Soaring coal prices, supply difficult to protect Thermotics Inc cost doubling dilemma (video) ddrtys

Soaring coal prices, supply difficult to protect, Thermotics Inc cost doubling dilemma, waiting to pull coal vehicles every year after the national day, for the major Thermotics Inc in Xi’an, are beginning to purchase coal, for the upcoming heating reserves of raw coal. Often at this time, the truck pulled coal in the doorway of Thermotics Inc will queue up, waiting for coal unloading, coal storage warehouse has long been piled up, a busy scene. However, this year’s Thermotics Inc still has no movement, coal storage library is empty. Seeing the date of November 15th heating officially approaching, why is there such a scene? In this regard, the author conducted interviews and investigations. The market price of coal rose rapidly within 9 days by 4 times in October 18th, I went to Shaanxi’s important coal producing regions – Binxian County, Changwu, coal mines in the vicinity of the road, everywhere is visible on the coal truck waiting in a queue. And in the huge parking lots of coal mines, there are hundreds of trucks to Shaanxi and Henan, Hunan, Hubei, Anhui, Sichuan, Jiangsu and other licenses. Shaanxi Changwu Tingnan coal mine official told the author: "the current coal prices rose too fast, just one month prices have more than doubled." According to him, in recent years, the state has adopted a series of production capacity, inventory control policies, coal prices have been hovering around 300 yuan per ton. With the heating season coming, coal demand increased, coal production capacity can not keep up, resulting in coal shortage situation, prices soared. He listed the details of the recent coal price increase to the author. Thermotics Inc used the original foam coal as an example, in August 29th, the price per ton is 306 yuan, raised to 316 yuan per ton in August 31st, raised to 336 yuan per ton in September 3rd, and raised to 366 yuan per ton in September 8th. In just 9 days, the coal price has been raised 4 times, a total of 60 yuan per ton. At the end of 9, and raised prices twice, up to 410 yuan per ton. Entered in October, the rise in coal prices still does not stop meaning, but also continues to rise, as of October 18th, the original price of coal has reached 460 yuan per ton. In Binxian County coal mine, the author understands and Tingnan coal mine as a rut. A person in charge of the mine told the author that the price of the original coal in the lower ditch coal mine began to adjust from June, after more than 10 times up, from the original 230 yuan per ton rose to 460 yuan now. Coal supply can not guarantee the drop of Thermotics Inc’s reserves. It is understood that not only the coal price of bin long mining area is rising fast, but also the most important coal producing area in Shaanxi Yulin mining area is also very hot in the coal market. After more than 4 years, the 210 National Road, Shaanxi Yulin coal truck on the queue has long queues. Around 2012, coal "gold ten years" end, coal prices all the way down, why after many years of silence suddenly skyrocketing? A person responsible for the analysis of the South Coal Mine, said, "mainly benefited from the supply side reform in the coal industry to capacity related policies."." In April 2016, the limited production policy of coal mines in 276 working days began to be implemented, all coal production enterprises price

煤价飞涨供应难保障 热力公司成本倍增陷困局  等待拉煤的车辆  每年国庆节后,对西安的各大热力公司来讲,都开始着手购置煤炭,为即将到来的供热储备原煤。往往在这个时候,拉煤的卡车在热力公司的门口会排起长队,等候卸煤,煤炭储存库里早已是堆积如山,一片繁忙景象。  但是,今年的热力公司里至今却仍然毫无动静,煤炭储存库里更是空空焉。眼看着距11月15日正式供暖的日期临近,为什么会出现这样的景象呢?对此,笔者对此进行了走访和调查。  市场回暖煤价上涨飞速  9天内上调4次  10月18日,笔者来到陕西重要的产煤区——彬县、长武,在煤矿附近的道路上,随处可见路上的运煤卡车排起了长龙。而且,各个煤矿偌大的停车里,都停放着数百辆来陕西以及河南、湖南、湖北、安徽、四川、江苏等牌照的大卡车。  陕西长武亭南煤矿一位负责人告诉笔者:“目前煤价上涨的太快了,短短一个月煤价就已经翻了一番多。”据他讲,近年来国家采取了一系列去产能、去库存等政策的调控,煤炭价格一直徘徊在每吨300元左右。随着供热季的来到,煤炭需求量增大,煤矿的产能跟不上,导致煤炭出现了供不应求的局面,价格一路飙升。  他给笔者列举了近日煤炭涨价的明细。以热力公司使用的原沫煤为例,在8月29日时,每吨价格是306元,8月31日上调到每吨316元,9月3日上调到每吨336元,9月8日又上调到每吨366元。短短9天煤价上调了4次,总共每吨上涨60元。到了9月底,煤价又上调了两次,上调到每吨410元。进入10月份,煤价的上涨仍然没有停止的意思,还不断上涨,截至到10月18日,原沫煤的价格已经达到每吨460元。  在彬县的下沟煤矿,笔者了解到情况和亭南煤矿如同一辙。该矿区的一个负责人告诉笔者,下沟煤矿的原沫煤价格从6月份就开始调整,经过十多次的上调,从原来的每吨230元上涨到现在的460元。  煤炭供应量无法保证  热力公司储量杯水车薪  据了解,不只是彬长矿区的煤炭价格上涨快,在陕西另一个最重要的产煤区——榆林矿区也是煤炭市场异常火爆。时隔4年多,又见210国道陕西榆林段上的运煤卡车排起了长龙。  2012年前后,煤炭“黄金十年”结束,煤价一路下跌,为何在沉寂多年之后突然暴涨?亭南煤矿一位负责人分析说,“主要还是得益于供给侧改革中煤炭行业去产能的相关政策。”  2016年4月,煤矿276个工作日的限产能政策开始推行,所有煤炭生产企业,特别是国有企业严格执行该项政策,产量快速收缩。包括动力煤在内的煤炭市场供应日趋紧张,供求关系变化拉动煤炭价格不断上涨。  的确,煤价上涨了归根结底是供求关系的变化。目前,除了煤价上涨之外,煤炭供应量更是没法保障。就是说:“有钱买不到煤”。 据亭南煤矿一位负责人讲,该煤矿现在的工作日已经超过了276个工作日的限产能政策,每天的产煤量达到了1.5万吨,而且减少了一些水泥厂的供煤量,给供热公司让出一部分煤炭量,但由于市场的需求量太大了,每天给热力公司的供应量少的可怜,根本没有办法保证。  下沟煤矿的日产量达到了2万吨,仍然要向四川、湖北等地的电厂运送大量的煤,往年运送的量是30万吨,今年达到了120万吨,所以对季节性用煤的热力公司,他们也只能是尽力满足当地热力公司的煤量需求,但无法保证完全供应。  据了解,由于煤价上涨,彬长煤区有些当地人想尽办法屯煤,然后加价出售。而目前急需要煤炭的热力公司受到当地人的百般干扰,却很难从煤矿拉出煤来。  供暖季临近压力大  热力公司供热成本倍增  笔者在亭南煤矿采访时,正遇到来此煤矿采购煤炭的西安高新热力有限公司的工作人员。他们告诉笔者,现在各个热力公司都已经启动了冬季储煤工作,由于煤炭供不应求,都出现了哄抢乱象,导致煤炭价格持续飙升。他们早已经给中标煤矿预付了数百万元的煤款,但由于煤矿大量煤炭用火车发往外省的用量大户,没有余量供给他们。有些中标煤矿挤出一点量让他们来拉煤,可是当地村民为追求利益,排挤外来车辆进矿装煤,导致他们目前装不了煤。  这位工作人员着急地告诉笔者,他们热力公司每年的需要16.5万吨原沫煤,每天的燃煤量就要近1500吨。在锅炉点火供暖时必须储备5万吨煤炭,但是目前,他们的储煤量才仅仅400吨,差距不言而喻。“马上就要供暖了,煤炭还是没有着落,我们都快急疯了。”这位工作人员焦急万分。  这种现象困扰着西安多个热力公司,都因为煤炭价格上涨和供应量严重不足而深陷困局。西安热力总公司承担着西安大片面积的供暖任务,目前的煤炭储备量仍然不足,差距相当大。该公司一位负责人讲,他们公司全年供暖需要60多万吨煤炭,在点火前必须存储15万吨,而现在才购置了7万多吨。而且是远赴榆林购买煤炭,增加了运输成本,原因是距离最近的彬长煤区严重缺煤,根本满足不了他们的需求量。 文 图 王荣忠注:视频仅为扩展阅读。 去产能步调不一 供需错配推高煤价相关的主题文章:

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