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二季度是传统意义上的煤炭消费淡季,但今年淡季不淡的现象仍将再现,中金公司对此进行了剖析:第一、保障房工程陆续开工拉动电力需求,重点电厂日均耗煤量与去年同期相比增加15%以上。第二、随着大秦线检修,煤炭贸易继续增加,港口库存逐渐回落,动力煤价格出现见底回
The second quarter is the traditional coal consumption off-season, but this year’s off-season is not short of the phenomenon will continue to reproduce the CICC analyzed: First, the protection of housing projects have started to stimulate demand for electricity, the key power plant average daily coal consumption Compared with the same period last year increased by 15% or more. Second, with the overhaul of the Datong-Qinhuangdao Railway, the coal trade continued to increase, the stock of ports gradually dropped and the price of thermal coal bottomed out