由于国外煤炭价格低于国内煤价，再加上海运价格低廉，今年以来，我国煤炭进口量连续大幅增长，出口量却在不断下降，由此造成净进口量爆发式增长。

Because foreign coal price lower than domestic prices,Plus shipping prices are low,Since this year,In our country's coal imports continuous growth,Exports are falling,Cause net imports explosive growth.

　　发改委统计数据显示，今年前10月，国家煤炭净进口2.17亿吨，同比增长39.5%。数据同时显示，国内煤炭消费增幅回落，其中火电行业耗煤回落较为明显。

Development and reform commission (NDRC) statistical data display,In the first 10 months of this year,National coal net import 217 million tons,Year-on-year growth of 39.5%.Data also shows that,The domestic coal consumption growth dropped,The thermal power industry coal consumption dropped more obvious.

　　金银岛分析师张志斌对《第一财经日报》记者表示，今年由于国际经济走势低迷，煤炭需求持续不足，国际煤炭价格一路下跌，国外煤炭商盯准庞大的中国市场，悬殊的价格优势造成进口煤连续多个月放量增长。

Treasure island ZhangZhiBin analysts to[The first financial daily]reporters,This year because of the international economic downturn trend,Lack of demand for coal,International coal prices all the way down,Foreign coal business at quasi huge market in China,The gap of import coal price advantage cause for many months peatlands growth.

　　长城证券研报显示，截至11月8日，澳大利亚BJ煤炭现货价仅为80.35美元/吨，较上月同期大幅下降3.3 美元/吨，价格跌至近3年来的最低价格水平。将澳大利亚BJ煤炭现货价折算成人民币，再加上西澳-青岛运费9.141美元/吨，进口煤炭价格为564元/吨，再扣除10元～30元/吨的港杂费，进口煤与国内热值相同的山西优混煤635元/吨的价格相比，仍便宜 41元～61元/吨，进口煤炭仍然存在价格优势。

The Great Wall securities research report shows,By November 8,,Australia BJ coal spot price is only $80.35 / ton,Is the same period last month plunged 3.3 Dollars/tons,Prices down to nearly 3 years of lowest price level.Australia BJ coal spot price converted into renminbi,Plus western Australia - Qingdao freight $9.141 / ton,Import coal price for 564 yuan/ton,To deduct $10 ~ 30 yuan/tons of port incidental expenses,Import coal and domestic calorific value of the same shanxi optimal mixed coal 635 yuan/tons of compared with the price in the,Still cheap 41 yuan to 61 yuan/ton,There are still import coal price advantage.

　　相比于进口量的大增，我国煤炭出口量却一直呈下降趋势。海关数据显示，今年1～10月，我国累计出口煤炭789万吨，同比下降38.9%；累计出口金额为136695.8万美元，同比下降42.7%。

Compared to the imports increased,But in our country's coal exports has been declining.Customs data display,This year 1 ~ 10.,Our country accumulated export coal 7.89 million tons,38.9% year-on-year drop;Accumulative total export amount of $1.366958 billion,42.7% year-on-year drop.

　　普氏能源资讯全球煤炭主编James O’Connell认为，一方面，今年有包括美国在内的三个新增煤炭生产商想把产品卖到中国，这拉低了国际煤炭市场的价格，造成国际煤炭价格比较低廉；另一方面，运费成本也比较低，这使中国包括电厂在内的很多公共事业公司向美国、哥伦比亚生产商进口煤炭。

Proctor energy information global coal editor James O’Connell think,On the one hand,This year, including the United States, three new coal producers want to sell products to China,This down the international coal market price,Cause international coal prices are low;On the other hand,Freight cost is low,This makes China including power plant, many utilities to the United States/Columbia producers to import coal.

　　美国能源信息署(EIA)的数据显示，2011年，美国煤炭产量为11亿吨，煤炭出口超过1.07亿吨，并预计今年美国将出口1.25亿吨煤炭，这将打破1981年出口1.13亿吨的纪录，而且其出口煤炭大部分流向亚洲市场。其中，2012年1～6月，美国出口到中国的煤炭为469.17万吨，同比增长47.41%。

The United States energy information administration(EIA)Data showed that,In 2011,,The United States coal output for 1.1 billion tons,Coal exports more than 107 million tons,And this year is expected to the United States will export 125 million tons of coal,This will break 1981 export 113 million tons of record,And its export coal most flow to the Asian market.the,2012 1 ~ 6 months,The United States exports to China coal for 4.6917 million tons,Year-on-year growth of 47.41%.

　　“煤电行业在整个发电量中所占的比例是不断下降的，所以客观来说美国并不需要用那么多煤了。从美国市场需求而言，美国还不认定市场是亚洲，而主要是欧洲、南美洲等，不过，从煤产量的结构而言，美国的生产速度要快于澳大利亚。包括运费因素，这使得美国的出口商针对亚洲市场竞争性确实比较独特。”James O’Connell说。

"Coal industry in the whole power generation and the proportion of is falling,So the objective for the United States does not need to use so much the coal.From the United States in terms of market demand,The United States is not that the market is Asian,And mainly European/South America and so on,but,From the structure of the coal production concerned,The United States production speed faster than Australia.Including freight factors,This makes the United States the exporters in the Asian market competitive is really unique."James O’Connell said.

　　张志斌表示，虽然从目前基数来看，美国出口到中国的煤炭数量并不多，对国内市场的影响有限，但是美国将用页岩气代替煤炭，对中国来说更大的是一种能源变革趋势上的影响。

ZhangZhiBin said,Although from the current base to see,The United States exports to China coal quantity is not much,On the domestic market has limited impact,But the United States will use shale gas instead of coal,For the Chinese more is a kind of energy change trend influence.

　　十年前美国对页岩气的开采还微不足道，而现在它已占该国天然气开采总量的约四分之一。

Ten years ago, the United States for shale gas mining is still insignificant,And now it has accounted for the country's natural gas mining of the total amount of about a quarter.

　　卓创资讯分析师刘姗姗介绍，页岩气对煤炭需求的替代使煤炭过去2年需求量同比下滑20%，美国大量产能转向出口，过去5年复合增速达到了24%。随着未来西部亿吨煤港的建成，其西部廉价煤炭将会有条件出口到东亚地区，其出口潜力有望进一步提升。

Zhuo and information analyst liu shanshan is introduced,Shale gas of coal demand in the past two years to replace coal demand fell 20% year-on-year,The United States a lot of capacity to export,Over the past five years compound growth reached 24%.As the future west one hundred million tons of coal port built,The western cheap coal will be conditional exported to east Asia,The export potential is expected to further enhance.

　　张志斌表示，进口煤大增对国内煤炭市场的冲击会越来越严重，这会造成国内煤炭企业的利润率大幅降低，从今年的三季报也可以看出煤炭企业的现金流已经面临较大压力。另外，国际煤价下跌也造成国内煤企原先收购的海外矿产的收益大受影响，很难达到预期的收益。

ZhangZhiBin said,Import coal soar to the domestic coal market impact will be more and more serious,This will cause the domestic coal enterprise's profit margin greatly reduced,From this year's three quarterly report can also see that the coal enterprise's cash flow has faced great pressure.In addition,International coal prices fell also causes the domestic coal enterprises the original purchase overseas mineral gains great affected,It is difficult to reach the expected earnings.