Everyone, please pay attention | What is the energy production situation in July 2020?

1. Raw coal, crude oil and natural gas production and related situations

The decline in raw coal production expanded. In July, 320 million tons of raw coal were produced, a year-on-year decrease of 3.7%, and the decline was 2.5 percentage points larger than the previous month; the average daily output was 10.26 million tons, a month-on-month decrease of 880,000 tons. From January to July, 2.12 billion tons of raw coal were produced, a year-on-year decrease of 0.1%.

Coal imports declined. In July, 26.1 million tons of coal were imported, an increase of 810,000 tons from the previous month, and a year-on-year decrease of 20.6%. The decline was 14.0 percentage points larger than the previous month; from January to July, 200 million tons of coal were imported, a year-on-year increase of 6.8%.

The comprehensive trading price of coal at the port rose first and then fell. On July 31, the prices of 5,500 kcal, 5,000 kcal and 4,500 kcal coal at Qinhuangdao Port were 555 yuan, 503 yuan and 448 yuan per ton respectively, down 8 yuan, 9 yuan and 9 yuan from the high price during the year on July 10. , down 1 yuan, 3 yuan and 2 yuan from July 3.

Crude oil production is basically the same, and the processing volume is basically the same. Rapid growth. In July, 16.46 million tons of crude oil were produced, a year-on-year increase of 0.6%, and the growth rate was 0.1 percentage points lower than the previous month; 59.56 million tons of crude oil were processed, an increase of 12.4%, 3.4 percentage points faster than the previous month. From January to July, 113.5 million tons of crude oil were produced, a year-on-year increase of 1.4%; 380 million tons of crude oil were processed, a year-on-year increase of 2.3%.

Crude oil imports have grown rapidly, and crude oil prices have rebounded in shock. In July, 51.29 million tons of crude oil were imported, a year-on-year increase of 25.0%. From January to July, 320 million tons of crude oil were imported, a year-on-year increase of 12.1%. The spot FOB price of Brent crude oil on July 31 was US$43.13/barrel, an increase of 3.6% from US$41.64/barrel on June 30.

< div>　2. Electricity production situation

The growth rate of electric power production has slowed down. In July, power generation was 680.1 billion kilowatt-hours, a year-on-year increase of 1.9%, and the growth rate was 4.6 percentage points lower than the previous month; the average daily power generation was 21.94 billion kilowatt-hours, an increase of 930 million kilowatt-hours from the previous month. From January to July, power generation was 4,045.1 billion kilowatt-hours, a year-on-year decrease of 0.9%.

In terms of types, in July, the growth rate of thermal power and solar power turned from positive to negative, the growth rate of hydropower and nuclear power fell back, and the growth rate of wind power accelerated. Among them, thermal power decreased by 0.7% year-on-year, compared with an increase of 5.4% last month; solar power decreased by 0.6%, compared with an increase of 5.8% last month; hydropower increased by 6.1%, a decrease of 0.8 percentage points from the previous month; nuclear power increased by 6.7%, a decrease of 6.9% percentage points; wind power grew by 23.2%, an acceleration of 7.4 percentage points.

Notes

1. Indicator explanation

Average daily product output: It is calculated by dividing the total output of industrial enterprises above designated size announced in the month by the number of calendar days in the month.

2. Statistical scope

The statistical caliber of the output data in the report is for industries above designated size, and its statistical scope is the annual main business income of 20 million Industrial enterprises worth more than RMB 10,000.

Since the scope of industrial enterprises above designated size changes every year, in order to ensure that the data of this year are comparable with the previous year,, the same period number used to calculate the year-on-year growth rate of various indicators such as product output is consistent with the scope of enterprise statistics in this period, and there is a caliber difference from the data released last year.

3. Data source

Import data comes from the General Administration of Customs, of which the July data is fast news data; coal price data comes from the Chinese coal market website; crude oil price data comes from the U.S. Energy Information Administration (EIA).

4. Natural gas unit conversion relationship: 1 ton is approximately equal to 1,380 cubic meters.

　(Original title: Energy production in July 2020)