In recent days, the surface of power coal has fallen below 600.

Demand for cement and chemical purchasing is weak, and production capacity release in Yulin, Shaanxi Province is accelerating, pithead prices are still at risk of falling. In recent years, the daily consumption level has dropped considerably, to 600,000 tons. The downstream power plants are slow to go to inventory, and the willingness to purchase is still weak. In recent years, port imports have been low, port stocks have declined significantly, high-quality goods are relatively small, and prices have risen steadily and moderately. In the operation, the market has dropped below 600 in recent days, and the spot has risen slightly to over 600. The base spread has expanded from the level state, and there is still room for the spread arbitrage. On the spot side, on June 26, the CCI index was 5500 cards, 605 CNY/ton (+2), 5000 cards, 526 CNY/ton (+5). The pithead price still has the risk of falling back: the release of coal mine productivity in Yulin area of Shaanxi Province has been accelerated, the list of the sixth and seventh batches of coal mine resumption has been published recently, and the restriction of coal mine production has also been relaxed. It is known that coal mines in Yulin area have been notified of the release of coal pipe tickets. Coal mines believe that most of the local coal mines are out at present. In general, there is a small amount of inventory pressure, and coal prices may continue to fall with the loosening of supply in the later period. Under the influence of the warming demand of ports in Shanxi and Inner Mongolia, the positive prices of a few coal mines have risen slightly by 5-10 yuan, while the prices of most coal mines are temporarily stable, with a small amount of inventory, and it is believed that coal prices may continue with the loosening of supply in the later period. Fall. On the port side, in recent years, the import volume of ports is relatively low, there are few high-quality spot resources available for sale in ports, structural shortage, stable and small rise in the quotation of low-sulfur montmorillonite, and most buyers are on the sidelines, but a few are eager to get the goods and the transaction price is higher. Shanxi coal demand is less, and the trading price index is down about 3 yuan. At present (CV5500) offer 605-610, (CV5000) offer about 530 yuan. In the aspect of imported coal, the prospect of imported market is not clear, the price is stable and the wait-and-see mood is obvious. Indonesian (CV3800) boat offer FOB36.5-37 US dollars, buyer counter-offer FOB35.5-36 US dollars.

On June 26, the total inventory of the four northern ports was 21.049 million tons, the inventory of the upstream shipping platform was low, the recent import volume was low, and the port inventory declined significantly. Among them, Qinhuangdao Port had 5.535 million tons, Caofeidian Port had 7.224 million tons, Jingtang Port had 6.457 million tons, and Huanghua Port had 1.833 million tons. On the demand side, the daily consumption of power plants has not risen and fallen in the near future, falling below 600,000 tons/day. Under the condition of stable coal supply in Changxie, the inventory of power plants has been degraded slowly. On June 26, the six major power plants along the coast had 17,567,000 tons of inventory, consuming 603,000 tons per day, and coal storage could last 29.1 days.