The latest issue of the Bohai Sea Thermal Coal Price Index was released on May 18. The data showed that domestic thermal coal prices rose for the ninth consecutive week, and the increase was widened. With the continuous increase in the price of thermal coal in the domestic market, imported coal has once again been favored by the market. According to the latest data from the General Administration of Customs, China's thermal coal imports in April increased by 22.65%. The latest issue of the Bohai Sea thermal coal price index rose again this week, which is the index's ninth consecutive week of increase, the increase has increased. The data shows that the comprehensive average price of 5,500 kcal thermal coal in the port of Bohai Rim is 827 yuan / ton, and the price of Qinhuangdao 4500 kcal thermal coal is 630~640 yuan / ton, 5000 calories The price of coal is 730~740 yuan/ton, the price of thermal coal for 5500 kcal is 825~835 yuan/ton, and the price of thermal coal for 5800 kcal is 865~875 yuan/ton.   The average price of thermal coal in the Bohai Sea in this period increased by RMB 7/ton from the previous period, an increase of 0.85%. In addition to the price of 5800 kcal thermal coal in Qinhuangdao Port, the price of other coals rose by RMB 5/ton, and the other coal types rose by RMB 5/ton, once again refreshing the high value in the past two years. In this issue, the Bohai Sea Thermal Coal Price Index shows that the supply and demand relationship of thermal coal in the region continues the “seller market” characteristics, supply and demand continue to be active, and the market price of thermal coal in different ports is different. However, prices in the main coal producing areas of Inner Mongolia and other places have remained stable for two consecutive weeks. The coal price in Shanxi has remained unchanged this week compared with last week. According to the Qinhuangdao coal network price channel, Datong 5500, 5800, 6000 kcal calorific thermal coal is shown. The prices were 670 yuan / ton, 690 yuan / ton, 720 yuan / ton, unchanged from the previous period, while the overall price of coal in Inner Mongolia remained stable. Obviously, the increasingly severe "power shortage" situation has further aggravated the market's expectation of rising thermal coal prices, and has become the main reason for the expansion of thermal coal prices in the current market. In particular, some inland provinces in China have restricted coal outflow measures, which has increased the demand for coal resources in the Bohai Rim region in coastal consumption areas, and has also boosted the scale of imported coal by power companies. According to the latest statistics from China Customs, China's coal imports in April were 11.1 million tons, down 2.42 million tons year-on-year, down 17.9%; but the import volume of 9.05 million tons in March increased by 22.65%, and coal imports rebounded. Previously, due to factors such as the slow recovery of coal mines in Australia and high international coal prices, major provinces and ports in the South turned coal demand to the domestic market, boosting domestic coal prices. It is worth noting that the narrowing of the price difference between domestic and foreign coal prices is also an important reason for power companies to favor imported coal. Recently, with the fall of international oil prices, international thermal coal prices have also shown signs of decline, and the domestic and international coal price gaps have continued to shrink. As of May 13, Australia's Newcastle thermal coal price was 118.74 US dollars / ton, down 3.97 US dollars from the previous period, significantly lower than the previous high. "Electric power supply is tight, and may continue to push up coal prices, and stimulate China's coal imports to pick up later." Li Chaolin, an expert in the coal industry, pointed out that this year, Inner Mongolia and other places accelerated coal restructuring, which also made the market supply and demand expected to be tight, and resources were limited. Prices will remain high. It is reported that Inner Mongolia has recently introduced preferential policies to encourage and accelerate the merger and reorganization of coal enterprises. According to the coal enterprise merger and reorganization work plan formulated by the Inner Mongolia Autonomous Region Government, during the “Twelfth Five-Year Plan” period, Inner Mongolia will focus on encouraging and supporting local coal production enterprises to shareholding. As the main method, mergers and acquisitions are carried out through mergers, acquisitions, transfers, joints, and holdings. Any newly formed enterprise after reorganization must achieve a high degree of unity in terms of resources, capital, production, security, management, and organization.  

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