According to the monitoring data of SunSirs, the average market price at the beginning of the week was about 995 RMB/ ton, and that at the end of the week was about 965 RMB/ ton, with a price drop of 3.02% and a year-on-year increase of 66.24%. On July 4, the thermal coal commodity index was 117.47, unchanged from the previous, down 6.02% from the cycle's highest point of 125.00 (2021-01-19), and up 162.80% from the lowest point of 44.70 on January 20, 2016(Note: period refers to the period from September 1, 2011 to now)
According to the data released by the National Bureau of statistics on June 24, the national coal price rose steadily in mid June. The specific price changes of various kinds of coal are as follows: the price of ordinary mixed coal (mixed coal of Shanxi fine coal and lump coal, with calorific value of 4500 kcal) is 709 RMB/ ton, up 10.9 RMB/ ton or 1.6% over the previous period. The price of Shanxi Dahua (better quality blended coal with calorific value of 5000 kcal) was 799 RMB/ ton, up 10.9 RMB/ ton or 1.4% over the previous period. In addition, in mid June, the national price of coke (grade II metallurgical coke) was 2626.8 RMB/ ton, down 15.1 RMB/ ton or 0.6% compared with the previous period.
Business analysts believe: origin: after the end of "July 1", the production capacity of limited coal enterprises has been restored, coal inventory has risen, and some coal mine prices have fallen. However, considering the impact of environmental protection inspection, some coal mine production capacity has not been fully released. Due to the impact of summer peak, the daily consumption of the power plant is high, and the coal inventory of the power plant remains low. The power plant still needs to replenish the storage. However, there are not many port resources available for sale, and most terminals hold a wait-and-see attitude. Affected by policies, port prices are declining. On the whole, the short-term thermal coal price is mainly weak in the later period in China.
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