5月份,沿海地区煤炭市场价格继续保持平稳运行。需求方面,全国气温渐升尚不足以开启降温用电需求,工业用电也未全面复苏,电煤需求略有回落。供给方面,各地供给侧改革细化方案密集出台,煤炭减产、限产进入实际操作阶段,产地煤炭供应进一步收缩。物流环节、中转环节难以从煤价短期企稳获利,中转量下降继续承压,环渤海港口之间的作业形势快速分化。国际市场方面,运价上涨与强势美元共同支撑国际贸易成本,外贸压力的减轻 In May, the price of coal in the coastal areas continued to maintain a stable operation. On the demand side, the rising temperature in the country is still insufficient to open up the demand for cooling electricity, industrial power has not fully recovered, and the demand for electric coal has dropped slightly. In terms of supply, local governments have introduced intensive reform programs on the supply side, coal production cuts and production restrictions have entered the actual operation stage, and supply of coal in the producing areas has further contracted. It is difficult for the logistics and transit links to benefit from the short-term stabilization and stabilization of coal prices, and the drop in transit volume continues to be under pressure. The operational situation between the Bohai Rim ports has been rapidly divided. In the international market, the increase in freight rates and the strong US dollar jointly support the cost of international trade and reduce the pressure on foreign trade.