1, on Friday, the main contract of thermal coal was renewed for one month, and the main zc2205 went low and high. Affected by this news, it rose all day and closed at 708.8 yuan/ton, up 4.36%.
2. The night market opened higher and went lower, with a slight correction. In terms of spot, the spot price of 5500 kcal thermal coal in Caofeidian Port was flat on the previous month.
3. Yesterday, the main contract of thermal coal zc220 1 opened lower and went higher. It rebounded all day and closed at 840.4 yuan/ton, up 3.73%. Vibration finishing of night disc. In terms of spot, the spot price of 5500 kcal thermal coal in Caofeidian Port was flat on the previous month.
1) The inventory level of Qinhuangdao Port continued to decline, and the number of berthing ships decreased significantly. In terms of origin, the overall shipping rhythm of Yulin coal market has slowed down recently, the wait-and-see mood of downstream end customers has increased, and the traffic volume of coal mine vehicles has decreased. In order to speed up shipment, coal prices in some coal mines have been slightly lowered;
2) The price of coal decreased slightly; Affected by snowfall, the overall shipment of Ordos coal mine is weak. Yesterday, the sales volume of coal roads dropped to1160,000 tons, with an average daily decrease of 400,000 tons. In terms of ports, the average daily consumption of terminals fluctuated and rebounded, but it weakened significantly year-on-year, and the overall performance was less than expected. The overall sales of Ordos coal mine improved slightly. Yesterday, the sales volume of coal roads rebounded to 6.5438+0.76 million tons, an increase of 60,000 tons. On the port side, today's port quotation continues to weaken steadily, and the downstream continues to wait and see. Commodity demand is scarce and market transactions are active.
3) In terms of imported coal, in June 5438+February, Indonesian (cv3800) Panamanian shippers quoted about $ 79-80/ton, and ultralight ships with the same calorific value quoted about $ 75-76/ton. At this stage, the delivery date of 65438+February is scarce, especially for medium and high heat coal, and the actual market turnover is limited.
4) From the perspective of the disk, the funds showed a slight outflow trend, and the main bulls slightly reduced their positions. At present, the price of port pithead rises steadily, and the sales situation tends to heat up. With the arrival of peak season, the supply guarantee has achieved results, and the inventory of downstream power plants has increased significantly. On the other hand, the average daily output at the mine end is significantly higher than that in the previous period, and the tension at the supply end has eased. As the temperature drops, the power plant needs further replenishment. From the perspective of the disk, funds showed a small inflow trend, and the main short positions increased slightly. At present, the price of port pithead rises steadily, and the sales situation tends to heat up. With the arrival of peak season, the supply guarantee has achieved results, and the inventory of downstream power plants has increased significantly. On the other hand, the average daily output at the mine end is significantly higher than that in the previous period, and the tension at the supply end has eased. As the temperature drops, the power plant needs further replenishment. At present, there are many news factors, the market is in a wait-and-see state and the fundamentals are empty. Today, Changlian announced a price increase next year, which boosted market sentiment. It is recommended to wait and see for the time being.