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Since the beginning of this year, China's coal supply has appeared tight
.
As the north continues to enter the heating season, the peaks of coal for heating and coal for power supply are superimposed, making the issue of coal supply more concerned
Taiyuan, Shanxi: High-load operation of coal production enterprises to ensure the supply of electric coal
At ten o'clock in the morning, in a large coal mine in Taiyuan, Shanxi, a group of mining workers were preparing to change shifts and leave the mine
.
The staff told reporters that in order to ensure coal mine output, each production link is in a state of high-load operation
Niu Tao, leader of the first comprehensive mining team of Xishan Coal and Electricity Guandi Mine of Shanxi Coking Coal Group: The coal production increased from September to October, and the wages were also higher, with an average of about 3,000 yuan per person
.
Wang Yonggang, head of Xishan Coal and Electricity Guandi Mine of Shanxi Coking Coal Group: In the original plan, a reasonable and effective production organization was carried out to increase production by more than 30,000 tons every month
.
During the stay, the reporter learned that in order to ensure the supply of thermal coal, many coal production companies in Shanxi have successively adjusted their production structure, reducing the supply of clean coal to steel mills and increasing the direct sales of raw coal
.
Wang Maosheng, deputy director of the Shanxi Provincial Energy Bureau: In October, in accordance with the requirements of the state to ensure supply, we supplied 8.
23 million tons of electric coal to 14 provinces
Since September, local governments have allowed 153 coal mines to increase their production capacity by 220 million tons per year, and related coal mines can increase production by more than 50 million tons in the fourth quarter
.
In this context, in early October, the country’s daily coal output exceeded 11.
5 million tons, an increase of more than 1.
2 million tons from mid-September, setting a new high this year
Datong, Shanxi: Increase in coal transportation volume and price cut by over 100 yuan per ton
At present, coal enterprises in Shanxi are making full efforts to produce, and coal output is also rising steadily
.
With the increase in coal supply, the downward trend in market prices has gradually begun to appear
At the coal transfer yard of a coal production enterprise in Shanxi, a train is loading coal, ready to be sent to Qinhuangdao
.
The person in charge told reporters that in the fourth quarter of this year, their group will guarantee the supply of 20.
3 million tons of coal to six provinces (autonomous regions and municipalities) including Guangxi, Jiangsu, Jilin, Anhui, and Shanghai, as well as supply some thermal coal for the Northeast region
Recently, Datong, Ordos and other places have taken the initiative to lower the coal sales price of pitheads by more than 100 yuan per ton
.
According to the requirements of the recent notice issued by the National Development and Reform Commission, power generation and heating companies and coal companies need to sign a batch of medium and long-term contracts on the basis of the medium and long-term contracts that have been signed this year.
Increase the proportion of to 100%
Jiao Longxiang, Manager of Sales Management Center of Shaanxi Coal Group Yubei Caojiatan Company: Since the fourth quarter, Changxie Coal has increased from 43.
52% to 48.
64%, an increase of 5.
12%, and it is still growing
On October 29, the National Development and Reform Commission once again spoke out, based on a recent survey of coal production costs in all coal-producing provinces and key coal enterprises across the country
.
The preliminary summary results show that the cost of coal production is significantly lower than the current spot price of coal, and there is room for continued correction of coal prices
.
Increase in supply, slowdown in demand growth, tight coal supply and demand, or will improve
Since the beginning of October, the increase in coal production and supply in my country has further accelerated, and the stable price and supply of coal have achieved certain results.
Then, what is the supply and demand pattern of my country's coal market in the future?
According to customs data, in September, the country imported 32.
88 million tons of coal, an increase of 17.
2% month-on-month and 76.
1% year-on-year
.
Xiao Xinjian, deputy director of the Economic Center of the Energy Research Institute of the National Development and Reform Commission: The inventory of the unified power plant is close to 100 million tons, an increase of nearly 20 million tons from September, and the available days reach about 18 days
.
From the consumer perspective, this year, in the first three quarters of this year, China's macro economy continued to recover steadily.
The total electricity consumption of the whole society increased by 12.
9% year-on-year, and electricity demand grew rapidly
.
At present, this winter and next spring, the growth rate of coal demand has slowed down, mainly using coal for power generation and heating
.
With the increase in coal supply, tight supply and demand may be further eased
.
Xiao Xinjian said that coal production in a single month in October should be able to meet coal demand
.
As coal further releases its production capacity, the supply of coal will generally increase.
On this basis, the supply and demand of coal will generally be guaranteed
.
Transfer from: CCTV Finance