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天風證券：短期動力煤價將偏強運行

格隆匯 09-25 21:16
格隆匯9月25日丨天風證券指出，部分企業保內部和長協戶供應，減少對外銷售，短期供不應求局面持續。需求方面，進入九月以後，隨着氣溫下降，沿海八省電廠日耗有所回落，電廠存煤出現小幅增加。目前新核增的產能陸續增產，預計下月產量會增加。產量釋放過程緩慢，而港口及電廠庫存持續低位運行，終端補庫需求一直存在。後期大秦線集中檢修，加之冬季北方取暖用煤需求加大，煤炭緊張局面還會延續，預計短期動力煤價將偏強運行。
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