去年，经济运行稳中向好、好于预期房地产市场回暖、基建投资增长、水电出力减少、持续高温天气等因素拉动，下游煤炭需求强势反弹，煤炭消费量增加2017年，我国主要港口发运煤炭7.26亿吨，同比增长11.9%;其中，环渤海港口发运煤炭6.77亿吨，环渤海港口煤炭发运量占北方港口煤炭发运量的93.2%

Last year, the economic operation was stable and better than expected. Driven by factors such as the recovery of the real estate market, the growth of infrastructure investment, the reduction of hydropower output, and the continuous high temperature weather, the downstream coal demand rebounded strongly, and the coal consumption increased. In 2017, China's major ports shipped 726 million tons of coal, an increase of 11.9% year-on-year; Among them, 677 million tons of coal were shipped from Bohai Rim ports, accounting for 93.2% of the coal shipments from northern ports

今年，环渤海港口继续担当煤运重任1.国家政策支持随着先进产能的加快释放，在去年煤炭供给实现小幅增长的基础上，预计今年将增加原煤产量1亿吨左右，今年原煤产量将达到35.5-36亿吨之间，供需基本面仍将维持紧平衡状态

This year, the Bohai Rim port will continue to play an important role in coal transportation. 1 With the accelerated release of advanced production capacity, based on the slight increase in coal supply last year, the national policy support is expected to increase the raw coal output by about 100 million tons this year, and the raw coal output will reach between 3.55-3.6 billion tons this year. The supply and demand fundamentals will remain in a tight balance

主要出省资源集中在“三西”，晋陕蒙宁夏等四省(自治区)煤炭产量占全国总产量的70%主力运煤港口均在环渤海港口，秦皇岛是煤炭市场的晴雨表和煤炭价格的风向标，发改委和铁总将大秦线的主要资源集中在秦皇岛及唐山港口群，而准池线、朔黄线的优质煤炭也集中供应给黄骅港

The main out of province resources are concentrated in the "three West", the coal output of Shanxi, Shaanxi, Inner Mongolia, Ningxia and other four provinces (autonomous regions) accounts for 70% of the country's total output, and the main coal transportation ports are in the ports around the Bohai Sea. Qinhuangdao is the barometer of the coal market and the weathervane of coal prices. The national development and Reform Commission and the general railway administration have concentrated the main resources of the Datong Qinhuangdao line in Qinhuangdao and Tangshan port group, while the high-quality coal of the zhunchi line and Shuohuang line is also supplied to Huanghua port

环渤海港口仍会充当我国煤运港口排头兵2.铁路运力支持随着我国东部和南方部分煤炭产能关闭退出，环渤海港口禁止汽运煤集港，进口煤数量被限制以及煤炭需求阶段性回升，“西煤东调”铁路运输至关重要而环渤海港口具有得天独厚的优势，有铁路运力支持，集疏运条件优越，大秦线、朔黄、蒙冀线直通秦皇岛、黄骅、唐山港口翻车机房，能够为港口提供丰厚的煤炭资源

Bohai Rim port will still serve as the pacesetter of China's coal transportation port 2 Railway transportation capacity support with the closure and withdrawal of some coal production capacity in the East and south of China, the Bohai Rim port prohibits the collection of coal by automobile, the quantity of imported coal is limited, and the demand for coal has risen periodically. The "west to east coal transfer" railway transportation is very important. The Bohai Rim port has unique advantages, with the support of railway transportation capacity, and superior collection and distribution conditions. The Datong Qinhuangdao railway, Shuohuang Railway, and Mengji railway are directly connected to the overturning machine rooms in Qinhuangdao, Huanghua, and Tangshan ports, It can provide rich coal resources for the port

今年，“西煤东运”三大铁路线可增加煤炭运量6000-7000万吨，将为环渤海港口提供丰厚的煤炭资源3.曹妃甸港煤炭运输能力将得到发挥去年，国投曹妃甸港和曹妃甸港煤二期码头分别完成煤炭吞吐量5100、2310万吨，两码头吞吐量与设计能力相比差距很大，还有潜力可挖

This year, the three railway lines of "transporting coal from the west to the East" can increase the coal transportation volume by 60-70 million tons, which will provide rich coal resources for the ports around the Bohai Sea. 3 The coal transportation capacity of Caofeidian port will be brought into play. Last year, the coal throughput of Caofeidian port and Caofeidian Port coal phase II wharf of SDIC completed 51 million tons and 23.1 million tons respectively. The throughput of the two wharves is far behind the design capacity, and there is still potential to be tapped

今年，大秦线和蒙冀线继续发力，为曹妃甸港提供可靠的煤炭资源，预计两个曹妃甸港煤炭吞吐量有望增加2000万吨其他新投产港口方面，去年，新投产的曹妃甸港华能煤码头，以及曹妃甸港华电煤码头，均是“大秦线-迁曹”、蒙冀线的配套港口

This year, the Datong Qinhuangdao railway and the Inner Mongolia Hebei railway continue to make efforts to provide reliable coal resources for Caofeidian port. It is expected that the coal throughput of the two Caofeidian ports is expected to increase by 20million tons. In terms of other newly put into operation ports, last year, the newly put into operation Caofeidian port Huaneng coal terminal and Caofeidian port Huadian Power coal terminal are supporting ports for the "Datong Qinhuangdao railway - Qiancao" and the Inner Mongolia Hebei railway

去年，完成煤炭吞吐量微乎其微今年，两大运煤港口的潜力将得到发挥当然，这也要看下游实际需求情况以及铁路运输情况在今年国民经济平稳健康发展，下游煤炭需求继续看好的情况下，预计整个环渤海港口煤炭发运量能增加5000万吨以上

Last year, the coal throughput was very small. This year, the potential of the two major coal transportation ports will be brought into play. Of course, it also depends on the actual demand of the downstream and the railway transportation. With the steady and healthy development of the national economy this year and the continued positive demand for coal in the downstream, it is expected that the coal transportation volume of the entire Bohai Rim port will increase by more than 50million tons