原料炭的中国市场的调查 (2020年)、展望 (2021年)

回顾2020年，年初的COVID-19流行，给予全球经济严重的打击。令人鼓舞的是，中国经济表现出强大的弹性，并在短期下滑后迅速复苏。 自6月以来，中国的钢铁需求一直保持高成长，月间粗钢和生铁产量创历史新高。 在炼焦能力下降的情况下，焦炭生产继续受到限制，从而抑制了炼焦煤的消耗。 同时，煤炭行业完成去产能任务后，新产能的释放加快，国内炼焦煤供应能力增强。 尽管严格限制进口煤炭带来了阶段性的供应赤字，但全年炼焦煤的供应相对宽松，平均价格下降。

本报告提供中国的原料炭市场相关调查，影响市场的重要政策检讨，及政策环境，需求，生产，供给，价格，及进出口相关详细的分析与预测。

目录

第1章 中国的煤炭成本分析

• 主要的生产地区的成本的影响要素
  • 影响要素
    • COVID-19大流行
    • 煤炭供应端改革
    • 国有企业改革
    • 安全及环境检验
  • 原炭整体生产成本的主要的结构的变化
    • 人事费用、原料费、电力费的变化
    • 销售费、管理费、财务费的变化
• 主要生产地区的生产及清洗成本的变化:各煤炭类型
  • 火力煤炭
  • 原料炭
  • PCI煤炭
  • 化学煤炭
• 煤炭运输成本的变化(一般途径)
  • 道路
  • 铁路
  • 水路
• 港口的煤炭CFR成本
  • 火力煤炭
  • 原料炭
  • PCI煤炭
  • 化学煤炭

第2章 中国的煤炭成本趋势分析

• 预测调查手法
• 煤炭成本的影响因素
  • 政策:供应端改革，安全检验，环境保护，从道路向铁路运输，资源，开采条件等
  • 原炭整体生产成本的主要结构的变化
    • 人事费用、原料费、电力费
    • 销售费、管理费、财务费
• 主要生产地区的商用煤炭的成本预测
  • 火力煤炭
  • 原料炭
  • PCI煤炭
  • 化学煤炭
• 煤炭运输成本预测(代表性的途径)
  • 道路
  • 铁路
  • 水路
• 港口的煤炭CFR成本
  • 火力煤炭
  • 原料炭
  • PCI煤炭
  • 化学煤炭

第3章 结论

SUMMARY

Looking back at 2020, the outbreak of the COVID-19 epidemic at the beginning of the year caused a severe blow to the global economy. Encouragingly, the Chinese economy shows strong resilience, and recovers rapidly after a short-term decline. Since June, China's steel demand has maintained a high growth, and monthly crude steel and pig iron outputs hit fresh highs. In the context of coking de-capacity, coke production continues being constrained, suppressing coking coal consumption. In the meantime, after the coal industry completed the de-capacity task, the release of new capacity has accelerated, and domestic coking coal supply capacity has enhanced. Despite staged supply deficit brought by strict curbs on imported coal, the supply of coking coal is relatively loose throughout the year, and the average prices move down.

INTRODUCTION

As approaching the end of 2020, Fenwei is timely releasing "2020 China Coking Coal Market Study and 2021 Outlook" , to review and interpret important policies affecting the coal industry operation especially coking coal market in 2020, and also provide detailed analysis and forecast in 2021 centering on policy environment, demand, production, supply, price, import & export, etc.

The report incorporates abundant data, figures and technical parameters in clear analytic logics and viewpoints, which shall definitely act as a valuable reference for market participants to become versed in the development trend of China's coking coal industry.

Table of Contents

1. 2020 China Coal Cost Analysis

• 1.1. Cost influencing factors in main producing areas
  • 1.1.1. Influencing factors
    • The COVID-19 pandemic
    • Coal supply-side reform
    • Reforms of state-owned enterprises
    • Safety and environmental inspections
  • 1.1.2. 2020 changes in main components of raw coal all-in production cost
    • Changes of labor wages, raw material and power costs
    • Changes of sales, management and financial expenses
• 1.2. Production and washing cost change in main producing areas by coal type
  • 1.2.1. Thermal coal
  • 1.2.2. Coking coal
  • 1.2.3. PCI coal
  • 1.2.4. Chemical coal
• 1.3. Coal transport cost change (typical routes)
  • 1.3.1. Roadway
  • 1.3.2. Railway
  • 1.3.3. Waterway
• 1.4. Coal CFR cost at ports
  • 1.4.1. Thermal coal
  • 1.4.2. Coking coal
  • 1.4.3. PCI coal
  • 1.4.4. Chemical coal

2. 2021-2025 China Coal Cost Trend Analysis

• 2.1. Forecast methodology
• 2.2. Coal cost influencing factors
  • 2.2.1. Policies - supply-side reform, safety inspections, environmental protection, roadway transport shifting to railways, resources, mining conditions...
  • 2.2.2. 2021-2025 changes in main components of raw coal all-in production cost
    • Labor, raw material and power costs
    • Sales, management and financial expenses
• 2.3. Commercial coal cost forecast in main producing areas
  • 2.3.1. Thermal coal
  • 2.3.2. Coking coal
  • 2.3.3. PCI coal
  • 2.3.4. Chemical coal
• 2.4. Coal transport cost forecast (typical routes)
  • 2.4.1. Roadway
  • 2.4.2. Railway
  • 2.4.3. Waterway
• 2.5. Coal CFR cost at ports
  • 2.5.1. Thermal coal
  • 2.5.2. Coking coal
  • 2.5.3. PCI coal
  • 2.5.4. Chemical coal

3. Conclusions