Supported by shipping costs, traders are not motivated to sell at low prices, and quotations remain firm. The daily consumption of power plants in the downstream terminal eight provinces has rebounded to around 2 million tons, and purchasing demand has been released one after another. Market transactions have gradually become active. Low-sulfur high-quality coal has become the target of everyone's pursuit, and port coal prices have risen slightly. In terms of production area, affected by two safety accidents last week, Daqing is superimposed. The coal mines in production area have strict safety inspections. Most of the coal mines are produced according to the approved production capacity; while the surrounding chemical industry and electric power replenishment are active, coal carts are queued, coal supply is tight, and the platform And long-distance purchase demand is good, and the price rises slightly. In the short term, the market supply will continue to fall short of demand, which will support coal prices in the producing areas.

Up to now, the ten largest coal transportation ports in the Bohai Sea have a total of 24.76 million tons of coal, which is at a high level during the same period. The actual amount of coal stored in the second phase of Cao accounts for 92% of the designed storage capacity, and the coal storage of Huadian Caofeidian and Huaneng Caofeidian also reached 86%. As the temperature rises, the Mongolian coal that has been released for a long time has spontaneous combustion, which affects the entry of railways and increases the pressure on the port. On June 9th, Huadian Caofeidian issued a notice on restricting the menu for car calls. On the 10th, the five national ministries and commissions went to Caofeidian Port to investigate the situation of coal hoarding, focusing on shippers with high temperature, long-term storage, and large amounts of on-site storage, and then to others. Research meeting in the port area. With the attention and supervision of higher-level departments, the efforts of port dredging have been increased. Shippers with high inventories are mostly speeding up the loading and launching of ships, especially coal with low burning point and high sulfur content. The chances of relatively reluctant to sell and raise prices are reduced. Formed a certain negative.

From the analysis of the overall situation of the thermal coal market, the current supply and demand pattern has not changed much, and the fundamentals still dominate the supply side. Mine accidents still occur, and safety supervision is further strengthened as it approaches July 1st celebration, and it is difficult to achieve short-term increase in production and volume. All coal mines in Yuyang District, Yulin City, Shaanxi will suspend production from June 25 to July 2, 2021. On the 11th, a magnitude 3.0 earthquake (collapse) occurred in Yijinhuoluo Banner, Ordos, and mines and mines above the scale of this banner have varying degrees , Suspension of production at different times, is stepping up the inspection of coal mines after the earthquake. Under the premise of safe production, subsequent production increases will still be unsatisfactory. The demand side continued to be strong, the daily consumption of the terminal fluctuated at a high level, and the inquiries and purchases increased. Recently, Indonesian coal has arrived one after another. Yudean and Zheneng have begun to unload imported coal. However, the power plants consume a lot of coal every day. The transfer and consumption of coal are basically balanced. The warehouse is very slow, and the overall inventory level is still low. . The "peak summer" is approaching, and the "sauna" weather increases, and subsequent demand will continue to rise. Currently under the control of policies, coal prices rebounded to a reasonable range and fluctuated after a rebound. The transaction price of 5,500 kcal at the port basically hovered around 920-930 yuan/ton, and the decline is temporarily impossible.

In July, the coal market situation was not pessimistic, and port coal prices were still supported. The reasons are as follows: 1. Caofeidian is speeding up the port dredging. Coal carts with no menu and no shipping schedule will not be allowed to enter the port temporarily. After the hot stack is cleaned up; affected by the upside down of coal prices, the market coal sent to the port will decrease. Once the demand is pulled If we get up, high-quality resources will be tight. 2. The power plant has been delaying inventory, and has been hovering at a low level, and the shortage will be supplemented. In this way, the coal price will indeed not exceed 1,000 yuan, but inquiries and purchases occur from time to time, and the coal price cannot fall at all. 3. Affected by factors such as the epidemic situation and the economic recovery of neighboring countries, the amount of imported coal is average; and the price advantage is not obvious. Imported coal in July and August will not increase significantly from the previous month.