1. Origin: The production of coal mines in the main producing areas is stable, and the output at the beginning of the month has declined slightly, but the sales situation is still weak.
2. Beigang: Caofeidian has a total inventory of 126800,000 tons (-12.)3), 16 anchorage ships, 11 pre-arrival ships. Jingtang Port inventory 74770,000 tons (+4.)7), 22 anchorage ships, 11 pre-arrival. Qinhuangdao has an inventory of 6.27 million tons (+4), 26 anchorage ships, and 24 pre-arrival ships. Qin + Jingtang + Caofeidian total inventory 264270,000 tons (-3.)6), 64 anchorage ships, 46 pre-arrival ships.
3. Middle and lower reaches: ** business price sentiment is still strong, ** slightly upward, the market transaction is small, only a small number of small transactions. 5500k**930-950 yuan ton in Beibei Port, 940 yuan ton of low-sulfur Shanxi coal, 820-840 yuan ton of 5000k**; The Yangtze River estuary is 5500k**980-1000 yuan ton, and 5000k**880 yuan ton.
4. Imports: On December 1, Indonesia's coal ICI4 index (NAR3800K) reported 58$45 t (-0..)49), ICI3 index (NAR4600K) at 79$88 t(+0..)09)。
5. Coastal freight: the port just needs to pull and transport, the demand for shipping is weak, and the freight rate is under pressure under the pattern of more ships and less cargo. On December 1, CBCFI Qinhuangdao-Zhangjiagang 4-50,000 ton ship type freight index reported 305 yuan ton (-1.).1), Qinhuangdao-Guangzhou 6-70,000 tons ship type reported 388 yuan ton (-0..)7)。
6. Market overview: port ** merchants still have expectations based on the purchase demand of power plants after the cooling down in the future, resulting in strong price sentiment and narrow fluctuations in the port ** recently. However, the pattern of warm temperatures continues, the market procurement demand is extremely limited, and the rigid demand is still low. Although the recent Beigang inventory has declined slightly, the proportion of coal in the market is still high, resulting in the absence of effective release of demand, it is difficult to support the continuous upward movement, and the actual demand is not good from the downturn in the production area, and the spot will still remain weak.