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去年经济的“V”形反转带动煤炭行业走出低谷,山西等煤炭大省资源整合以及安全生产监管有效缓解了危机中行业周期下行的压力,经过一次明显的去库存化之后,在电力、钢铁、建材等行业需求回暖的趋势下,煤炭行业重新步入量价齐涨的上升周期,预计今年全国煤炭需求将达到32亿吨,新增产能达到3亿吨。产能释放仍是上升周期的最大压力,山西资源整合样板在全国的推广将成为对冲煤炭供应压力的重要手段,煤炭价格将呈现波动中普涨的格局。
Last year’s economic “V” -shaped reversal led the coal industry to come out of the doldrums. The consolidation of resources and production safety supervision in major coal provinces like Shanxi effectively alleviated the downward pressure on the industry cycle in the crisis. After an obvious de-stocking, , Steel, building materials and other industries to pick up the trend, the coal industry to re-enter the rising volume and price rise cycle is expected this year’s national coal demand will reach 3.2 billion tons, the new capacity to 300 million tons. Capacity release is still the maximum pressure on the up cycle, Shanxi Province, the integration of resource integration model will be an important means to hedge the pressure on coal supply, coal prices will fluctuate broadly in the pattern.