It is reported that coal prices have risen again since October. On November 3, domestic coal prices rose by 30-50 yuan per ton, setting a new high since February 8 this year. At the same time, the three major international thermal coal indices continued to rise, of which thermal coal prices in Newcastle, Australia once again exceeded 100 US dollars / ton, reaching 100.48 US dollars / ton.
“Actually, according to our observations, the actual demand for coal this year has decreased compared with previous years.†Zhuo Chuang Information Coal analyst Zhen Zhen said that energy-saving emission reduction and real estate regulation have a great impact on the metallurgy and building materials industries. . According to industry sources, although the building materials industry has less coal consumption than in previous years under the current conditions of energy saving and emission reduction and real estate wilting, due to the continuous rise in coal prices, the coal cost expenditure of the building materials industry has not declined and the average production of each product has been reduced. The cost has also increased.
Not long ago, the report issued by the China Electric Power Enterprise Federation also showed that due to the rapid rise in production costs, thermal power in the six provinces of Central China and Shandong Province continued to suffer a total loss from January to August, and all three provinces in the northeast have newly increased their thermal power losses, generating electricity in ten provinces. The company is facing the risk of capital chain breaks and calls "can't afford coal". Under the pressure of **, there will not be much change in the price of residential electricity, then the direct result of the thermal power company's losses will be the deep reform of the ladder price, leading to an increase in the price of electricity for enterprises. Therefore, for a building material company that needs a large amount of electricity, the production cost may be further increased.
According to industry sources, before the coal industry conducted capacity integration, coal resources in Shanxi province alone would reduce production capacity by 80 million tons, and this capacity integration will be gradually extended to various coal-producing provinces across the country. The coal mine's resumption of production was less than expected, plus the 11th and 12th months of coal mine security inspection period, resulting in a smaller supply of coal than the demand, it only contributed to another wave of rising coal prices. Industry insiders expect coal prices will fall in the first quarter of next year and will not become a long-term phenomenon. Therefore, experts suggest that building materials companies should plan their coal use and production line model well in hopes of reducing the pressure on internal digestion caused by increased costs.
“Actually, according to our observations, the actual demand for coal this year has decreased compared with previous years.†Zhuo Chuang Information Coal analyst Zhen Zhen said that energy-saving emission reduction and real estate regulation have a great impact on the metallurgy and building materials industries. . According to industry sources, although the building materials industry has less coal consumption than in previous years under the current conditions of energy saving and emission reduction and real estate wilting, due to the continuous rise in coal prices, the coal cost expenditure of the building materials industry has not declined and the average production of each product has been reduced. The cost has also increased.
Not long ago, the report issued by the China Electric Power Enterprise Federation also showed that due to the rapid rise in production costs, thermal power in the six provinces of Central China and Shandong Province continued to suffer a total loss from January to August, and all three provinces in the northeast have newly increased their thermal power losses, generating electricity in ten provinces. The company is facing the risk of capital chain breaks and calls "can't afford coal". Under the pressure of **, there will not be much change in the price of residential electricity, then the direct result of the thermal power company's losses will be the deep reform of the ladder price, leading to an increase in the price of electricity for enterprises. Therefore, for a building material company that needs a large amount of electricity, the production cost may be further increased.
According to industry sources, before the coal industry conducted capacity integration, coal resources in Shanxi province alone would reduce production capacity by 80 million tons, and this capacity integration will be gradually extended to various coal-producing provinces across the country. The coal mine's resumption of production was less than expected, plus the 11th and 12th months of coal mine security inspection period, resulting in a smaller supply of coal than the demand, it only contributed to another wave of rising coal prices. Industry insiders expect coal prices will fall in the first quarter of next year and will not become a long-term phenomenon. Therefore, experts suggest that building materials companies should plan their coal use and production line model well in hopes of reducing the pressure on internal digestion caused by increased costs.