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Die indische Baumwollproduktion ging aufgrund von Insektensch\u00e4den zur\u00fcck, die Baumwollproduktion in Xinjiang sank aufgrund der hohen Temperaturen, und die j\u00fcngsten Regen- und Schneef\u00e4lle behinderten den Fortschritt bei der Baumwollernte. Nachdem sich das Wetter gebessert hatte, stiegen die Preise f\u00fcr die Baumwollernte, die Be- und Entladegeb\u00fchren und die Transportkosten, und obwohl der Ankaufspreis f\u00fcr Baumwolle wieder angepasst wurde, sind die Baumwollpreise immer noch h\u00f6her.<\/p>\n\n\n\n
In addition, Southeast Asia textile start rate with the Vietnam epidemic control or further reduced, coupled with the shortage of coal in India, India’s power restriction effect has just begun, textile orders will continue to follow back to China, the current domestic textile start rate by the impact of dual control to reduce the order back to the background, the price of cotton products may continue to rise.<\/p>\n\n\n\n
Politik der Elektrizit\u00e4tsbeschr\u00e4nkung<\/h2>\n\n\n\nSteigender Preis f\u00fcr Kohle<\/h3>\n\n\n\n
Coal is very important to China’s power map, although hydropower, wind power, and other new energy after years of development, coal power still occupy “half of the mountain”.<\/p>\n\n\n\n
According to the China Electricity Council, by the end of 2020, China’s full-caliber installed power generation capacity of 2.2 billion kilowatts, of which, full-caliber coal power installed capacity of 1.08 billion kilowatts, accounting for 49.1% of the total installed capacity.<\/p>\n\n\n\n
Doch im Vergleich zu Windkraft, Photovoltaik, und andere neue Energie mit intermittierenden, zuf\u00e4llige, unbest\u00e4ndige Eigenschaften, war schon immer eine stabile Versorgung mit Kohlekraft, um die Rolle des Bodens zu spielen, um die Versorgung zu sch\u00fctzen.<\/p>\n\n\n\n
However, coal power this “needle in the sea” is also unstable, because of the soaring price of coal so that thermal power plants “can not afford to burn”.<\/p>\n\n\n\n
Der China Electricity Purchase Price Index (CECI) zeigt, dass der FOB-Verbundpreis f\u00fcr 5.500-Kalorien-Kohle am 23. September bei $1.210,44 pro Tonne lag, ein Wert, der den H\u00f6chststand des letzten Jahrzehnts darstellt. Im M\u00e4rz lag der FOB-Verbundpreis f\u00fcr dieselbe Kohlemenge noch bei \u00fcber $500. Innerhalb eines halben Jahres hat er sich mehr als verdoppelt.<\/p>\n\n\n\n
Although coal prices are soaring, the gap between supply and demand still exists. China’s National Development and Reform Commission predicts that this winter, influenced by factors such as steady economic growth and rapid increase in electricity consumption for heating, the nation’s highest electricity load will gradually climb and may even exceed this summer’s and winter 2020’s peaks.<\/p>\n\n\n\n
A research report released by IFC Securities estimates that China’s total coal demand for the five months from September 2021 to February 2022 amounts to 1.848 billion tons, yet even if the highest production from 2015 to 2020 is measured, the five-month coal supply gap could be as high as 222 million tons, a 12% shortfall.<\/p>\n\n\n\n
Australische Kohle<\/h3>\n\n\n\n
China still imposes a ban on Australian coal imports despite the huge coal shortage. Some voices criticized that the “Australian coal ban” is to lift a stone to smash their own feet.<\/p>\n\n\n\n
The “Australian coal ban” is undoubtedly not good news for China’s coal supply. Australia’s coal exports to China in 2020 in 35-40 million tons of coal, after last November, energy consulting firm Wood Mackenzie said exports to China “almost to zero”.<\/p>\n\n\n\n
Inzwischen hat China seine Kohleeinfuhren aus Indonesien und Russland erh\u00f6ht, um die L\u00fccke f\u00fcr australische Kohle zu schlie\u00dfen.<\/p>\n\n\n\n
Combining data from China’s General Administration of Customs and WIND, China’s power coal imports from Indonesia rose about 11.7% in the first seven months of the year, while imports from Russia rose about 3.7% as a share.<\/p>\n\n\n\n
Trotzdem importierte China in den ersten sieben Monaten 140 Millionen Tonnen Kraftwerkskohle, 7,9% weniger als im Vorjahr.<\/p>\n\n\n\n
Es ist m\u00f6glich, dass diese Situation darauf zur\u00fcckzuf\u00fchren ist, dass auch die Preise f\u00fcr Importkohle in die H\u00f6he schnellen. Mit dem weltweiten Wirtschaftsaufschwung, der Umsetzung aggressiver geldpolitischer Ma\u00dfnahmen in vielen L\u00e4ndern wie den USA, verbunden mit dem exponentiellen Anstieg der Frachtraten, einer Kombination von Gr\u00fcnden, \u00fcberstieg der Preis f\u00fcr importierte Standardkohle (7.000 Kalorien) auch den historischen H\u00f6chststand von 1.200 Yuan pro Tonne und stieg um mehr als 160% im Vergleich zum gleichen Zeitraum des Vorjahres.<\/p>\n\n\n\n
With such a magnitude of price increase, there is no price advantage for imported coal. Moreover, in front of China’s huge demand, the proportion of imported coal is extremely small. 2020 China’s power coal imports account for only 3% of domestic consumption.<\/p>\n\n\n\n
Verluste von Kohlekraftwerken<\/h3>\n\n\n\n
Nach normaler wirtschaftlicher Logik wird die hohe Nachfrage nach Strom die Kraftwerke dazu veranlassen, die Stromerzeugung zu steigern, Kohle als Rohstoff f\u00fcr die Stromerzeugung wird ebenfalls zunehmen, der Enthusiasmus sowohl f\u00fcr die Kohleproduktion als auch f\u00fcr den Kohleimport wird zunehmen, wodurch der Kohlepreis sinkt, die Stromerzeugung zunimmt und die Strompreise sinken, was der Preisanpassungsmechanismus ist.<\/p>\n\n\n\n
But China’s power industry is in a rather peculiar situation – the demand for electricity is outstripping the supply, but thermal power plants are losing money on a large scale.<\/p>\n\n\n\n
The reason is not difficult to understand, China’s power market still has a legacy of planned economy, despite years of continuous liberalization, but the price mechanism is still a semi-market state.<\/p>\n\n\n\n
So, coal prices can be in accordance with the market supply and demand free rise, and power generation enterprises are limited by the extent of price increases, when the price of coal to a certain extent, reach just the break-even point for power generation enterprises if coal prices continue to rise, but the price of electricity can not follow the rise, then the power plant will be “the more power generation, the more losses”.<\/p>\n\n\n\n
And this break-even point has come a few months ago. CEC’s report shows that in June, some large power generation groups to the field unit price of standard coal rose 50.5% year-on-year, coal and electricity companies lost of more than 70%. Thermal power plants “send a loss of one degree”, power generation will barely.<\/p>\n\n\n\n
Wenn der Preis f\u00fcr Kohle \u00fcber 800 Yuan pro Tonne, die Kosten f\u00fcr Kohle f\u00fcr Kohlekraftwerke ist etwa 0,378 Yuan pro Einheit von Strom, viel h\u00f6her als der nationale Durchschnitt Einspeisetarif von 0,35 Yuan f\u00fcr Kohlekraft, plus andere variable Kosten, Kohlekraftwerke zu verlieren 3 Cent f\u00fcr jedes 1 Grad Strom.<\/p>\n\n\n\n
Und der aktuelle Kohlepreis hat diesen Wert weit \u00fcberschritten.<\/p>\n\n\n\n
In other words, the root cause of the “electricity shortage” does not lie in coal, but in the surge in demand for electricity, but can not conduct the market signal through the price of electricity, effectively regulating supply and demand.<\/p>\n\n\n\n
Regierungspolitik<\/h3>\n\n\n\n
The National Development and Reform Commission issued a “barometer of the completion of the first half of 2021 double control target of energy consumption in each region”, from the energy intensity, the first half of this year, Qinghai, Ningxia, Guangxi, Guangdong, Fujian, Xinjiang, Yunnan, Shaanxi, Jiangsu 9 provinces (regions) energy intensity year-on-year rather than falling, 10 provinces energy intensity reduction rate did not meet the progress requirements, the national energy-saving situation is very serious.<\/p>\n\n\n\n
Zu diesem Zweck wird auch die Intensit\u00e4t der Energieverbrauchskontrolle im ganzen Land erh\u00f6ht, und eine Strombeschr\u00e4nkung und eine geordnete Strompolitik werden nach der anderen eingef\u00fchrt. Dieser Sturm von Strombeschr\u00e4nkungen und Produktionsabschaltungen fegte durch mindestens 10 Provinzen, darunter Jiangsu, Zhejiang, Shandong, Guangxi, Yunnan usw.<\/p>\n\n\n\n
Dual control of energy consumption policy of the Chinese government, which has a certain impact on the Perhaps you have noticed that the recent “dual control of energy consumption” policy of the Chinese government, which has a certain impact on the production capacity of some manufacturers companies, and the delivery of orders in some industries has to be delayed.
In addition, the China Ministry of Ecology and Environment has issued the draft of “2021-2022 Autumn and Winter Action Plan for Air pollution Management” in September. During the autumn and winter this year (from 1st Oct 2021 to 31st March 2022), the production capacity in some industries may be further Restricted.<\/p>","protected":false},"excerpt":{"rendered":"
Perhaps you have noticed that cotton bags from different eco bag suppliers, except cotton bags, other types of cotton products have also increased rapidly. Why are cotton products raised crazy? Cotton price raise On October 11, the China Cotton Price Index (CC Index) was 21,699 yuan\/ton, up 12 yuan\/ton from the previous trading day and […]<\/p>","protected":false},"author":1,"featured_media":4737,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_seopress_robots_primary_cat":"none","_seopress_titles_title":"","_seopress_titles_desc":"","_seopress_robots_index":"","footnotes":""},"categories":[21],"tags":[],"class_list":["post-4732","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-purchase-guide"],"_links":{"self":[{"href":"https:\/\/avecobaggie.com\/de\/wp-json\/wp\/v2\/posts\/4732","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/avecobaggie.com\/de\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/avecobaggie.com\/de\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/avecobaggie.com\/de\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/avecobaggie.com\/de\/wp-json\/wp\/v2\/comments?post=4732"}],"version-history":[{"count":4,"href":"https:\/\/avecobaggie.com\/de\/wp-json\/wp\/v2\/posts\/4732\/revisions"}],"predecessor-version":[{"id":6126,"href":"https:\/\/avecobaggie.com\/de\/wp-json\/wp\/v2\/posts\/4732\/revisions\/6126"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/avecobaggie.com\/de\/wp-json\/wp\/v2\/media\/4737"}],"wp:attachment":[{"href":"https:\/\/avecobaggie.com\/de\/wp-json\/wp\/v2\/media?parent=4732"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/avecobaggie.com\/de\/wp-json\/wp\/v2\/categories?post=4732"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/avecobaggie.com\/de\/wp-json\/wp\/v2\/tags?post=4732"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}