Shandong, Henan and other regions have power plant inventory emergency

It is reported that in Shandong, Henan and other regions, there is an emergency in the stock of power plants, and there is a large gap in the short-term inland direct coal supply and stock, and the price of some coal in production also rises by 10-20 yuan. In addition, according to the coal Jianghu news, the purchase price of Guodian and Huadian inland power plants has risen sharply, with Guodian increasing about 20 CNY/ton and Huadian increasing about 30-35 CNY/ton. Shenhua's water volume has decreased, and the coal supply of the power plant without signing the direct cooperation with Changxie may face problems. Other private power plants such as Weiqiao, Yankuang, have rushed to help.

With the coal mine's public information, the announcement of the date of the same coal group will extend the Spring Festival holiday to February 8th (Zheng Yue fifteen) at six p.m. At present, 30 mines that have resumed production should be organized normally, while 34 mines that have not resumed production are not allowed to resume production. In addition, according to Shaanxi coal group, Yan guanglao, deputy secretary of the Party committee and general manager of Shaanxi coal group, said on February 2 that Shaanxi coal group, in accordance with the relevant requirements of the provincial Party committee and the provincial government and the SASAC on epidemic prevention and control, quickly deployed the relevant work of the group and conscientiously implemented the responsibility for epidemic prevention and control. Up to now, the group and its employees have maintained a "zero infection, zero suspicion" state, 35 pairs of 21 pairs of mines in the production mine The well has resumed production. In addition, on February 3, 8 pairs of Mines resumed production, the power coal supply in the province was normal, and the chemical, iron and steel, and power enterprises all operated normally.

In terms of coking coal, coal mines in various regions are affected by the epidemic situation, and have been extended on the basis of the original resumption plan. Most of the local coal mines are scheduled to start construction on February 10, but there are many uncertainties in the actual resumption of work due to the epidemic situation and workers. In addition, the production of some large state-owned mines that have resumed production has not been restored to normal level. In terms of inventory, it is obvious that large mines will be reduced after the savings, especially High strength medium and low sulfur coking coal is especially in short supply.

In terms of coke, the market is temporarily stable, most of the coke enterprises are affected by the transportation, and the delivery of steel enterprises is not smooth. However, considering the large pressure of steel end inventory, some steel plants in the north and South will arrange blast furnace maintenance, and there is no intention to make up for the recent decline of coke inventory in the plant. In the short term, the supply and demand of coke are affected by the epidemic, and the price of coke is in a dilemma.