At present, the port price is high, coal and enterprise profits are considerable, can be seen from the port data, the current North port inventory is still relatively low, the market there are two sessions after the production will have a clear recovery expected, the actual situation is that the port inventory growth is still very slow. With doubt we visited the full World Group and the China Goodwill Group's joint venture coal Logistics park.
In the discussion, the reporter learned that today's coal supply situation is less than expected. The reason is that the security check is larger, the enterprise capacity is difficult to release all. Another part of the enterprise because of poor efficiency, security measures in recent years, insufficient investment, such enterprises are difficult to turn into the actual production in the short term; Open-pit mines were oversold at the end of last year, as coal prices rose in the four quarter, sales situation is good, the coal mine almost no inventory, the production of a lot of all sold, resulting in a disjointed situation, production and sales progress, the current local many open-pit mines are still peeling soil stage, is expected to return to the end of April to normal coal stage; strict environmental inspection, Coal can not be landed, and the amount of mine silo is limited.
In addition, the safety production to continue, the flag area of basic monthly security checks, the city monthly spot checks 50%, coal Inspection Bureau monthly spot checks 10%, dare not to any problems. After the Spring festival holiday, small and medium-sized mines, must complete formalities, safety inspection before production. A small number of first-class safety high quality coal can be started after inspection, the coal mines do not dare to exceed. The Inner Mongolia Autonomous Region coincides with the 70 anniversary of Daqing, which is expected to be off in July, when the production of Open-pit mines will be affected.
"There is no rapid recovery in port inventories, not the reluctance of companies to ship, but the fact that short-term supplies are really difficult to increase quickly and need a time." Short-term Hang Hau is still a relatively strong situation, the supply chain before the end of April is difficult to improve significantly. Zhang Yaojun, vice president of the World Group, said.
Yesterday afternoon, a line of reporters on the way to the Sichuan Station Logistics Park, found that the open pit is now operating in October last year when the mine was mined. No new coal mines were found along the way.
Sichuan Station is located in the Dalad Qi exhibition called Su Mu, by the Eerduosi joint Venture Coal Co., Ltd. Investment construction, is a coal production reserve, distribution, railway loading, such as a number of integrated large-scale coal logistics industry. Design capacity of 20 million tons/year of coal washing and railway loading system, in the washing, conveying links, the park has established a fully closed bucket and belt transport systems, and in March 2012 the official operation.
"With the improvement of coal sales situation, the delivery capacity of ancillary shipping stations has been significantly restored." Sichuan Shipping Station in the first three months of this year, the cumulative shipment of nearly 2 million tons, far more than the same period last year, less than 500,000 levels. Although the quarterly cumulative number of Lunar New Year holidays is lower than the total shipment for the four quarter of last year, the March single month situation is more than the monthly delivery level of four quarters last year. "Lian Chuang Coal Logistics Park general manager Hao Zhi said.
Everbright Futures Power Coal senior analyst Zhang Liqin that the futures as a result of too big, and downstream power plant inventory is too low, the port spot price down space is not big, futures depth of water, power coal futures 1705 contract eventually out of the futures upward, spot to repair the water market is a great probability.
It is noteworthy that the high enthusiasm of the company has caused the tension of wagon plan. Whether this summer the capacity factor can again become the key point that restricts the port stock recovery, still need to pay attention.