论文部分内容阅读
今年,我国不但没有出现连续多年迎峰度夏电煤供应紧张的局面,而且煤炭市场供大于求的迹象已开始显现。事实上,从2011年第四季度开始,我国煤炭市场供需关系就逐渐显现出“买方市场”的新情况。今年以来,煤炭经济运行“晴雨表”的三大指标表现非常明显:一是煤炭价格大幅下降。8月中旬秦皇岛港5500大卡/公斤市场煤价与同期相比下跌200元/吨左右,下降约24%。二是煤炭库库存快速增加。到6月底,煤炭社会库存增加到2.8亿吨。其中,煤矿库存6723万吨,同比上升32%;重点发电厂库存9125万吨,同比上升40%;秦皇岛等渤海湾四大煤炭发运港库存2050万吨,同比上升35%。三是煤炭货款拖欠大量增加。6月末,大型煤炭企业应收账款净额多达1878亿元,同比剧增48%,且货款回收中承兑汇票比重大幅增加,炼焦煤企
This year, China has not only experienced the situation of coal supply shortage in summer coal for many years, but the signs of oversupply in the coal market have begun to show. In fact, starting from the fourth quarter of 2011, the relationship between supply and demand in the coal market in China has gradually shown a new situation in the “buyer’s market”. Since the beginning of this year, the three major indicators of coal economic operation “barometer” have performed very clearly: First, coal prices have dropped significantly. In mid-August, the price of coal at the 5,500 kcal/kg market in Qinhuangdao Port fell by about RMB 200/ton compared with the same period, which was a drop of about 24%. The second is the rapid increase in coal inventory. By the end of June, coal social stocks had increased to 280 million tons. Among them, coal mine stocks were 67.23 million tons, up 32% year-on-year; inventory of key power plants was 91.25 million tons, up 40% year-on-year; Qinhuangdao and other four major coal shipping ports in Bohai Bay were 20,500,000 tons, up 35% year-on-year. Third, the arrears in coal purchases have increased substantially. At the end of June, the net accounts receivable of large coal enterprises amounted to 187.8 billion yuan, a sharp increase of 48% year-on-year, and the proportion of acceptance bills in loan recovery increased significantly. Coking coal enterprises