中證網(wang)訊(記者 馬爽) 10月(yue)10日,焦炭期(qi)貨延續上漲勢頭,主力1901合約高(gao)開逾3.5%后進一(yi)步上行(xing),盤中一(yi)度(du)(du)升至(zhi)2483.5元/噸,創(chuang)下8月(yue)30日以來新(xin)高(gao),漲幅一(yi)度(du)(du)擴大(da)逾5%。
興業期(qi)(qi)貨分析師表示,焦(jiao)炭(tan)現(xian)貨第三輪提降(jiang)基(ji)本落地(di),節后焦(jiao)企訂單情況良好(hao)(hao)促使部(bu)分前(qian)(qian)期(qi)(qi)超跌焦(jiao)企出(chu)現(xian)反彈跡象,現(xian)貨調(diao)(diao)整基(ji)本接近(jin)尾聲(sheng),市場(chang)悲觀情緒(xu)有(you)所(suo)緩和;且焦(jiao)炭(tan)盤面貼水(shui)依舊(jiu)較深,對(dui)(dui)焦(jiao)炭(tan)期(qi)(qi)價(jia)(jia)支撐較為(wei)明顯。同時,目(mu)前(qian)(qian)焦(jiao)爐開(kai)工(gong)率(lv)較高(gao)爐偏(pian)高(gao),隨著(zhu)秋冬季到來(lai),采暖季限(xian)產預計對(dui)(dui)焦(jiao)企的影響(xiang)強于鋼(gang)廠;這將使得焦(jiao)炭(tan)供應(ying)收縮強于需(xu)求減少的概率(lv)提高(gao),對(dui)(dui)焦(jiao)炭(tan)期(qi)(qi)價(jia)(jia)也形(xing)成(cheng)(cheng)一定支撐。另(ling)外,當前(qian)(qian)焦(jiao)炭(tan)整體庫存偏(pian)低(di),且港口降(jiang)至同期(qi)(qi)低(di)位,產地(di)港口價(jia)(jia)格倒(dao)掛亦有(you)所(suo)緩解,貿易(yi)商抄底補貨可能性提高(gao),加(jia)之多地(di)煤(mei)礦上調(diao)(diao)長協煤(mei)價(jia)(jia)推(tui)升煉焦(jiao)成(cheng)(cheng)本,焦(jiao)價(jia)(jia)受到較強支撐。不(bu)過,考慮到當前(qian)(qian)煉焦(jiao)利潤較好(hao)(hao)、環保(bao)督(du)查減弱(ruo)及焦(jiao)企環保(bao)改造陸續完成(cheng)(cheng),各地(di)焦(jiao)企開(kai)工(gong)積(ji)極,開(kai)工(gong)率(lv)持續明顯回升,焦(jiao)炭(tan)供應(ying)邊際有(you)所(suo)增(zeng)加(jia),對(dui)(dui)焦(jiao)炭(tan)上漲行情形(xing)成(cheng)(cheng)一定擾(rao)動。
對于后市(shi),興業(ye)期貨分析師表示,焦(jiao)(jiao)價走(zou)勢震蕩(dang)偏強,建議(yi)焦(jiao)(jiao)炭期貨1901合約可逢2300元/噸以下輕倉入多。后續(xu)需密切關注(zhu)各地采暖季(ji)具體(ti)限(xian)產執行方案及港口庫存(cun)情況。
中(zhong)(zhong)(zhong)證(zheng)網(wang)聲(sheng)明(ming):凡本(ben)(ben)網(wang)注(zhu)明(ming)“來(lai)源(yuan):中(zhong)(zhong)(zhong)國證(zheng)券(quan)報·中(zhong)(zhong)(zhong)證(zheng)網(wang)”的所有(you)作(zuo)(zuo)品(pin),版權均(jun)屬于(yu)中(zhong)(zhong)(zhong)國證(zheng)券(quan)報、中(zhong)(zhong)(zhong)證(zheng)網(wang)。中(zhong)(zhong)(zhong)國證(zheng)券(quan)報·中(zhong)(zhong)(zhong)證(zheng)網(wang)與(yu)作(zuo)(zuo)品(pin)作(zuo)(zuo)者(zhe)聯合(he)聲(sheng)明(ming),任何組織未經(jing)中(zhong)(zhong)(zhong)國證(zheng)券(quan)報、中(zhong)(zhong)(zhong)證(zheng)網(wang)以及作(zuo)(zuo)者(zhe)書面授權不得轉載、摘編或利用其(qi)(qi)它(ta)方式使(shi)用上述作(zuo)(zuo)品(pin)。凡本(ben)(ben)網(wang)注(zhu)明(ming)來(lai)源(yuan)非中(zhong)(zhong)(zhong)國證(zheng)券(quan)報·中(zhong)(zhong)(zhong)證(zheng)網(wang)的作(zuo)(zuo)品(pin),均(jun)轉載自其(qi)(qi)它(ta)媒體(ti),轉載目的在(zai)于(yu)更(geng)好服務讀者(zhe)、傳遞信息之(zhi)需,并不代表本(ben)(ben)網(wang)贊同其(qi)(qi)觀點,本(ben)(ben)網(wang)亦不對其(qi)(qi)真實性負責,持異議者(zhe)應與(yu)原(yuan)出處單位(wei)主(zhu)張權利。
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經營許可證編號:京(jing)B2-20180749 京(jing)公網安(an)備0-1
Copyright 2001-2018 China Securities Journal. All Rights Reserved