30

2018

-

09

In the first eight months, the value of imported coal at Manzhouli port achieved double growth

分类:

Industry News


According to Manzhouli Customs statistics, from January to August 2018, Manzhouli Port imported 2.329 million tons of coal, an increase of 97.3% over the same period of the previous year (the same below); the import value was 710 million yuan, an increase of 98.2%.

It is understood that there were three main reasons for the double increase in coal imports at Manzhouli Port from January to August 2018.

First of all, the peak demand season is basically over.

The peak of summer power consumption has passed, and government departments and power companies actively responded to and successfully passed the summer through orderly power utilization plans and demand-side response. At present, the demand for electricity is declining rapidly, and the power generating units will gradually enter the maintenance phase. There are obvious signs of a decline in average daily coal consumption, which caused a month-on-month decrease in coal imports at Manzhouli Port in August.

Secondly, the government intervened and announced coal power targets and tasks.

According to the National Energy Administration and the Ministry of Ecology and Environment recently issued the targets and tasks of coal power ultra-low emission and energy-saving transformation in all provinces (autonomous regions and municipalities) across the country in 2018, stringent measures have been taken to implement the document standards, requiring continued efforts to promote ultra-low emissions and energy-saving coal power The renovation work will be completed in the central and western regions at the end of 2018 and 2020 respectively. Speed ​​up the transformation of coal-fired units, and shut down those that fail. In this general environment, the domestic coal demand gap has increased, and the coal imports at the Manzhouli port are still increasing substantially.

Third, the import coal restriction policy has been implemented, and the growth space of coal imports at Manzhouli Port in 2018 is limited.

With the advancement of coal supply-side reforms, domestic coal prices continue to operate at a relatively high level, and the regional and seasonal supply and demand of domestic coal are imbalanced, and it is difficult to balance the market without a certain amount of imported coal. The government's policy of reducing production capacity does not substantially reduce production. Instead, it releases advanced production capacity and prioritizes the sharing of advanced domestic production capacity. It does not blindly drive imports and squeeze the market share of domestic coal companies, so imported coal cannot be simply limited. As a result, coal imports at Manzhouli Port increased year-on-year and decreased month-on-month.

It is worth noting that under the guidance of the medium and long-term policies of the coal industry, the merger of coal enterprises will be the general direction of the development of coal enterprises. At the current stage in my country, the regulatory authorities in relevant documents regarding the reform of the coal industry's supply side have repeatedly pointed out that it is necessary to promote industry mergers and reorganizations to promote the merger of coal enterprises and increase industrial concentration, thereby weakening competition in the coal supply market and enhancing the coal industry’s downstream bargaining power.

In order to promote the development of the coal import industry, Manzhouli Customs has put forward relevant suggestions. First, it adheres to the combination of independent research and development and external introduction, and strives to promote industrial scale, cleanliness and intelligence. The second is to adjust the structure and optimize production capacity. Based on traditional energy generation such as thermal power and hydropower, form a rapid development trend of new energy power generation represented by nuclear power, wind power, and solar power, and maintain a balance between supply and demand. The third is to strengthen the monitoring and early warning of price fluctuations in the coal market, ensure coal supply, stabilize the coal market, and earnestly maintain national environmental and ecological security.

This article is transferred from China Coal Resources Network

 

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