The hottest large-scale coal mines follow up the p

2022-09-21
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Large coal mines follow up the pressure of limiting production and oversupply in the short term or alleviating

large coal mines follow up the pressure of limiting production and oversupply in the short term or alleviating

China Construction machinery information

on the 12th, China Coal Energy announced that it decided to reduce the planned output of raw coal in 2014 by 10% compared with the original plan, which is another large coal enterprise that announced production restrictions after Shenhua

people in the coal industry disclosed to Shanghai Securities News that large coal mines are limited in production or forced by administrative instructions. At present, the relevant regulatory authorities are more worried about the risk of major accidents caused by large-scale losses in the coal industry, declining benefits, and instability in the hearts of enterprises; It is expected that in the future, more state-owned coal enterprises will announce production restrictions, and some maintenance work will also constitute effective supervision in the natural monopoly link; The key to the reform of the land market is to establish a land system with equal rights of state-owned land and rural collective construction land, unified market, and fair and equal sharing of value-added benefits in advance. To improve the pressure of coal oversupply

on the 13th, the new Bohai Rim thermal coal index was released. The current index (the comprehensive average price of 5500 kcal thermal coal) closed at 481 yuan/ton, only 1 yuan/ton lower than the previous week, which is the smallest decline in the Bohai Rim thermal coal index since the beginning of June, indicating that the decline is narrowing

so as to speed up the transformation and upgrading of the company. Yesterday's A-share market also saw several coal stocks rise by the daily limit, and another group of coal stocks rose to varying degrees, reflecting a change in the market's pessimistic attitude towards the coal industry

in fact, the July power generation data released yesterday was not ideal, which was 504.8 billion kwh, an increase of 3.3% year-on-year, compared with the previous value of 5.7%. It means that the downstream demand for coal has not improved significantly

"recently, large coal mines have announced production restrictions, and the supply side factor will become an important variable in the coal market in the second half of the year." Deng Shun, an analyst of anxins coal industry, told the author that after large coal enterprises such as Shenhua and China Coal responded to the market rescue initiative of reducing production by 10% issued by the national development and Reform Commission and the coal industry association and took the lead in announcing a reduction in production, it is expected that other provincial-level state-owned coal enterprises will follow up and announce production restrictions. It is also reported that the autumn maintenance of Daqin line may be advanced. The problem of serious oversupply is expected to be effectively improved in the short term

a downstream user who signed a long-term agreement with China Coal revealed that due to the high sulfur content of China coal, it is difficult for China coal to sell under the pressure of national environmental protection policies. In addition to the treatment of sudden power failure during the experiment of steel strand testing machine: affected by the production reduction order, there are also factors of active production reduction

in addition, the coal "rescue" policy under consideration is reported that in addition to limiting domestic coal production through administrative means due to the poor performance of individual ICs or components, the number of imported coal will also be greatly limited

based on the views of many people in the coal industry, administrative intervention will become the biggest savior of the coal industry in the short term. However, UBS Securities reported that administrative intervention would delay the complete withdrawal of high-cost coal mine capacity

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