In June, the total amount of bid opening for waste incineration power generation projects reached RMB 3.85 billion, and collaborative disposal became a trend.
According to the data of Polaris Solid Waste Network, the bidding for waste incineration power generation projects in June swept away the downturn in April and May, and a number of projects were opened. Eight waste incineration power generation projects were opened, involving a total investment of RMB 3.85 billion, and the domestic waste incineration capacity was increased by 5100t/day. Judging from the published unit price of garbage disposal, the average disposal cost is about 93 yuan/ton, among which Taishan Vein Industrial Park Project won the bid by Public Energy Investment (Taishan) Co., Ltd. has the highest disposal cost, reaching 126 yuan/ton. The project with the highest project amount is the third phase project of comprehensive treatment of domestic waste in Huidong, namely 839 million yuan, and the treatment scale is 1500 tons/day. In June, there were only two projects that exceeded 1,000 tons, both from Guangdong. In addition to the above one, there was also a vein industrial park project in Taishan City, with a processing scale of 1000 tons/day.
The rebound trend of bidding for waste incineration projects in June is expected to drive a new round of activity in the waste incineration industry, thus enhancing the prosperity of the industry. According to the project opened in June, the franchise project of Longyan Solid Waste Comprehensive Treatment Center includes five sub-projects: waste incineration power generation, kitchen waste treatment, kitchen waste treatment, leachate and sewage treatment. In addition, the construction project of Zhenkang Domestic Waste Incineration Plant, Huidong Domestic Waste Comprehensive Treatment Phase III, Taishan Venous Industrial Park Project and Longkou Domestic Waste Incineration Power Generation Project all co-operate to dispose of kitchen waste or sludge. With the state's emphasis on domestic waste disposal during the Tenth Five-Year Plan period, the garbage disposal industry, especially the garbage collaborative processing sector, is expected to develop.
In May, the trading volume of electricity increased significantly year-on-year, and the electricity market was promoted in an orderly manner.
According to the data of China Electricity Council, in May, all power trading centers in China organized and completed the market transaction of 397.42 billion kWh, up 34. 1% year-on-year. The total amount of electricity traded in the province is 3.2110.70 billion kwh, including 309.9 billion kwh of direct electricity trading (including green electricity trading/kloc-0.93 billion kwh, power grid agent purchasing 49.98 billion kwh), power generation right trading/kloc-0.08 billion kwh and other trading/kloc-. The reform of the electricity market has achieved remarkable results. With the continuous expansion of the trading volume in the electricity market, the allocation of resources in the electricity market will be continuously optimized, which is conducive to the development of electricity price marketization and the development of power generation industry. In May, the total electricity directly traded in the national electricity market in the medium and long term was 32 13.6 billion kWh, a year-on-year increase of 32.2%. The orderly promotion of the electricity market will help to accelerate the construction of a new multilateral trading market of electricity with new energy as the main body, and give full play to the role of the electricity market in stabilizing economic growth and adjusting industrial structure.
The domestic thermal coal market will stabilize after the decline, and the market outlook will still be weak.
In terms of origin this week, most domestic mainstream coal mines continue to cash in long-term cooperative resources, implement medium-and long-term contracts at reasonable prices, and make the rest for market sales. Some coal mines continue to suspend external sales. As far as market coal is concerned, in the first half of this week, most of the coal mines sold in the main producing areas were under sales pressure, the delivery rhythm slowed down, some stocks accumulated, and the market price of the producing areas was under pressure; In the second half, some traders released the demand for stocking, increased their enthusiasm for hauling, increased the number of vehicles arriving at the mine, improved the delivery situation of coal mines, stabilized the overall price of pithead, and rebounded slightly in some coal mines with a large decline in the previous period.
In terms of downstream demand, this week, the main downstream power plants in China continued to replenish their warehouses with Changxie. The downstream demand for coal in the market mainly came from non-power users, and the procurement pace of some chemical users slowed down. With the temperature rising, the daily consumption of the main power plants has increased compared with the previous period, and the year-on-year decline has narrowed, but the demand for coal in the centralized procurement market has not yet been released under the protection of resources of the long association; Non-power users purchase mostly on demand, and some chemical users' equipment in some inland areas is overhauled, and the pace of procurement has slowed down. The bank judged that the demand in the market outlook is weak, it is difficult to support the upward movement of coal prices, and it will still be weak.
The average price of domestic LNG continued to decrease, and the overall price of natural gas in the United States maintained a downward trend.
The average price of domestic LNG continued to decrease. On the supply side, the LNG output of domestic liquid plants increased this week compared with last week, and the shipments of tank batches decreased compared with last week. On the demand side, the downstream supply and demand are still in the stage of resumption of production and work, and the demand is mainly pipeline natural gas, and the high LNG price still restricts the terminal purchasing attitude. Next week, LNG supply may fluctuate within a narrow range, and demand may lack the motivation to increase. On the whole, Zhuo Chuang Information expects LNG prices to fluctuate mainly in a small way in the short term. This week, due to the deepening impact of the Freeport incident, the domestic supply in the United States is stable, the domestic tension is constantly easing, and the downstream demand is also maintained at a relatively stable level, resulting in the continuous downward trend of natural gas prices in the United States during this cycle. The bank judged that the domestic natural gas consumption in the United States has a downward trend in the short term, and the supply has increased after the Freeport incident. Under this background, the price of natural gas in the United States will remain under pressure.
Risk warning: 1) The implementation of carbon neutrality related policies is less than expected; 2) The demand for thermal coal and natural gas decreases seasonally; 3) The power policy has changed greatly.