The supply of electric coal is tightly deficient in the price, and the downstream power plant is under pressure: Every time it is issued, it is losing money

In the past few days, in a state -owned coal mine in northwestern Anhui Province, more than 700 meters below the horizontal line, the mechanical roar, the miners are busy, and the new coal black is bright. These coal will soon be shipped to the thermal power plants that are hundreds of kilometers away, used as electrical coal stock reserves to prepare the need for power to protect the supply.

Since the summer of this year, due to the large -scale high -temperature weather and economic recovery growth, the national electricity demand has continued to rise; at the same time, due to the dry water and insufficient water and electricity forces, the supply guarantee of electric coal supply has continued to face greater pressure.

Since August 30, the tension of power supply caused by extreme high temperatures in the Southwest has been effectively relieved, and the supply of power supply is smooth and orderly. Under the sudden rise in thermal power, the price of electric coal is at a high level, and the supply of electric coal insurance in various places is continuing.

nervous

Lao Han is a middleman who has been engaged in coal trade for a long time, and has a good relationship with coal mines in Shanxi and other places. Recently, he told the First Financial reporter that the supply of electric coal was quite tight before, and it was a little relieved, but there were still many electrical coal buyers in Central China and Southern Power Plant every day contacted him, saying that they needed to increase the purchase of coal. "Now the seller is the seller. In the market, we must also pick strong customers, and the state -owned enterprises with strong funds are preferred. "

Since the beginning of this year, coal prices have continued to operate high, especially since August, the demand for electricity in Sichuan -Chongqing area, coupled with continuous high temperature, raining and other weather, hydropower is stretched. Like the above the above -mentioned armal power plants, the pressure of thermal power plants in many core provinces across the country has sudden pressure on the pressure on the power plant in multiple core provinces in the country. Under the huge demand, the overall power of power coal is increasing in supply and reduction, forming a situation of tight supply in the stage of electrical coal, and coal prices continue to operate high.

Tianjin Guotou North Xinjiang Power Plant Xinhua News Agency map

Data released by the National Bureau of Statistics on August 24 showed that the prices of coal types across the country in mid -August showed a rise. Among them, the price of non -tobacco coal (washing the medium, waved portion ≤8%) price was 1577.1 yuan/ton, an increase of 110.3 yuan from the previous period. /Ton, an increase of 7.5%; the price of ordinary coal (mixed coal of Shanxi flour coal and block coal, 4,500 calories) price of 908.3 yuan/ton, an increase of 8.3 yuan/ton from the previous period, an increase of 0.9%; Large card) The price is 1013.3 yuan/ton, an increase of 13.3%.

"The current price of 5,500 card resource market (northern port liquidation price) is still running around 1200 yuan/ton." On August 31, a person in charge of a state -owned power company told the First Financial Reporter that The price difference is large, and the subsequent contract performance rate may have uncertainty, which will affect the supply of electric coal insurance for power generation companies.

According to Lao Han, the average price is 980 yuan/ton from Shanxi coal production area to Qinhuangdao Port. This is only the price of the port of coal to the water port. The lack of water resources such as the Yangtze River and other river channels also affect the transportation of large ships. It takes time and effort. The actual price of the factory should reach about 1200 yuan/ton. "

Lao Han said that before the National Development and Reform Commission had strictly limited regulations, they did not dare to sell high prices, but in the moment when electric coal resources were so scarce, they also needed to pay "small models", that is, intermediary fees. At that time, the price of coal to the power plant will definitely not only report the price of the power plant. "

According to the requirements of the relevant documents of the National Development and Reform Commission, since May 1, the medium and long -term transaction prices and spot prices of coal have a reasonable range. Among them, the mid- and long -term and spot prices of Qinhuangdao Port (5500 calories) have exceeded 770 per ton, respectively. Yuan, 1155 yuan.

On August 31, a person in the northern original coal production area introduced that due to the high temperature and drought of Sichuan and Chongqing some time ago, the price of power coal has risen. Although it has recently eased, it has encountered heavy rain. Purchasing is difficult, the spot of high -calorie coal overlay is tight, the trader's offer has been explored, the 5500 card market quotes is 1240 ~ 1280 yuan/ton, the individual offer is 1300 yuan/ton, the 5,000 card market quotes are 1150 ~ 1180 yuan /Ton, it is also reported to 1200 yuan/ton.

In fact, the country's coal production is still growing. From January to July, the national coal output was 2.56 billion tons, an increase of 11.5%year -on -year, an increase of 260 million tons. Among the 23 provinces and regions, 18 provinces and regions have increased production. Shanxi, Inner Mongolia, Shaanxi, Xinjiang and other four key coal -producing provinces and regions increased a total of 240 million tons, accounting for 91%of the country's increase in production.

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