Zhang Hong, Secretary of the Disciplinary Committee and Deputy Secretary-General of the China Coal Industry Association, pointed out that the development pattern of the coal industry has undergone substantial changes after supply-side structural reforms, which are mainly reflected in the following aspects: First, the coal supply and demand pattern has changed from "structural Surplus and long-term total shortages have turned into “structural insufficiency and long-term relatively loose totals”; second, coal production has shifted from the long-standing “large, medium and small coal mines simultaneously, with small and medium-sized coal mines as the mainstay” to “large modern coal mines, small and medium Coal mines are supplemented”; third, the layout of coal development has changed from “mainly in the central and eastern regions” for a long time to “mainly in the central and western regions and concentrated in Shanxi, Shaanxi and Mongolia”, and the pattern of “cascade development and cascade utilization” of national coal resources is preliminary Fourth, the national coal consumption has shown a pattern of “decreasing consumption growth, with less room for total growth, and shifting key consumption areas to the central and western regions”; fifth, the bottleneck of coal transportation has gradually eased; sixth, from the perspective of the coal industry structure, the upward The downstream coal power, coal coking, coal chemical industry and other industries are in a stage of vigorous development; seven is the adjustment of coal structure, from the withdrawal of small coal mines to the establishment of provincial groups, and the establishment of cross-industry and cross-regional groups; eighth, China’s coal industry is becoming large-scale , With the development of intelligence and mechanization, coal mine safety is getting higher and higher.

"During the '14th Five-Year Plan' period, the basic principle of the coal industry is to adhere to the combination of optimized layout and guaranteed supply, deepened reform and innovative development, industrial upgrading and transformational development, green development and clean utilization, and a foothold in domestic Combining international cooperation. In terms of concept, the coal industry will adhere to intelligent, professional, customized, clustered, and green.

It is understood that China's coking coal is mainly imported from Australia and Mongolia. Due to the blockage of Australian coal imports, the import of Mongolian coal (hereinafter referred to as Mongolian coal) has attracted the attention of the industry.

Wang Jinsuo, deputy general manager of Chinalco Inner Mongolia International Trade Corporation, said that although China imports a small proportion of coking coal (my country imported 74.66 million tons of coking coal in 2019, accounting for less than 12%), imported coking coal is low-sulfur and low-ash. Mainly, so its scarcity is relatively high. The epidemic since the beginning of this year and the recent news that China has suspended Australian coal imports have had a greater impact on the imported coal market. "Currently, although the number of Mongolian coal imports has increased, it is still difficult to make up for the demand gap caused by the restricted import of Australian coal, but to a certain extent the pressure on the supply of coking coal in some regions has been eased." Wang Jinsuo said, "Australian coal is mainly supplied to large coastal steel plants. , And the purchase price of this part of the steel mills is mainly based on the large-scale coking coal price. This year, the coking coal large-scale cooperating price has been at a low level. As the end of the year is approaching, the large mining company will determine the long-term price agreement for next year, and it is bound to take the opportunity to increase the coking coal long-term price ."

Liu Huatao, general manager of Ansteel's raw and fuel procurement center, said that recently, import coal quotas are in short supply, and traders increase prices to sell imported coal. The cost of Ansteel's imported coal has increased by 300 yuan/ton than before. Liu Huatao believes that in the later stage, on the one hand, steel production gradually enters the platform consolidation period, and the import scrap policy may accelerate the implementation. The use of scrap steel by iron and steel enterprises will increase, and the space for increasing coking coal will be limited. On the other hand, although the centralized remediation of coal and coke in Inner Mongolia and Shanxi will have a certain impact on coal supply in the short term, the long-term capacity under construction is gradually released, and coal supply will still be relatively abundant. "Imported coal customs clearance policy adjustment will form a certain support for domestic coal prices, the proportion of Mongolian coal imports will rise, coal prices will continue to differentiate, weakly bonded coking coal and high-sulfur coal prices will weaken, and low- and medium-sulfur coal prices will be slightly stronger." Liu Huatao Said.

“The elimination of outdated production capacity in the coal industry and the successive release of advanced production capacity have resulted in the transition of coal supply to a looser transition, coupled with the mismatch of supply and demand caused by the epidemic, resulting in the coking coal market in a weak state since the beginning of this year. After August, the domestic coking coal market has basically reached supply and demand. Balance." Zhou Chunhui, deputy director of the Information Department of Kailuan Group Coal Transportation and Sales Branch, said that in the fourth quarter, there will be no major easing in the supply of imported coal, and the domestic coking coal market will run strongly, and prices will rise to a certain extent.