摩根士丹利：中国煤炭_煤炭周报更新_焦炭产量增加
摩根·2025-04-27 03:56
Key Takeaways Spot thermal coal price declined slightly: QHD 5500 was flat WoW at Rmb678/t as of April 18. CCI 5500 was down 0.3% WoW to Rmb670/t. BSPI was flat WoW at Rmb678/t. Mine-mouth prices for Shanxi Datong 5800 was down 2.3% WoW to Rmb548/t. Seaborne price declined: NEWC price fell 2.1% WoW to US$94/t as of April 18. Inventory piling at QHD port: QHD inventory increased 11.2% WoW to 6.85mt. Inventory at Bohai Rim ports decreased 0.9% WoW to 29.9mt as of April 18. Stable coking coal prices: Liulin No ...