供不足需動力煤漲停 雙焦跟隨大幅上漲
格隆匯10月12日丨早盤開盤,動力煤主力合約漲停,漲幅11.01%。焦煤主力合約漲近7%,焦炭主力合約漲近6%。美爾雅期貨認爲,焦炭方面,現貨高位持穩;供應端,山東、山西等地限產持續;需求端,受能耗雙控、限產限電影響,鋼廠對焦炭需求下降;焦炭總庫存小幅增加,節日期間山西地區暴雨致焦企出貨運輸受阻,累庫明顯。焦煤方面,山西暴雨致多地煤礦停產,電煤保供致使部分煤種轉用做動力煤,進口方面暫未有明顯改善,焦煤供應短缺持續;下遊焦企產能利用率多維持正常水平,而受強降雨影響原料煤到貨不佳,後期對煉焦煤仍有補庫需求。
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