中文
Recently,the market price of coking coal has slightly declined,but the long-term agreement price of coking coal in the first quarter has increased by a maximum of 200 yuan/ton compared to the fourth quarter of last year,which is beyond the expectations of some industry insiders.
The reporter learned from some listed coking coal companies that in addition to the increase in main coking coal prices,the long-term cooperative price of coking coal has also increased by 100-150 yuan/ton in this quarter.According to Choice data,the price of coking coal truck plates in Pingdingshan,Henan is reported at 2320 yuan/ton,while the price of coking coal truck plates in Huaibei,Anhui is reported at 2290 yuan/ton.
Several coking coal stocks have risen for two consecutive trading days since the beginning of the year,with Shanxi coking coal increasing by nearly 9%,Pingmei shares increasing by about 7%,and Panjiang shares,Huaibei Mining,and Shanghai Energy also experiencing significant increases.
Manager Xue from the Business Information Center of middling coal Huali Taomei said that on the one hand,the price of the Long term Association increased in this quarter because the price in the third and fourth quarters of last year was lower than the market price in that quarter.Therefore,it is possible to make appropriate compensation in the first quarter of this year.On the other hand,the adjustment of import coal tariffs also had a certain impact on the market mentality.
The Ganqi Maodu Port has started implementing a 3%import tariff on imported coal.Wang Shanghua,the Operations Director of Hongyan Consulting,a local Mongolian coal import service enterprise,told reporters,”Overall,import tariffs will not have a significant impact on the market.Based on the price of No.5 raw coal,the average price is about 1600 yuan/ton,and the amount of tax required is only about 50 yuan.Currently,there is still a profit of about 200 yuan in imported coal trade.”
In addition,Manager Xue believes that the recent supply-demand relationship has also had a certain impact on prices.
In addition to a decrease in production in the Shanxi region due to safety inspections and year-end production rhythm control,coal imports have also fallen recently.
Due to fuel supply and festive factors in Mongolia,the number of customs clearance vehicles at the Ganqimao Port decreased.Wang Shanghua said,”From the 28th to the 29th,there were about 1000 vehicles passing through customs,and on the last day,the clearance volume was only over 700 vehicles,with a peak of over 1400 vehicles this year.”