推薦產(chǎn)品
3-(4-chlorophenyl)-4-phenyl-4,5-dihydro-1H-pyrazole 2-(chloromethyl)-3-methylpyridinehydrochloride 1-(2-bromo-4-methylphenyl)ethanone 3-chloroisoquinoline-4-carbonitrile 5,8-dichloropyrido[3,2-d]pyridazine 2-bromomalononitrile 2-(4-(bromomethyl)phenyl)benzo[d]thiazole 1-(bromomethyl)-3-methoxy-2-nitrobenzene 6-bromo-1H-[1,2,3]triazolo[4,5-b]pyridine 4-iodo-2-((trimethylsilyloxy)methyl)thiazole 6-iodoimidazo[1,2-a]pyridine-3-carbonitrile 2-(4-chlorophenyl)-2-morpholinoacetonitrile 4-chloro-7H-pyrrolo[2,3-d]pyrimidine 4-chloroisothiazole 5-bromo-6-chloro-1H-indole 7-chloro-3H-imidazo[4,5-b]pyridine ethyl3-(4-formylphenyl)propanoate 2,3-dibromobenzaldehyde 1-(5H-chromeno[2,3-b]pyridin-7-yl)ethanone 5H-chromeno[2,3-b]pyridin-5-one 3-chloroisoquinoline-4-carbaldehyde (E)-2-(3-oxoprop-1-enyl)benzaldehyde methyl4-formyl-3-nitrobenzoate 5,6-dimethoxy-2,2-dimethyl-2,3-dihydro-1H-inden-1-one 1-methylbicyclo[4.1.0]heptan-3-one 3-nitro-4-(trifluoromethoxy)benzaldehyde 2-hydroxyquinoline-6-carbaldehyde 2-nitro-3-(trifluoromethyl)benzaldehyde 1-(2-fluoro-4-methoxyphenyl)propan-2-one tert-butyl3-fluoro-4-oxopiperidine-1-carboxylate tert-butyl3-oxopropylcarbamate 2,2-dimethylcyclohexanone 9H-carbazole-3-carbaldehyde N,N-dimethyl-2-oxoacetamide 2-methylpent-4-yn-2-ol 3-tert-butyl-4-hydroxybenzonitrile 4-bromo-2-tert-butylphenol 1,3-dibutoxypropan-2-ol methyl4-hydroxyquinoline-6-carboxylate methyl3-cyano-4-hydroxybenzoate 4-chloro-6-methoxyquinolin-7-ol 3,4-dihydro-2H-benzo[b][1,4]oxazin-7-ol 2-(2-aminothiazol-5-yl)ethanolhydrochloride (R)-ethyl2-chloropropanoate (S)-4-amino-5-(4,4-dimethylcyclohexylamino)-5-oxopentanoicacid (1s,4s)-4-hydroxycyclohexanecarboxylicacid (S)-2-(tetrahydrofuran-3-yloxy)aceticacid (1S,4R)-1-methyl-4-(prop-1-en-2-yl)cyclohex-2-enol (R)-4-(hydroxymethyl)oxazolidin-2-one (S)-4-(hydroxymethyl)oxazolidin-2-one 化工資訊 動(dòng)力煤：提價(jià)預(yù)期影響暫告段落，港口庫存如期回升，限產(chǎn)若不進(jìn)一步加強(qiáng)，協(xié)同提價(jià)或?qū)⒉痪帽桓劭陧攷旖K結(jié)。本周五六大電廠日日耗57.7萬噸，環(huán)比下滑0.3萬噸，庫存1419萬噸，環(huán)比下滑2.00%。上月末在主流煤企提價(jià)預(yù)期下沿海需求暴增，本周需求環(huán)比回落，北方四港日均吞吐量99.0萬噸，環(huán)比下降15.8萬噸。供給方面，前期港口協(xié)同提價(jià)后港坑差價(jià)拉大，在大秦線檢修結(jié)束后坑口貨源不斷向港口流動(dòng)，北方四港日均調(diào)入量109.5萬噸，環(huán)比增加10.8萬噸，需求回落疊加供給回升致使港口庫存去庫難以持續(xù)。本周北方四港庫存1568.4萬噸，環(huán)比增加52.4萬噸，增幅3.46%，下游廣州港庫存325.77萬噸，環(huán)比增加10.95%。但受主流煤企提價(jià)影響，本周港口掛牌價(jià)上漲10元，實(shí)際成交價(jià)變化不大。我們前期提示，前期港口反季節(jié)性補(bǔ)庫極大收縮后續(xù)容納空間，除非限產(chǎn)進(jìn)一步加深，否則港口頂庫或?qū)⒉贿h(yuǎn)，協(xié)同提價(jià)也將隨之終結(jié)。
煉焦煤：社會(huì)庫存去化速度收窄，限產(chǎn)臨時(shí)加大將促下游價(jià)格反彈，但反彈能否持續(xù)仍要觀察需求與流動(dòng)性改善幅度。本周社會(huì)鋼材庫存環(huán)比下降1.96%，降幅較上周有所收窄，需求端企穩(wěn)后反彈不強(qiáng)。近期APEC會(huì)議期間限產(chǎn)使得鋼廠盈利與產(chǎn)能利用率走勢(shì)繼續(xù)背離，163家鋼廠盈利面環(huán)比上升4.29個(gè)百分點(diǎn)至68.09%，但產(chǎn)能利用率小幅下降，本周Myspic綜指環(huán)比上漲0.18點(diǎn)。周末河北地區(qū)限產(chǎn)力度進(jìn)一步加大，焦化、高爐、軋線大規(guī)模停產(chǎn)，幅度超過此前預(yù)期。預(yù)計(jì)下周產(chǎn)業(yè)鏈下游產(chǎn)品價(jià)格將有所反彈，但由于文件要求限產(chǎn)僅至11日，短期情緒性影響可能更大。限產(chǎn)結(jié)束后高位盈利將促供給明顯回升，雖然至產(chǎn)能極限空間不大，但仍將產(chǎn)生一次性壓力釋放。本周下游焦煤庫存環(huán)比微降，符合過去2年11月第一周下降規(guī)則，預(yù)計(jì)補(bǔ)庫后續(xù)仍將繼續(xù)，本周北方港口焦煤庫存加速下降并伴隨價(jià)格反彈，被動(dòng)去庫仍在持續(xù)。預(yù)計(jì)下周原料庫存在下游限產(chǎn)的背景下將較大幅度增加，并部分平滑下游后續(xù)開工回升，總體來說，限產(chǎn)事件對(duì)煉焦煤影響不大，下游補(bǔ)庫支撐反彈邏輯未變，持續(xù)性與幅度仍取決于后續(xù)需求及流動(dòng)性能否進(jìn)一步改善。
