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受下游煤炭需求下滑以及北方港口压港现象缓解的影响,运输市场行情呈下滑态势。煤炭运输市场运价出现小幅下跌,粮食运输市场运价小幅上涨,金属矿石、原油、成品油运输市场运价保持平稳。进入12月中旬,煤炭订货会陆续展开,大型煤企与重点电厂依旧处于激烈博弈。而随着前期的大量补库,电厂库存普遍回归。由于当前煤炭价格以及运输价格均处于相对高位,下游电厂成本压力加大,特别是贸易商赢利较为困难,有些小公司开始退出市场,下游终端用户的追涨热情较前期有所降温。同时12月之后,长期困扰沿海运输的压港问题已经明显缓解,港口装卸效率提高,船舶周转逐步加快。另外,中国国内煤价自10月份以来持续9周上涨,进口煤需求明显增加,11月煤炭进口量相
Affected by the slump in the demand of downstream coal and the easing of port pressure in northern ports, the transport market is in a downward trend. The freight rate in the coal transportation market dropped slightly, the freight rate in the grain transportation market rose slightly, and the freight rates for the transportation of metal ores, crude oil and refined oil products remained stable. Into the middle of December, coal orders will be launched one after another, large-scale coal enterprises and key power plants are still in a fierce game. With a large number of early replenishment, power plant stocks generally return. Due to the current relative high coal prices and transportation prices, cost pressure on downstream power plants is intensifying. In particular, traders profit making is more difficult. Some small companies have started to withdraw from the market and the enthusiasm of the downstream end users has cooled down from the previous month. At the same time, after December, the problem of pressure on the port that has plagued the coastal transportation for a long time has been eased. The port handling efficiency has been increased and the shipping turnover has been gradually accelerated. In addition, the domestic coal price in China has risen for 9 weeks since October, with the demand for imported coal increasing significantly. The coal import volume in November