According to the monitoring of the business association, the price of power coal (port) is around 471.75 yuan / ton, 0.16% higher than that on May 11. In the near future, the price of power coal has ended a continuous decline and recovered. In terms of production area, affected by the recent high-speed recovery charges, the cost of transportation in production area increased, and the number of coal hauling vehicles in some areas decreased significantly. Due to the limited downstream demand, the main producer price of power coal at this stage is still weak. However, the port market shows signs of stabilizing and rising slightly. From the downstream power plants, as of May 12, the inventory of six coastal power plants is 15.1278 million tons, the daily coal consumption is 642000 tons, and the available days are 23.56 days. Since May, the national temperature is significantly higher, the daily consumption of power plants is significantly increased, but the inventory is still high. The actual procurement demand is limited, and the background of supply exceeding demand continues. The inventory of six major power plants has declined, but the current inventory level is still on the high side.
Business analysts believe that: after May 1st, highway recovery charges, coal downstream users more on-demand procurement, poor mine market shipments, price pressure. The market demand of downstream power plants has picked up slightly, driving the price of power coal to rise slightly. Generally speaking, the price of power coal may rise slightly in the short term, but in the long term, the pressure of power coal supply and demand contradiction still exists, the weak demand situation of port market is still obvious, and the space for power coal to rise in the later period is insufficient.
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