According to comprehensive media reports, as the number of coal stocks in Huanqi increased from 2015 million tons last week to 212.19 million tons, the coal inventory of the four ports around the Bohai Sea hit a record high. Compared with the previous week's inventory of the four ports in the Bohai Rim this week, the number of coal inventories in the four ports around the Bohai Sea increased by 1.069 million tons, an increase of 5.39%.
As of June 17th, the inventory of the four ports in the Bohai Rim was: 9.3 million tons of coal inventories at Qinhuangdao Port, 3.08 million tons of SDIC Caofeidian Port, 5.08 million tons of coal inventory in Jingtang Port, and Tianjin Port. Coal inventories amounted to 3.759 million tons. Compared with the previous week, the coal stocks in the four ports have increased in addition to Tianjin Port. Among them: Qinhuangdao Port coal inventories increased by 320,000 tons, an increase of 3.56%; Jingtang Port coal inventories increased by 630,000 tons, an increase of 14.15%; SDIC Caofeidian Port coal inventories increased 170,000 tons, an increase of 5.84%. Other ports, such as the 3 million tons of storage capacity at Shandong Rizhao Port, are already full of “coalâ€.
In addition, the coal production of major groups has also been controlled. In the case that sales enthusiasm is not very high, China Coal Group has increased its sales volume in May. According to data released by China Coal, its commercial coal output in May fell 4% year-on-year to 8.82 million tons, coke production fell 10.5% to 170,000 tons, coal mining equipment output value rose 8.7% to 790 million yuan, but its coal sales It rose 8.9% to 11.93 million tons.
The international situation may or may change in the next month. As Australia will introduce carbon tax and mineral resource lease tax in July, the production cost of imported coal will increase, and the supply of imported coal will also be affected. A certain degree of decline.
Of course, as the temperature continues to rise, the number of electrical equipment is gradually increasing, and the daily coal consumption will continue to increase. Inventory of power plants in various regions will also slowly decline from high levels, thus reducing coal inventories.
At the same time, in order to ease the pressure on the existing coal mines in the port and prevent electric coal from causing potential safety hazards under high temperatures, Hebei Province has started the electric coal daily report mechanism and carried out a daily summary analysis of the amount of coal input, loading capacity, and The number of stocks and vessels in anchorages, as well as the dynamics of coal transportation, help enterprises to coordinate and solve related problems. In addition, an early warning mechanism for coal stranded in Hong Kong will be set up in major ports to set indicators for the number of days for stockpiling of coal. Coal mines with long storage periods will be notified to the railway departments and delivery units in a timely manner, urging them to ship to Hong Kong. The major ports in Hebei Province will increase the site turnover rate, promote the effective convergence of vehicle and ship cargo, minimize the time for auxiliary production operations, and increase the efficiency of collaborative operations.
With the successive introduction of macro-control measures by the state and provinces, the possibility of coal prices falling stabilized will increase, but it will take some time for the policies to become effective in the coal industry.
As of June 17th, the inventory of the four ports in the Bohai Rim was: 9.3 million tons of coal inventories at Qinhuangdao Port, 3.08 million tons of SDIC Caofeidian Port, 5.08 million tons of coal inventory in Jingtang Port, and Tianjin Port. Coal inventories amounted to 3.759 million tons. Compared with the previous week, the coal stocks in the four ports have increased in addition to Tianjin Port. Among them: Qinhuangdao Port coal inventories increased by 320,000 tons, an increase of 3.56%; Jingtang Port coal inventories increased by 630,000 tons, an increase of 14.15%; SDIC Caofeidian Port coal inventories increased 170,000 tons, an increase of 5.84%. Other ports, such as the 3 million tons of storage capacity at Shandong Rizhao Port, are already full of “coalâ€.
In addition, the coal production of major groups has also been controlled. In the case that sales enthusiasm is not very high, China Coal Group has increased its sales volume in May. According to data released by China Coal, its commercial coal output in May fell 4% year-on-year to 8.82 million tons, coke production fell 10.5% to 170,000 tons, coal mining equipment output value rose 8.7% to 790 million yuan, but its coal sales It rose 8.9% to 11.93 million tons.
The international situation may or may change in the next month. As Australia will introduce carbon tax and mineral resource lease tax in July, the production cost of imported coal will increase, and the supply of imported coal will also be affected. A certain degree of decline.
Of course, as the temperature continues to rise, the number of electrical equipment is gradually increasing, and the daily coal consumption will continue to increase. Inventory of power plants in various regions will also slowly decline from high levels, thus reducing coal inventories.
At the same time, in order to ease the pressure on the existing coal mines in the port and prevent electric coal from causing potential safety hazards under high temperatures, Hebei Province has started the electric coal daily report mechanism and carried out a daily summary analysis of the amount of coal input, loading capacity, and The number of stocks and vessels in anchorages, as well as the dynamics of coal transportation, help enterprises to coordinate and solve related problems. In addition, an early warning mechanism for coal stranded in Hong Kong will be set up in major ports to set indicators for the number of days for stockpiling of coal. Coal mines with long storage periods will be notified to the railway departments and delivery units in a timely manner, urging them to ship to Hong Kong. The major ports in Hebei Province will increase the site turnover rate, promote the effective convergence of vehicle and ship cargo, minimize the time for auxiliary production operations, and increase the efficiency of collaborative operations.
With the successive introduction of macro-control measures by the state and provinces, the possibility of coal prices falling stabilized will increase, but it will take some time for the policies to become effective in the coal industry.
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