China Coal Industry Report, 2010Q1
The coal price fluctuates to some extent every January and
Februaryy due to seasonal factors, but the fluctuation in 2010 as
yet is sharper than the past years. The coal price increased
considerably month-on-month in Jan, 2010, with average growth
margin of 6%, while it started to fall sharply 15% in February, the
bi
biggest
t drop
d
since
i
2005.
2005 Such
S h sharp
h
fluctuation
fl t ti in
i coall price
i in
i
2010 resulted mainly from the followings, i.e. the impact of coal
resource integration in such provinces as Shanxi and Henan etc
on coal supply;
pp y; and significant
g
increase in coal consumption
p
caused by temperature drop across China in Jan., 2010, as well
as February and March are the off-season for coal consumption
as weather turns warm.
China’s Coal Output and Growth Rate, 2005-2010 (10 thousand tons)
Source: Wind; ResearchInChina
It is forecasted that the price of steam coal will touch the bottom and rebound in late Apr, 2010. As the energyconsuming industries enter production season after May, the demand for electric power will grow steadily, driving
steam coal demand and price to rise. The sharp growth in housing construction area and new building constructed
area will greatly promote the development of real estate–steel-coking coal chain in 2010. Coal output, as is
predicted, will increase 12-18% yr-on-yr in 2010, and the effective supply will fall short of effective demand
considering imbalanced structure of coal variety supply and demand as well as traffic bottleneck in the regions where
the new output is added
added.
Table of Contents
•
1 Industry Overview
•
4.1.3 Electric Power Business
•
1 1 Supply & Demand
1.1
•
4.2 Kailuan Group
•
1.2 Influence of Supply & Demand on Price
•
4.2.1 Coal Industry
•
4.2.2 Coal Chemicals
•
pp y & Demand
2 Steam Coal Supply
•
4.2.3 Corporate Planning
•
2.1 Influencing Factors
•
4.3 Yanzhou Coal Mining Company Limited
•
2.1.1 Spring Drought
•
4.3.1Coal Business
•
2.1.2 Increase in Foreign Coal Price
•
4 3 2 Methanol
4.3.2
M th
l Business
B i
•
2.1.3 Coal Transportation
•
4.4 Shanxi Xishan Coal and Electricity Power
•
2.2 Supply & Demand
•
3 Coking Coal Supply & Demand
•
3.1 Demand
•
3.2 Supply & Demand Analysis
•
4 Key Companies
•
4.1 Shenhua Group Corporation Limited
•
4 1 1 Coal Business
4.1.1
•
4.1.2 Coal Transport Network
Co., Ltd
•
4 5 Taiyuan Coal Gasification Company Limited
4.5
•
4.5.1 Coal Resources
•
4.5.2 Coal-Coking Integration
•
5 Characteristics of Industry Development & In
vestment Opportunity
•
5.1 Development Characteristics
•
5.2 Investment Opportunity
Selected Charts
•
•
•
•
•
•
China’s Coal Output and Growth Rate, 2005-2010
Coal Output in Shanxi Province and Inner Mongolia,
Mongolia 2007-2010
2007 2010
Coal Stock of Direct Power Supply Plants in China, 2007-2010
Daily Coal Consumption in China by Month, 2006-2009
Growth Rate of Hydraulic Power Generation in China, 1999-2010
D il Coal
Daily
C l Consumption
C
ti off Direct
Di t Power
P
S
Supply
l Plants,
Pl t 2007-2010
2007 2010
•
•
•
•
•
•
•
•
•
•
•
China’s Coal Import Volume by Month, 2007-2010
Cumulative Y-o-Y Growth of New Housing Constructed Area, 2000-2010
China’s Daily Output of Crude Steel, 2008-2009
China’s Coking Coal Reserves and Ratio
Growth Rate of China’s Coking Coal Output and Total Output, 2003-2008
Revenue Growth of Shenhua Group, 2005-2009
Profitabilityy of Shenhua Group,
p, 2005-2009
Crude Coal Output and Sales Volume of Shenhua Group, 2007-2009
Coal Selling Price of Shenhua Group, 2006-2009
Annual Output Forecast of Kailuan Group’s Main Coal Mines, 2010E-2011E
Approved Output Capacity and Proven Reserves of Yanzhou Coal Mining
Mining’s
s Six
Mines in Mainland China
Crude Coal Output of Yanzhou Coal Mining Company Limited in Mainland China,
1999-2008
R
Revenue
G
Growth
th off Shanxi
Sh
i Xishan
Xi h Coal
C l and
d Electricity
El t i it Power
P
C Ltd,
Co.,
Ltd 2003-2009
2003 2009
Profit Structure of Shanxi Xishan Coal and Electricity Power Co., Ltd, 2009
•
•
•
•
•
Electric Power Assets of Shanxi Xishan Coal and Electricity Power Co., Ltd, 2009
Output Capacity and Available Reserves of Coal Mines under Production and
Construction of Taiyuan Coal Gasification Company Limited, 2009
How to Buy
Product details
USD
Single user
899
Enterprisewide 1,599
1 599
How to Order
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Publication date: Apr. 2010
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