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After the Spring Festival, the coal market, which has always been tight to fight the cold wave, finally calmed down. Today, coal inventory in central China has shifted from dying to consolidation, supply is in a loose state, and coal prices have also declined.
However, the long-term game between coal and electricity has not relaxed. In 2010, the annual contract coal prices in Manila escort have risen several times, and they have a good impression of each other. If the relatives have more than 50 yuan per ton, they will still infringe on the profits of 60 to 70 billion yuan in power companies. Faced with the high coal prices in China, power companies have turned their attention to overseas. In February 2010, China International Import Coal Contract and Australia’s large-scale import coal contract was established. In 2009, China, the world’s largest coal-produced country, also became a coal importer for the first time…
The era of imported coal has arrived, is the era of long coal still far away? In front of the existing pricing mechanism, how do power companies lay out their chess pieces?
The three decks of hot power enterprises in the electric coal game
Coal Network’s analyzing expert Zhao Yuwei told reporters that power enterprises generally use three tricks to confront the electric coal game: internal adjustment, downstream extension and long-term agreement on signing and purchasing.
”First, we can reduce unit energy consumption. Now the country is asking for a small and large amount. By launching a new machine, energy consumption can be reduced and environmentally friendly. The other is to participate in or hold some coal resources. The third is to conduct coal procurement and ordering from abroad. Settle in both domestic and international markets to ensure coal supply.” Zhao Yuwei said.
Last month, the annual coal contract foundation was completed, and the 2010 contract could be called “high price increase”. According to the China Coal Sales Association, as of 8 January 8, the total amount of coal production needs in 2010 has been initially transferred to 46,617Sugar daddy 2010. The electric coal contract of the five-day power group has been finalized, with the price of key coal per treasury.
”The signing rate is very high, the time is very fast, the total is also very large, and it was also a cold wave that helped. However, it is necessary to note that the growth rate of China Coal and Deification is lower than the expected one at that time.In the end, the price of coal companies was not that big, and it was explained that the authorities also went to coordinate. “Zhao Yuwei told the reporter.
In his opinion, the coal contract of domestic enterprises is not a good solution to the urgent need. “The sign was signed, but Sugar daddy is not as good as the signing. It is not the first time that China’s coal and electricity enterprises have had a mutual settlement. ”
On the other hand, he believed that although there was a good fight between coal and electricity, it was not that there was a big conflict. “Coal and electricity are all operated by enterprises, but this enterprise is not complete and there is noisy and controversy around. The marketization of enterprises is responsible for accepting economic development goals, ensuring economic development and stability. At the same time, there are also indicators of corporate profitability. Therefore, especially large domestic enterprises themselves do not develop completely from the market perspective. It’s all right to have more policy care. ”
In this game of “As there is a clear contrast between fractions and divine spirit, coupled with the unrestrained and unrestrained nature of Wan Yurou and Ye Qiuguan, the power companies are in the game through Sugar daddy. While talking with coal enterprises and complaining to the authorities for pressure gains, baby had to seek other methods to reduce raw material costs.
Since 2009, Huayuan International has applied the opportunity of small coal mining integration in various provinces, slowly increased the investment scale in coal, and improved its control over pyroelectric capital. By participating in the integration of small coal mining in Shanxi, participating in Ningxia Silver Star Coal Industry Increased Stocks, and participating in Inner Mongolia Coal Mineral Company
In addition, the gas power companies led by China Power Investment are also actively adjusting their industrial structure, accelerating the development and application of new forces such as wind and energy, so as to reduce the level of coal dependence.
The demand of coal in the era of coal development
On February 6, the Australian private mine company Resourcehouse (Resourcehouse) has reached a value of 60Sugar baby‘s 20-year contract will supply 30 million tons of coal to China’s electricity every year. Afterwards, China’s electricity internationally developsThe limited company (China International) said that the signed coal purchase and sale agreement was only an intentional contract and did not determine the Escort manila‘s physical amount.
This detailed period has not been fully confirmed by Sugar daddy, which is only one of the biggest imported coal contracts in China’s history, is being paid attention to. Not only because this suggests that China’s imported coal era will continue in the next 20 years, but also because the coal supply of Chinese power companies may gradually depart from the current market, the color of the long-term agreement will become increasingly larger.
The differences with iron mines are internationally Sugar baby‘s long-term coal foundation is more than 5 years, and can even grow for 20-30 years. “Coal abroad is important for long-term agreements. Most of the long-term agreements on coal are priced and adjusted every year according to the inflation index,” said Han Xiaoping, chief information officer of China Power Network.
Long-term agreements are always being promoted after coal-to-electricity connection. Xue Jingguang, director of the China Electric Power Enterprises Association (China Electric Power Company) ) has compared the vivid performance of Sugar daddy to the audience to create sufficient drama. No one for several consecutive daysSugar daddy said, “From our power supply perspective, power companies hope to sign up cooperation to prevent temporary fluctuations in demand. From the perspective of production safety, supply safety and price risks, risk sharing is a better supply method. Now, not only internationally, but also in China, we are calling for a long-term agreement mechanism. Short-term coordination is provided on this basis.”
Xue Jingyu explained in an example, “It is like using the construction of a platform, two companies can sign a 3-5-year contract, and the price has been initially agreed upon, so that the strength is guaranteed on this basis.”
But in China, the construction of this platform cannot be as good as the participation of the authorities. “Power companies hope for long-term cooperation, coal companies don’t expect it, coal companies hope for short-term profits and long-term profitsThere is a little risk. I feel that I still want to Sugar daddy when I come to the economy. Xie Xi, a power company, suddenly realized that he had met an unexpected benefactor (and lover): hope is that there is a safe and stable supply in the long run, and the risks are reduced in the long run. The two markets have different ideas and expectations. If there is no platform, the agency does not formally participate, and it will be difficult to voluntarily form. “Xue Jinghuo said.
International Long-term Coal Coal Domestic Coal
Xue Jinghuo’s view is that if the government does not participate, the long-term structure will achieve a change in the supply and demand format of demand coal. “Then supply is far away. There is no coal intact, but today there is still a lack of coal resources. “Xue Jing said.
As a result, it is also a trend in the past two years to find stable coal supply. “I think the amount of coal imported from China will increase in 2010, and the coal integration in Shanxi has added the verbal rights of the authorities. The bureau has to increase the price of approval and push up coal prices, but the domestic coal prices are already very high, which has also prompted power generation companies to look for coal in the overseas market, which has also raised the international coal prices. And the price of long-term cooperation will also rise. “Korea Pinnacle gave his views.
As a result, before the policy hand was launched, the international long coal, the domestic coal format will continue and expand.
Sugar baby In 2009, my country’s cumulative imported coal was 12.6 billion tons, an increase of 2.11.9% over the previous year; exported coal was 22.4 million tons, a drop of 50.7%; imports of 1 year-on-year .03 billion tonnes, the first time it became a coal importer.
However, China’s coal production will be more than 3 billion tonnes per year, 50% of which is consumed in the pyroelectric industry. According to the 2009 power quick report released by China TC:
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