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新华社呼和浩特8月16日电(记者 彭源)日前,最新一期CCTD秦皇岛动力煤价格报收于608元/吨,连续三周持平运行,火热多时的煤炭市场开始回归理性,然而煤炭主产地市场低热值煤炭销售依然紧俏。
梳理CCTD秦皇岛动力煤现货价格运行走势发现,最新发布的4500大卡热值煤炭价格为503元/吨,较6月初上涨了72元/吨,增长近17%。相比之下,同等时间段内5500大卡的高热值煤炭价格涨幅较小,仅增长7.6%。
专家表示,由于煤炭价格持续高位运行,下游电厂成本被大幅抬高,致使煤电矛盾加剧,电厂配煤需求增加,从而拉动低热值煤种需求量上涨。
今年以来,煤炭去产能工作继续深入推进,上半年共退出煤炭产能1.11亿吨,完成全年任务的74%。同时,在煤炭行业结构调整转型升级过程中,大量资源枯竭、长期亏损、安全基础差的煤矿退出市场,全国煤矿数量已下降到8000处以内。
上月国家发改委表示,要在保证安全前提下有序释放优质产能,持续增加有效供给。据统计,今年上半年已竣工达产的新增产能9000万吨左右,下半年还有部分建设项目陆续投产,预计可净增产能约2亿吨。
据业内人士分析,新增产能的释放将会使煤炭市场的供需关系趋于平衡,9月起煤炭市场进入传统消费淡季,下游电厂采购积极性减弱,电煤日耗将逐渐降低,偏紧的供需结构会得到有效缓解,但短期内低热值煤种价格仍有上涨空间。
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