
海关数据于周三显示,作为全球最大的煤炭买家,中国9月份的煤炭进口量较去年同期下降了6%,因为充足的国内库存降低了需求,同时主要供应商印度尼西亚的出口限制收紧了货源。
China, the world's largest buyer of coal, cut its September imports by 6% from a year earlier, customs data showed on Wednesday, as solid domestic inventories reduced demand while export constraints in Indonesia, a key supplier, tightened availability.
9月份的总进口量为4337万公吨,较去年同期有所下降,但高于8月份的4209万公吨。
September's total of 43.37 million metric tons was down from a year earlier but up from 42.09 million metric tons in August.
惠誉评级高级董事陈佩妮(Penny Chen)表示:“由于夏季相对凉爽导致降温需求减少,沿海发电企业的库存水平主要高于往年。”
"(The) inventory level at coastal power-generating companies is higher than previous years mainly due to less cooling demand due to a relatively cool summer," said Penny Chen, senior director at Fitch Ratings.
中国国家统计局最新数据显示,随着水电、核电和可再生能源发电量的增长挤占了煤炭份额,中国8月份化石燃料发电量较去年同期下降了4.3%。惠誉评级高级董事黄珍妮(Jenny Huang)表示,最大供应商印尼的供应端因素也发挥了作用。“持续的RKAB相关生产规划和审批调整影响了出口供应,同时(印尼)加里曼丹的河流水位较低也打乱了煤炭物流。”印尼的所有矿商都被要求提交年度生产计划(即RKAB)以供政府批准,政府借此设定产量配额。
China's fossil-fuelled power generation fell 4.3% in August from a year earlier, the most recent statistics bureau data showed, as rising hydropower, nuclear and renewable output cut into coal's Supply-side factors in top supplier Indonesia also played a role, said Jenny Huang, senior director at Fitch Ratings. "Ongoing RKAB-related production planning and approval adjustments have affected export availability, while low river water levels in [Indonesia's] Kalimantan also disrupted coal logistics." All miners in Indonesia are required to submit an annual production plan, or RKAB, for approval by the government, which sets output quotas.
数据显示,今年前九个月,中国煤炭进口量增长2.2%,达到3.5354亿吨。
In the first nine months of the year, China's coal imports rose 2.2% to 353.54 million tons, the data showed.
在山西刘神裕煤矿5月份发生致死事故并引发这个重点产煤大省开展广泛安全检查之后,6月和7月的进口量曾大幅飙升。
Shipments surged in June and July after a deadly accident at Shanxi's Liushenyu mine in May prompted widespread safety inspections in the key coal-producing province.
由于许多矿山暂停生产,买家转向进口来填补缺口,这暂时推高了进口量。
With many mines suspending output, buyers turned to imports to fill the gap, temporarily swelling imports.