4月份进口蒙古国煤炭通关量保持增长态势,蒙煤市场供应稳定
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摘要:4月份截至目前我国进口蒙古国煤炭三大口岸总通关车数43912车,环比增加861车,涨幅2.00%。其中甘其毛都口岸通关车数22080车,环比减少75车,降幅0.34%;策克口岸通关车数15311车,环比增加1443车,涨幅10.41%;满都拉口岸通关车数6521车,环比减少507车,降幅7.21%。

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4月份截至目前我国进口蒙古国煤炭三大口岸总通关车数43912车,环比增加861车,涨幅2.00%。其中甘其毛都口岸通关车数22080车,环比减少75车,降幅0.34%;策克口岸通关车数15311车,环比增加1443车,涨幅10.41%;满都拉口岸通关车数6521车,环比减少507车,降幅7.21%。

As of April, the total number of customs clearance vehicles for importing coal from Mongolia at the three major ports in our country was 43,912, an increase of 861 vehicles compared with the previous month, representing a growth rate of 2.00%. Among them, the Gancimaodu Port had 22,080 vehicles for customs clearance, a decrease of 75 vehicles compared with the previous month, with a decline rate of 0.34%; the Chuke Port had 15,311 vehicles for customs clearance, an increase of 1,443 vehicles compared with the previous month, with a growth rate of 10.41%; the Man Dula Port had 6,521 vehicles for customs clearance, a decrease of 507 vehicles compared with the previous month, with a decline rate of 7.21%.


甘其毛都口岸通关量虽环比微量减少75车,然通关绝对量仍居三大口岸之首,该口岸作为主焦煤核心进口通道,近期受口岸高库存及蒙5#原煤价格回落的影响,贸易商采购节奏有所放缓,其日均通关量在4月份仍保持高位运行,市场观望情绪升温。

Although the throughput at Ganqi Maodu Port decreased by 75 vehicles compared with the previous month, the absolute volume of its customs clearance still ranked first among the three major ports. As the main core import channel for coking coal, this port has recently experienced a slowdown in the purchasing pace of traders due to high inventory at the port and the decline in the price of Mongolian 5# raw coal. However, its average daily customs clearance volume remained at a high level in April, and the market's观望sentiment has intensified.


策克口岸表现较为强劲,4月份截至目前通关量环比增长明显,该口岸以动力煤及配焦煤进口为主,一季度过货量同比大增,4月份延续增长势头不减,口岸配焦煤种价格相对稳定支撑了通关积极性,其日均通车数量维持在较高水平,反映区域性能源补库需求韧性。

The Qik Port has shown a relatively strong performance. As of now in April, the customs clearance volume has increased significantly compared with the previous month. The port mainly imports thermal coal and coking coal. The cargo volume in the first quarter increased significantly year-on-year, and the growth momentum continued in April without abating. The price of the coking coal type imported at the port has remained relatively stable, which has supported the customs clearance enthusiasm. The average daily traffic volume remains at a high level, reflecting the resilience of regional energy replenishment demand.


满都拉口岸4月份通关量环比减少507车,作为定位“区域性补充”的口岸,其波动主要受短期市场交投冷清影响,下游采购偏谨慎,导致其成为三大口岸中下滑较为明显的通道,不过该口岸一季度通关量同比激增190.85%,长期增长潜力仍存。

The throughput at Man Dula Port decreased by 507 vehicles month-on-month in April. As a "regional supplementary" port, its fluctuations are mainly influenced by the sluggish market trading. The downstream purchases are cautious, making it the channel with the most significant decline among the three major ports. However, the throughput at this port increased by 190.85% year-on-year in the first quarter, indicating that its long-term growth potential still exists.


综合来看,4月份三大口岸总通关量延续了历史同期的强劲势头,结构性分化凸显各口岸功能定位差异,近期国际局势动荡引起的油气资源价格上涨及供应短缺问题暂未对进口蒙古国煤炭通关量产生实质性影响,预计5月份进口蒙古国煤炭通关量在无突发事故出现影响前提下继续维持高位运行,未来需重点关注国内煤焦市场价格走势、期货盘面波动影响以及口岸库存变化对蒙古国煤炭资源价格的传导效应。

Overall, the total customs clearance volume at the three major ports in April continued the strong trend observed in the same period in history. The structural differentiation highlighted the differences in the functional positioning of each port. The recent turmoil in international affairs, which led to the increase in oil and gas resource prices and supply shortages, has not yet had a substantive impact on the customs clearance volume of imported coal from Mongolia. It is expected that the customs clearance volume of imported coal from Mongolia in May will continue to operate at a high level without any sudden incidents affecting it. In the future, it is necessary to pay close attention to the price trends of domestic coal and coke markets, the impact of futures market fluctuations, and the transmission effect of changes in port inventories on the price of Mongolian coal resources.


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