In four, six coastal power plants daily coal consumption amount maintained at 55.6 million tons, compared to three months compared with basically the same; but before the user actively save coal, most power plants stored coal in high, prompted shipped to pull down the enthusiasm, coastal coal transportation is busy degree weakened to reached the northern port of pulling coal ship reduce. Especially increase of Qinhuangdao port, Tangshan port coal terminal mooring space phenomenon, coal throughput to owe; and Huanghua port to port pull coal ship also slightly reduced. In the demand side has weakened, the resource supply is not sufficient. Under the influence of the Datong Qinhuangdao line maintenance, rail cars continue to remain low, Bohai Sea port of stored coal rose marginally, support the Bohai Sea port coal prices remain stable.
At the end of April and the end of the Datong Qinhuangdao line maintenance, coal transportation returned to normal; in May and ring Bohai Sea port coal supply has been a reliable guarantee, port resources will increase, coal prices rising power will be weakened. But by the Shanxi Province's coal mines strict rectification, production would be reduced. In addition shipment of coal enterprises become rational, most coal enterprises will sales quotas. The railway is expected to have a significant increment in the car, have a supporting role in coal. Is expected to May, Bohai coal prices steady.
In the first quarter, despite the national power generation grew by 1.8%, but the thermal power generation was down 2.2%, an increase of 17.5% hydroelectric power, leading to the decline in coal demand for thermal power generation. In April, when the civil electricity trough, part of the power plant unit overhaul has begun, the load has declined. And six coastal power plant consumption of coal level is maintained in a low level, April 26 deadline, six coastal power plant total coal storage 11.44 million tons, daily consumption of 57.3 million tons, save coal days available for 19 days, power, state power and coastal power plants stored coal available days are at the high level of more than 14 days. High power plant inventory, the daily consumption of low, to promote the South power plant to pull the positive decline. The arrival of the off-season, civilian power weakened, many coastal power plants are not eager to pull the coal replenishment, but the northern port of coal to maintain a rigid procurement.
Spring is the traditional coal off-season, rainy season, rain in the South increased, hydropower gradually restored, the output increase; southern regions have gradually entered the rainy season, hydropower force is expected to continue to increase, thermal power demand space will be further compressed. The relative reduction of thermal power, the power plant load is not high, resulting in coastal areas along the Yangtze River, the number of coal power plant to reduce the number of coal. In order to ensure Yingfengduoxia required, high temperature in summer to full load power generation, coastal power plants to increase the thermal power unit maintenance efforts, the power load is generally low, demand for coal shortage. Many power plants that rely on high inventory, on the northern port stored coal remain rigid Rafah operation, reduce the number of procurement of domestic coal, to curb domestic coal prices continue to rise.
Coal prices rose slightly and railway freight reduction, Shanxi, Inner Mongolia and other places of small coal enterprises of shipment costs down, profit space is increased, the enthusiasm of coal shipped improved. In April, in spite of the Datong Qinhuangdao line maintenance, but a lot of coal enterprises also actively organize the source of goods, increase coal shipped quantity; promote Datong Qinhuangdao railway line maintenance, dispatch of the reduction in the amount of coal is not much, in the case of the downturn in demand, further to pull up the northern port of stored coal quantity, pressure on the coal market increase.
Although economic enterprises steady potential emerging, China's economic bottom rebound signal began to appear, PMI index increase; but macroeconomic growth continued to slow, down thermal power generation capacity, load power plants continue to remain low, there is no substantial increase of the amount of coal consumption, unable to stimulate the domestic coal city walk. It is expected that in May, the coastal coal transportation supply and demand continue to maintain two weak situation.
In addition, imported coal is still raging, especially Australia, Indonesia, Russia and other countries of coal in low influx, strong impact on the domestic coal market. At present, in Guangzhou after unloading port, Qinhuangdao Port coal CIF than Australia with quality coal CIF to 40 yuan / ton, the current domestic coal CIF southern port about 410 yuan / ton, while imports CIF price of coal in 370 yuan / ton, show the price of imported coal, coal imports continue to squeeze the domestic coal market. Once the domestic coal prices rose sharply, the number of users will increase the purchase of imported coal. On the one hand, added the supply shortage; on the other hand, curb domestic prices. Therefore, the two quarter, the demand for coal downstream dull, sluggish, low power consumption of the power plant, as well as the influx of low prices of imported coal, the coal market demand will continue to slow down.