Xinjiang's four major characteristics of coal resources: First, the occurrence of better conditions, containing a large number of coal seams, coal seam thickness, stable deposits, shallow burial; Second, huge reserves, preliminary proven coal reserves of about 1.82 trillion tons, accounting for With 42% of the country’s coal reserves, Xinjiang’s resources are still “deep and unfathomable†because most of the mining areas have only started census since 2007. Reserve data may still be continuously updated as the census deepens. Third, the distribution is uneven. Northern Xinjiang accounts for 89.2% of coal reserves, and southern Xinjiang has 10.8%. Northern Xinjiang is significantly better than southern Xinjiang. Among them, Tuha coalfield and Zhundong coalfield are the most important coal storage areas in Xinjiang, accounting for 66.23% of the total reserves. Fourth, coal is mainly based on thermal coal, and the proportion of coking coal reserves is less than 1%. Coking coal is mainly distributed in Kuqa in Aksu, Nanjiang, Pai County, and Aiweiergou in the south of Urumqi and in the south.
The large-scale development of Xinjiang Coal has commenced. There are four major coal fields listed in Xinjiang: the Hami coalfield, the Jungdong coalfield, the Yili coalfield, and the Kubai coalfield; among them, Hami and Zhundong are the main bases for sending coal to the east; coal resources in Xinjiang Has been divided up by large groups, in addition to the state-owned enterprises, coal mines in Jiangsu, Hebei, Henan and other resource-exhausted provinces have a stronger sense of crisis and enthusiasm, Shanxi coal companies have no such preconceptions except the Chunan Group; power companies seek raw material control The power has also become a major part of the coal industry. In addition, Xinjiang local companies have acquired certain resources because of their geographic location. Large-scale group capacity planning is huge. We have calculated the capacity planning for each of the four major coal fields and each group has a total capacity of about 280 million tons. In 11 years -13 years production.
Xinjiang Coal is competitively priced. Hami and Jungdong areas have shallow coal reserves and more open pit mines; mining costs are around 60 yuan for open pit mines and 100 yuan for underground mines.
Taking into account the freight from the port to the container terminal, various taxes and fees, and some profits, based on the provincial price of 200 yuan of coal, the price of coal to port is still 26-29% lower than the current port price, and the competitiveness is obvious. Xinjiang Coal will also indirectly affect coal demand through transmission and gas transmission methods.
The bottleneck that hampered the transportation capacity of Xinjiang's coal outfalls broke through in 2013. The Sinotrans Railway in Xinjiang is mainly one of two wings. “Integration†refers to the Lanzhou-Xindao Railway. After the completion of the project, the existing Lanxin railway line will be changed to the freight line. The Lanxin line was started at the end of 2009 and is expected to be completed by the end of 2013. The “North Wing†is the General Army Temple (Xinjiang)-Zeke (Inner Mongolia) Railway, and the Linze Railway has been opened to traffic by the end of 2009. The Hadun Section is expected to start at the end of the 10th; Wing is Hami-Chengdu. The first phase of the above-mentioned project has designed annual coal transportation capacity of 300 million tons.
In short, Xinjiang is the biggest variable influencing domestic coal supply in the future, but it still has a three-year buffer period according to its substantive impact.