The daily consumption of the eight -coastal power plant increased by more than 7% daily to maintain a steady A -share coal sector

Recently, the A -share coal index has risen, receiving 1282.38 points on the same day, an increase of 4.62%.

Looking at the recent news, [Value Energy] believes that in the context of the Federal Reserve to suppress high inflation and continuously raise interest rates, the market for the market for economic recession or demand is still strong. The rare investment direction with considerable anti -risk functions.

Domestic news, also on June 27, issued a report by the officials of the State Administration of Market Supervision that the bureau recently issued a notice to deploy coal price supervision and inspection work in various places. The notice requires that the centralized inspection period is based on June to September. At the same time, it focuses on the establishment of a long -term regulatory mechanism. It is promoted throughout the year and is often unremitting.

In addition, according to the notice, supervision will highlight the focus of electric coal, and severely crack down on illegal acts such as raising prices and colluding prices. For the disruption of market price order for fabricating and spreading price increases, beyond the normal storage quantity or a large amount of coal accumulation of coal, the coal price is significantly increased significantly when the cost does not significantly increase, or the cost is significantly higher than the cost of coal price is significantly higher than the cost than the cost. The increase in growth, through the use of sales, large increase in transportation costs, and charging other unreasonable expenses in disguise to increase coal prices, will be based on the "Price Law", "Administrative Punishment Regulations on Price Illegal Actions" and "General Administration of Market Supervision on investigating and dealing with price violations of prices. Guiding Opinions "and other settings.

Strong supervision and the various behaviors such as raising prices and colluding prices in the notification means that there is a strong demand for the market. The data collected by [Value Energy] also shows that the average daily daily consumption of 1.79 million tons of power plants along the eight provinces of the eight provinces of the coastal provinces was more than 7%from the same period last year; 29.99 million tons, a decrease of 1.5%from the same period last year's+17.6%, showing that the re -production and resumption of work accelerated the superimposed high temperature, and promoted the actual daily consumption of power plants to accelerate and decrease in inventory.

In terms of foreign news, Europe is planning to increase the proportion of coal and electricity, and global coal supply and demand is tight. Among them, Germany announced that it would have to increase the amount of coal and coal power to ease the current status of natural gas shortage; Austria decided to restart a waste coal power plant in the south of the country to deal with the crisis of energy shortage; the Netherlands will temporarily cancel the restrictions on coal -fired power generation to the restrictions on coal power generation to the restrictions on the power generation to power. 2024; the European Commission also stated that due to the changes in the European energy pattern, some countries may be delayed than the original plan. In addition, Australia claims to suspend coal exports when necessary to supply domestic and relieve local serious power crises.

Various signs show that at the global macro level, on the basis of the recent significant decline in commodity prices, the demand for coal is in a continuous recovery. In view of the significant increase in the supply end, global coal supply and demand is still tight.

In addition, as one of the important raw materials for manufacturing, coking coal prices have changed recently.

The data showed that last week, the price of coke was reduced rapidly, and Linfen's second -level coke fell 300 yuan/ton to 2880 yuan/ton; in terms of coking coal, the main coke coke coke in Beijing and Tanggang fell 150 yuan/ton to 3150 yuan/ton. The supply side, the coking plant's operating rate was 78.8%, a decrease of 3.8%month -on -month; the demand side, the average daily iron water output of 247 steel plants across the country was 2.4 million tons, a decrease of 1.6%year -on -year.

This also means that terminal demand is still weak, resulting in the continued weakening of steel prices. Steel manufacturers have restricted production and premiums, resulting in the average iron water output of steel mills starting to decline from the previous month. Breaking to the upstream, the coke coke coal reduction is reduced. Due to the greater decrease of coke, the losses of coke companies have intensified, and the operating rate has fallen sharply.

In terms of coking coal, considering that the current industrial chain steel coke companies are mostly in a loss state, the influence of the price of international coking coal prices is superimposed, and the price of coking coal is still under pressure in the short term.

Disclaimer: The above content is reproduced from value energy, and the content issued does not represent this position.

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