The hottest operation situation of coal industry i

2022-08-08
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The operation situation of the coal industry in April

the overall performance of the national coal market in April was different, among which coking coal was under pressure, anthracite continued to decline, and thermal coal showed a trend of "not light in the off-season". The details are as follows:

in terms of thermal coal, although April is the traditional off-season demand for thermal coal, the market performance this year is relatively optimistic. At the beginning of April, the tax price at the mouth of a mainstream coal mine in Shenmu, Shaanxi was 440/ton, which was raised to 480/ton as of April 24, up 100/ton compared with the same period last year, or 26.3%. The overall performance is "not light in the off-season". Coal mines in the main production areas began to resume production in succession this month, but due to the impact of the safety and environmental protection inspection around the goal of building a powerful country with materials, the pace of resumption of production was relatively slow, and the restrictions on coal management tickets in Inner Mongolia and Shaanxi were relatively strict. Some coal mines suspended production due to the use of coal management tickets, and the supply was further blocked, supporting the coal price

in terms of coking coal, the national coking coal market as a whole maintained a stable operating trend in April. From the end of March to the beginning of April, affected by the weak downward trend of the coke market, the intention of coking plants to suppress coking coal has increased, and the price of coking coal in most local coal mines and some state-owned enterprises has decreased by/ton. However, after entering the middle of April, with the improvement of the mentality of the downstream coke market, the coking coal market began to gradually stop falling and stabilize. Near the end of April, coking coal market shipments have improved, coal enterprises' inventories have declined, prices are relatively strong, and the space below is limited. On the whole, coal mine safety production runs through the whole year, the release of coal output is limited, the supply side has strong support for coal prices, and the coking coal market is expected to continue a stable trend in the later period

in terms of anthracite, the bituminous coal market continued to operate weakly and stably in April. The shipment of coal mines in some regions was under pressure, and the anthracite price continued to be reduced. Among them, anthracite lump coal was still the main force in the price reduction. Although the final coal fluctuated, the range of decline and price reduction were small. In April, the anthracite market was in the off-season market, and the enthusiasm of coal using enterprises such as urea and methanol in the downstream continued to be low, and the shipment of lump coal from coal mines was generally under pressure. Coal mines in Shanxi, Henan and other regions have callback coal prices, with a single round of decline ranging from/ton. At present, the quotation of some high-quality anthracite lump coal in Jincheng, Shanxi is less than 1100/ton, and the quotation of anthracite fine coal is/ton. In the later stage, it is difficult for downstream users to significantly improve their demand for anthracite. The overall supply and demand of the anthracite market continues to be loose, and the game between supply and demand continues. Coal prices in some regions are still likely to fall, but the scope of decline may be narrowed

the main characteristics of domestic coal market operation in March: the national raw coal output increased month on month and year on year; The total amount of imported coal fell slightly year-on-year; The profits of coal mining and washing industry fell slightly year-on-year; The inventory and daily consumption of the six coastal power plants fell slightly, and the port inventory increased slightly

in January and March, raw coal production increased year-on-year and month on month

in March, the national raw coal production was 298 million tons, a year-on-year increase of 2.80%, and a month on month increase of 68.35 million tons, an increase of 29.71%. In January, the national raw coal output was 812 million tons, an increase of 1% year-on-year. In March, as domestic coal mines gradually resumed production, coal supply began to pick up. The production speed of the three major coal producing areas varied in June. Among them, Inner Mongolia increased by 4.33% year-on-year; Shanxi increased by 7.96% year-on-year; The year-on-year decrease in Shaanxi was 17.75%

the coal import volume in February and March increased slightly month on month

the latest data released by the General Administration of Customs showed that China imported 23.482 million tons of coal in March, a year-on-year decrease of 3.218 million tons, a decrease of 12.05%; The month on month increase was 5.841 million tons, an increase of 33.11%. In January, the country imported 74.628 million tons of coal, up 4. 5% year-on-year In case of abnormal noise during the whole process of the experiment, it decreased by 1% last year. China exported 565000 tons of coal in March, an increase of 346000 tons year-on-year, an increase of 157.99%; The month on month decrease of 92000 tons was 14.00%. In January, China exported a total of 1.824 million tons of coal, up 88.42% year-on-year

III. The profits of coal mining and washing industry fell slightly

in 2019, China's coal prices as a whole showed a trend of weak operation. In 2019, the main business income of coal mining and washing industry reached 337.35 billion, an increase of 2.6% year-on-year; The technology of coal mining can be used as a targeted drug delivery system and washing industry, achieving a total profit of 33.62 billion, a year-on-year decrease of 23.2%

4. The daily consumption of the six coastal power plants fell slightly

in April, the inventory and daily consumption of the six coastal power plants all showed a downward trend. As of April 24, the electricity coal inventory of the six coastal power plants was 15.2998 million tons, with a daily consumption of 615700 tons, which can be used for 24.8 days. The daily consumption of the main power plants of the six coastal power groups fell slowly, and the days of inventory availability remained above 20 days. The inventory of power plants was high, and the characteristics of off-season demand appeared. At the same time, supported by Changxie coal and affected by the centralized maintenance period of power plants, the power plants were not very enthusiastic about the purchase of coal in the market, and the port coal price lacked the power to rise

v. port coal inventory increased slightly

in April, Qinhuangdao Port coal inventory increased first and then decreased. Since the spring centralized repair of Daqin line was started on the 7th, the sky window has been opened for 3 hours a day, affecting the shipment volume of million tons, resulting in the transfer level of Qinhuangdao Port falling to about 500000 tons. The inventory of Qinhuangdao port has been digested downward. In addition, some lines have power supply failures, and the railway traffic volume is running at a low level. The overall inventory has increased first and then decreased this month. As of April 24, the coal storage in QinGang was 6.365 million tons, up 40000 tons from the same period last month, an increase of 0.94%

future forecast:

although at 4 During the off-season of traditional coal consumption, the market is still expected to be bearish, but the slow start of coal supply and the increase of uncertainties have become a strong support for coal prices. At the same time, the pit mouth price has increased significantly with the increase of the phased replenishment demand of downstream industrial enterprises. In the future, due to the limited supply increment of the origin, the coal price will still rise slightly. In the northern port, due to the tight quality coal and high shipping costs, the coal price will stop falling and stabilize

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