?!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd"> 煤炭行业2007q前三季度经运行分析及(qing)势预测-煤炭资讯|?/TITLE><LINK href="/css/wh.css" type=text/css rel=stylesheet> <META http-equiv=Content-Type content="text/html; charset=gb2312"> <META content=煤炭|?name=Author> <META content="Copyright 2004-2005 煤炭资讯|所? name=Copyright> <META content="煤矿,煤矿|?煤炭|?清R?光电(sh)型全自动矿用清R?二手讑֤,煤炭供求,煤矿机电(sh)讑֤,煤矿新闻,煤矿人才,煤业技?校友?煤h(hun)旬报,技术论?襉K煤炭|?国际能源|?全球能源|?世界能源|?国家能源|?国际煤炭|?国际?sh)力|?国际xa(b)|?国际天然气网,国际新能源网,国际能源投融资网,能源U技,能源人物,能源要闻,能源安全,能源情报,能源危机,能源?jng)?能源企业,能源黄页,能源l计,能源专家,能源|聚世界能源资讯,服务全球能源企业" name=keywords> <META content="煤炭资讯|? name=description> <meta http-equiv="Cache-Control" content="no-transform" /> <meta http-equiv="Cache-Control" content="no-siteapp" /> <script>var V_PATH="/";window.onerror=function(){ return true; };</script> </head> <body> <h1><a href="http://www.ducatiukracing.com/">免费人成年激情视频在线观看,国产精品,精品一级影院在线播放,真实强奷在线中文</a></h1> <div 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<HEAD> <meta http-equiv=Content-Type content="text/html;charset=gb2312" /> <title>煤炭行业2007q前三季度经运行分析及(qing)势预测

煤炭行业2007q前三季度经运行分析及(qing)势预测


07--11--5

前三季度Q我国国民经l保持较快增长,国内生dDC(jin)166043亿元Q同比增?SPAN lang=EN-US>11.5%。其中,重工业同比增?SPAN lang=EN-US>19.6%Q第二业比重同比提高增?SPAN lang=EN-US>13.5个百分点Q其中工业比重上?SPAN lang=EN-US>18.5个百分点。国民经的较快发展Q拉动了(jin)煤炭消费l箋增长。据初步预测Q?SPAN lang=EN-US>2007q全国煤炭消费l增加,增量?SPAN lang=EN-US>2亿吨以上Q但增幅呈缓态势。煤炭市(jng)场M上l保持供需基本qQ受气候条件媄(jing)响和铁\q输制约Q局部地区、部分煤U、不同时D늅炭供应偏紧?/SPAN>

一、煤炭经运行Ş势M向好

Q一Q煤炭供需基本qQq销同步增加

据统计局数据Q前三季度,规模以上煤炭企业原煤产量16.8亿吨Q增?SPAN lang=EN-US>11.0%。国安路煤炭运输日均装?SPAN lang=EN-US>5.07万RQ同比增?SPAN lang=EN-US>8.9%Q国安路煤炭运?SPAN lang=EN-US>9.13亿吨Q增?SPAN lang=EN-US>10.4%。主要港口煤炭中转运?SPAN lang=EN-US>3.48亿吨Q增?SPAN lang=EN-US>15.8%Q其中,内N煤炭转运?SPAN lang=EN-US>3.08亿吨Q同比增?SPAN lang=EN-US>22%。据安监d数据Q前三季度,全国原煤产量完成17.1亿吨Q同比增?SPAN lang=EN-US>8.1%。按l计口径分析Q原国有重点煤矿9.06亿吨Q同比增?SPAN lang=EN-US>9.0%Q国有地方煤?SPAN lang=EN-US>2.28亿吨Q同比增?SPAN lang=EN-US>3.4%Q乡镇煤?SPAN lang=EN-US>5.76亿吨Q同比增?SPAN lang=EN-US>8.7%?/SPAN>

前三季度Q全国商品煤销量ؓ(f)16.89亿吨Q同比增?SPAN lang=EN-US>9.8%Q销?SPAN lang=EN-US>98.7%。全国煤炭铁路运量完?SPAN lang=EN-US>11.5亿吨Q同比增?SPAN lang=EN-US>1.35亿吨Q增?SPAN lang=EN-US>13.3%。其中:(x)大秦U运量完?SPAN lang=EN-US>2.23亿吨Q同比增?SPAN lang=EN-US>3884万吨Q增?SPAN lang=EN-US>21.1%Q侯月线完成q量8947万吨Q同比增?SPAN lang=EN-US>1452万吨Q增?SPAN lang=EN-US>16.4%?/SPAN>

截至9月末Q全国煤炭社?x)库?SPAN lang=EN-US>1.62亿吨Q比q初上升12.2%Q同比上?SPAN lang=EN-US>7.28%。其中,全国煤炭企业库存4274万吨Q比q初上升2.9%Q直供电(sh)|电(sh)厂煤炭库?SPAN lang=EN-US>3073万吨Q比q初上升27.5%Q冶金重炚w厂煤炭库?SPAN lang=EN-US>336万吨Q比q初上升10.2%Q主要煤炭中转港口库?SPAN lang=EN-US>1456万吨Q比q初上升40.4%?/SPAN>

Q二Q煤炭进出口形势发生变化

q年来,我国煤炭出口下降Q进口增加。据关ȝv数据Q?SPAN lang=EN-US>9月䆾Q国内进口煤?SPAN lang=EN-US>362万吨、出?SPAN lang=EN-US>447万吨Q连l第三个月保持净出口局面;1?SPAN lang=EN-US>9月进口煤辑ֈ3861万吨Q同?SPAN lang=EN-US>47.6%Q出口ؓ(f)3801万吨Q同?SPAN lang=EN-US>20.9%。国内煤炭进出口总量开始接q?/SPAN>

q入2007q以来,我国煤炭出口减少Q澳大利亚港口拥堵问题加剧,亚太地区动力煤h(hun)格持l上涨,国际动力煤市(jng)场创造了(jin)75.85/吨的新纪录。随着国际煤炭?jng)场交易h上升Q进?SPAN lang=EN-US>7月䆾以来Q我国煤炭出口迅速回升?/SPAN>

Q三Q煤炭消贚w持箋E_增加Q增q趋~?/SPAN>

从电(sh)力行业的情况看,今年1?SPAN lang=EN-US>9月䆾Q全国火力发?sh)完?SPAN lang=EN-US>19873亿千瓦时Q同比增?SPAN lang=EN-US>2844亿千瓦时Q增?SPAN lang=EN-US>16.7%Q全国发?sh)耗用原煤88354万吨Q同比增?SPAN lang=EN-US>11256万吨Q增?SPAN lang=EN-US>14.6%Q供热耗用原煤9376万吨Q同比增?SPAN lang=EN-US>1490万吨Q增?SPAN lang=EN-US>18.9%。发?sh)?qing)供热合计Q新增电(sh)煤消耗量1.27亿吨?/SPAN>

从钢铁行业的情况看,今年1?SPAN lang=EN-US>9月䆾Q全国完成粗钢?SPAN lang=EN-US>3.62亿吨Q同比增?SPAN lang=EN-US>5428万吨Q增?SPAN lang=EN-US>17.6%Q完成焦炭?SPAN lang=EN-US>2.42亿吨Q同比增?SPAN lang=EN-US>3930万吨Q增?SPAN lang=EN-US>19.4%。以新增焦炭产量为基准,推算钢铁行业新增炼焦_消耗量3700万吨Q钢铁行业消耗的焦炭占全部焦炭量的80%左右Q?/SPAN>

从徏材行业的情况看,今年1?SPAN lang=EN-US>9月䆾Q全国完成水泥?SPAN lang=EN-US>9.84亿吨Q同比增?SPAN lang=EN-US>12837万吨Q增?SPAN lang=EN-US>15%Q以水惔消耗煤炭的单耗水qx,新增煤炭消费1000万吨Q由于墙体材料、陶L(fng)建材行业的耗煤量呈下降势Q在此基上反推整个徏材行业,推算新增煤炭消费700万吨?/SPAN>

从化工行业的情况看,今年1?SPAN lang=EN-US>9月䆾Q全国完成合成}产量3826万吨Q同比增?SPAN lang=EN-US>190万吨Q增?SPAN lang=EN-US>5.2%Q以煤ؓ(f)原料的合成}产量占其产量?SPAN lang=EN-US>70%左右Q根据合成}消耗煤炭的单耗水qx,新增煤炭消费300万吨Q在此基上反推整个化工行业,推算新增煤炭消费580万吨?/SPAN>

Q四Q煤炭h(hun)根{企业收入、煤炭成本和企业利润增加Q成本增q大于h(hun)g?/SPAN>

一是煤炭h(hun)格l上涨。今q以来,在原材料h上涨、政{性增支因素大q度增加的条件下Q国内市(jng)场商品煤h呈现不同E度的上扬?SPAN lang=EN-US>1?SPAN lang=EN-US>9月,原中央胦(ch)政煤炭企业商品煤q_h322.09元/吨,比去q同期增?SPAN lang=EN-US>16.69元/吨,上升5.5%。其中供发电(sh)用煤q_售h(hun)?SPAN lang=EN-US>233.58元/吨,同比增加12.18元/吨,上升6.5%。其中,p省国有重点煤炭企业商品煤q_售h(hun)329.38元/吨,同比增加20.4元/吨,增长6.6%Q内蒙古襉K늅q_售h(hun)140元/吨,同比增加10元/吨;蒙东地区늅售h(hun)120元/吨,同比增加5元/吨。华东地区煤炭h(hun)g涨幅度相对较大,׃省商品煤q_售h(hun)?SPAN lang=EN-US>414.25元/吨,同比增加41.15元/吨,增长11%?/SPAN>

?jng)场交易煤h(hun)同比有明显上涨。上半年国内煤炭?jng)场整体供需q稳Q市(jng)情随着旺季淡季的交替出C(jin)正常的L动。动力煤?SPAN lang=EN-US>2?SPAN lang=EN-US>5月期间行情逐步下滑Q篏计降价幅度在20?SPAN lang=EN-US>30?SPAN lang=EN-US>/吨,优质煤的下降q度于低质煤。随着气温升高Q动力煤h?SPAN lang=EN-US>5月下旬开始回升,旺季启动相比上年提前?jin)约一个月。冶金煤受上游成本提高、下渔R求增加等因素的媄(jing)响,h持箋上升。据煤炭q销协会(x)?/SPAN>中国?jng)场交易煤炭Q现货)(j)报h(hun)指数?/SPAN>Q截?SPAN lang=EN-US>9?SPAN lang=EN-US>29日,?jng)场交易煤炭q_h427.5?SPAN lang=EN-US>/吨,同比上涨30.3?SPAN lang=EN-US>/吨、增?SPAN lang=EN-US>7.6%。其中港口煤炭均?SPAN lang=EN-US>441.3?SPAN lang=EN-US>/吨,同比上涨46.4?SPAN lang=EN-US>/吨、增?SPAN lang=EN-US>11.7%。与q初相比Q优质动力煤价上?SPAN lang=EN-US>20?SPAN lang=EN-US>/吨,中等?qing)劣质动力煤价与q初相比上升10?SPAN lang=EN-US>/吨?/SPAN>

二是煤炭企业收入l箋增加。煤炭量增加、h(hun)g扬拉动了(jin)煤炭企业销售收入增ѝ?SPAN lang=EN-US>1?SPAN lang=EN-US>8月,全国煤炭工业大型企业销售收?SPAN lang=EN-US>4360.5亿元Q同比增?SPAN lang=EN-US>30.82%Q增q同比提?SPAN lang=EN-US>6.7个百分点。其中,p省煤炭工业大型企业销售收?SPAN lang=EN-US>890.77亿元Q同比增?SPAN lang=EN-US>234.35亿元Q增?SPAN lang=EN-US>35.7%。神华集团企业销售收入实?SPAN lang=EN-US>684.0亿元Q同比增?SPAN lang=EN-US>149.1亿元Q增?SPAN lang=EN-US>27.8%?/SPAN>

三是煤炭企业利润总额增加Q成本费用利润率同比持^。今q?SPAN lang=EN-US>1?SPAN lang=EN-US>8月,全国规模以上煤炭企业补脓(chung)后实现利?SPAN lang=EN-US>553.92亿元Q同比增?SPAN lang=EN-US>161.68亿元Q增?SPAN lang=EN-US>41.22%。其中,p省煤炭工业大型企业实现利?SPAN lang=EN-US>34.36亿元Q同比减?SPAN lang=EN-US>8294元,下降2.36%。神华集团实现利?SPAN lang=EN-US>210亿元Q同比增?SPAN lang=EN-US>38.68亿元Q增?SPAN lang=EN-US>22.5%。今q前8个月Q全国规模以上煤炭企业成本费用利润率10.67%Q同比提?SPAN lang=EN-US>0.77个百分点。多数地区和企业利润增加仍然依赖于量增加和h上涨?/SPAN>

四是煤炭成本增长较快?SPAN lang=EN-US>1?SPAN lang=EN-US>9月䆾Q原中央财政煤炭企业原选煤单位成本211.52?SPAN lang=EN-US>/吨,同比增加17.08?SPAN lang=EN-US>/吨,增长8.8%。山西省重点煤炭企业原煤成本?SPAN lang=EN-US>185.45?SPAN lang=EN-US>/吨,同比增加32.8?SPAN lang=EN-US>/吨,增长14.9%Q增q高于h(hun)格增q?SPAN lang=EN-US>7.3个百分点。山东省煤矿q_原煤单位成本284.68?SPAN lang=EN-US>/吨,同比增加33.85?SPAN lang=EN-US>/吨,增长13.5%Q增q高于h(hun)格增q?SPAN lang=EN-US>2.5个百分点?/SPAN>

Q五Q国际煤价高位运?/SPAN>

受国际原油h(hun)格大q上涨、vq费q箋走高、美元不断贬倹{澳大利亚削减煤炭出口配额以?qing)冬储煤需求增加等多因素媄(jing)响,国际煤炭?jng)场供求偏紧的状况进一步加剧。欧z地区和亚太地区煤炭现货h?SPAN lang=EN-US>9月下旬到10下旬一个月左右的时_(d)h涨幅高达12%以上Q上涨速度之快在近几年间极为罕见。在亚太地区Q由于中国出口量的大q下降,澛_利亚港口出口瓉的制U,该地区煤炭供需今年一直处于偏紧状态。随着北半球冬季的日益临近Q冬储煤逐渐拉开?jin)序q,各消费国开始增加煤炭进口,从而加剧了(jin)该地区煤炭供应的紧张局ѝ?/SPAN>

二、全q煤炭经运行趋势分?/SPAN>

影响煤炭?jng)场的因素很多,既有煤炭生与消费基本层面的问题Q也有运输能力与l构、国际煤炭市(jng)Z我国煤炭q出口变化,以及(qing)国家宏观调控政策与市(jng)场心(j)理等因素的媄(jing)响。这些因素相互作用,共同影响着我国煤炭供需形势的基本走向。在对上q因素进行认真分析后Q我们初步判断:(x)预计?SPAN lang=EN-US>2007q年底,中国国内煤炭供需在M保持基本q态势的基上,供应紧的压力将q一步加大?/SPAN>

从煤炭需求看Q?SPAN lang=EN-US>2007q国内煤炭消费l增加,预计辑ֈ26.2亿吨Q同比增?SPAN lang=EN-US>2.3亿吨Q增q?SPAN lang=EN-US>9.5%Q低于上q?SPAN lang=EN-US>2.5个百分点。预?SPAN lang=EN-US>2007q全国火力发?sh)量仍将保?SPAN lang=EN-US>15%以上的增速,消耗原?SPAN lang=EN-US>14.8亿吨Q同比增?SPAN lang=EN-US>1.6亿吨Q增?SPAN lang=EN-US>12.7%。全q粗钢?SPAN lang=EN-US>4.8亿吨Q同比增?SPAN lang=EN-US>14%。预计钢铁行业消耗原?SPAN lang=EN-US>4.1亿吨Q同比增?SPAN lang=EN-US>4400万吨Q增?SPAN lang=EN-US>11.7%。预?SPAN lang=EN-US>2007q全国水泥量比2006q增?SPAN lang=EN-US>10%左右Q达?SPAN lang=EN-US>13.6亿吨Q徏材行业消耗原?SPAN lang=EN-US>3.5亿吨Q同比增?SPAN lang=EN-US>1000万吨Q增?SPAN lang=EN-US>2.7%。预?SPAN lang=EN-US>2007q全国合成}产量5200万吨Q化工行业消耗原?SPAN lang=EN-US>1.3亿吨Q同比增?SPAN lang=EN-US>970万吨Q增?SPAN lang=EN-US>8.8%?/SPAN>

从煤炭生产看Q?SPAN lang=EN-US>2006q底在徏煤矿3955处,总规?SPAN lang=EN-US>7.05亿吨。其中,新徏煤矿1262处,规模4.97亿吨Q改扩徏煤矿702处,新增能力1.38亿吨Q技术改造煤?SPAN lang=EN-US>654处,新增能力0.16亿吨Q资源整合煤?SPAN lang=EN-US>1337处,新增能力0.54亿吨。现生煤矿和在建煤矿ȝ产能?SPAN lang=EN-US>31.36亿吨Q考虑煤矿核定生能力天数与实际生产天数的差异Q全国煤矿ȝ产能力将H破32.6亿吨。一些矿井仍有较大的冲动和超产空_(d)煤炭产量快速增加的势头较强。预?SPAN lang=EN-US>2007q_(d)我国煤炭行业U有2亿吨的能释放,l合考虑存量资技攏V落后能淘汰等因素Q预?SPAN lang=EN-US>2007q煤炭市(jng)场将新增供给2.38亿吨?/SPAN>

从煤炭运输看Q随着大秦铁\{主要铁路干U扩能改造,U皇岛港口等煤炭吞吐能力增加Q华北主要煤地区的煤炭外运量大q度增加Q华东、华南等主要煤炭消费地区煤炭供应量增加,我国煤炭供应格局正在逐渐改变。预计,今年大秦Uѝ侯月线、神朔黄U三条运煤干U将增加q力8500万吨Q秦皇岛港、唐山港、黄骅港、天z港{沿主要港口煤炭{q能力增?SPAN lang=EN-US>3000多万吨,华北地区向华东、华南地区煤炭调q能力大q度增强。但是,煤炭生仍将受到铁\q力相对不的瓶颈制U,受国家加大煤矿按核定能力l织生的监和煤炭企业Z?jng)场理性而进行的自我调节影响Q在需求增q相对较低和铁\q力相对不的双重制U下Q煤炭生产、供应量的增长,由需求和q力共同军_Q?SPAN lang=EN-US>?/SPAN>以运定、以需定?/SPAN>的基本格局不会(x)改变?/SPAN>

从政{性因素看Q政{性增支因素将大幅提升煤炭生成本?SPAN lang=EN-US>3?SPAN lang=EN-US>10日,p省公布了(jin)煤炭可持l发展基金征收管理办法,按煤U征收标准暂定ؓ(f)动力?SPAN lang=EN-US>14?SPAN lang=EN-US>/吨、无烟煤18?SPAN lang=EN-US>/吨、焦?SPAN lang=EN-US>20?SPAN lang=EN-US>/吨;q按矿井核定产能规模定?jin)不同的调节pLQ分别ؓ(f)1?SPAN lang=EN-US>1.5?SPAN lang=EN-US>2。其他基金征收政{细则也陆l出台。ƈ且会(x)在试点一D|间后推到全国。加上资源补偿费、探矿权和采矿权h、安全费用提取、以?SPAN lang=EN-US>?/SPAN>两|一?SPAN lang=EN-US>?/SPAN>{,煤炭生成本大q提高。初步测,增?SPAN lang=EN-US>70?SPAN lang=EN-US>80元/吨?SPAN lang=EN-US>1?SPAN lang=EN-US>8月,全国规模以上煤炭企业补脓(chung)后实现利?SPAN lang=EN-US>553.92亿元Q同比增?SPAN lang=EN-US>161.68亿元Q增?SPAN lang=EN-US>41.22%。其中,p省煤炭工业大型企业实现利?SPAN lang=EN-US>34.36亿元Q同比减?SPAN lang=EN-US>8294元,下降2.36%?/SPAN>

从煤炭进出口看,预计2007q煤炭出口仍保持在5300万吨左右Q?SPAN lang=EN-US>5000万吨?SPAN lang=EN-US>5300万吨可能是我国q口煤炭的一个高水^。全q煤炭进出口仍将保持基本q的局面。从煤炭q口看,受国安低ƈ取消煤炭q口关税以及(qing)国内煤炭需求大增的影响Q进口煤炭强劲增ѝ?SPAN lang=EN-US>1?SPAN lang=EN-US>9月䆾Q我国从南煤进口均?SPAN lang=EN-US>36.74元/吨、印煤q口均h(hun)50.21/吨、澳大利亚煤炭进口均价ؓ(f)85.82/吨。出于进口L本和煤炭品种调剂的考虑Q越南、印{澳大利亚三国仍是我国主要的煤炭q口国。从煤炭出口看,国际?jng)场煤h(hun)高涨成为我国煤炭稳定出口的动力。今q全球经l保持较快增长势_(d)国际贸易和投资l扩大,预计明年世界l济仍将保持较快增长Q能源需求不?x)减。各U因素合力可能将再次推动煤炭h的上涨?/SPAN>

lg分析Q预?SPAN lang=EN-US>2007q煤炭供需在M保持基本q态势的基上,供应紧的压力将q一步加大。在煤炭成本增支政策的推动和旺盛的市(jng)场需求拉动下Q煤炭h(hun)格将随市(jng)Z需关系变化Q呈现小qL动、l维持高位。随着国际煤炭贸易z跃Qh(hun)g涨,国内煤炭h也有l箋上升的可能性?SPAN lang=EN-US>

 



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