Coal transportation is uneven in temperature and temperature
Issuing time:2020-11-25 11:57
The low price of coal is hovering, and the coal market is not prosperous in both supply and demand. The side effect of the continuous downturn has finally extended to railway transportation. According to the information disclosed by the national development and Reform Commission recently, 140 million tons of coal were shipped by railway nationwide in June, a year-on-year decrease of 12%. From January to June, 910 million tons of coal were shipped, down 11.2%. From January to June, China's coal production reached 1.63 billion tons, a year-on-year decrease of 9.7%.
"On the one hand, the state has successively issued policies and measures to resolve coal overcapacity, especially the closure of many illegal coal mines, which directly affects the production of raw coal; on the other hand, the decline of raw coal production is related to the decline of market demand. In addition, the decline of raw coal consumption in thermal power generation and coking production is also the main reason for the decline in coal production in the first half of the year Wang Xingyan, the raw material industry Research Institute of saidI Research Institute, said.
At the same time, the coal enterprises pay more attention to the logistics cost, and the comprehensive logistics cost determines the customer's choice of transportation channel. In the second half of last year, after the opening of the zhunchi line, coal in western Inner Mongolia was launched from the "zhunchi line Shuohuang line Huanghua Port" channel, which was 15-17 yuan / ton lower than that from the "Dazhun line Daqin Line Qinhuangdao Port" channel. Affected by the factors of short distance and low freight, many high-quality coal in western Inner Mongolia diverted from Daqin line to Shuohuang line, resulting in rapid increase of Shuohuang line traffic volume and a sharp decrease of Daqin line traffic volume.
"The original Datong Qinhuangdao line was overloaded, and now it should be said that there is still a certain amount of spare power." A Qinhuangdao Port staff told "China Times" reporter.
In the market competition, the role and status of "zhunchi line Shuohuang line Huanghua Port" has been significantly improved, and the focus of coal transportation has gradually shifted from the "front coal transportation channel" Daqin line to the "second major coal transportation channel" Shuohuang line. Affected by this, the coal transportation volume of Qinhuangdao port, Caofeidian port and SDIC Jingtang Port decreased by 55 million tons year on year. In the first half of this year, Qinhuangdao Port completed 75 million tons of coal throughput, a year-on-year decrease of 36.7 million tons. However, the coal transportation volume of Huanghua port and Tianjin port increased significantly. In the first half of the year, the coal transportation volume of Huanghua port increased by 28 million.
However, with the arrival of the summer electricity peak, from June, the coal consumption peak comes, the downstream demand increases, and the enthusiasm of users to pull coal is also correspondingly improved, driving the coastal coal transportation to be busy gradually, and the coal transportation volume of northern ports may exceed the first half of the year.
"In the past two months, the main coal producing enterprises are bound to increase the sales and shipment quantity, the railway and port transportation will be significantly improved, and the coastal coal market will have a long overdue prosperous situation of supply and demand. However, September and October belong to the off-season of coal consumption. Despite the weakening of civil power, the economy will continue to stabilize and the coal demand will not decline significantly. It is estimated that throughout the year, the number of coal transported from north to South will decrease slightly. In the second half of the year, the economy will continue to remain stable, the increase of civil power will drive the market to be better, and the coal price will continue to rise. By the end of the year, it is expected that the transaction price of 5500 kcal steam coal at the port will exceed 500 yuan / ton, an increase of 130 yuan / ton over the beginning of the year. " Qinhuangdao coal network analyst Wang Yun said.