The daily consumption in the lower reaches rises slightly

Focus on power coal: in terms of production area, in Shaanxi Province, the mine mouth price is relatively stable as a whole, and there are relatively more coal hauling trucks in some coal mines. The coal price has been increased by 10-15 CNY/ton. In Ordos area, Inner Mongolia, due to the poor demand of the downstream and port, there are few coal trucks in the mining area, and the long-term cooperative shipping is mainly maintained on the upper platform. The coal price is mainly stable, and most coal mines are mainly to ensure safety near the end of the year, and the output may be tightened. In terms of ports, at present, the sentiment of coal market in northern port is relatively stable in the early stage.

The demand for medium and low-grade coal in ports is better than that of high-grade coal, and the quotation of individual traders is slightly increased by 1-2 CNY/ton. However, the downstream terminals and power plants still maintain the purchase of long-term coal, with a small amount of market transactions. In addition, the railway shipment is stable, the port inventory is still high, and the release of market coal purchase is limited. At present, port 550 The main quotation of 0 kcal power coal is 547-552 CNY/ton, and that of 5000 kcal is about 483-488 CNY/ton. As of November 22, the total inventory of Caofeidian is 9.575 million tons, that of Jingtang Port is 7.011 million tons, and that of Qinhuangdao port is 652 tons. In the downstream, at present, the national cooling area is gradually expanding, the heating area in the north is also expanding, and the coal consumption of the power plant is rising, but the inventory of the power plant is still at a high level, the purchasing is not high, and the signs of civil coal and winter storage have not been reflected. As of November 22, the six major coastal inventories are 1659.97, with a daily consumption of 65.6, which can be used for 25.3 days.

In terms of imported coal, due to the poor domestic market demand and weak domestic coal market, the transaction of imported coal market is calm, and the quotation of foreign mines is stable and weak, while the basic purchase and replenishment of coal in the south are mainly based on the long-term cooperative coal in the north, and the demand of imported coal market is weak, and most importers are concerned about the continuous unloading after customs clearance near the end of the year. At present, Indonesia's 3800 kcal FOB price is US $33-34 / ton, while Australia's 5500 kcal FOB price is US $50.5-51.5/ton.