In the "second five" draft plan appeared on the occasion of coal, the coal market is also the enthusiasm of a continuation of the recent diesel shortage or high boost coal prices continue to innovate. November 10, the reporter learned that the current domestic and international coal prices have hit the second time since October a new high energy saving caused by the recent shortage of diesel, which may involve the "three West" Coal Automotive, thus boosting coal prices to new highs.
In fact, industry sources, including the proliferation of mobility within and outside factors such as the integrated boost, coal prices will continue to rise, the contract coal prices rose across the board.
"Fuel" oil shortage or price of coal to a new high of Qin in Hong Kong
Reporter learned from the coal resource network, Qinhuangdao Port coal price continued to rise this week, including gifted mixed Datong (6000 kcal), Shanxi excellent mixed (5500 kcal), Shanxi large mixing (5000 kcal) latest offer of 850 / t , 800 yuan / ton and 700 yuan / ton, respectively, last week rose 15 yuan / ton, 25 yuan / ton and 15 yuan / ton. It should be noted that the above quote again on February 8 this year, hit a new high since. However, this is not the end of GF Securities analysts said the recent diesel shortage may be involved in the "Three West" Coal Automotive, thus boosting coal prices to new highs.
"Recently, Henan anthracite coal prices rose, never wash the smoke-free city block listing price 1530 yuan / ton, Nov. 1 rose 150 yuan / ton, washed in the smoke-free lump Jiaozuo 1,415 yuan / ton, November 1 rose 70 yuan / ton. "said a senior coal expert Li Chaolin.
He told reporters that although the coal market in Henan coal prices are at a higher price to run, but due to the current coal supply is still tight, still hard to ease the short supply situation, some varieties of coal power coal prices go up still exists.
The reporter has learned that in Shanxi pit price, thermal coal, coking coal prices continue to rise. Datong, Taiyuan, Shuozhou regional thermal coal prices rose last week of 5-15 yuan / ton; Lishi, Hongdong area coking coal prices rose last week 5-10 yuan / ton.
"Fuel" is that the recent outbreak of the country's diesel shortage in some areas, makes the high price of coal every day, there may be a higher level.
GF Securities analyst Chen Liang said, because local governments to complete the energy saving and shock limit of electricity, businesses were forced to buy diesel from power generation. Currently, the diesel shortage has spread to the central and east China, Inner Mongolia, Hohhot, Baotou and other limited supply of diesel phenomenon has occurred.
"Therefore, if the amount of decline in Inner Mongolia coal Automotive, will exacerbate the current supply of coal in eastern China tensions push up coal prices." Liang said.
No change is expected to support the integration of coal blocks
In fact, since the price of coal continued to rise since the National Day, there are multiple reasons, purely from the perspective of supply and demand, the current stable market as a whole, support the domestic coal prices is limited, in this context coal prices also rising, mainly "industry mergers and acquisitions, inflationary pressures, peak demand, "the result of three factors.
This reporter learned that, as of November 9 Qinhuangdao coal stock 6,344,300 tons (6,344,100 tons domestic trade, foreign trade 75,900 tons), less than 1 November 678,000 tons. And, as of October 31, the central direct supply power to 39.414 million tons coal inventory, direct supply of power plant inventory days for 21 days, remain unchanged.
From the above data shows that, whether it is stocks Qinhuangdao Port, or plant part of the normal volume level of inventory, no large gap between supply and demand, ample liquidity is one of the main boost coal prices.
In fact, a rise in domestic coal prices to rise, international coal prices are also soaring. Newcastle, Australia, South Africa, Hong Kong Richard Kong, and Europe respectively, ARA thermal coal latest offer $ 104.88 / ton, $ 100.55 / ton and $ 105.23 / ton, respectively, last week rose 4.4 U.S. dollars / ton, $ 3.97 / t and $ 1.28 / ton.
Industry analysts pointed out that loose Fed monetary policy, the second restart, awash with liquidity, continue to push up commodity prices, in addition to international coal prices, the current international price of oil, natural gas prices both rose, which makes the season has entered the upward pressure on domestic coal prices increased.
Furthermore, industry mergers and acquisitions is expected to support the coal sector is deep-seated reasons for the better.
Secretary National Energy Board Fang, real coal 9 conference on coal in the country, "said second Five-Year" period, China coal production to 37 million tons. In this regard, analysts pointed out that the current annual growth rate of 200 million tons of coal demand, coal consumption is expected this year, 32-33 million tons, which means the next few years China's coal production capacity needs further control, we can achieve the above goal total for the The coal mining enterprises must speed up mergers and acquisitions.
"From the experience of Shanxi, the promotion of mergers and acquisitions of coal mining enterprises, while large-scale coal enterprises will increase the right to speak, on the other segment will be affected in the short supply of coal to support the formation of coal." Analysis sources said.
This reporter learned that in 2011 coal negotiations start soon, the contract coal prices rose across the board. In this regard, the Ministry of fuel a five power generation groups have also revealed to the media, many power plants affected by the continuing loss of coal price, coal prices rose only hope that this year the contract should not be too high, control less than 5%. (Qi Wind)