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2月份,沿海地区煤炭市场供需关系呈现阶段性均衡,供给弹性略大于需求弹性,需求依然是主导市场变动趋势的主要因素。在煤炭供需同步缩减的宏观市场形势下,煤炭物流行业整体呈现业绩下滑。2月份北方主要港口煤炭库存继续保持较低水平,支撑煤炭价格继续保持上涨,但后续需求不足已成为市场共识,且进口煤或将再度来袭,煤炭价格上涨趋势能否稳固仍需市场进一步验证。
In February, the supply and demand in the coal market in coastal areas showed a stage-by-stage equilibrium. The supply elasticity was slightly larger than the demand elasticity. Demand remained the main factor leading the market trend. Under the macro-market situation in which the coal supply and demand have been simultaneously reduced, the overall performance of the coal logistics industry has declined. Coal inventories of the northern major ports continued to maintain a low level in February, supporting coal prices continued to rise, but the subsequent lack of demand has become the consensus of the market, and imported coal or will come again, the coal price trend still needs further market validation .