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2008年中国煤炭行业及主要公司研究报告
字数:3.1万 页数:103 图表数:152
中文电子版:3000元 中文纸版:2500元 发布日期:2009-05
英文电子版:1600美元 英文纸版:1500美元
编号:HJ004 附件: 购买报告

  煤炭一直是中国最主要的能源。2009 年,考虑到短期内钢铁、水泥等行业出现根本性反转的可能性较小,因此,2009 年上半年甚至全年煤炭行业都难以再现2008 年的红火景象。

  2008年,中国煤炭需求约26.7亿吨,其中电力耗煤占14.6亿吨、钢铁冶金4.53亿吨、建材3.4亿吨、化工1.4亿吨,四大行业合计占全国当年煤炭需求的86.89%。

图: 2008年四大行业煤炭需求量(亿吨)及占比
 2009051501.gif
来源:煤炭工业协会

  2008年,中国原煤产量为27.16亿吨,同比增长7.65%。其中乡镇煤矿生产原煤9.94亿吨,同比增长3.65%,占全国煤炭产量的36.6%,占比比2007年回落1.5个百分点。2008年,中国煤炭产量的增加主要在于国有重点煤矿(同比增长11%)和国有地方煤矿(同比增长6.4%)产量的增加。

  本报告首先介绍了中国煤炭行业的发展概况,然后从需求、供给方面分析煤炭行业市场格局,最后详细分析了22家煤炭重点公司的运营和营收情况、项目投资情况、主营构成、最新动态和未来走势等。

下面是对煤气化(000968)的示例:

图: 2003-2008年煤气化的营业额和净利润走势图
2009051502.gif

2008年煤气化(000968)按产品的收入构成
2009051503.gif

2009051504.gif


Coal has always been the principal energy in China. Considering the slim possibility that the industries like steel and cement show the fundamental reversion in a short period, so it is difficult for coal industry to perform in the first half and even the full year 2009 as the same prosperity in 2008.

In 2008, the coal demand amounted to 2.67 billion tons in China, and 1.46 billion tons of which was consumed by electric power industry, 453 million tons in steel metallurgy, 340 million tons in building materials, and 140 million tons in chemical industry, accounting for 86.89% of China’s total coal demand.

Coal Demand Amount (100 mln tons) and Ratio of Four Key Industries, 2008 
 2009051506.gif
Source: China National Coal Association

China’s raw coal output was 2.716 billion tons in 2008, up 7.65% year-on-year, among which, the raw coal produced in county coal mines reached 994 million tons, rising 3.65% year-on-year, and accounting for 36.6% in the total, down 1.5 percentage points year-on-year. The growth in coal output in 2008 was mainly contributed to the output increase of state-owned key coal mines (up 11% year-on-year) and state-owned local coal mines (rising 6.4% year-on-year).

Firstly, the report introduces China’s coal industry development, and then it analyzes coal market layout from two aspects, demand and supply. Lastly, it gives a full picture of 22 key coal companies, including their operation and operating revenue, project investment, main business structure, latest trend and future trend.

Here, take Taiyuan Coal Gasification Co., Ltd for example

Revenue and Net Income of Taiyuan Coal Gasification Co., Ltd, 2003-2008 
 2009051507.gif
Source: ResearchInChina

Recent Investments of Taiyuan Coal Gasification Co., Ltd
2009051508.gif

Revenue of Taiyuan Coal Gasification Co., Ltd by Product, 2008
2009051509.gif

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