中国煤炭运销协会：7月上中旬火电厂日均煤耗继续增加

Core Viewpoint - Domestic coal consumption in June showed a gradual month-on-month recovery, but year-on-year figures remain weak, primarily driven by increased electricity demand and the performance of thermal power generation [1] Group 1: Coal Consumption and Demand - In June, electricity demand growth accelerated year-on-year, while hydropower generation fell short of expectations, leading to increased reliance on thermal power generation [1] - Thermal power generation increased year-on-year, contributing to the recovery of thermal coal demand [1] - Production of coal-intensive products such as pig iron, cement, and flat glass continued to decline, limiting coal demand growth in the steel and building materials sectors [1] Group 2: Chemical Industry and Coal Use - Major coal chemical products saw rapid production growth, which supported an increase in coal demand from the chemical industry [1] Group 3: Weather Impact and Coal Consumption - In mid-July, the expansion of high-temperature weather across China negatively impacted hydropower output, while thermal power generation experienced both month-on-month and year-on-year growth [1] - Daily coal consumption at thermal power plants continued to increase [1]