一是保供增產仍是主流,供給端擾動弱於預期。為保證國慶、二十大前後礦山安全,假日期間部分煤礦進行檢修替換設備,個別當地煤礦停產3天,其他時間專為一般出產,產值有小幅縮短。但受重大節日及會議影響而停、減jian產chan的de狀zhuang況kuang並bing不bu多duo,常chang態tai化hua保bao供gong背bei景jing下xia,減jian產chan力li度du不bu及ji商shang場chang預yu期qi。且qie受shou節jie日ri效xiao應ying影ying響xiang,下xia流liu需xu求qiu較jiao為wei疲pi軟ruan,部bu分fen礦kuang區qu呈cheng現xian存cun煤mei累lei積ji,價jia格ge體ti現xian偏pian弱ruo。
二er是shi假jia日ri國guo內nei多duo地di大da降jiang溫wen,電dian煤mei消xiao費fei需xu求qiu或huo偏pian弱ruo。秋qiu冬dong換huan季ji期qi,氣qi候hou改gai變bian敏min捷jie,在zai強qiang冷leng空kong氣qi影ying響xiang下xia,近jin期qi北bei方fang多duo地di呈cheng現xian明ming顯xian降jiang溫wen,南nan方fang持chi續xu高gao溫wen氣qi候hou也ye將jiang完wan畢bi,居ju民min製zhi冷leng用yong電dian需xu求qiu敏min捷jie削xue弱ruo。而er間jian隔ge北bei方fang大da部bu分fen地di區qu供gong暖nuan季ji敞chang開kai尚shang早zao,電dian煤mei消xiao費fei需xu求qiu將jiang呈cheng現xian萎wei縮suo。而er受shou冷leng空kong氣qi影ying響xiang,未wei來lai幾ji天tian華hua西xi大da部bu多duo陰yin雨yu氣qi候hou,水shui電dian出chu力li或huo將jiang改gai進jin。
後hou期qi來lai看kan,節jie後hou短duan期qi利li多duo要yao素su仍reng占zhan有you上shang風feng,重zhong大da會hui議yi即ji將jiang來lai臨lin,煤mei礦kuang保bao安an全quan出chu產chan,大da秦qin線xian檢jian修xiu及ji產chan地di疫yi情qing防fang控kong嚴yan厲li,煤mei炭tan產chan運yun銷xiao受shou限xian,供gong給gei端duan偏pian緊jin給gei予yu價jia格ge較jiao強qiang支zhi撐cheng。
但另一方麵,10月份支撐價格持續上漲的動能逐漸削弱,10月下旬二十大及大秦線檢修相繼完畢,煤炭迎峰度冬、增(zeng)產(chan)保(bao)供(gong)將(jiang)是(shi)主(zhu)旋(xuan)律(lv)。加(jia)上(shang)電(dian)煤(mei)消(xiao)費(fei)淡(dan)季(ji)及(ji)後(hou)期(qi)下(xia)流(liu)非(fei)電(dian)職(zhi)業(ye)秋(qiu)冬(dong)季(ji)停(ting)限(xian)產(chan),需(xu)求(qiu)支(zhi)撐(cheng)一(yi)般(ban)。估(gu)計(ji)節(jie)後(hou)商(shang)場(chang)價(jia)格(ge)整(zheng)體(ti)穩(wen)中(zhong)偏(pian)強(qiang),但(dan)持(chi)續(xu)上(shang)漲(zhang)空(kong)間(jian)也(ye)有(you)限(xian),10月中下旬或將有小幅回調。
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