Yingfeng Summer Coal Insurance Steady Price Increase Coal Capital Capital Nuclear Increasing Speed Speed

Our reporter Bao Xingan

Guarantee the supply of coal, and keep it in the economic market. Recently, the development and reform departments in various places have conducted investigations and investigations in accordance with the law to investigate and deal with coal prices exceeding reasonable interval;

A few days ago, the National Development and Reform Commission released news. Recently, the development and reform departments of various places have formed an investigation team with market supervision and other departments to conduct a comprehensive investigation of coal price regulatory regulatory regulatory policies. Judging from the results of some recent feedback, some corporate coal sales prices have exceeded the reasonable range. In the next step, the development and reform departments will continue to grasp the implementation of coal price policies in accordance with relevant aspects. Those who have exceeded the price exceeding the reasonable range, they can effectively discover together, interviews together, and investigate and deal with them together.

In order to do a good job of energy insurance supply and stable and price, on June 20, Hebei Province held a telephone number of energy insurance supply TV calls to stable in the province to stabilize the power supply in the province, prepare electric coal, gas, fuel, etc., and arrange in full arrangements. Welcome to the peak summer priority power generation plan, do a good job of "production, transportation and storage needs" connection and coordination, strengthen the supervision of the medium and long -term contract performance of coal, and ensure that the long -term contract prices of electric coal are implemented in place; Carefully grasp the supply and transportation guarantee of electrical coal, deeply dig the potential of power supply supply in the province, and strengthen the power supply of multi -wheel drive.

Song Xiangqing, deputy dean of the Government Management Research Institute of Beijing Normal University and director of the Industrial Economic Research Center, told reporters of the Securities Daily that due to the factors such as coal production capacity, policy, price formation mechanism, and social inventory cycle, the current domestic coal supply and demand relationship is generally general To balance, the growth rate of coal supply is far greater than demand, ensuring the demand for coal for production.

"The demand for power often determines the overall coal price rising trajectory. The peak period of summer electricity consumption can easily cause tight coal supply, the supply and demand relationship may be short -term, and the price of coal prices will also have a short -term upward risk." Song Xiangqing believes that in the current summer, use in summer During the peak of the electricity, large electricians should implement the peak peak and electricity, thereby reducing the total electricity consumption, optimizing the power consumption structure, and maintaining the balance between the supply of coal and power.

Xie Qinqin, a senior investment consultant of Jufeng Investment Consulting, told the reporter of the Securities Daily that it is necessary to do more and do a good job in the stability of the electricity to ensure the stable price of electricity to ensure the smooth use of industrial electricity and residents. Insufficient supply leads to tight power consumption, affects the production of enterprises, and drags economic growth.

Accelerating the increase in production capacity is one of the starting points for the stability of electricity to maintain the price of electricity. On June 18, the Shaanxi Provincial Development and Reform Commission held the province's development and reform system for the economic situation analysis symposium in the first half of the year to stabilize the production and operation of the energy industry, and increase the implementation of projects such as the increase in coal production capacity and the implementation of new energy bases. The reporter noticed that recently, the nuclear production capacity of coal has increased. For example, the Dongping Coal Mine Project in the Inner Mongolia Inner Mongolia was approved for construction, and the approval of the construction scale was 4 million tons/year; 20 million tons/year; the production capacity of Zhongrun Coal has increased from 8 million tons per year to 12 million tons/year.

Zhao Ling, a senior investment consultant of Jufeng Investment Consulting, told the Securities Daily that rising coal prices will bring cost pressure on downstream power companies and steel companies. Promoting the implementation of new capacity can ensure the supply of coal and increase the profits of coal companies.

Recently, a number of coal listed companies have released operating data in May. Among them, the output of China Shenhua's commodity coal was 25 million tons, an increase of 3.7%year -on -year; the output of coal energy commodity of China Coal was 9.55 million tons, a year -on -year decrease of 5.4%; Shaanxi coal production of coal industry was 1.24929 million tons, an increase of 4.59%year -on -year.

"Under the common role of policies and markets, the current domestic coal market supply and demand is two prosperous." Song Xiangqing said that sufficient coal supply not only ensures the demand for coal such as power such as electricity, but also improves the profit margin of coal listed companies.

Zhao Ling said that the profitability of listed coal companies will remain in a relatively high level, and the performance release is closely related to capacity improvement.

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