Affected by a new round of cold waves, an increase in frozen coal, and the obstruction of outbound transportation in some areas of the epidemic, the number of unloaded trucks at ports has declined, and inventories continue to decline at a low level, making short-term growth difficult. In Bohai Rim ports, the quotations of mainstream coal types continue to rise, some traders are reluctant to sell their goods, and the downstream receiving goods are still mainly based on rigid demand.

Many places across the country encountered extremely cold weather, demand for coal remained strong, and downstream replenishment capacity continued to be released. However, tight port resources, severe epidemic situation and weather have caused slow ship turnover and tight shipping capacity. As the Spring Festival approaches, some coal mines have gradually entered the stage of reduced production, and the pressure on the supply side to ensure supply is increasing. Although the competent authorities have taken measures to increase the supply of coal, at present, whether it is a transit port or a power plant, the inventory remains low. The downstream demand is strong, and terminal transportation is active. Recently, the approval and delivery of vehicles from the bureau have improved, but more frozen coal in the direction of Inner Mongolia affects coal transfer. Affected by the freezing of coal by trucks and the impact of loading and unloading, the port's overall transfer of transfers and transfers were low. Inventories continued to hover at a low level, and the number of ships at anchorages in the Bohai Sea Port remained high. Up to now, there are as many as 227 ships at anchorages in the ten Bohai Rim ports, and 58 ships are scheduled; short-term Bohai Rim port inventory is still difficult, and the imbalance of market supply and demand is difficult to change. In the short term, the market will still tighten, and coal prices still have room to rise.

The cold wave struck again, and the temperature in many places hit a record low since this winter. The demand for coal consumption in power plants continued to rise, and the release of hauling procurement was accelerated. It is reported that most of the thermal power plants in East China and South China are operating at full capacity, and coal storage in power plants in some areas has fallen below the safety warning line. The short-term demand for replenishment is still strong. Affected by the cold weather and the increase in frozen coal, the daily shipping volume of the Bohai Rim ports dropped to 1.82 million tons, which was a 12% decrease from normal conditions. Recently, there have been continuous extreme low temperatures in many places, and the downstream procurement demand is strong. Positive, the phenomenon of superimposing high-quality resources of ports and other goods still exists, and the market is still tightening.

It is predicted that the market situation in the second half of this month, in terms of the production capacity and output release of the main producing areas, the potential for subsequent growth is insufficient, and there is no news about the increase in imported coal, and the overall supply will continue to be tight. According to the weather forecast, the southern region is facing a new round of cold air attacks, and there will still be a relatively large increase in residential electricity consumption, making the power consumption situation in the southern region still severe, and the demand for thermal coal will also increase. Coal prices will continue to rise. However, the sudden epidemic demanded to persuade them to keep staff on local leave. The factory took a staggered holiday or chose to continue to work, so that the electricity consumption would not be the same as last year's Spring Festival. Can choose to start. It is expected that the electricity load during the Spring Festival this year will not drop much, and the pressure of coal prices will not be great. Follow-up focus on the changes in the market and coal price trends brought about by the weather and epidemic?