Inner Mongolia Power Coal: small fluctuation of coal price in production area

In the near future, the coal market in Inner Mongolia still maintains a stable operation, with a small fluctuation in the price of some coal mines and a general sales situation; in terms of the origin, due to the temporary saturation of the demand for civil coal and some surrounding factories in Ordos area, inner Mongolia, the sales of lump coal is poor, and the price of some lump coal is slightly reduced by about 10 CNY/ton, but the demand for underground coal is still acceptable, resulting in a small price of foam coal in some coal mines In terms of transportation, after snowfall, the roads returned to normal, the enthusiasm of the downstream cargo preparation increased, and the number of coal hauling trucks increased, but the overall traffic volume slightly decreased, the long-distance freight rate was basically stable, and the growth of some routes was small. The vehicles on the platform of the mining area and going to the park are still in normal operation, with the traffic volume increasing and the freight rate temporarily maintaining stable operation; in terms of the port, with the continuous decline of the inventory in the north port, the upstream shipping plan is slightly lower than that in the earlier stage, but the shipping business is in normal operation, and the overall inventory changes little and stable operation.

At present, most of the traders in the northern port are clearing up the remaining resources of the port, and the overall trading is OK. The quotation continues to be raised by 1-2 CNY/ton, so the traders' sentiment is improved. The main quotation of cv5500 is about 553 CNY/ton, and the main quotation of cv5000 is about 495 CNY/ton. In the downstream, the daily consumption of six coastal power plants continues to run at a high level for many days, which has certain support for the current port coal price As of December 26, the inventory of six coastal power plants was 16.0415 million tons, daily consumption was 774300 tons, available for 21 days. Generally speaking, the annual pass is approaching, the overall performance of coal supply and demand is relatively balanced, port traders are willing to ship faster, and some sources of goods are tense. However, the production area will continue to ensure safe production and coal mine holidays, and the output will be reduced. It is expected that the coal price in the Inner Mongolia coal market will still run smoothly in the short term, and some mining areas will slightly fluctuate.