The import restrictions of the most popular multi-

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According to the data released by the General Administration of Customs on August 8, China imported 175 million tons of coal in 2018, an increase of 22.795 million tons year-on-year, an increase of 15%; The total amount was 98.89 billion yuan, an increase of 11.1%. Among them, 29.006 million tons of coal were imported in July, with a year-on-year increase of 9.546 million tons, an increase of 49.05%, the highest since January 2014; The import volume was 17.85 billion yuan, a year-on-year increase of 63.2%

compared with this, the domestic power coal price is not as hot as expected. As a wind vane, on August 8, the latest Bohai Rim thermal coal price applied an appropriate blank holder force (generally about 1kn) to the disc sample, and the index closed at 567 yuan/ton by pressing the "stamping" key, unchanged month on month. The index has fallen for three consecutive weeks, with a cumulative range of 3 yuan/ton. Industry insiders believe that this is the result of multiple bottoms, and only the upgrading of import restrictions can curb the decline

summer is often the peak season of coal consumption, but the demand release is worse than expected. Data show that as of August 1, the daily coal consumption of major coastal power plants has been running at more than 800000 tons for seven consecutive days, with a slight increase over the same period last year. On August 7, the six major coastal power inventories were 15.2884 million tons, the daily consumption was 794700 tons, and the available days of coal storage was 19.23 days

at the same time, port inventories continued to rise. On August 1, the three ports around the Bohai Sea (Qin, Tang and Cang) stored nearly 25million tons of coal, and the downstream coastal ports along the river also stored about 35million tons of coal. The imported coal purchased in the early stage has also been cleared to the shore in succession, forming an effective supplement to the inventory of power enterprises. Affected by traders' panic selling and other factors, coal prices fell rapidly

in this case, some ports in the North continue to dredge ports, but the disease treatment of Daqin line has been carried out for five consecutive days, and the main coal purchased downstream is generally 80 × The relative shortage of 80mm or 80mm wide strips has stimulated the shortage of individual coals to rise, while driving the price of other coals to stabilize

however, the coal market in the main producing area continued to be weak. Fenwei energy data show that the price of washed coal in northern Shanxi continues to fall, and there are few purchasing customers; The price of direct coal is stable, the sales are normal, and the coal mine has basically no inventory. Yulin Yuyang District has a good sales situation, with more coal hauling vehicles, and the mixed coal of some mines increased by 10 yuan; Shenfu coal prices fell steadily, local shipments were normal as a whole, and coal mines were willing to support prices. The final coal of some coal mines in Ordos has fallen by about 20 yuan this month. It is expected that the coal price has reached the bottom, and the decline will not be too large in the later period

Meng Xiangwen, an analyst at Shenwan Hongyuan, believes that the environmental protection and safety supervision policies of coal producing areas have begun to work. Let's take a look at the operating procedures and performance characteristics of the electronic universal experimental machine. Even the "coal management ticket" restriction policy has reappeared in Yulin, and the local government has a strong willingness to support the bottom coal price, but the port coal price still needs the introduction of the import restriction policy of the national development and Reform Commission to curb the decline. For large coal enterprises, affected by the high proportion of long-term cooperative coal, the impact of spot price fluctuations in the training steel industry cluster is small, and the comprehensive price of coal in coal enterprises remains basically stable

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