siyuefenyikaiban，xiayouyajiacaigou，shichangguanwangqingxushenggao，yonghulayunjijixingjianruo。ciwai，shouzhengcetiaokongxiaoxiheqihuojiagedadieyingxiang，shichangkandieqingxujiaonong，maoyishangchuhuoyiyuanzengqiang，meijiaxiadieleyizhou
，gongxiadiele18元/dun。meitanjiageduanqineihuitiao，danyinyouyirancunzai，jiushimeitangongxuquekoubuxiao。congshangzhouerkaishi，suizhedianchangrihaodehuifu，zhongduandianchangkucunjixuhuiluo，yonghubukuyuwangyufaqianglie，ladongmeijiachudifandan。suizhemeijiadechixushangzhang，“買漲不買跌”心態下，終端拉運較熱情，環渤海港口合計下錨船舶數量增至151sou，yunjiachuxianchixushangzhang。weijiangdidangqianguogaomeijia，baozhanggongying，shangjizhuguanbumenlianxuliangcizhaokaibaogonghuiyi
，yanjiuyingduifangan
，zhongdianzaiyushifangchannenghezengjiajinkou，bingyaoqiuzaidaqinxianjianxiuqijianjiangqinhuangdaogangkucundagaodao500萬噸。目前來看



，受安全

、環保
、meikuangchaochanjianzhadengyinsuyingxiang
，shangyoubingweiyoumingxianzengchanjixiang，zhuchanquchannengbingweixunsudedaoshifang，chanliangtongbichuyudiwei，zhengtikuangfangxintaileguan。erzaigangkouwaitiaoliangbaochiyidingshuiping，daqinxianjianxiuzhenghanzhiji

，qingangkucundafuzengjiadekenengxingyebuda。

　　數據顯示，第一季度，南方電網發受電量2856億千瓦時
，同比增長29.7%，增幅創近三年來最高

；最高電力負荷1.98億千瓦
，同比增長27.8%。南方電網預計

，今年二季度
，南方電網全網負荷還將調高340萬-760萬千瓦
，將首次突破2億千瓦。從南方八省電煤日耗來看，即使目前處於機組檢修過程，平均日耗依然高達181.8萬噸的高位，相當於往年的夏季或者剛入冬時的日耗。一旦機組檢修結束，用電量增加
，電廠耗煤量仍有進一步突破的可能。

　　nanfangyijingjinruxunqi
，muqian
，sanxiachukuliulianglvegaoyuquniantongqi，shangyoushuiweiyuwangniantongqichiping。congshujushangkan
，sanxiashuidianliangbiqunianlvehaoyixie，yujizengjia20%左右

；buguoshuidianjishuxiao，bingweiwanquanfali
，zongtizengjiayebumingxian。shoudaqinxianjianxiuyingxiang
，huanbohaigangkoutiaorushuliangmingxianjianshao，tiaochuxiaofuxiajiang，yanxuqukuzhuangtai。zhongduandianchanggongmeiherihaojibenbaochipingheng，shijicunmeibianhuabuda，keyongtianshurengweichidiweiyunxing。muqian，chandi、港口、二港、電廠均處於去庫存存狀態。本月下旬
，在產能釋放滯後
、上遊發運無增量，疊加印尼未出齋月等因素影響下，沿海地區煤炭需求不弱；但隨著國內煤價逐漸升至高位
，電廠拉運積極性會受到挫傷，預計煤價漲幅收窄。