The role of coal "stabilizer" is being highlighted

　　Since the second half of last year, China's coal supply has been tense, and some areas have experienced power outages
.
Relevant state departments have issued a series of policies and measures, and large-scale coal enterprises and railway transportation enterprises have taken active actions, making important contributions to the peak energy consumption
.
In February this year, the National Development and Reform Commission issued the "Notice on Further Improving the Coal Market Price Formation Mechanism", proposing a reasonable range of coal prices, that is, the price of 5,500 kcal medium and long-term transactions including tax for Qinhuangdao Port's water coal is between 570-770 yuan per ton.
Realize the effective connection with the electricity price range of coal-fired power generation "base price + floating no more than 20%"
.
In this way, the coal price, on-grid electricity price, and user electricity price have achieved a "three-price linkage" through a market-oriented approach, fundamentally straightening out the relationship between coal and electricity prices, and solving the problem of "coal-electricity tops"
.
The "Notice" also clarifies that coal and electricity prices within a reasonable range can be effectively transmitted
.

　　Since the first half of this year, the price authority for bulk commodities has intensively issued a series of regulatory policies, ranging from restricting medium and long-term coal contract prices and coal prices in various links, to prohibiting bundled sales of spot price increases, strictly prohibiting unreasonable increases in circulation costs, and more.
To the definition of the calorific value benchmark of thermal coal varieties and so on
.
The market supervision department issued the "Guiding Opinions on Investigating and Punishing Illegal Behaviors of Price Gouging", and on the basis of clarifying the scope of the illegal price gouging, it proposed to punish the operators who constituted the illegal price gouging
.
In addition, according to the overall supply of energy, especially coal as the basic energy, combined with many uncertain factors at home and abroad, especially under the premise of the sharp rise in international energy prices, in order to maintain domestic coal volume and price, the energy authority has approved a batch of Large-scale coal production capacity, which is a measure to avoid a repeat of last year's tight supply and soaring coal prices, and is also necessary to ensure energy supply during peak summer
.
In the first half of the year, raw coal production maintained double-digit growth year-on-year for many consecutive months.
At the same time, relevant departments gave full play to macro-control and price supervision, especially the implementation of the "three 100%" by the Electric Coal China Long-Term Association, that is, the entire power generation and heating enterprises.
The annual coal consumption contract is 100%, the monthly performance rate of medium and long-term thermal coal contracts is 100%, and the implementation of the national thermal coal medium and long-term contract price policy is 100%, so that the coal price is basically maintained in a relatively reasonable range
.

　　Since June, with the accelerated process of resumption of work and production and the rapid rise in temperature, the demand for electricity has also increased significantly
.
Judging from the data of thermal coal consumption, the entire coal consumption has shown a rapid growth trend recently, and the overall growth rate has also returned to a positive growth state
.

　　While improving the fulfillment rate, a flexible production mechanism for large-scale modern coal mines is being formed
.
With the acceleration of the construction of intelligent coal mines, the proportion of advanced production capacity continues to increase, and the national coal production and supply guarantee capacity is also gradually enhanced.
Combined with the changes in the supply and demand situation of the coal market and the output of new energy power generation, the flexible production capacity of coal mines can be released and the supply and demand of new energy can be filled in time.
gap, and effectively play the role of coal's bottom protection
.

　　Recently, the National Development and Reform Commission held a meeting to arrange the deployment of the replacement and re-signing of medium and long-term contracts for thermal coal
.
The meeting made it clear that in cases of non-performance of the long-term agreement since June, the clauses of one-to-one and three-to-one should be strictly enforced, but for new cases of non-performance in July, the province in which it is located will be subject to a penalty of one penalty of ten
.
"One penalty for ten" is to further strengthen the performance of the long-term contract, and give full play to the role of the "ballast stone" and "stabilizer" of the long-term coal supply guarantee
.
Judging from the current situation, in the later stage, the national level will only further strengthen the supply guarantee of Changxing coal, and the "stabilizer" role of Changxing coal will become more prominent
.

　　From an international point of view, with the recent soaring international coal prices, China's imported coal volume has shown a year-on-year decrease and the import value has increased year-on-year, which also makes the domestic coal supply long-term coal further play a "stabilizer" role
.
(Reporter Zhang Likuan)

From: China Mining News