煤炭价格一览表今日
来源:紫金天风期货研究所
观点小结
核心观点:中性外围宏观风险频发及需求不振引发国内产业担忧,市场情绪较难提振,波动进一步加剧。
月差:中性当前限仓原因,远月量极小,不建议参与。
现货:偏空焦炭现货市场第二轮降价落地,市场依然偏弱运行。
下游:中性成材去库速度稍稍差强人意。
外围宏观:偏空美国银行业巨震引发市场对系统性风险的担忧。
国内局势:偏多政府持续强调发力稳经济基调,预期调控先行,实质效应有待观察。
焦化利润继续改善,焦企积极生产
产业链利润
山西焦化利润为128元/吨,周环比+94元/吨;
随着近日盘面焦煤持续领跌,现货市场山西地区焦煤因流拍率过高已经暂停竞拍,短期看较难止跌,焦企利润继续缓和,近期焦化利润头寸有一定操作空间。
数据来源:钢联、万得、汾渭、紫金天风风云
焦炭供应
独立焦化企业(全样本)剔除淘汰产能利用率74.38% ,周环比+0.48%,微升;
独立焦化企业(全样本)焦炭日均产量67.54万吨,周环比+0.56万吨,微升;
随着近期焦化利润继续缓和,产地开工稳步回升,焦炭供应整体延续微幅增量态势。
数据来源:钢联、万得、汾渭、紫金天风风云
焦炭需求
247家钢厂铁水日均产量245.07万吨,周环比+1.72万吨,继续上升;
铁水本周继续增加,随着近期成材现货价格回落,钢厂利润承压,回笼资金压力大,对原料采购偏谨慎,短期焦炭供需格局转向偏宽松。
数据来源:钢联、万得、汾渭、紫金天风风云
第二轮提降落地,下游采购仍偏谨慎
焦炭总库存
港口+全样本焦化厂+247家钢厂焦炭总库存为938.35万吨,周环比+2.79万吨,有所回升;
随着终端需求迟迟未能有超预期表现,市场情绪仍保持谨慎偏悲观,焦炭产销在利润继续回暖带动下有所回升。
数据来源:钢联、万得、汾渭、紫金天风风云
钢厂焦炭库存
247家钢厂焦炭库存650.47万吨,周环比-3.39万吨,有所回落;
随着钢厂库存可用天数持续下降,叠加焦炭第二轮降价落地,钢厂采购仍保持谨慎,厂内原料库存有所回落。
数据来源:钢联、万得、汾渭、紫金天风风云
港口焦炭库存
港口173.3万吨,周环比-5万吨,继续下降;
焦炭第二轮降价落地,且原料煤持续下调,成本支撑走弱,港口交投氛围较为冷清。
数据来源:钢联、万得、汾渭、紫金天风风云
独立焦化厂焦炭库存
独立焦化厂全样本焦炭库存114.58万吨,周环比+11.18万吨,有所回升;
前期下游积极补库带动焦企持续降库,但随着近期成材持续下跌,钢厂再度临近盈亏线,库存开始淤积在上游。
数据来源:钢联、万得、汾渭、紫金天风风云
主要地区焦炭现货价
焦炭现货市场首轮降价落地,市场信心仍然较弱,预计第三轮提降后市场信心或将暂稳;
我们之前提到市场将进入新的博弈阶段,需求迟迟未能超预期表现带动黑色总体走弱。
数据来源:钢联、万得、汾渭、紫金天风风云
焦炭平衡表
数据来源:钢联、万得、汾渭、紫金天风风云
动煤过高库存仍压制焦煤,
月内较难企稳
焦煤库存
部分煤矿库存继续累积,下游采购情绪仍未有好转。
数据来源:钢联、万得、汾渭、紫金天风风云
焦煤现货价
山西焦煤竞拍因流拍过多而被迫暂停,下游采购在降价过后没有明显好转,部分超跌煤种除外。蒙煤方面,口岸蒙煤延续跌势,蒙5原煤价格降至1350-1400元/吨左右。
山西焦煤仓单成本1940元/吨,蒙煤仓单成本1765元/吨。
数据来源:钢联、万得、汾渭、紫金天风风云
本文源自行业资讯
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