Coal Market Review on November 26

Summary: The domestic coking coal market as a whole rose steadily and prices in the Shanxi region generally rose; the thermal coal market in Qinghai Province rose sharply, and other regions showed stable performance.

Thermal coal: As of November 24th, Qintai Port had a coal deposit of 6,011,000 tons. On November 23, the coal storage capacity of the Port of Guangzhou reached 2.771 million tons. Qingang 5500 thermal coal closing price of 800-810 yuan / ton; Jingtang Port 5500 thermal coal closing price of 810-820 yuan / ton; Tianjin Port 5500 thermal coal closing price of 800-815 yuan / ton; Caofeidian port low hair Thermal power 5500 thermal coal closing price 800-810 yuan / ton, 5000 kcal thermal coal taxation including 720-730 yuan / ton; Xuzhou port 4500 coal price of 650 yuan / ton; Guangzhou port 5500 kcal Shanxi Excellent mixed boat price 880-895 yuan / ton. Datong 6000 kcal power coal car board tax 665 yuan / ton; South Suburbs 5500 steam coal car board tax 625 yuan / ton; Changzhi 5800 steam coal car board tax 650 yuan / ton; Taiyuan 5000 power coal car board tax 550 RMB/ton; Wuzhou over 5200 thermal coal carts including tax 560 yuan/ton. The pit price of 6000 coal in Yulin, Shaanxi Province is 465 yuan/ton; the price of Huangling 5000 power coal car plate is 560 yuan/ton, and that of Shenmu 6500 kcal bituminous coal is 760 yuan/ton; Xi'an 6000 kcal bituminous coal is the plate price 780 yuan/ton. Ordos 5500 coal pit pit price of 420 yuan / ton; Dongsheng 5200 raw coal pit price 380 yuan / ton; Wuhai 5500 thermal coal car plate price 435 yuan / ton; Baotou 5000 kcal power coal cart board home 415 yuan / ton. Jingyuan Coal 5500 kcal is now the tax price of 545 yuan / ton. Pingdingshan 5800 thermal coal car plate price 725 yuan / ton; Yima 5000 kcal long flame block coal car price 610 yuan / ton. The ex-factory price of 4,500 thermal coal in Dazhou, Sichuan Province is 435 yuan/ton; the price of Chengdu 5000 kcal coal-fired cart is 515 yuan/ton. By the end of November 24, the sea freight of Qinhuangdao Port-Guangzhou (40-50,000 dwt) was 75 yuan/ton, a slight increase of 1 yuan from the 17th; the sea freight of Qinhuangdao-Shanghai (2-3 million dwt) was 65 yuan/ton. It rose by 1 yuan on the 17th, with a rise rate of 1.7%; Qinhuangdao-Ningbo (1.5-2 million dwt) had a shipping fee of 67 yuan/ton, 3 yuan more than on the 17th, up 5%.

Coking Coal: The coking coal in Yuncheng, Shanxi Province was increased by 50 and the factory-tax price was RMB 1,390/ton. In Inner Mongolia Wuhai 1/3 Jiaojiao station price 1350 yuan / ton; China * fertilizer coal factory tax price of 1050 yuan / ton; 1/3 coking coal factory tax price of 1000-1030 yuan / ton. Hebei Tangshan main coking coal car board tax price 1560 yuan / ton, Fei coal truck tax price 1560 yuan / ton, 1/3 coking coal car board tax price 1,400 yuan / ton, 11 coal coking coal car board tax price 1560 RMB/ton; the main coking coal is 1,460 yuan/ton; the fat coal is 1,570 yuan/ton, and the taxable price of the car plate; Xingtai is 1/3 of the coking coal, 1,400 yuan/ton, and the car board includes the tax price. Heilongjiang Jixi Jiaoqin coal truck board tax price 1460 yuan / ton, Feijing coal truck board tax price 1500 yuan / ton, 1/3 tar coal truck board tax price 1200 yuan / ton; Qitaihe 1/3 Charcoal car plate tax price of 1200 yuan / ton; Hegang 1/3 car panel tax price 1200 yuan / ton. Shanxi Changji coking coal factory tax price of 1540 yuan / ton, thin coking coal car plate tax price of 1200 yuan / ton; Taiyuan coking coal car board tax price of 1,500 yuan / ton, Feijing coal car board tax price 1510 yuan / ton; Linfen area 1/3 coking coal factory tax price 1450 yuan / ton, coking coal factory tax price 1500-1600 yuan / ton; Luliang main coke clean coal factory tax price 1350 yuan / ton. Henan Pingdingshan main coke coal car board tax price 1540 yuan / ton, 1/3 car plate price tax 1350 yuan / ton. Hunan Huainan 1/3 coke price is 1300 yuan / ton; Huaibei coking coal does not include tax price 1330 yuan / ton.

Coke: Inner Mongolia Alxa League area secondary metallurgical coke Baotou to the factory price 1630 yuan / ton, up 50 yuan / ton. Shanxi coke market is operating smoothly. The current mainstream price of secondary metallurgical coke is 1670-1750 yuan per ton, which is the factory-tax-inclusive price; primary metallurgical coke is 1,800-1,850 yuan per ton, which is the tax price of the car plate; the coke market in Hebei is still in operation. Can, Tangshan secondary metallurgical coke 1800-1820 yuan / ton, quasi-class metallurgical coke 1900-1930 yuan / ton, helium secondary metallurgical coke 1800-1820 yuan / ton, are to the factory tax price; Xingtai quasi-level Metallurgical coke 1830-1850 yuan / ton, Shijiazhuang secondary metallurgical coke 1800-1850 yuan / ton, a metallurgical coke 1900-1950 yuan / ton, are factory tax price. The coke market in Henan Province can still be sold. The price of the secondary metallurgical coke in the large-scale coking enterprise in the Pingdingshan area is 1800 yuan/ton, the secondary metallurgical coke in the Anyang area is 1800 yuan/ton, and the ex-factory price of the metallurgical coke in the Anyang area is 1,850 yuan/ton. . The mainstream price of secondary metallurgical coke in East China is 1,800-1850 yuan/ton, and the quasi-class metallurgical coke is 1900-1950 yuan/ton, both of which are ex-factory tax-inclusive prices. The coke market in Northeast China is stable in sales, and the current price of secondary metallurgical coke is 1750. -1800 yuan/ton, primary metallurgical coke 1950-2000 yuan/ton, all ex-factory tax price. The coke market in the Guangyuan area of ​​Sichuan has achieved a good deal, with 1,750 yuan for two-stage metallurgical coke/ton and 1,550 yuan/ton for three-level metallurgical coke, both of which are factory-tax-inclusive prices.

Anthracite: Shanxi Yangquan Anthracite Market Washing Block Plate Taxes 1180 yuan/ton; Washing small block plates tax 1100 yuan/ton; Jincheng Lingchuan 7000 kcal smokeless coal cart price 770 yuan/ton; Jincheng 6800 In the smokeless block of the kcal, it is 1,200 yuan/ton; in the 6,300 kcal, it is 1140 yuan/ton. Guizhou Zunyi 7000 kcal smokeless small pit pit price 635 yuan / ton, 7,000 kcal smokeless block pit price 735 yuan / ton, Guiyang smokeless coal pit pit tax 440 yuan / ton; Henan Jiaozuo smokeless coal car board 760 yuan tax including tons, Yongcheng smoke-free block plate price 1330 yuan / ton, Henan Jiyuan 5500 kcal smoke-free blended coal factory tax price 610 yuan / ton; Anhui Tongling 4500 kcal smoke-free coal factory tax 500 yuan tons; Beijing 7,000 kcal smokeless coal cart price 900 yuan / ton; Sichuan Yibin 6500 kcal smokeless coal pit pit price 630 yuan / ton; 5500 kcal smokeless coal pit pit price 510 yuan / ton.

International: The operation of the imported coal market was basically stable, and there was no significant change in the prices of coking coal and thermal coal. Coking coal: Australia's high-quality primary coking coal CIF225 US dollars / ton, common main coking coal A8 left and right main coking coal Jingtang coal delivery price 1750 yuan / ton, Australia 1/3 coking coal (ash 10) port pick-up price at 1280 yuan / ton, thin coking coal Jingtang Port pick-up price of 1300 yuan/ton; Russia ash 8.5 tons of fat coal cart price 1,420 yuan/ton, Russia 1/3 coking coal (ash 8.5) port pick-up price 1,300 yuan/ton, Russia's main coking coal (ash 9.5) cabin The base tax price is 1650 yuan/ton, the Russian K9 thin coking coal is CIF205/ton; Indonesia's high quality primary coking coal is Rizhao Port, and Qingang is the delivery price of 1680 yuan/ton, and the ash is 8 gas and fat coal Qinhuangdao car plate price is 1270 yuan/ton, ash 6.6 Feijing Jingtang port plate price 1650 yuan / ton. Thermal coal: The United States 5,500 kcal thermal coal CIF price of 105 US dollars / ton; Indonesian thermal coal low 5,300 kcal South Port CIF price of 92 US dollars / ton, 5,500 kcal Guangzhou Port price tax 770 yuan / ton. Australia's thermal coal has a low price of $91/ton for the 5,000-kilometer Shanghai Port CIF, 4,600 kcal, and a gray-melting point 1550 CIF price of US$85/ton.

Major events:
1. Huazhong Coal expensive “electricity shortage” has become a heart disease in power plants. 2. The New York Times: China quietly became the world's major net coal importer. 3. The National Development and Reform Commission decided to adjust the contract price of coal for power supply. 4. The National Energy Administration must control coal. Output growth rate 5, coal stocks in an emergency Shaanxi Electric Power Transmission Co., Ltd. wants to reduce 50% 6. Inner Mongolia: Contract coal prices have not risen in the market Price of coal has risen sharply 7. “Leadership leaders take classes down the well” It is worth sticking to 8. Domestic power in October 2010 Coal Market Overview 9. How do we view recent coal price hikes? 10. Coal demand has weakened or the price turning point will appear