国内动力煤价跌，六大发电集团日均耗煤量上升

Core Viewpoint - Domestic thermal coal prices have decreased month-on-month, while the Newcastle port prices in Australia have increased slightly [2][4]. Price Summary - As of December 15, the Qinhuangdao power coal price for Shanxi mixed 5500 was 736.00 CNY/ton, down 91 CNY/ton, a decrease of 11% compared to the previous month [2][4]. - The Inner Mongolia Wuhai Q5500 thermal coal price was 596.00 CNY/ton, down 72 CNY/ton, a decrease of 10.78% [2][4]. - The Datong South Suburb Q5500 thermal coal price was 615.00 CNY/ton, down 95.00 CNY/ton, a decrease of 13.38% [2][4]. - The Newcastle port NEWC thermal coal offshore price was 108.60 USD/ton, up 0.30 USD/ton, an increase of 0.28% [2][4]. Production Summary - In November, the coal production from key state-owned coal mines in Shaanxi, Shanxi, and Inner Mongolia showed mixed results: - Shaanxi produced 21.74 million tons, up 1.32 million tons year-on-year, but down 0.48 million tons month-on-month, a decrease of 2.18% [2]. - Shanxi produced 51.04 million tons, down 2.38 million tons year-on-year, but up 1.62 million tons month-on-month, an increase of 3.28% [2]. - Inner Mongolia produced 19.64 million tons, up 0.14 million tons year-on-year and up 0.88 million tons month-on-month, an increase of 4.70% [2]. Inventory and Consumption Summary - The total coal inventory at the three major ports (Qinhuangdao, Huanghua, and Caofeidian) was 14.90 million tons, up 2.01 million tons month-on-month, an increase of 15.58% [3]. - The average daily coal consumption of the six major power generation groups was 0.83 million tons, up 0.03 million tons month-on-month, an increase of 3.83%, but down 0.33 million tons year-on-year, a decrease of 3.83% [3]. Freight Summary - Domestic freight rates have decreased month-on-month, while international shipping rates showed mixed trends: - The CBCFI rate from Qinhuangdao to Shanghai was 23.80 CNY/ton, down 48.37% month-on-month [3]. - The CBCFI rate from Qinhuangdao to Ningbo was 38.90 CNY/ton, down 32.58% month-on-month [3]. - The shipping rate from Newcastle, Australia to China was 16.20 USD/ton, down 0.40 USD/ton, a decrease of 2.41% [3]. - The shipping rate from Tabang, Indonesia to Guangzhou, China was 9.40 USD/ton, up 0.18 USD/ton, an increase of 1.97% [3].