In terms of production area, the coal market in Northern Shaanxi rebounded, the procurement of downstream users increased, the coal mine inventory decreased, and some coal types increased slightly; the Jinmeng area is more active, and the coal price is stable and rising due to the requirement of production limit close to the "two sessions" and the hot scene of port coal market.

In terms of ports, the inventory of ports around the Bohai Sea continued to decline, with the most obvious decline in coal storage in Qinhuangdao port, Huaneng Caofeidian port and Jingtang Port of SDIC, and the obvious structural shortage of high-quality coal. In addition, the terminal just needed to ask for goods to improve, and the seller's reluctance to buy goods spread. Since last Monday, the coal price showed a retaliatory rebound, and the actual transaction price of each coal type was in a state of collapse, less than 10 days Li, a sharp increase of 40 yuan / ton, 5500 kcal market power coal actual transaction price has been close to 510 yuan / ton. In the port around Bohai Sea, although the actual number of transactions is limited, the driving force of coal price rise still exists; it is expected that in the end of this month, with the convening of the two sessions, the recovery of industrial power consumption, and the overhaul of the Daqin line, the port market coal price will continue to keep rising.

In the downstream, the inventory of key power plants is stable at about 74 million tons, while the inventory of coastal power plants has declined significantly; so far, the total coal storage of six coastal power plants is 14.86 million tons, down by 1.16 million tons compared with the end of last month. Since May, the temperature in many parts of the country has increased, and the load of civil electricity has increased. However, the second and third industries have resumed construction, and the main coal consumption industries such as steel and cement have been actively started, which has made the daily consumption of six coastal power plants (Huadian version) keep high, which has risen to 680000 tons. If the national power data is replaced, the total daily consumption of six coastal power plants is expected to reach 700000-75000 tons, which is far away Exceeding the level of the same period last year shows the acceleration of economic recovery, driving a substantial increase in daily consumption of power plants, and also driving the coal market to improve.

Due to the rapid rise of port coal price and the high level of consumption demand, the market demand for coal increased under the condition that the port long-term coal is not enough. After a short wait-and-see period, the purchasers began to increase their procurement efforts and promote a substantial increase in the number of coal hauling ships from the Bohai Rim port. All ports have made every effort to organize loading and unloading and speed up coal turnover. The shipping volume of Huanghua port, Qinhuangdao port, Caofeidian port of SDIC, Beijing tangxin port and other ports has increased significantly, and the inventory has declined.

In terms of imported coal, affected by the recent increase of power plant bidding and the increase of domestic coal price, and the improvement of external environment, the quotation of imported coal for foreign mines went up, with a general transaction situation. According to market news, all domestic power plants will soon stop importing Australian power coal; at present, some southern power plants have been informed. It remains to be seen whether this information is accurate and strictly enforced.