This period Bohai sea power coal price index rose 8 yuan / ton, the newspaper closes at 490 yuan / ton, a record this year biggest weekly gain. The recent introduction of the new deal is expected to make the burden of coal enterprises and coal into practice, the coal supply and demand pattern is expected to gradually improve, the fourth quarter of the domestic coal prices will usher in the rise period. Bohai sea power coal price index this year biggest weekly gain, mainly due to the national day after the product's Shenhua sharp price rises 15 yuan / ton of coal, with coal, then have to follow. The increases of less than Shenhua price range that part of small and medium-sized coal enterprises also failed to timely follow-up, with seasonal coal for the arrival of the peak season, small and medium-sized coal enterprises are expected to actively follow up coal prices rise space, existence. The Ministry of Finance decided since December 1st this year, the resource compensation fee rate to zero, to cease the levying of coal price adjustment fund, and the abolition of Shanxi coal sustainable development fund, Qinghai primary mineral products ecological compensation, Xinjiang coal resources of local economic development fee. In Shanxi 5500K power coal as an example, only coal price adjustment fund and coal sustainable development fund two tons of coal will reduce the enterprise cost 20-30 yuan / ton, equivalent to the cost of about 7%-11%, the current resource compensation rates have been assessed by product sales revenue 1%, influence range is about 25-30 yuan / ton, combined with previously in Shanxi province suspend the extraction of mine environmental restoration margin and coal transferring development funds, the total cost reduction 22%-25% tons of coal, Shanxi coal prices significantly reduce the burden. Coal resource tax reform plan is expected in the market, the Qing Fei Li tax, the tax burden of coal enterprises is expected to reduce the. The amplitude of the coal resource tax rate under the new deal for 2%-10%, with Datong coal industry as an example, according to the current from the amount of taxation is calculated, tons of resources tax is about 3.2 yuan / ton, assuming the ad valorem according to the highest rate of 10% calculations, tons of resources tax is about 30 yuan, an increase of about 27 yuan / ton, while the Qing Fei policy to reduce the total cost of per ton coal is about 60 yuan, therefore, Qing Fei Li tax burden of coal enterprises reduced. Coal import tariff increase is expected to improve the coal supply and demand pattern. In October 15th this year, coal, coking coal and other zero import provisional tax will be cancelled, respectively, the resumption of the implementation of 3% to 6% of the MFN tariff rate. Although the domestic coal prices have dropped substantially, but the current coal prices are still lower than the domestic price in foreign countries, high and low external pattern enables the introduction of imported coal more willing to domestic downstream terminal customer. Coal demand down helps to improve the domestic coal supply and demand structure. The market is expected to domestic coal production to 38 tons this year, with imports of coal 3 tons or so, the total supply of nearly 41 tons, while domestic coal demand of 37 tons or so, the oversupply phenomenon is more serious. Coal import tariff adjustment, will be a greater extent boycott some imported coal, to reduce the impact of imported coal on the domestic coal market, the domestic power coal price will get support. Reverse market expectations will bring investment opportunities for coal stocks, the reform of state-owned enterprises is expected to become the main investment. Recently, Henan province SASAC identified Pingmei Shenma Group, Henan energy chemical group and other 8 enterprises responsible for the first batch of pilot reform tasks, including Pingmei shares as a major shareholder Pingmei Shenma Group, high energy belonging to the Henan energy chemical industry group. In addition, Guodian said to "realize the diversification of ownership structure as the main points of deepening reform, Pingzhuang energy resources belong to the state power's department. Open air coal backed by the CPI flag, the reform of state-owned enterprises and the Inner Mongolia regional development policy is expected to heat up.