Beginning in the fourth quarter of last year, my country began to increase the amount of coal purchased from Indonesia, Russia, and Mongolia; among them, Indonesia's imports increased significantly, but there was a certain gap in calorific value from Australian coal. Russia is building coal docks and Mongolia is building new railways, both for export to China, but this year's increase is limited. In the case that the foreign epidemic has not been completely eliminated, my country will give full play to the advantages of the domestic super-large-scale market and gradually form a new development pattern in which the domestic large-scale cycle is the main body and the domestic and international double cycles promote each other. It is expected that the amount of coal imported this year will not exceed the level of last year, and the procurement and transportation of coastal areas are still mainly concentrated in the country, and the task of ensuring supply and price stability is even more difficult.

1. This year, coal demand will continue to increase.

This year, the speed of economic recovery will further accelerate, which will inevitably lead to a new round of demand for coal consumption, which is expected to be stronger than last year. This year, the overall supply and demand of coal should be in tight balance. It is expected that this year, the amount of coal transferred from the sea in southern my country will increase by about 50-70 million tons, which will bring a rare development opportunity to the domestic coal market, and it will also bring unprecedented opportunities for the production and transportation of mining roads, ports and shipping parties. challenge.

The amount of Australian coal accounts for a small share of the total domestic coal demand, but it accounts for a large proportion of the coal transferred from the South Sea, accounting for 8%. In terms of variety, the amount of thermal coal in imported Australian coal is slightly more than that of coking coal. With the withdrawal of Australian coal, there will be a gap of 7-8 million tons of domestic power plants and steel mills every month. In terms of quantity, my country's coal mines, railways, ports and other parties are fully capable of replacing Australian coal by increasing supply and speeding up transportation. Time does not wait for me. We must take active measures and take effective measures to accelerate the release of coal production capacity and transportation capacity, fill the gap in imported coal, meet downstream coal demand, and avoid the emergence of downstream coal consumption and excessively rapid coal price increases.

2. Speed up the release of advanced production capacity in Shanxi, Inner Mongolia and Shaanxi.

Australia’s coal CIF price is relatively low. Some power plants in South China have long converted thermal power units, which are suitable for burning 5500-6000 kcal of bituminous coal. Among the domestic coal, Shenhua coal, some coal from Inner Mongolia, and some coal from northern Shanxi can reach the target. User requirements. Therefore, the country should implement specific measures to encourage the signing of more medium- and long-term contracts. The coal and electricity parties should increase the number of long-term agreements for coal and electricity to ensure reliable coal supply; in addition, speed up the release of high-quality production capacity in the "Three West" areas and increase high-quality coal The number of production and outbound shipments. Recently, Premier Li Keqiang presided over an executive meeting of the State Council to request: urge major coal-producing areas and key enterprises to tap potential and increase production under the premise of ensuring safety, strengthen transportation capacity, use reserves in an orderly manner, and take multiple measures to maintain the balance of coal supply and demand.

3. Give full play to the role of Qinhuangdao Port in ensuring supply and price stabilization.

Qinhuangdao Port is the main supporting port of the Daqin Line, a barometer of the coal market and a weather vane of coal prices. Whether Qin Port’s strong transportation capacity can be brought into play and whether Qin Port’s important role can attract the attention of higher authorities is directly related to Beimei Coal. The smooth flow of South Transport. Based on past experience, only by controlling the number of Qingang’s yards and anchoring ships within a reasonable range can it help stabilize coal prices.

Last year, the local government required Qin Port to speed up the withdrawal of coal and reduce coal transportation year by year, which brought resistance to the port’s organization of transportation. Since late October, with the increase in demand, the number of anchored ships at Qin Port has continued to increase, but the transfer is insufficient, and the inventory has been delayed. This has prompted traders to reluctantly sell their goods, increase coal prices, and drive the entire Bohai Rim port coal Prices rise; at the same time, it also affects the trend of upstream and downstream coal prices. At the end of the year, entering the most critical stage of ensuring supply and stabilizing prices, the local government opened up transportation in Qin Port; but it was too late. The cold wave, which has not been encountered in many years, arrived. Frozen trucks and frozen coal increased. The loading and unloading efficiency of Qin Port decreased and the number of ships continued to increase. , Coal prices continue to rise. This time, the lesson is profound, that is, at the critical stage when downstream coal demand increases, imported coal decreases, and coal prices rise sharply, it is more important to maintain supply and price stability and meet the demand for coal in the south. Therefore, Qin Port should continue to play an important role in the transportation of coal from the north to the south. In organizing transportation, it is necessary to concentrate high-quality resources on the Daqin line and carry out loading and outbound transportation in accordance with the design capacity of Qin Port and even the maximum transportation capacity to ensure stable supply and stable prices. The completion of important tasks.

4. Give full play to the role of "Shuohuang-Huanghua Port" as a transportation channel.

Huanghua Port is the outlet of the second largest channel for coal transportation from West to East. The high-quality Shenhua coal that is transferred is popular among users, and many of them are high-calorific value coal, which is close to the quality of Australian coal. Last year, Huanghua Port increased coal handling efficiency, increased production capacity, implemented equipment and technology optimization and energy-increasing efficiency transformation, which promoted the first and second phase of the project to increase the unloading efficiency by 20%, and the entire port's coal handling capacity was increased from the designed 178 million tons. To 220 million tons. Last year, Huanghua Port actually completed a coal throughput of 203 million tons, which is 17 million tons short of maximum operating capacity. This year, Huanghua Port should further utilize its transportation capacity and continue to increase coal transportation to meet coal demand.

5. Increase the transportation volume of "Mengji Line-Caofeidian Port".

Last year, due to factors such as the epidemic situation and the 20-year anti-corruption investigation in Inner Mongolia, the increase in coal transportation at Caofeidian Port was not significant. According to statistics, last year, the four ports of Caofeidian completed a total coal throughput of 142 million tons, an increase of 5.69 million tons year-on-year; the amount of coal launched at Caofeidian Port was 108 million tons short of its design capacity. The "Third Coal Transportation Channel" has strong development potential and will become the main growth point of my country's coal transportation in the next few years.

6. Increase the coal transportation volume of the Rizhao Port sewer channel.

The transportation capacity of Rizhao Port has been enhanced after Dongmei moved to the south. From January to October last year, Rizhao Port's launching coal business trains imported 17.6 million tons, a year-on-year increase of 15%; of which, the Wari line imported 11 million tons, a year-on-year increase 52% is the best level in history. It is estimated that the coal shipped from Rizhao Port will exceed 20 million tons last year, of which over 60% will be transferred from the Wari line. This year, we should continue to play the role of the "Wari Line-Rizhao Port" coking coal sewerage channel, increase the coal throughput of Rizhao Port, and supplement the capacity gap after the withdrawal of Australian coking coal.