《中国煤炭市场分析报告》由会员分享，可在线阅读，更多相关《中国煤炭市场分析报告（6页珍藏版）》请在金锄头文库上搜索。
1、China Coal Market analysis reportChina Coal Market analysis reportMarketing DepartmentAug, 2013g,2014/8/2912014/8/291China Mining IND(CY 2012CY 2014)Source: State Statistic2014/8/2922014/8/292Coal Industry Trend203040400500600China Coal industry FAI Trend3.24 3.52 3.65 3.68 8.98.7468103.54.0ChinaCoa
2、l Production & YOY2%OtherYTD June 2014 coal production by province201001001002003003 33 3 3 3 34 4 4 4 4 4 42.16 0.8-1.5 -20242.02.53.0CYCYCYCYYTD Jul44%27%27%OtherIMSXHLJFeb13 Mar13 Apr13 May13 Jun13 Jul13 Aug13 Sep13 Oct13 Nov13 Dec13 Jan14 Feb14 Mar14 Apr14 May14 Jun14 Jul14Accumulated Coal IND I
3、nvestment (￥Billion)LYOY(%)RCY 2010CY 2011CY 2012CY 2013YTD Jul 2014 China Production(Billion Ton)L YOY Growth Rate(%)R60007000800090000TQinhuangdao Port Coal Inventory550600650/TonQinhuangdao 5500 calories coal price30%40%50%60%70% SX Coal Output YOY GR Baseline IM Coal Output YOY GR China Coal Out
4、put YOY GRCoal Output YOY Growth by province30004000500060001-02 1-16 1-30 2-13 2-27 3-13 3-27 4-10 4-24 5-08 5-22 6-05 6-19 7-03 7-17 7-31 8-141000450500550/2014 /2014 /2014 /2014 /2014 /2014 /2014 /2014 /2014 /2014 /2014 /2014 /2014 /2014 /2014 /2014 /2014￥ Yuan-40%-30%-20%-10%0%10%20%China Coal O
5、utput YOY GR Source: State Statistic2014-0 2014-0 2014-0 2014-02 2014-02 2014-03 2014-03 2014-04 2014-04 2014-05 2014-05 2014-06 2014-06 2014-0 2014-0 2014-0 2014-0806/01/ 20/01/ 03/02/ 17/02/ 03/03/ 17/03/ 31/03/ 14/04/ 28/04/ 12/05/ 26/05/ 09/06/ 23/06/ 07/07/ 21/07/ 04/08/ 18/08/Jan-12 Mar-12 May
6、-12 Jul-12 Sep-12 Nov-12 Jan-13 Mar-13 May-13 Jul-13 Sep-13 Nov-13 Jan-14 Mar-14 May-14 Jul-142014/8/2932014/8/293Ferrous Mining industry trend1618 160180Ferrous FAI(Billion RMB）：LFerrous FAI YOY GR：RChina Ferrous Industry FAI Trend2%BJHBYTD July 2014 Iron ore production by province46810121464060801
7、0012014060 36%5%6%14%34%HBSXIMLNJL024020406%14%1%2%JLHLJNoN-WTC25%30%35%LN Iron Ore output YoY Growth HB Iron Ore output YoY Growth China Iron Ore output YoY GrowthIron Ore Output YOY Growth by province1050110011501200HB Tangshan Iron Ore Prices0%5%10%15%20%25%China Iron Ore output YoY Growth8008509
8、0095010001050-10%-5%0%02/07/2012 27/07/2012 23/08/2012 19/09/2012 22/10/2012 16/11/2012 13/12/2012 10/01/2013 06/02/2013 11/03/2013 08/04/2013 08/05/2013 04/06/2013 02/07/2013 29/07/2013 23/08/2013 22/09/2013 23/10/2013 19/11/2013 16/12/2013 13/01/2014 13/02/2014 12/03/2014 09/04/2014 07/05/2014 04/
9、06/2014 01/07/2014 28/07/2014HB Tangshan Iron Ore Prices （yuan/T)Base line 2014/8/2942014/8/294Nonferrous & Nonmetallic Industry Trend202530140160180Nonferrous FAI(Billion RMB):LNonferrous FAI YOY GR:RChina Nonferrous Industry FAI Trend303540Copper Output YOY GrowthChina copper Output YOY Growth6000
10、065000 Base line LN Shengyang Copper Prices LN Shengyang Copper Price-10-50510152040608010012014010152025450005000055000-25-20-1502040Feb-13Apr-13Jun-13Aug-13Oct-13Dec-13Feb-14Apr-14Jun-14054000004/01/2013 06/02/2013 19/03/2013 23/04/2013 29/05/2013 04/07/2013 06/08/2013 06/09/2013 21/10/2013 21/11/
11、2013 24/12/2013 27/01/2014 07/03/2014 10/04/2014 14/05/2014 17/06/2014 18/07/201440200Non-metallic mineral FAI(Billion RMB):LNon-metallic mineral FAI YoY Growth:RChina Non-metallic mineral FAI Trend1012Cement Output YOY GrowthChina Cement Output YOY Growth330340LN Cement Average PriceLN Cement Avera
12、ge Price1015202530356080100120140160180Non metallic mineral FAI YoY Growth:R4681028029030031032005100204060Feb-13Apr-13Jun-13Aug-13Oct-13Dec-13Feb-14Apr-14Jun-14022702802013/8/28 2013/11/25 2013/12/3 2013/12/28 2014/1/10 2014/1/22 2014/2/15 2014/3/9 2014/3/25 2014/3/27 2014/4/13 2014/5/15 2014/7/12 2014/8/16 2014/8/272014/8/2952014/8/29522Thanks2014/8/2962014/8/296
