)格指數(shu)為(wei)158.4點,較上(shang)期下(xia)(xia)跌(die)2.7 點,同比下(xia)(xia)跌(die)14.3點;對應陜西煤炭綜(zong)合價(jia)格415元/噸,環比下(xia)(xia)跌(die)7元/噸,同比下(xia)(xia)跌(die)37元/噸。
其中分(fen)品種(zhong):動(dong)力(li)煤(mei)指(zhi)(zhi)數156.8點(dian)(dian)(dian),較(jiao)上(shang)期(qi)(qi)下(xia)(xia)跌(die)(die)2.7點(dian)(dian)(dian);配焦精煤(mei)指(zhi)(zhi)數213.5點(dian)(dian)(dian),較(jiao)上(shang)期(qi)(qi)持平;塊煤(mei)指(zhi)(zhi)數134.3點(dian)(dian)(dian),較(jiao)上(shang)期(qi)(qi)下(xia)(xia)跌(die)(die)2.4點(dian)(dian)(dian)。分(fen)區域:榆林(lin)指(zhi)(zhi)數154.3點(dian)(dian)(dian),較(jiao)上(shang)期(qi)(qi)下(xia)(xia)跌(die)(die)3.8點(dian)(dian)(dian);延安指(zhi)(zhi)數182.7點(dian)(dian)(dian),較(jiao)上(shang)期(qi)(qi)下(xia)(xia)跌(die)(die)0.6點(dian)(dian)(dian);咸陽指(zhi)(zhi)數166.0點(dian)(dian)(dian),較(jiao)上(shang)期(qi)(qi)持平;關中指(zhi)(zhi)數149.0點(dian)(dian)(dian),較(jiao)上(shang)期(qi)(qi)持平。
從品(pin)種指(zhi)(zhi)(zhi)(zhi)數(shu)(shu)(shu)(shu)(shu)來(lai)看,本(ben)期(qi)動(dong)力煤指(zhi)(zhi)(zhi)(zhi)數(shu)(shu)(shu)(shu)(shu)、塊煤指(zhi)(zhi)(zhi)(zhi)數(shu)(shu)(shu)(shu)(shu)下跌,配焦精煤指(zhi)(zhi)(zhi)(zhi)數(shu)(shu)(shu)(shu)(shu)不(bu)變(bian);從區域(yu)指(zhi)(zhi)(zhi)(zhi)數(shu)(shu)(shu)(shu)(shu)來(lai)看,本(ben)期(qi)榆林指(zhi)(zhi)(zhi)(zhi)數(shu)(shu)(shu)(shu)(shu)、延安指(zhi)(zhi)(zhi)(zhi)數(shu)(shu)(shu)(shu)(shu)下跌,咸陽指(zhi)(zhi)(zhi)(zhi)數(shu)(shu)(shu)(shu)(shu)、關中指(zhi)(zhi)(zhi)(zhi)數(shu)(shu)(shu)(shu)(shu)與(yu)上期(qi)持平;從代(dai)表規(gui)格品(pin)數(shu)(shu)(shu)(shu)(shu)據來(lai)看,本(ben)期(qi)陜(shan)西煤炭價格指(zhi)(zhi)(zhi)(zhi)數(shu)(shu)(shu)(shu)(shu)監測14個(ge)(ge)代(dai)表規(gui)格品(pin)中,1個(ge)(ge)上漲(zhang),5個(ge)(ge)下跌,8個(ge)(ge)持平。
三(san)、本期市(shi)場運行分析(xi)
本周陜(shan)西產(chan)地(di)市場價(jia)格(ge)運行(xing)持續(xu)上周下行(xing)態(tai)勢,且榆林地(di)區價(jia)格(ge)跌幅有所擴大。
當前下(xia)游市場需求(qiu)疲軟是產(chan)地煤價下(xia)跌的主要原因,據(ju)26個省份公開數(shu)(shu)據(ju)顯示,規模以上工(gong)(gong)業(ye)(ye)企(qi)業(ye)(ye)復工(gong)(gong)率為91.8%,復工(gong)(gong)比例相對(dui)較高(gao),但(dan)復工(gong)(gong)均以技術、服務為主。多(duo)數(shu)(shu)企(qi)業(ye)(ye)生產(chan)未(wei)達(da)到滿負荷運行(xing)(xing),大(da)型(xing)高(gao)耗(hao)能(neng)企(qi)業(ye)(ye)及(ji)制造(zao)業(ye)(ye)尚(shang)未(wei)全面復工(gong)(gong)。就目(mu)前情況而言,下(xia)游工(gong)(gong)業(ye)(ye)活(huo)動雖有上升,但(dan)耗(hao)煤數(shu)(shu)量增幅有限,電廠(chang)庫存仍保持高(gao)位運行(xing)(xing),需求(qiu)增長乏力。另外,煤炭需求(qiu)也(ye)呈現季(ji)節性規律(lv),春季(ji)往往是煤炭需求(qiu)淡季(ji),而且近年(nian)來(lai)受經濟下(xia)行(xing)(xing)壓力影響,春季(ji)電廠(chang)平均日(ri)耗(hao)水平逐(zhu)年(nian)下(xia)降,今年(nian)受新(xin)冠疫情影響,出現反彈的可(ke)能(neng)微乎(hu)其微。
分析認為,盡管當前國(guo)內新冠(guan)疫(yi)情(qing)控制(zhi)成(cheng)效甚佳,但疫(yi)情(qing)對宏觀經濟的負面影(ying)響(xiang)還將持(chi)續,疫(yi)情(qing)在國(guo)外的蔓延必(bi)然會影(ying)響(xiang)國(guo)際貿(mao)易,這一連鎖反(fan)應(ying)會波及到(dao)經濟領域的各行各業(ye)(ye),對能源(yuan)行業(ye)(ye)的影(ying)響(xiang)也(ye)(ye)不言而喻,因此(ci),煤炭價格的承(cheng)壓下行也(ye)(ye)在情(qing)理之(zhi)中(zhong)。
發(fa)布單位:陜西煤炭交易(yi)中(zhong)心有限公(gong)司