Domestic coal prices re-innovation, building materials companies have increased production costs

According to reports, since October, coal prices have risen and then rose. On November 3, domestic coal prices rose by another 30-50 yuan per ton, setting a new high since February 8 this year. At the same time, the international three major thermal coal indexes continued to rise, and the price of thermal coal in Newcastle, Australia, once again exceeded $100/ton, reaching $100.48/ton.

"In fact, according to our observation, the real demand for coal this year has decreased compared with previous years." Zhuo Chuang Information Coal analyst Yan Zhen said that energy conservation and emission reduction and real estate regulation have a great impact on metallurgy, building materials and other industries. . According to industry insiders, although the building materials industry has less coal consumption than in previous years under the current situation of energy saving and emission reduction and real estate wilting, coal prices in the building materials industry have not decreased due to rising coal prices, and the average production per product has been reduced. The cost has also increased.

Not long ago, the report issued by the China Electricity Council also showed that due to the rapid increase in production costs, from January to August, the central six provinces and Shandong Province continued to lose all thermal power, and newly increased the loss of thermal power in the three northeastern provinces. Enterprises face the risk of capital chain breakage and call “cannot buy coal”. Under the pressure of public opinion, the price of electricity for residents will not change much. The result of the loss directly caused by thermal power companies will be the deepening reform of the ladder price, which will lead to the increase in the price of electricity used by enterprises. Therefore, for building materials enterprises that need a large amount of electricity, the production cost may add another layer of pressure.

According to industry insiders, the coal industry has been expanding its production capacity. Only coal resources in Shanxi Province have been integrated, reducing production capacity by 80 million tons, and this capacity integration will be gradually extended to all major coal-producing provinces in the country. The coal mine production was less than expected, and in the coal mine security inspection period in November and December, the coal supply was smaller than the demand, which led to another wave of coal prices. Industry insiders expect coal prices to fall back in the first quarter of next year and will not become a long-term phenomenon. Therefore, experts suggest that building materials companies should plan their coal and production line models in an effort to reduce the internal digestive pressure brought about by increased costs.

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