New Year's Capacity Building of 2013 Coal Annual Capacity Building

In 2013, as the country introduced a series of investment projects to stimulate domestic demand, the economy will stabilize and recover, and coal demand will increase. According to the coal market supply and demand changes. Recently, the Ministry of Railways held a meeting and initially determined that the target volume of the Daqin Line this year will be 450 million tons, an increase of 24.11 million tons from the previous year. Among them, the Taiyuan Bureau arranged 350 million tons, the Huhe Bureau arranged 91.5 million tons, and the Lanzhou Bureau arranged 8.5 million tons. In terms of ports, 386 million tons were arranged, accounting for 85.7% of the total traffic. Qinhuangdao Port has arranged 224 million tons, an increase of 5.86 million tons over the previous year. SDIC Jingtang (Donggang): Arrangements for 53 million tons, an increase of 6.36 million tons over the previous year, Caofeidian port: 70 million tons, an increase of 14.78 million tons over the previous year, Jingtang port: Arrange 21 million tons, over the previous year Reduce 840,000 tons.

There is still a bottleneck in Shanxi Jinmei’s large-scale Sinotrans transport channel, and the Daqin Line is basically saturated. This year, the Taiyuan Road Bureau initially set a target of 450 million tons of transport capacity on the Daqin Line, and is currently undergoing demonstration. The Yellow Line through the new construction line is expected to increase cargo transport capacity of 30 million tons. The existing Keihin Line, Shita Line, and Waiting Line are undergoing electrification and have basically completed. Shanxi's second-largest coal transportation route, Jinzhongnan Railway Line, has a transportation capacity of 200 million tons and is expected to be completed and put into production in 2014. In 2013, the increment of Shanxi transport capacity was mainly concentrated in the south-central part of Shanxi Province. Due to the constraints of railway transportation capacity, the increase in the number of ports around the Bohai Sea is limited. Affected by changes in market demand, the strained resources in Shanxi's transport capacity will be eased.

The bottleneck problem of coal in Inner Mongolia will gradually be alleviated. The expansion of the Shenzhou Yellow Line expansion project has been completed. This year, the newly added capacity will reach 150 million tons, mainly for Shendong Group, Zhungeer, Jinjie and other resources, and the flow direction will still be Huanghua Port. And mainly Tianjin Port. Tianjin Shenhua Coal Terminal and Huanghua Port Coal Phase III Terminal will receive strong capacity support.

The flow of coal traffic on Daqin Line is mainly concentrated in Qinhuangdao Port and Tangshan Port. Qinhuangdao Port includes Qindong, Qinnan, and Liunan, and Tangshan Port includes Jingtang Port, SDIC Jingtang, and SDIC Caofeidian Port. The commissioning of the first-phase construction of Caofeidian Port in September last year will start to play a role this year. In July this year, the new production of the second phase of Caofeidian Port was completed. With the gradual completion of resource integration, the release of production capacity in Inner Mongolia has accelerated, and production has continued to increase. The country’s coal supply has increased year by year. Due to the Bohai Rim port, Mongolian coal resources are concentrated in Tangshan Port. This year, due to the consolidation of the Qinhuangdao Port Coal Terminal and the renewal of the coal phase IV dumper, the transportation production will be affected to a large extent, and coal throughput will be constrained. However, the transportation capacity of Tangshan Port has increased rapidly, and two new coal terminals have been or will be put into production. Due to the relative lag in the construction of Tangshan Port's new Jigang Railway (Mengjing Line), the incremental supply of coal from Daqin Line will be concentrated in Tangshan Port, and the supply direction will be in Qinhuangdao. It will continue to be diverted, especially if the resources in Inner Mongolia are diverted seriously.

The “North Coal South” middle lane of the Shuohuang Railway is the Shenhua Group’s own railway, with resources and capacity guaranteed. Its main ports of entry are Shenhua Huanghua Port and Shenhua Tianjin Port. A total of 130 million tons of Shenhua quality coal was shipped in the two major port areas last year. At present, the Shuohuang Railway is building a new guideline. Upon completion, it will significantly increase the supply of the Shuohuang Line. It is expected to increase by 30 million tons this year. The current capacity of the Shuohuang Line is 250 million tons and it will approach 300 million tons by the end of 2013.

Mengxi-Huazhong Railway, Mengxi-Huazhong Railway starts at Ordos-Halle newspaper in Inner Mongolia, enters Sanmenxia City, Henan Province, north of Yan'an, passes Xiangfan, Hubei, Yueyang, Hunan, and ends at Ji'an, Jiangxi, with a total length of 1,860 kilometers. It is expected to be put into use in 2017. The long-term coal transportation capacity will reach 200 million tons, and now it has entered the countdown to construction.