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1、电煤消耗继续爬高,库存或有下降。2、电厂将继续压低市场采购电煤价格。6月末国家直供电网的电煤库存总量,仍处高位徘徊状态,电力企业在“迎峰度夏”期间电煤采购压力已经明显减小,夏季用电、用煤高峰对煤炭供求的拉动作用将被削弱。由于当前煤炭供求、运输、库存形势仍然对消费企业有利,预计继5、6月份之后,电力企业在7月份将继续推行降价采购行动,预期目标不会低于5元/吨。这一带有普遍性的动作,将溯源而上,进一步对上游地区不同流通环节的煤炭价格形成打压。
1, coal consumption continue to climb high, inventory or decline. 2, the power plant will continue to depress the market purchase of coal prices. At the end of June, the total inventory of coal in the national direct-supply power grid remained at a high level. The pressure on coal procurement by power companies during the summer peak season has been significantly reduced. In the summer, electricity consumption and the peak of coal consumption have driven coal supply and demand The effect will be weakened. As the current coal supply and demand, transport, inventory situation is still beneficial to consumer companies is expected after 5,6 months after the power companies in July will continue to implement the purchase price cuts, the expected target of not less than 5 yuan / ton. This universal action will be based on the source, and further suppress the formation of coal prices in different circulation sectors in the upper reaches of the region.