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 上半年國內(nèi)經(jīng)濟下行壓力不減,政府通過貨幣政策、房地產(chǎn)政策進行調(diào)控,但依然無法改變黑色產(chǎn)業(yè)鏈供大于求的現(xiàn)狀。4月中旬后鐵礦石價格上漲的同時鋼材價格卻持續(xù)下跌,鋼廠利潤遭到大幅擠壓,為了維持現(xiàn)金流安全,鋼廠對焦炭、煉焦煤進行了去庫存。
需求不濟迫使焦化企業(yè)和煤炭企業(yè)減少了產(chǎn)量,無奈龐大的過剩產(chǎn)能淘汰速度過慢,導致上半年煤焦供給仍大于需求。下半年焦炭、焦煤基本面有望得到改善,一方面,今年獨立焦化企業(yè)的大量倒閉及大型煤炭企業(yè)主動限產(chǎn)有利于收縮過剩產(chǎn)能,長期虧損必將使得獨立焦化企業(yè)提升開工率時更加慎重;另一方面,二季度房地產(chǎn)銷售情況有所好轉(zhuǎn),若下半年房地產(chǎn)開發(fā)投資階段性復蘇,鋼材消費將有所增長,進而拉動鋼廠對煤焦的補庫需求,焦炭、焦煤也有望引來冬季反彈行情。
對于焦炭、焦煤期貨來說,下半年最大的利好就是價格處于低位,焦炭小幅貼水,焦煤升水幅度也不大,考慮到冬季煤焦價格往往較為堅挺,建議下半年對煤焦以逢低做多為主。
