Anthracite up 30-130 yuan

After the introduction year, although domestic coal mines began to resume production one after another, due to the slow recovery process of some coal mines and the limited transportation in some areas, and the demand of some downstream users for replenishment, the anthracite market was positively affected by the support of the supply and demand end in the short term, and the coal price in some areas rose, ranging from 30-130 CNY/ton. After the Spring Festival, the coal mines in the production area are in the process of resuming production one after another. The overall output of anthracite is not high, while some downstream users have a certain demand for replenishment, which drives the coal price in some areas to rise. In terms of large-scale coal mines, the tax inclusive price of anthracite medium block car board in Jincheng District, Shanxi Province is 1050 CNY/ton, and that of anthracite final coal q5800 car board is 570 CNY/ton.

The price is stable. At this stage, mainstream coal enterprises mainly wait and see the market. However, the price of coal in some markets has increased significantly. After the year, some coal enterprises in Jincheng, Shanxi province raised the price of anthracite block and granular coal by 30-130 CNY/ton. After the year, the price of anthracite fine coal is 540-740 CNY/ton, and the price of anthracite fine coal is 780-810 CNY/ton. In addition, the price of anthracite fine coal received by some steel plants in Shandong, Hebei and other regions has increased by 30-116 CNY/ton. Supply: the supply of anthracite from the production area has not yet recovered to the normal level. It was learned from the National Energy Administration on February 14 that as of February 13, there were 996 coal mines in production with a capacity of 2.65 billion tons / year, an increase of 138% and 64.2% respectively compared with February 1; the recovery rate of coal production was 63.8%, an increase of 24.9 percentage points compared with February 1. Although the scope of coal mine resumption has been further expanded in the near future, the market supply of anthracite has not been restored to normal level in a short period of time. It is understood that most of the large mines in Shanxi, Hebei, Henan, northwest and other regions have resumed production, and some local mines have begun to resume production in succession.

However, the underground anthracite production has not been restored to normal level since some workers outside the province have not yet arrived, In the short term, the overall supply of anthracite in the market is not high, which forms a certain support for coal price. Demand: after the year, some downstream enterprises have a certain demand for replenishment of power plants. As of February 14, six major coastal power data: 16932900 tons of inventory, 3811000 tons of daily consumption, available for 44.4 days. After February, the domestic temperature gradually picked up, and the daily consumption has dropped. At present, coastal power plants maintain a low daily consumption and high inventory situation, but after the year, port and inland power plants replenish more actively. Steel works, After the consumption during the Spring Festival, at present, the coal injection storage of domestic steel plants is mostly at the middle and low level. Taking the inventory of 110 steel plants in China as an example, as of February 14, the inventory level of steel plants in China is 3239500 tons, a decrease of 446000 tons compared with that before the year, a decrease of 12.1%. Therefore, after the year, the downstream steel plants have successively opened the replenishment mode, but due to the poor long-distance automobile transportation in some parts of the country and the place of origin Due to the influence of tight coal injection supply, some steel plants have some difficulties in purchasing coal injection.

Due to the need of replenishment, some steel plants have successively raised the price of coal from the market to the plant, including 116 CNY/ton to 1120 CNY/ton for the tender price of anthracite fine coal of a steel plant in Tangshan area, 40 CNY/ton to 980 CNY/ton for the price of anthracite fine coal of a steel plant in Shandong area. In terms of urea, in recent years, the domestic urea market has been restrained first and then improved, and the logistics capacity is not smooth, which still affects the delivery of urea manufacturers, and the overall inventory pressure is large. Most of the slow users of downstream plate and compound fertilizer are cautious about purchasing new orders. After the year, the operating rate of downstream chemical enterprises will remain at a relatively low level, but users have a certain demand for replenishment of raw coal. However, affected by domestic logistics, long-distance automobile transportation and other factors, some chemical enterprises ship raw coal outside the province by train. At this stage, the production of coal mines in the production area has not been fully resumed. In addition, after the previous year, some enterprises have the demand for replenishment of warehouses, and the supply and demand side supports the stable and positive development of anthracite market. However, with the continuous increase of the number of coal mines in the later production area, the supply of anthracite will gradually return to the normal level. Zhuo Chuang believes that if there are still certain restrictions in the later transportation, the outward delivery of coal will be hindered to some extent, and the inventory of coal mines in the production area will continue to increase at that time. After the periodic replenishment, the downstream enterprises will implement the strategy of on-demand procurement for anthracite, and then supply The power to support the anthracite market will gradually weaken, and the domestic anthracite market will stabilize in the later period.