Sep
13
By September 8,, qinhuangdao port coal inventories for 6.958 million tons, a decrease of 329000 tons in the same period last week, this is about a month and a half since falling to 7 million tons of the first. In addition, (international trust &investment JingTangGang caofeidian harbor), coal inventories were also continue to slide, weeks annulus comparing a decrease of 559000 tons, up to 11.718 million tons.
In the coal storage's declining at the same time, the price of coal but there appears the price rise. The data shows, the bohai power coal price index synthetic average price break even for the first time 9 weeks fell situation, rose momentum. September 9, Q5500 power coal prices have qinhuangdao reached 830 yuan/ton, a rise in the first half of 40 yuan/ton, than last year the corresponding period rose 120 yuan/ton.
Coal prices rise aggravating electric enterprises burden
The daily economic news (the Po) "reporter from coal nets learns, qinhuangdao demand make main port coal DiaoChuLiang soars, power of east China, central China nervous inventory and power plant down dramatically.
According to information, September 20 daqin railway line to overhaul, a 15 days, 4 hours per day "KaiTianChuang" construction. The influence of the maintenance by the late, qinhuangdao port coal storage DiaoRuLiang will significantly reduce coal supplies, port will tend to be nervous.
Coal analysts think that, considering the start of the overhaul, part used coal consumption and trade enterprise lately increased power coal, improve the purchasing power coal market trading activity, and, to some extent, make port, and at the same time reduced inventory also stimulates the coal power prices even higher.
Reduce the price of coal storage and going higher, will directly increase power generation enterprise production cost, that is in a serious loss of electricity enterprises survive more difficult.
In the report couplet additionally statistics data show that since 2003, the coal prices continue to rise, qinhuangdao 5500 calories coal price has risen more than 150%, but the sale price of electricity or only 32%. Therefore, the report couplet additionally called on the power and the sale price of electricity raised the price difference, to make up for the shortfall.
According to information, account for 86.62% of the total installed capacity thermal power generation (601991, datang SH) in the first half of the total cost of business about 27.806 billion yuan, up by 15.33%. Among them, the electric power fuel costs for 18.871 billion yuan, accounting for about 67.87% of the cost of operation, compared to the same period last year of $14.057 billion increase 4.814 billion yuan, a year-on-year increase of 34.2%. Because coal prices continued to rise, make the unit operation and high fuel costs than last year the corresponding period rise 26.83 yuan/megawatts (mw).
Datang power a person in charge of the internal told the daily economic news "reporter, coal prices rise to power in the first half of the cost and the datang profit affect huge, increase your fuel costs 4.814 billion yuan of electric power, of which 2.039 billion yuan for the unit fuel costs increase led directly to account for 42.4%, than.
Even more remarkable is the shortage of electric power, long-term in central China and south China situation will be more nervous. A power plant in central China complained, and this year will be difficult to achieve the goal of coal reservoir for the winter, and in previous years, power plant before November can store up enough almost two months had winter coal. If target cannot complete coal reservoir peaks winter will find it difficult to avoid to stop short of coal.
Pay silver international related analysts, in energy demand under the background of unabated, and in the long run coal prices will continue to rise pattern.
Lack of coal power plant shut down or entrenched
A professionals to reporters, from the current situation, to see this year during the winter, peaks of lack of coal power plant shut down or entrenched.
Guangxi nanning power supply management department to several violation of electricity has adopted a power user index of the measures and said will be further serious discipline, to ensure that electricity residents of electric power and the livelihood of the people use electricity, festival in easing the current power supply the tension.
According to information, into August, nanning city since the biggest gap of 800000 kilowatts of electricity. Faced with the severe electricity situation, nanning grid taken from industrial electric stop two open five, three on 4 to stop the production of all kinds of industrial measures to ensure that the people's livelihood, residents of electricity.
In addition, sichuan power company has issued a warning 10 days, said during a timetable for an American winter is expected to rise further, electricity load will, largest load demand will be close to 26.8 million kw, up 19% from a year ago and continues to maintain rapid growth. Electricity shortage by coal, water and electricity coming water less and other factors, a timetable for an American winter sichuan power grid supply and demand situation will face in recent 10 years the most severe situation, the electric grid power brownouts inevitable.