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正月十五过后，港口市场煤价格一路上涨，5500大卡市场动力煤平仓价从2月24日的605元/吨涨至3月8日的645元/吨，累计上涨了40元/吨。从3月9日开始，环渤海港口煤价停止上涨，出现回落；而上周，内蒙等地坑口煤价下跌，电厂日耗小幅回落，秦港存煤也出现增加，加快了港口煤价下跌步伐。笔者预计，环渤海港口市场煤价格将跌至600-610元/吨后，随后企稳止跌，并反弹。
