On the first day of construction, the daily consumption of six major power plant
In terms of production area, the coal yard around Yulin area is still in a state of shutdown, and the long-distance outbound trucks are not smooth, Yulin coal outbound transportation is less, and the coal price in the area continues to be strong. According to the Information Office of the people's Government of Shaanxi Province, at present, most of the major coal mines in Shaanxi Province have resumed production. As of February 9, 51 coal mines in the province have resumed production with a capacity of 313 million tons / year. Affected by the tight supply, the coal transportation and sales in Ordos region continue to be weak. By the end of January 16, the daily sales volume of coal roads in the region has been maintained at about 390000 tons, compared with previous years In the same period, the level decreased by about 1 million tons, and coal prices in the region increased steadily. In terms of ports, the railway traffic volume continued to operate at a low level. Recently, the daily traffic volume of Daqin Railway was about 700000 tons, and the port inventory continued to decline and then reached a new low. 5500 kcal of low sulfur coal was even more tense, and the price was more than 575 yuan. On the first day of construction, the daily consumption of the six major power plants has not yet increased. At present, they are still operating below 400000 tons. There is no significant release of downstream demand. Although the transaction price has moved up, there are not many actual transactions. In terms of imported coal, at present, both Australia and Indonesia have implemented certain quarantine and isolation measures for Chinese ships to and from the country. However, in the current situation of continuous downturn in the shipping market, relevant measures have little impact on the shipment of imported coal. Recently, the domestic power plants increased the bidding for imported coal in March April, which supported the continuous increase of foreign mine quotation. At present, the FOB price in Australia (cv5500) is 57-57.5 USD / ton, up about 0.5 USD / ton on a day on month basis; the FOB price in Indonesia (cv3800) is 36-36.5 USD / ton, up about 0.2 USD / ton on a day on month basis.
2026-07-26
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