Inner Mongolia Power Coal: pithead sales general port inventory continues
Inner Mongolia News: In the near future, the coal market in Inner Mongolia has continued to operate steadily; in terms of production area, Ordos area in Inner Mongolia is affected by snowfall, there are few coal trucks in the mine, and the price of foamed coal is temporarily stable, and the price of lump coal in some mining areas is reduced by about 10 CNY/ton. At present, by the end of the year, most of the coal mines are mainly for safety protection, the output is lower than that in the earlier stage, the downstream terminal inventory is high and the shipping cost is hanging upside down, the enthusiasm of the traders is not high, and the coal price is stable in multiple dimensions; in terms of transportation, on the one hand, the production area is affected by the snowfall, the transportation is limited, the number of coal trucks is small, and the transportation price to the park and the inland market is increased by 2-3 CNY/ton. On the other hand, the coal market is still in a weak position, and the civilian coal transportation volume has steadily decreased, the long-distance transportation volume has decreased and the freight rate has been running steadily.
Port, the total port inventory of the port around Bohai today is 20 million 767 thousand tons, a decrease of 203 thousand tons, of which 1 million 576 thousand tons are transferred, 1 million 776 thousand tons are shipped, 80 are anchored ships, and 45 are arriving. At present, when the import of coal is limited, the southern power plant has a shortage of alternative supply of goods to Beigang, and the inventory of Beigang is further reduced. However, the enthusiasm of terminal hauling Changxie coal is high, which drives the inquiry of market coal. However, the transaction performance is general. The traders are not confident in raising the price, and the price is stable. Now, the mainstream price of cv5500 coal is about 547-550 CNY/ton, and the mainstream price of cv5000 coal is about 485 CNY/ton. In terms of the downstream, today's national temperature drops sharply, and the temperature in the South continues to drop, and the increment of civil power appears again The consumption picked up slightly, the power plant kept the normal purchase plan, and the inventory was stable. As of December 19, the inventory of six coastal power plants totaled 16.231 million tons, a decrease of 172 tons on a month on month basis, a daily consumption of 717900 tons and a usable period of 22.58 days. On the whole, the coal market price in the northern port is basically flat at present, and the price of some low and medium calorie low sulfur coal is relatively strong. The inventory of the downstream power plant under the long-term cooperative guarantee has always maintained a high state, and the overall transaction is light. Near the end of the year, there are frequent accidents in the coal mines in the producing area, the security inspection in the mining area will be strengthened, and the supply will be reduced. It is expected that the coal market in Inner Mongolia will still maintain a stable operation in the short term.
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2026-06-11
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