6月16日，煤价又陷入"混水摸鱼战"。沿海地区电厂进口煤投标价持续走低，3800卡印尼煤最新整船投标价低至590元，叠加南方暴雨不断，港口煤炭库存不断攀升，现货都较湿、热值一下降，买家拿货意愿偏弱。

On June 16th, the coal price once again entered a "scramble for profit" situation. The bidding prices for imported coal by power plants in coastal areas continued to decline. The latest whole-ship bidding price for 3800-kilocalorie Indonesian coal dropped to 590 yuan. Coupled with the continuous heavy rain in the south, the coal inventory at ports kept rising. The spot coal was relatively damp and its calorific value decreased significantly. As a result, the willingness of buyers to purchase was relatively weak.

其次，北方港动力煤指数已经"趴窝"不更新，近期网上产地竞拍流拍严重，神华珠海高栏港今天挂牌7万吨，再次全部流拍。价格、天气、成交，三条线全指向一个方向：短期煤价承压。

Secondly, the Northern Port的动力 coal index has stopped updating. Recently, there has been a serious situation of failed online bidding for production sites. Today, Shenhua Zhuhai Gaolan Port put up a 70,000-ton offer, but all of them failed to be sold. Price, weather, and transaction volume - all three indicators point to the same direction： short-term coal prices are under pressure.

最近陕西、内蒙矿区"涨声"一片，这个矿涨几十、那个矿涨几十，网上传得很热闹。但实际成交量真的上来了?要打一个大大的问号。据我了解，根本没有拉煤车排长龙、销售火爆、大堵车这些现象——所谓的"涨价"，更多是手上有货的贸易商在自嗨式瞎起哄。

Recently, there has been a lot of talk of price hikes in the mining areas of Shaanxi and Inner Mongolia. One mine has raised prices by several tens of yuan, another by several tens of yuan, and the news is circulating widely online. But has the actual trading volume really increased? A big question mark should be placed over this. According to my understanding, there are no long queues of coal trucks, no booming sales, and no major traffic jams - the so-called "price hikes" are more likely just a self-congratulatory and exaggerated behavior by traders who have stock in hand.

说句实话，真想造假太容易了：拿几年前的老视频充数，或者拍个拉长协煤的车队、甚至装其他矿产品的队伍，往网上一发，就能糊弄一批人。但假的真不了，市场冷暖，得看真实成交价，得看下游需求，这个才骗不了人。

To be honest, it's really easy to fake things: just use old videos from a few years ago as a substitute, or film a convoy of trucks transporting coal or even other mineral products, post it online, and you can deceive a lot of people. But a fake won't last long. The market's ups and downs depend on the actual transaction prices and the downstream demand. Only then can it deceive people.

2026年6月起，中央安全生产考核巡查组已深入河北、山西、黑龙江、安徽、湖南、广西、重庆、新疆8个省(区、市)开展工作。这本是一则常规巡查新闻，却被一些人刻意"联想"——声称主产地煤矿也将迎来中央巡查组，陕西、内蒙即将开启最严安全大检查，煤价还要涨。

Starting from June 2026, the central safety production assessment and inspection team has conducted work in 8 provinces (autonomous regions and municipalities) including Hebei, Shanxi, Heilongjiang, Anhui, Hunan, Guangxi, Chongqing and Xinjiang. This was a routine inspection news, but it was deliberately "associated" by some people - claiming that the main coal-producing areas will also be subject to central inspection teams, that Shaanxi and Inner Mongolia will launch the most stringent safety large-scale inspections, and that coal prices will continue to rise.

这是典型的移花接木、颠倒是非。

This is a typical case of substituting one thing for another and distorting the truth.

巡查组进驻的8个省份中，并不包括陕西和内蒙;且此次巡查聚焦的是安全生产考核，并非专门针对煤矿的"安全大检查"。把两码事硬凑成一回事，无非是想借政策之名，行炒作煤价之实。

Among the 8 provinces where the inspection team has been stationed, Shaanxi and Inner Mongolia are not included. Moreover, this inspection focuses on the assessment of safety production, not a specific "major safety inspection" for coal mines. Merging these two unrelated matters together is merely an attempt to use the guise of policies to actually promote the speculation of coal prices.

煤炭宝一直强调：我国煤炭产量年年增长，市场根本不缺煤，产地更不可能主动减产。

Coal Treasure has always emphasized that China's coal production is increasing year by year, and there is no shortage of coal in the market. Moreover, the production capacity of the coal-producing areas is unlikely to be reduced voluntarily.

每年的产量任务和目标都摆在那儿，只增不减。何况现在煤价处于高位，能生产的煤矿都在争分夺秒、加足马力，还真没见过哪家煤矿有钱不赚、停产休息的。

The annual production targets and quotas are fixed and will not decrease. Moreover, the current coal price is at a high level, and all the coal mines that can produce are working around the clock, at full capacity. I have never seen any coal mine that chooses not to make profits or shuts down for rest.

数据不会说谎。国家统计局公布：‌2025年全国煤炭产量约48.3亿吨，同比增长1.2%‌。 年年喊停产检修、限产保供，实际呢?产量年年超额完成。嘴上喊紧，实际放量——这就是煤炭市场的真相。

Data never lies. The National Bureau of Statistics announced: In 2025, the national coal production is expected to be approximately 4.83 billion tons, an increase of 1.2%. Year after year, there have been calls for production suspension and maintenance, as well as production restrictions for supply assurance. But what's the reality? The actual production has always exceeded the targets. They talk about tightening, but in reality, production has been ramped up - this is the truth of the coal market.

其实吧，煤市有个怪现象：卖煤的天天喊涨，真正买煤的却只关心谁更便宜、能不能赊账、账期多长。

To be honest, there is a peculiar phenomenon in the coal market: those selling coal keep shouting about price increases, but the actual buyers only care about who offers the lower price, whether they can pay on credit, and how long the credit period is.

信息差就是利润差。当卖方还在渲染"这个矿涨了、那个矿涨了"时，懂行的采购方早已转向——内蒙多数煤矿已开始下调售价，降幅5-10元/吨，只是动静不大，很多人还没察觉。

Information gap equals profit gap. While the sellers are still boasting about "this mine has risen in price, that mine has risen in price", the knowledgeable buyers have already shifted their strategies - most coal mines in Inner Mongolia have begun to lower their prices by 5-10 yuan per ton. The changes are not significant and many people haven't noticed yet.

更有性价比的选择其实在新疆。5100卡坑口价仅130元/吨，5500卡也才200多元，远低于陕蒙同热值价格。如果长期大量用煤，拓展疆煤外运渠道，是降本的关键一招。

A more cost-effective option actually lies in Xinjiang. The spot price of 5100 card is only 130 yuan per ton, and for 5500 card, it's only around 200 yuan, which is much lower than the prices in Shaanxi and Inner Mongolia for the same calorific value. If coal is used on a long-term and large-scale basis, and if we expand the transportation channels for Xinjiang coal, this will be a key measure to reduce costs.