Inner Mongolia Power Coal: the downstream demand is still stable

In the near future, the coal market in Inner Mongolia still maintains a stable operation, and the sales situation in the mining area is acceptable; in terms of the origin, some small and medium-sized coal mines begin to have holidays one after another near the end of the year, the supply of coal production is reduced, and the demand for land sales in the production of coal mines is good, but the transportation volume remains low, basically large mines are guaranteed for shipment, and some high-quality coal mines are hauled more, and the price of coal rises steadily; in terms of ports Based on the coal mine holiday in the production area, the supply of high-quality coal resources to the northern port is relatively tight, and the quotation continues to increase by 1-2 CNY/ton. Now (cv5500) mainstream price is 560-565 yuan, and (cv5000) mainstream price is 500-505 yuan. However, the downstream inquiry is general, and the existing traders have begun to take holidays gradually, and the trading atmosphere is relatively flat; in the downstream, the daily consumption of six coastal power plants has continued to be high for several days, and now it has dropped to less than 700000 tons. With the coming of the holiday, the number of holidays in the downstream factories increases, the industrial power consumption decreases, and the daily consumption will also drop rapidly. As of January 14, the inventory of six coastal power plants is 1482.89 tons, the daily consumption is 665600 tons, and it can be used for 22 days. In a word, the outbound transportation volume of the production area has been decreasing, the port inventory has been stable at a low level, the inflow has been reduced, the downstream power plants continue to maintain long-term cooperation volume, the market releases less procurement, it is expected that the coal market in Inner Mongolia will remain stable in the short term, and the prices of some coal mines will have narrow fluctuations.