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价格倒挂致进口煤5年增7倍--亲稳网络舆情监控室
2013-05-21
对于煤炭行业而言,“迎峰度夏”的需求旺季虽已在眼前,但在市场的寒冬里,国内的煤炭市场丝毫未现暖意。
对于煤炭行业而言,"Peaks in the summer"The needs of the busy season is around the corner,But in the winter in the market,The domestic coal market not warm now.
自去年11月以来,环渤海动力煤均价持续走低,动力煤更是5个月下挫,较2011年价格高点暴跌248元/吨。
自去年11月以来,Bohai sea power coal price keep falling,Thermal coal fall in five months,From 2011, 248 yuan/ton price high slump.
值得注意的是,煤价暴跌的同时,我国的进口煤数量急剧增长。海关统计显示,2008年进口数值仅为4040万吨,到2012年,该数字已增长至28851万吨。
值得注意的是,Coal prices plunged at the same time,China's imported coal quantity sharp growth.Customs statistics show,Import value is only 40.4 million tons in 2008,By 2012,The number has increased to 288.51 million tons.
昨日(5月19日),记者从煤炭工业协会获悉,为缓解进口煤“大兵压境”的局面,国家能源局正在就限制高硫低卡煤进口在业内征求意见,并对进口商设定准入门槛。
yesterday(On May 19,),The reporter learns from the coal industry association,To ease import coal"Under siege"The situation of,National energy administration is restricted imports of high sulfur coal low card in the industry for advice,And the importer to set barriers to entry.
有分析人士认为,进口煤数量一再飙升,让煤炭企业感到了前所未有的压力,在国内生产企业的一致建议下,政府出台办法“托市”。
有分析人士认为,Import of coal quantity soared again and again,For coal enterprises feel the unprecedented pressure,In the domestic production enterprise consistent advice,The government measures"Prop up the market".
资深煤炭专家黄腾向《每日经济新闻》记者表示,国内目前的煤炭进口贸易商约为800家,如国家能源局的相关限令实施,将有80%进口企业不符合要求。
资深煤炭专家黄腾向[The daily economic news]reporters,At present domestic coal imports trade arrangements for 800,Such as restrictions related to the implementation of national energy administration,There will be a 80% import enterprise does not conform to the requirements.
煤炭进口几乎没有门槛
煤炭进口几乎没有门槛
“煤炭企业日子不好过,最大一个原因就是进口煤的冲击。”在广州的某煤炭贸易商秦升(化名)看来,即使在产煤大省山西,亦摆脱不了进口煤的冲击。
"For coal enterprises,One reason is that the impact of coal imports the largest."A coal trader Qin Sheng in guangzhou(Not his real name)Seems to be,Even in the coal-rich province of shanxi,Also can't get away from the impact of coal imports.
太原海关发布的最新统计数据显示,今年一季度,山西省进口煤炭119万吨、货值0.9亿美元,同比分别增长35.2%和增长14.6%。与此对应的则是出口煤炭数值的下降,一季度山西出口煤炭28.3万吨、货值0.5亿美元,分别下降38.4%和下降45.1%。
太原海关发布的最新统计数据显示,In the first quarter this year,Imported 1.19 million tons of coal in Shanxi Province/Value $090 million,Year-on-year growth of 35.2%, respectively, and the growth rate of 14.6%.Corresponding to this is to export coal value decline,In the first quarter of exports of 283000 tons of coal in Shanxi Province/Value $050 million,Respectively by 38.4% and 45.1% decline.
中国煤炭运销协会市场观察员李朝林向《每日经济新闻》记者表示,煤炭作为重要的资源性产品,鼓励进口是中国做出的战略选择。
中国煤炭运销协会市场观察员李朝林向[The daily economic news]reporters,Coal is an important resource products,Encouraging import is to make the strategic choice of China.
在一位不愿具名的业内人士看来,中国煤炭进口几乎没有门槛,是导致近年来进口量激增的重要原因之一。
在一位不愿具名的业内人士Seems to be,China's coal imports almost no threshold,Is one of the important reason for the surge of imports in recent years.
继2005年国家将炼焦煤进口关税暂定税率下调为零之后,2008年我国所有煤炭进口关税暂定税率也下调为零。2012年,我国又将褐煤(煤化程度最低的矿产煤)的进口关税取消。
继2005年国家将炼焦煤进口关税暂定税率下调为零之后,All of 2008, China's coal imports tariff temporary tariff rate cut to zero.In 2012,,In our country and lignite(Lowest gelatinization degree of coal mining)Import tariffs.
“之前进口煤炭的准入门槛确实比较低。”秦升向《每日经济新闻》记者表示,电厂对低价煤炭的采购,直接促成了进口煤数量激增。
"Before import coal barriers to entry is low."Qin Sheng to[The daily economic news]reporters,Power plant coal purchasing at a lower price,Directly led to the surge in imports of coal.
海关统计显示,2008年~2012年,5年间,我国进口煤数量急剧增长,2008年进口煤炭数量为4040万吨,到2012年,该数字已增长至28851万吨。
Customs statistics show,From 2008 to 2012,5 years,The imported coal quantity sharp growth in our country,In 2008 imported 40.4 million metric tons of coal,By 2012,The number has increased to 288.51 million tons.
相关数据显示,国内进口动力煤占沿海煤炭调入量的比重,已经从2008年6.8%增长到2011年21.7%,去年达到27.8%,今年这个比例更是有望达到33%左右。
相关数据显示,Domestic coastal coal DiaoRuLiang proportion imports of thermal coal,Has gone from 6.8% growth in 2008 to 21.7% in 2011,27.8% last year,The proportion is expected to reach 33% this year.
内外价差30元~50元/吨
内外价差30元~50元/吨
记者从多位进口商处了解到,以发热量为5500大卡动力煤为例,进口价比国产价至少要便宜30元~50元/吨。
记者从多位进口商处了解到,Calorific value of 5500 calories of thermal coal, for example,Import price is much cheaper than domestic price at least $30 ~ 50 yuan/ton.
海关总署日前最新公布的数据显示,今年1至4月我国进口煤炭1.1亿吨,同比增加25.6%,进口均价为每吨91.6美元,同比下跌17.8%。
海关总署日前最新公布的数据显示,January to April in China imported 110 million tons of coal,An increase of 25.6%,Import prices $91.6 a tonne,Fell 17.8% year-on-year.
日前,《每日经济新闻》记者以某电厂采购员身份致电国内第三大煤企同煤集团获悉,5800大卡水洗普通煤块直达秦皇岛港的报价为900元/吨,远高于进口煤价。
日前,[The daily economic news]Reporters call home as a buyer of a certain power plant's third largest coal producer with the coal group to hear that,5800 calories water ordinary directly to qinhuangdao port coal price is 900 yuan/ton,Much higher than import prices.
有业内人士分析认为,进口煤价格比国产煤价格相对偏低,价格优势使企业选择用进口煤,而不愿意采购国产煤。
有业内人士分析认为,Imported coal prices higher than domestic coal prices are relatively low,Companies choose to use imported coal price advantage,Not willing to purchase domestic coal.
资料显示,作为煤炭生产大国,我国已连续4年成为煤炭净进口国。进口煤“大兵压境”使我国煤炭市场供过于求局面愈加严重,国内大小煤企的生产空间不断遭到挤压,而且进口煤中充斥了大量的高灰、高硫、低热值的劣质煤,对我国环境保护形成威胁。与此同时,业内关于限制劣质煤进口,实行国内外统一标准,提高进口煤质量门槛,禁止进口未经洗选的低热值原煤的呼声逐渐强烈。
资料显示,As a coal production power,Our country has become a net importer of coal for four years.Imported coal"Under siege"Make China's coal market oversupply situation more and more serious,Size of domestic coal production space being squeezed,And with a large amount of high ash in coal imports/High sulphur/Low calorific value of inferior coal,To protect environment in China formed a threat.At the same time,The industry of inferior coal import restrictions,Implement uniform standards at home and abroad,Improve the quality of imported coal threshold,Banned the import of raw cries for washing and low calorific value of coal is strong gradually.
昨日,记者从煤炭工业协会获悉,国家能源局正在就限制高硫低卡煤进口规定在业内征求意见。根据规定,从国外进口的煤炭热值不得低于4544大卡/千克,灰分不超过25%,含硫量不超过1%。
yesterday,The reporter learns from the coal industry association,The national energy administration (nea) is restricted imports of high sulfur coal low card regulation in the industry for advice.According to the regulation,Calorific value of coal imports from abroad shall be not less than 4544 kcal/kg,Ash content less than 25%,Sulfur content less than 1%.
中投顾问能源行业研究员任浩曾表示,对于进口煤炭品质较低的问题,很早就有过,但没有那么夸张,这似乎有一种转移视线之嫌。
中投顾问能源行业研究员任浩曾表示,To import coal of low quality,Have long had,But not so exaggerated,It seems to have a transfer line of sight.
中小型企业受冲击较大
中小型企业受冲击较大
“约有25%的进口煤炭被挡在门槛外面。”昨日,煤炭工业协会相关人士向《每日经济新闻》记者表示,意见稿主要是想限制褐煤,其次还有一些高硫煤。
"About 25% of coal imports is blocked outside the threshold."yesterday,Relevant personage to coal industry association[The daily economic news]reporters,Paper mainly is to want to limit the lignite,There are some high sulphur coal.
中煤远大咨询中心煤炭分析师张志斌向《每日经济新闻》记者表示,限制高硫煤,这部分煤种主要来源于美国东海岸,初步估算,会影响到4000万~5000万吨进口煤。
中煤远大咨询中心煤炭分析师张志斌向[The daily economic news]reporters,Limiting high sulphur coal,This part of the coal mainly comes from the east coast of the United States,Preliminary estimates,Will affect the 40 million ~ 50 million tons of coal imports.
秦升表示,以目前国内企业在脱硫等技术的运用上,硫含量成为限制恐怕很勉强。秦升举例称,即使在5300大卡发热量进口煤方面,港口成交价格一般最高在120美元/吨左右,与国内煤价相比,要低很多。
秦升表示,At present domestic enterprises on the desulfurization technologies such as application,Sulfur content limit very reluctant, I'm afraid.Qin Sheng cited,Even in 5300 kcal calorific value coal imports,Port of clinch a deal the price is generally the highest at about $120 a tonne,Compared with the domestic coal prices,Much lower.
在秦升看来,众多煤炭进口企业在议价权等方面更加灵活,大煤企在重点合同煤谈判中,电厂等用煤大户越来越青睐于进口商议价空间。
在秦升Seems to be,Many coal import business is more flexible in terms of bargaining power, etc,Large coal enterprises in key coal contract negotiations,Power plant coal giants such as more and more favour importer bargaining space.
而在上述意见稿,对进口商方面亦设立准入门槛:要求进口商注册资本不低于5000万人民币,2010~2012年间每年有至少100万吨进口量,有固定经营场所且有足够的仓储设施及场所。
而在上述意见稿,For importer has also set up barriers to entry:The requirement that importers with a registered capital of not less than 50 million yuan,From 2010 to 2012 a year at least 1 million tons of imports,Have a fixed place of business and have enough warehousing facilities and places.
在黄腾看来,中小型企业受到冲击比较大,但1~2个月后就会恢复正常,资质不够的企业,可能会找出口权代理商协助等办法绕过门槛。
在黄腾Seems to be,Have a larger impact on small and medium-sized enterprises,But will return to normal after 1 ~ 2 months,Enterprise qualification is not enough,May find a import agent etc way to bypass the threshold.
在秦升看来,现在国内煤企经营困难,加上国内煤炭资源整合后,从事煤炭生产的多数为国有企业,出台相应政策,或是从这个角度考量。
在秦升Seems to be,Now the domestic coal enterprise management difficulties,After combined with the domestic coal resources integration,Engaged in coal production mostly state-owned enterprises,A corresponding policies,Or from the point of view.
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