--- title: "STOCKS | Coal Prices Near Key Threshold Amid Market Concerns" type: "News" locale: "en" url: "https://longbridge.com/en/news/283301006.md" description: "On April 20, Du Cong, chief coal analyst at Zhongtai Securities, reported that thermal coal prices reached 769 yuan per ton, nearing the critical 800 yuan mark, with a weekly increase of 8 yuan. Coking coal prices rose by 70 yuan per ton due to strong non-electricity demand. Power coal consumption increased by 7% year-on-year, while coal inventories fell, indicating a supply-demand shift favoring sellers. Despite rising coal prices, stock prices have not increased, but a significant rise could present an investment opportunity." datetime: "2026-04-20T06:00:22.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/283301006.md) - [en](https://longbridge.com/en/news/283301006.md) - [zh-HK](https://longbridge.com/zh-HK/news/283301006.md) --- # STOCKS | Coal Prices Near Key Threshold Amid Market Concerns On April 20, Jin10 reported that Du Cong, the chief coal analyst at Zhongtai Securities, released a research report addressing market concerns over the potential collapse of coal prices due to the reopening of the Taiwan Strait. According to Jin10, data indicates that mid-April saw the market price of thermal coal reach 769 yuan per ton, approaching the critical 800 yuan mark, with a weekly increase of 8 yuan. Coking coal prices rose by 70 yuan per ton weekly, driven by strong non-electricity demand. The demand side shows a dual resonance between electricity and non-electricity sectors: off-season power coal consumption increased by 7% year-on-year, daily steel iron production averaged 2.45 million tons, and weekly coal consumption in coal chemical industries reached 7.5 million tons, up from 7 million tons last year. Additionally, reduced output from hydropower and renewable sources has bolstered thermal power support. In terms of inventory, power plant stocks decreased by 0.6% year-on-year, reaching a three-year low, while port and coking coal inventories plummeted by 15.8% year-on-year, indicating a supply-demand shift favoring sellers. Despite this, stock prices have not risen in tandem with coal prices, as market expectations remain anchored at 800 yuan per ton. Should there be a significant weekly increase of 30 yuan or a breakthrough beyond 800 yuan, stock prices may rebound quickly, presenting a golden window for investment. ### Related Stocks - [600971.CN](https://longbridge.com/en/quote/600971.CN.md) - [600403.CN](https://longbridge.com/en/quote/600403.CN.md) - [600740.CN](https://longbridge.com/en/quote/600740.CN.md) - [000937.CN](https://longbridge.com/en/quote/000937.CN.md) - [601699.CN](https://longbridge.com/en/quote/601699.CN.md) - [600792.CN](https://longbridge.com/en/quote/600792.CN.md) - [01171.HK](https://longbridge.com/en/quote/01171.HK.md) - [600997.CN](https://longbridge.com/en/quote/600997.CN.md) - [601666.CN](https://longbridge.com/en/quote/601666.CN.md) - [600758.CN](https://longbridge.com/en/quote/600758.CN.md) - [601225.CN](https://longbridge.com/en/quote/601225.CN.md) - [600121.CN](https://longbridge.com/en/quote/600121.CN.md) - [600546.CN](https://longbridge.com/en/quote/600546.CN.md) - [601898.CN](https://longbridge.com/en/quote/601898.CN.md) - [601088.CN](https://longbridge.com/en/quote/601088.CN.md) - [601015.CN](https://longbridge.com/en/quote/601015.CN.md) - [600985.CN](https://longbridge.com/en/quote/600985.CN.md) - [600123.CN](https://longbridge.com/en/quote/600123.CN.md) - [601918.CN](https://longbridge.com/en/quote/601918.CN.md) - [515220.CN](https://longbridge.com/en/quote/515220.CN.md) - [600918.CN](https://longbridge.com/en/quote/600918.CN.md) ## Related News & Research - [China’s Coal Prices Surge as Scorching Heat Drives Power Demand](https://longbridge.com/en/news/294348778.md) - [China generates less than half of its electricity from coal for the first time](https://longbridge.com/en/news/294322585.md) - [China Coal Energy Posts Softer Coal Volumes, Mixed Chemical Output in June](https://longbridge.com/en/news/292740047.md) - [China Coal Energy (SEHK:1898) Could Be 31% Undervalued After Mixed June Operating Data](https://longbridge.com/en/news/293255791.md) - [China Coal Energy June commercial coal output slips 0.8% y/y to 11 million tonnes](https://longbridge.com/en/news/292735128.md)