First, coal production will continue to increase.In August, Shanxi, Shaanxi and Inner Mongolia provinces, three major coal producing areas have announced the construction of three coal mine production capacity, capacity under construction scale of more than 800 million tons / year production capacity of up to 500 million tons / year, close to 200 million tons of new capacity has formed effective supply. Relevant departments of the state are actively coordinating, and continue to increase the quality of coal production capacity release.It is good for conveyor idler manufactures.
Second, relevant departments continue to strengthen the safety and environmental protection of coal mines.In September, the national coal safety inspection into the depth of inspection and concentration phase, while approaching the “Nineteen big” held, strict supervision of safety and environmental protection, the main producing area of coal pipe payment scale controlled. 9 early mid month, there are still coal mine accidents, safety production is still to be strengthened, coal production will be affected.
Third, railway transport capacity is tight in some areas.The second half of the year, the railway transport corridor construction steadily, Lan Yu line plans to open at the end of this year, southwest coal tension will be eased. However, due to the Bohai sea port gradually stopped affecting automotive coal rail capacity will be tight or part, mainly in motor of coal coal Sinotrans limited.It is good for conveyor idler manufactures.
Fourth, coal enterprises inventory reduction.September, by the safety inspection, environmental supervision increased, the southern temperature drop is not expected and other factors, the market demand is strong, coal enterprises inventory reduction. As of September 10th, coal deposits in some major coal producing provinces were 23 million 930 thousand tons, a decrease of 2 million 70 thousand tons, a decrease of 7.9%, a decrease of 17 million 690 thousand tons, reduce 42.5%.
Five, downstream users and intermediate links to increase inventory.Affected by the downstream industry’s kurtosis and the increasing demand for replenishment in early winter, the stock of power enterprises and ports increased. As of September 10th, 57 million 100 thousand tons of coal were stored in the power plant, an increase of 470 thousand tons over the end of last month, an increase of 0.8%, an increase of 5 million 910 thousand tons, an increase of 11.5%. Storage coal available for 16 days, an increase of 2 days over the end of last month, an increase of 5 days. Qinhuangdao and other northern four port coal stocks 14 million 400 thousand tons, an increase of 270 thousand tons over the previous month, an increase of 1.9%, an increase of 6 million 720 thousand tons, an increase of 87.5%.It is good for conveyor idler manufactures.
Six, high temperature weather reduction, power plant coal consumption decline.In September, with the high temperature weather reduced the six coastal power plant consumption decline, as of September 14th, the six coastal power plant consumption of 727 thousand and 900 tons, a decrease of 15 thousand and 900 tons at the end of August. December 1-10, national key power enterprises daily supply of 3 million 350 thousand tons of coal, 480 thousand tons less than last month, down 12.5%, an increase of 40 thousand tons, an increase of 1.2%; the average daily consumption of 3 million 260 thousand tons of coal, 590 thousand tons less than last month, down 15.3%, down 9.7 tons, down 2.9%.
Post time: May-26-2022