jiemianxinwenjizhe | daijingjing
zhongguomeitanjinkouliangzaichuangxingao。
10月14日,海关总署公布数据显示,今年9月中国进口煤炭(煤及褐煤)4758.8万吨,同比增加12.9%。这超过了去年12月创下的4730万吨的历史纪录,刷新了中国单月进口煤炭量的纪录。
2023年,由于进口煤相比内贸煤具备价格优势,叠加进口零关税政策,中国全年煤炭进口量达约4.74亿吨,同比大增61.8%,创下历史新高。此前,国内煤炭进口最高历史纪录是2013年创下的3.27亿吨。
今年以来,中国煤炭进口延续快速增长态势,1-9yuejinkouliangleijiyida3.89yidun,tongbizengzhang11.9%,yimeiyuanjidejinkouzongjinetongbixiajiang3.3%。
国内煤炭供给则整体保持稳定。根据国家统计局数据,中国9月生产原煤3.9亿吨,同比增长0.4%,增速比8月份放缓1.6个百分点。1-9月,生产原煤34.4亿吨,同比增长3%。
guoneiwaimeitanjiacha,rengshiqudongjinkoumeitanshuliangzengjiadezhuyaoyinsu。
今年以来,国内港口动力煤价受高产量、高库存和高进口量的影响有所回落,但仍高于进口煤价。
今年上半年,秦皇岛港5500大卡动力煤平仓均价约880元/吨,同比下降约13.8%。国内下水动力煤价格指数NCEI中长期合同价格均价约704元/吨,较上年降幅约为2.5%。
同期,海外动力煤价同步下跌,但价格仍有优势。Mysteel数据显示,qian6geyueyinni3800dakalianjia(fob)junjiawei58.6meiyuan/dun(yuehe416.77yuanrenminbi/dun),tongbixiadiao13.9meiyuan/dun,jiangfuyuewei19%。
haiguanzongshuqian8geyuedeshujuxianshi,aodaliya、yindunixiyaheeluosishijinnianzhongguojinkoudonglimeidezhuyaolaiyuanguo,jinkoulianjiaomeizhuyaolaizimengguheeluosi,hemeijinkouliangzhuyaoyouyindunixiyagongxian。
10yue12ri,huataizhengquanfabuyanbaozhichu,sanjiduguoneidonglimeihelianjiaomeizoushiyousuofenhua,donglimeixuqiushoufadianliangtongbigaozengzhichengjiaoqiang,lianjiaomeixuqiuzezaixiayoushengchandanjihejinkoufangliangshuangzhongjiyaxiabiaoxianpianruo。beigang5500kadonglimeijidujunjiaweichipingwen,ershanxiliulindiliuzhujiaomeijidujunjiazehuanbixiaxing10.8%。
10yueshiguoneimeitanxiaofeichuantongdanji,shichangweichiruoshiyunxing。
juzhongguodianliqiyelianhehuitongji,10yue15ri,zhongguodianmeicaigoujiagezhishu(cecicaofeidianzhishu)5500dakajiagewei860yuan/dun,jiao9yue30ride873yuan/dunxiajiangle1.5%。
10yue15ri,eerduosimeitanwangfawencheng,“yingfengduxia”yiguo,guoqingguohou,tianqizhuanliang,zhehusumindengdiminyongdianfuhehuiluo,rihaoxiajiangmingxian,duishichangmeilayunjibenbaochigangxu,duimeijiazhichengzuoyongyouxian。ciwai,jinkoumeiyoulaijiaoju,canshiguoneishichangfene。
“jijiangjinru'yingfengdudong',danyanhaidianchangzhuyaoyikaozhangxiehejinkoumeibuchongkucun,duibeigangshichangmeixuqiuweigangxucaigou,duixianhuoshichangzhichengliduzhujianjianruo。”gaijigouyuce,kaolvdaomeitanjinkoujixubaochigaoweishuiping,guoneiyuanmeichanliangtongbizengsuyousuohuifu,qiegehuanjiekucungaowei,gongyingduanjiaoweichongyu,yujizhongxiaxun,meijiajiangchengxiaofuhuiluozoushi。
huataizhengquanrenwei,dianlixuqiudezengzhangshimuqianmeijiadibuzuizhuyaodezhicheng,qiesijidujiangzhubujinru“yingfengdudong”yongmeiwangji,ermeijiaogangchanyeliansuizhegangchanglirundegaishanyezaiqiwenfandan,meitandibujiagezhichengjianshi。
fanguanguowai,jinru10yue,guojimeitanqihuojiagechengshangzhangqushi,zheizhuyaoshoudaozhongdongjushi、sijidumeitanxuqiuxianghaodengyinsuyingxiang。
jingjishujupingtaitrading economicsxianshi,7ri,zuoweiyazhoujizhundeniukasierqihuojia(newcastle)zhangzhi153meiyuan/dun(yuehe1088.16yuanrenminbi/dun),wei2024nianyilainianneizuigaoshuiping;14ri,gaiqihuojiazhang1%,bao150.9meiyuan/dun,gaijiagejiao9yue16ridedidian137.25meiyuan/dunshangzhang10%。
niukasierqihuojiazai9yuedabufenshijiandouzaixiadie,zi8yue15ri150meiyuan/dundegaodian,yiludiezhi9yue16ri137.25meiyuan/dun,diefuda8.5%。
danmuqianguoneimeitanxianhuowaijiacharengcun。jumysteelshuju,10yue9ri,jinkouyinni3800dakadonglimeihuanandaoanjiayuewei495yuan/dun,jiaohuanangangkoutongrezhineimaomeidi104.5yuan/dun;aomei5500huanandaoanjiayuewei844yuan/dun,jiaohuanangangkoutongrezhineimaomeidi66yuan/dun。
在非电需求不足及进口煤的冲击下,国内煤炭企业利润缩水。1-8月,国内煤炭开采和洗选业实现利润总额4167.2亿元,同比下降20.9%。
10月14日,国内最大煤炭上市公司zhongguoshenhua(601088.sh)gonggaocheng,9yueshangpinmeichanliangwei2660wandun,tongbixiajiang2.2%;meitanxiaoshouliangwei3690wandun,tongbixiajiang2.6%。
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