Trend differentiation of coal price in production areas with different pallet

The latest price index issued by Inner Mongolia coal trading center shows that the price of six specifications of mine mouth in this period is "two drops and four evens", the price of coal with calorific value of 4500kcal / kg and below is slightly reduced by 1 CNY/ton, and the price of other specifications is completely flat. From the perspective of price operation in this period, the price trend of different kinds of coal appears differentiation. On the one hand, the low calorie power coal in pithead is affected by the decrease in the purchase price of the power plant in the pipeline in December, and on the other hand, it is affected by the decrease in the purchase and transportation volume caused by the recent decline in the price of the downstream port, which is under pressure. However, the price of medium and high calorie power coal is basically stable due to the positive influence of the recent production stage. The main factors that affect the price of medium and high truck power coal in the near future: first, the demand for picking up the warehouse in the logistics park of the origin has released the purchasing pallet. In order to cope with the factors such as snow weather, safety inspection and coal mine holiday, the large-scale traders in the origin have started to enter the stage of replenishing and picking up the warehouse in succession. The purchasing pallet has been released, especially the demand for medium and high truck power coal.

According to the data of Inner Mongolia coal trading center, in the middle of December, the inventory of Ordos main logistics park was 1593400 tons, an increase of 236400 tons on a month on month basis, nearly 576000 tons more than that in the middle of November. Among them, the inventory of medium and high truck Logistics Park increased by 214000 tons on a month on month basis, while that of low truck Logistics Park increased by about 20000 tons. The increase of purchase demand will be good for the price of medium and high truck power coal. II. The price of medium and high-end cards for large-scale enterprises' origin procurement has been basically stable. Since this year, due to the influence of port shipment, the concentration of origin trade has increased, and the influence of purchase price of large and medium-sized traders on the origin has increased. On the one hand, affected by the stable operation of port price, on the other hand, affected by the demand for inventory improvement, the purchase price of large and medium-sized traders was basically flat, forming a certain support for the price of medium and high calorie power coal in the production area. Data shows that since the middle of November, the purchase price of high and medium-sized cards in most purchase enterprises in pithead has remained basically unchanged. III. there are many snowy days and limited haulage. It is close to the annual pass and the supply is tight. In the near future, there are many snowy days in the production area. The roads are frozen and haulage is limited. The purchase demand is not stable, and the coal mine has no intention to adjust the price temporarily; in addition, near the end of the year, the enthusiasm of coal mine production has declined to some extent, or production has been reduced, production has been stopped, and the supply is tight. On the whole, as the inventory of the logistics park gradually increases, the pace of replenishment may slow down. At the same time, in the case of weak port demand, the coal price of the production area will still be under pressure.