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Huang Xiaogang, Vice General Manager, Fujian Sunway Resources Limited delivered this presentation at the 2013 Russian & CIS Coal Summit. Co-organised with Informa's Adam Smith Conferences, the Summit provides top CEOs, investors, analysts and officials with a platform for debate, analysis and networking with the key representatives from Russia's major coal producing companies. For more information about the annual event, please visit the conference website: http://www.immevents.com/russiaciscoal
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2012 Chinarsquos imported coal market analysis
amp 2013 forecast
Market distribution and situation of Chinas imported coal
The characteristics of Chinas coal reserves
Rich in resources but per capita is low the existing reserves recoverable only 35 years
Uneven resources distribution Rich in North amp West Poor in Southamp East
Regional varieties and quality difference unsatisfactory distribution
lack of open pit difficult in exploit and higher cost
Background of coal import
Governmentrsquos attitude (Limit export Encourage Import economic stimulus)
transportation bottleneck complex geological and mining factors disadvantage in price competition
Sudden weather conditions
Coastal provinces are Chinas main imports coal market
The gap of Chinese coal demand in the next 20 years(million tons standard)
42956187
5047854953844249
35200031107379
36554814
0
100000
200000
300000
400000
500000
600000
2012 2014 2016 2018 2020 2022 2024 2026 2028 2030 2032
consum prediction
coal production
Chinas coal demand gap in the next 20 years might reach 15 billion tons
3 stages of Chinarsquos coal trade history
Before 2004 ------ export based
2004 - 2009 ------ import increase
After 2009 ------ Net import
Chinese coal import and export trends in 2002-2011
12583
16483
18240
2240 1903 14660
2000
4000
6000
8000
10000
12000
14000
16000
18000
20000
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
import
export
Main sources of Chinarsquos imported coal and its development direction
Indonesia Australia Vietnam Mongolia Russia are the main country where China import coal at present
2002-2011 Main countries where China import coal
nation Mi ton 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
Indonesia import 1938 778 1275 2350 4938 11244 11186 30309 55031 64696
increase - -599 640 842 1102 1277 -05 1710 816 176
Australia import 4342 4642 5281
5885
6901
4139
3543
43949 36963
32556
increase - 69 138 114 173 -400 -144 11404 -159 -119
Vietnam import 2242 2487 6117 9931 20080 24616 16906 24082 18047 22066
increase - 110 1459 624 1022 226 -313 424 -251 223
Mongolia import 00 00 00 2351 2154 3119 4044 6003 16595 20155
increase - - - - -83 448 297 485 1764 215
Russia import 1152 725 607 897 991 268 760 11785 11586 10574
increase - -371 -162 477 105 -72 9 1835 14506 -17 -87
Korea import 390 728 1571 2800 2481 3741 2537 3598 4611 11169
increase - 866 1157 782 -114 508 -322 418 290 1407
Canada import 00 00 1815 1229 146 223 560 4093 5197 4495
increase - - - - - - - - 8574 321
South Africa
import 407 00 00 00 00 00 00 732 7005 9256
increase - - - - - - - - 8574 321
America import 00 00 00 00 00 00 00 805 4768 4900
increase - - - - - - - - 4926 28
Colombia import 00 00 00 00 00 00 00 00 3779 1310
increase - - - - - - - - - -653
The development direction of Chinalsquos imported coal source
Factors need to concern
1 Strategic point of view
2Stability of supply
Trend
Australia -- main
Vietnam Indonesia ndash decrease
Mongolia Russia -- increase
China current coal prices and market situation In 2012 production growth fell back stock rise sharply
- Total output 366 billion tons
- Stock at end of 2012 85 million tons
Import 029 billion tons in 2012
More in 2013 give pressure on domestic coal price
Coal price falling sharply in 2012
Still continued drop till now
Till March 2013 coal inventories are still high
Coal producerrsquos inventory year-on-year growth378
Power plantrsquos inventory year-on-year down 36
Port inventory year-on-year growth 315
The main factors affecting the current coal market
Economy stabilized and rebound but actual growth less than expected
Domestic coal production capacity release
The effects on domestic coal market from imported coal is enhancing
Slowly growth of main coal consumption industry
new changes in energy consumption structure
strengthen environmental constraints
policy adjustments
China Coal consumption and Import expectation
2013 Domestic coal production will remain at a high level
No obvious improvement in the 2013 first half
Slow growth in Demand slow growth in coal consumption
Recent import steam coal market is under weak consolidation
quotation is temporarily stable
Indonesia USD49-50MT CFR NCV3800Kcalkg
Australian amp South Africa
USD825-835MT CFR NCV5500Kcalkg coal
wait-and-see atmosphere is still strong
smooth and weak rebound is the basic characteristics of Chinas economy this year
1048698 1048698
A gently rising in social power consumption this year
View
In 2013 Chinas demand for imported coal will still grow growth speed may be slowing
Imported coal prices remain relatively stable at low level
Company introduction
Fujian Sunway Resources Limited
Enter into coal business since 2006
Mainly served for the power plants steelworks in the China Southeast Coastal Areas
Sincerely looking forward to establish mutual beneficial long-term co-operations with coal production enterprises
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
Market distribution and situation of Chinas imported coal
The characteristics of Chinas coal reserves
Rich in resources but per capita is low the existing reserves recoverable only 35 years
Uneven resources distribution Rich in North amp West Poor in Southamp East
Regional varieties and quality difference unsatisfactory distribution
lack of open pit difficult in exploit and higher cost
Background of coal import
Governmentrsquos attitude (Limit export Encourage Import economic stimulus)
transportation bottleneck complex geological and mining factors disadvantage in price competition
Sudden weather conditions
Coastal provinces are Chinas main imports coal market
The gap of Chinese coal demand in the next 20 years(million tons standard)
42956187
5047854953844249
35200031107379
36554814
0
100000
200000
300000
400000
500000
600000
2012 2014 2016 2018 2020 2022 2024 2026 2028 2030 2032
consum prediction
coal production
Chinas coal demand gap in the next 20 years might reach 15 billion tons
3 stages of Chinarsquos coal trade history
Before 2004 ------ export based
2004 - 2009 ------ import increase
After 2009 ------ Net import
Chinese coal import and export trends in 2002-2011
12583
16483
18240
2240 1903 14660
2000
4000
6000
8000
10000
12000
14000
16000
18000
20000
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
import
export
Main sources of Chinarsquos imported coal and its development direction
Indonesia Australia Vietnam Mongolia Russia are the main country where China import coal at present
2002-2011 Main countries where China import coal
nation Mi ton 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
Indonesia import 1938 778 1275 2350 4938 11244 11186 30309 55031 64696
increase - -599 640 842 1102 1277 -05 1710 816 176
Australia import 4342 4642 5281
5885
6901
4139
3543
43949 36963
32556
increase - 69 138 114 173 -400 -144 11404 -159 -119
Vietnam import 2242 2487 6117 9931 20080 24616 16906 24082 18047 22066
increase - 110 1459 624 1022 226 -313 424 -251 223
Mongolia import 00 00 00 2351 2154 3119 4044 6003 16595 20155
increase - - - - -83 448 297 485 1764 215
Russia import 1152 725 607 897 991 268 760 11785 11586 10574
increase - -371 -162 477 105 -72 9 1835 14506 -17 -87
Korea import 390 728 1571 2800 2481 3741 2537 3598 4611 11169
increase - 866 1157 782 -114 508 -322 418 290 1407
Canada import 00 00 1815 1229 146 223 560 4093 5197 4495
increase - - - - - - - - 8574 321
South Africa
import 407 00 00 00 00 00 00 732 7005 9256
increase - - - - - - - - 8574 321
America import 00 00 00 00 00 00 00 805 4768 4900
increase - - - - - - - - 4926 28
Colombia import 00 00 00 00 00 00 00 00 3779 1310
increase - - - - - - - - - -653
The development direction of Chinalsquos imported coal source
Factors need to concern
1 Strategic point of view
2Stability of supply
Trend
Australia -- main
Vietnam Indonesia ndash decrease
Mongolia Russia -- increase
China current coal prices and market situation In 2012 production growth fell back stock rise sharply
- Total output 366 billion tons
- Stock at end of 2012 85 million tons
Import 029 billion tons in 2012
More in 2013 give pressure on domestic coal price
Coal price falling sharply in 2012
Still continued drop till now
Till March 2013 coal inventories are still high
Coal producerrsquos inventory year-on-year growth378
Power plantrsquos inventory year-on-year down 36
Port inventory year-on-year growth 315
The main factors affecting the current coal market
Economy stabilized and rebound but actual growth less than expected
Domestic coal production capacity release
The effects on domestic coal market from imported coal is enhancing
Slowly growth of main coal consumption industry
new changes in energy consumption structure
strengthen environmental constraints
policy adjustments
China Coal consumption and Import expectation
2013 Domestic coal production will remain at a high level
No obvious improvement in the 2013 first half
Slow growth in Demand slow growth in coal consumption
Recent import steam coal market is under weak consolidation
quotation is temporarily stable
Indonesia USD49-50MT CFR NCV3800Kcalkg
Australian amp South Africa
USD825-835MT CFR NCV5500Kcalkg coal
wait-and-see atmosphere is still strong
smooth and weak rebound is the basic characteristics of Chinas economy this year
1048698 1048698
A gently rising in social power consumption this year
View
In 2013 Chinas demand for imported coal will still grow growth speed may be slowing
Imported coal prices remain relatively stable at low level
Company introduction
Fujian Sunway Resources Limited
Enter into coal business since 2006
Mainly served for the power plants steelworks in the China Southeast Coastal Areas
Sincerely looking forward to establish mutual beneficial long-term co-operations with coal production enterprises
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
Background of coal import
Governmentrsquos attitude (Limit export Encourage Import economic stimulus)
transportation bottleneck complex geological and mining factors disadvantage in price competition
Sudden weather conditions
Coastal provinces are Chinas main imports coal market
The gap of Chinese coal demand in the next 20 years(million tons standard)
42956187
5047854953844249
35200031107379
36554814
0
100000
200000
300000
400000
500000
600000
2012 2014 2016 2018 2020 2022 2024 2026 2028 2030 2032
consum prediction
coal production
Chinas coal demand gap in the next 20 years might reach 15 billion tons
3 stages of Chinarsquos coal trade history
Before 2004 ------ export based
2004 - 2009 ------ import increase
After 2009 ------ Net import
Chinese coal import and export trends in 2002-2011
12583
16483
18240
2240 1903 14660
2000
4000
6000
8000
10000
12000
14000
16000
18000
20000
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
import
export
Main sources of Chinarsquos imported coal and its development direction
Indonesia Australia Vietnam Mongolia Russia are the main country where China import coal at present
2002-2011 Main countries where China import coal
nation Mi ton 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
Indonesia import 1938 778 1275 2350 4938 11244 11186 30309 55031 64696
increase - -599 640 842 1102 1277 -05 1710 816 176
Australia import 4342 4642 5281
5885
6901
4139
3543
43949 36963
32556
increase - 69 138 114 173 -400 -144 11404 -159 -119
Vietnam import 2242 2487 6117 9931 20080 24616 16906 24082 18047 22066
increase - 110 1459 624 1022 226 -313 424 -251 223
Mongolia import 00 00 00 2351 2154 3119 4044 6003 16595 20155
increase - - - - -83 448 297 485 1764 215
Russia import 1152 725 607 897 991 268 760 11785 11586 10574
increase - -371 -162 477 105 -72 9 1835 14506 -17 -87
Korea import 390 728 1571 2800 2481 3741 2537 3598 4611 11169
increase - 866 1157 782 -114 508 -322 418 290 1407
Canada import 00 00 1815 1229 146 223 560 4093 5197 4495
increase - - - - - - - - 8574 321
South Africa
import 407 00 00 00 00 00 00 732 7005 9256
increase - - - - - - - - 8574 321
America import 00 00 00 00 00 00 00 805 4768 4900
increase - - - - - - - - 4926 28
Colombia import 00 00 00 00 00 00 00 00 3779 1310
increase - - - - - - - - - -653
The development direction of Chinalsquos imported coal source
Factors need to concern
1 Strategic point of view
2Stability of supply
Trend
Australia -- main
Vietnam Indonesia ndash decrease
Mongolia Russia -- increase
China current coal prices and market situation In 2012 production growth fell back stock rise sharply
- Total output 366 billion tons
- Stock at end of 2012 85 million tons
Import 029 billion tons in 2012
More in 2013 give pressure on domestic coal price
Coal price falling sharply in 2012
Still continued drop till now
Till March 2013 coal inventories are still high
Coal producerrsquos inventory year-on-year growth378
Power plantrsquos inventory year-on-year down 36
Port inventory year-on-year growth 315
The main factors affecting the current coal market
Economy stabilized and rebound but actual growth less than expected
Domestic coal production capacity release
The effects on domestic coal market from imported coal is enhancing
Slowly growth of main coal consumption industry
new changes in energy consumption structure
strengthen environmental constraints
policy adjustments
China Coal consumption and Import expectation
2013 Domestic coal production will remain at a high level
No obvious improvement in the 2013 first half
Slow growth in Demand slow growth in coal consumption
Recent import steam coal market is under weak consolidation
quotation is temporarily stable
Indonesia USD49-50MT CFR NCV3800Kcalkg
Australian amp South Africa
USD825-835MT CFR NCV5500Kcalkg coal
wait-and-see atmosphere is still strong
smooth and weak rebound is the basic characteristics of Chinas economy this year
1048698 1048698
A gently rising in social power consumption this year
View
In 2013 Chinas demand for imported coal will still grow growth speed may be slowing
Imported coal prices remain relatively stable at low level
Company introduction
Fujian Sunway Resources Limited
Enter into coal business since 2006
Mainly served for the power plants steelworks in the China Southeast Coastal Areas
Sincerely looking forward to establish mutual beneficial long-term co-operations with coal production enterprises
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
The gap of Chinese coal demand in the next 20 years(million tons standard)
42956187
5047854953844249
35200031107379
36554814
0
100000
200000
300000
400000
500000
600000
2012 2014 2016 2018 2020 2022 2024 2026 2028 2030 2032
consum prediction
coal production
Chinas coal demand gap in the next 20 years might reach 15 billion tons
3 stages of Chinarsquos coal trade history
Before 2004 ------ export based
2004 - 2009 ------ import increase
After 2009 ------ Net import
Chinese coal import and export trends in 2002-2011
12583
16483
18240
2240 1903 14660
2000
4000
6000
8000
10000
12000
14000
16000
18000
20000
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
import
export
Main sources of Chinarsquos imported coal and its development direction
Indonesia Australia Vietnam Mongolia Russia are the main country where China import coal at present
2002-2011 Main countries where China import coal
nation Mi ton 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
Indonesia import 1938 778 1275 2350 4938 11244 11186 30309 55031 64696
increase - -599 640 842 1102 1277 -05 1710 816 176
Australia import 4342 4642 5281
5885
6901
4139
3543
43949 36963
32556
increase - 69 138 114 173 -400 -144 11404 -159 -119
Vietnam import 2242 2487 6117 9931 20080 24616 16906 24082 18047 22066
increase - 110 1459 624 1022 226 -313 424 -251 223
Mongolia import 00 00 00 2351 2154 3119 4044 6003 16595 20155
increase - - - - -83 448 297 485 1764 215
Russia import 1152 725 607 897 991 268 760 11785 11586 10574
increase - -371 -162 477 105 -72 9 1835 14506 -17 -87
Korea import 390 728 1571 2800 2481 3741 2537 3598 4611 11169
increase - 866 1157 782 -114 508 -322 418 290 1407
Canada import 00 00 1815 1229 146 223 560 4093 5197 4495
increase - - - - - - - - 8574 321
South Africa
import 407 00 00 00 00 00 00 732 7005 9256
increase - - - - - - - - 8574 321
America import 00 00 00 00 00 00 00 805 4768 4900
increase - - - - - - - - 4926 28
Colombia import 00 00 00 00 00 00 00 00 3779 1310
increase - - - - - - - - - -653
The development direction of Chinalsquos imported coal source
Factors need to concern
1 Strategic point of view
2Stability of supply
Trend
Australia -- main
Vietnam Indonesia ndash decrease
Mongolia Russia -- increase
China current coal prices and market situation In 2012 production growth fell back stock rise sharply
- Total output 366 billion tons
- Stock at end of 2012 85 million tons
Import 029 billion tons in 2012
More in 2013 give pressure on domestic coal price
Coal price falling sharply in 2012
Still continued drop till now
Till March 2013 coal inventories are still high
Coal producerrsquos inventory year-on-year growth378
Power plantrsquos inventory year-on-year down 36
Port inventory year-on-year growth 315
The main factors affecting the current coal market
Economy stabilized and rebound but actual growth less than expected
Domestic coal production capacity release
The effects on domestic coal market from imported coal is enhancing
Slowly growth of main coal consumption industry
new changes in energy consumption structure
strengthen environmental constraints
policy adjustments
China Coal consumption and Import expectation
2013 Domestic coal production will remain at a high level
No obvious improvement in the 2013 first half
Slow growth in Demand slow growth in coal consumption
Recent import steam coal market is under weak consolidation
quotation is temporarily stable
Indonesia USD49-50MT CFR NCV3800Kcalkg
Australian amp South Africa
USD825-835MT CFR NCV5500Kcalkg coal
wait-and-see atmosphere is still strong
smooth and weak rebound is the basic characteristics of Chinas economy this year
1048698 1048698
A gently rising in social power consumption this year
View
In 2013 Chinas demand for imported coal will still grow growth speed may be slowing
Imported coal prices remain relatively stable at low level
Company introduction
Fujian Sunway Resources Limited
Enter into coal business since 2006
Mainly served for the power plants steelworks in the China Southeast Coastal Areas
Sincerely looking forward to establish mutual beneficial long-term co-operations with coal production enterprises
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
Chinas coal demand gap in the next 20 years might reach 15 billion tons
3 stages of Chinarsquos coal trade history
Before 2004 ------ export based
2004 - 2009 ------ import increase
After 2009 ------ Net import
Chinese coal import and export trends in 2002-2011
12583
16483
18240
2240 1903 14660
2000
4000
6000
8000
10000
12000
14000
16000
18000
20000
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
import
export
Main sources of Chinarsquos imported coal and its development direction
Indonesia Australia Vietnam Mongolia Russia are the main country where China import coal at present
2002-2011 Main countries where China import coal
nation Mi ton 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
Indonesia import 1938 778 1275 2350 4938 11244 11186 30309 55031 64696
increase - -599 640 842 1102 1277 -05 1710 816 176
Australia import 4342 4642 5281
5885
6901
4139
3543
43949 36963
32556
increase - 69 138 114 173 -400 -144 11404 -159 -119
Vietnam import 2242 2487 6117 9931 20080 24616 16906 24082 18047 22066
increase - 110 1459 624 1022 226 -313 424 -251 223
Mongolia import 00 00 00 2351 2154 3119 4044 6003 16595 20155
increase - - - - -83 448 297 485 1764 215
Russia import 1152 725 607 897 991 268 760 11785 11586 10574
increase - -371 -162 477 105 -72 9 1835 14506 -17 -87
Korea import 390 728 1571 2800 2481 3741 2537 3598 4611 11169
increase - 866 1157 782 -114 508 -322 418 290 1407
Canada import 00 00 1815 1229 146 223 560 4093 5197 4495
increase - - - - - - - - 8574 321
South Africa
import 407 00 00 00 00 00 00 732 7005 9256
increase - - - - - - - - 8574 321
America import 00 00 00 00 00 00 00 805 4768 4900
increase - - - - - - - - 4926 28
Colombia import 00 00 00 00 00 00 00 00 3779 1310
increase - - - - - - - - - -653
The development direction of Chinalsquos imported coal source
Factors need to concern
1 Strategic point of view
2Stability of supply
Trend
Australia -- main
Vietnam Indonesia ndash decrease
Mongolia Russia -- increase
China current coal prices and market situation In 2012 production growth fell back stock rise sharply
- Total output 366 billion tons
- Stock at end of 2012 85 million tons
Import 029 billion tons in 2012
More in 2013 give pressure on domestic coal price
Coal price falling sharply in 2012
Still continued drop till now
Till March 2013 coal inventories are still high
Coal producerrsquos inventory year-on-year growth378
Power plantrsquos inventory year-on-year down 36
Port inventory year-on-year growth 315
The main factors affecting the current coal market
Economy stabilized and rebound but actual growth less than expected
Domestic coal production capacity release
The effects on domestic coal market from imported coal is enhancing
Slowly growth of main coal consumption industry
new changes in energy consumption structure
strengthen environmental constraints
policy adjustments
China Coal consumption and Import expectation
2013 Domestic coal production will remain at a high level
No obvious improvement in the 2013 first half
Slow growth in Demand slow growth in coal consumption
Recent import steam coal market is under weak consolidation
quotation is temporarily stable
Indonesia USD49-50MT CFR NCV3800Kcalkg
Australian amp South Africa
USD825-835MT CFR NCV5500Kcalkg coal
wait-and-see atmosphere is still strong
smooth and weak rebound is the basic characteristics of Chinas economy this year
1048698 1048698
A gently rising in social power consumption this year
View
In 2013 Chinas demand for imported coal will still grow growth speed may be slowing
Imported coal prices remain relatively stable at low level
Company introduction
Fujian Sunway Resources Limited
Enter into coal business since 2006
Mainly served for the power plants steelworks in the China Southeast Coastal Areas
Sincerely looking forward to establish mutual beneficial long-term co-operations with coal production enterprises
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
Chinese coal import and export trends in 2002-2011
12583
16483
18240
2240 1903 14660
2000
4000
6000
8000
10000
12000
14000
16000
18000
20000
2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
import
export
Main sources of Chinarsquos imported coal and its development direction
Indonesia Australia Vietnam Mongolia Russia are the main country where China import coal at present
2002-2011 Main countries where China import coal
nation Mi ton 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
Indonesia import 1938 778 1275 2350 4938 11244 11186 30309 55031 64696
increase - -599 640 842 1102 1277 -05 1710 816 176
Australia import 4342 4642 5281
5885
6901
4139
3543
43949 36963
32556
increase - 69 138 114 173 -400 -144 11404 -159 -119
Vietnam import 2242 2487 6117 9931 20080 24616 16906 24082 18047 22066
increase - 110 1459 624 1022 226 -313 424 -251 223
Mongolia import 00 00 00 2351 2154 3119 4044 6003 16595 20155
increase - - - - -83 448 297 485 1764 215
Russia import 1152 725 607 897 991 268 760 11785 11586 10574
increase - -371 -162 477 105 -72 9 1835 14506 -17 -87
Korea import 390 728 1571 2800 2481 3741 2537 3598 4611 11169
increase - 866 1157 782 -114 508 -322 418 290 1407
Canada import 00 00 1815 1229 146 223 560 4093 5197 4495
increase - - - - - - - - 8574 321
South Africa
import 407 00 00 00 00 00 00 732 7005 9256
increase - - - - - - - - 8574 321
America import 00 00 00 00 00 00 00 805 4768 4900
increase - - - - - - - - 4926 28
Colombia import 00 00 00 00 00 00 00 00 3779 1310
increase - - - - - - - - - -653
The development direction of Chinalsquos imported coal source
Factors need to concern
1 Strategic point of view
2Stability of supply
Trend
Australia -- main
Vietnam Indonesia ndash decrease
Mongolia Russia -- increase
China current coal prices and market situation In 2012 production growth fell back stock rise sharply
- Total output 366 billion tons
- Stock at end of 2012 85 million tons
Import 029 billion tons in 2012
More in 2013 give pressure on domestic coal price
Coal price falling sharply in 2012
Still continued drop till now
Till March 2013 coal inventories are still high
Coal producerrsquos inventory year-on-year growth378
Power plantrsquos inventory year-on-year down 36
Port inventory year-on-year growth 315
The main factors affecting the current coal market
Economy stabilized and rebound but actual growth less than expected
Domestic coal production capacity release
The effects on domestic coal market from imported coal is enhancing
Slowly growth of main coal consumption industry
new changes in energy consumption structure
strengthen environmental constraints
policy adjustments
China Coal consumption and Import expectation
2013 Domestic coal production will remain at a high level
No obvious improvement in the 2013 first half
Slow growth in Demand slow growth in coal consumption
Recent import steam coal market is under weak consolidation
quotation is temporarily stable
Indonesia USD49-50MT CFR NCV3800Kcalkg
Australian amp South Africa
USD825-835MT CFR NCV5500Kcalkg coal
wait-and-see atmosphere is still strong
smooth and weak rebound is the basic characteristics of Chinas economy this year
1048698 1048698
A gently rising in social power consumption this year
View
In 2013 Chinas demand for imported coal will still grow growth speed may be slowing
Imported coal prices remain relatively stable at low level
Company introduction
Fujian Sunway Resources Limited
Enter into coal business since 2006
Mainly served for the power plants steelworks in the China Southeast Coastal Areas
Sincerely looking forward to establish mutual beneficial long-term co-operations with coal production enterprises
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
Main sources of Chinarsquos imported coal and its development direction
Indonesia Australia Vietnam Mongolia Russia are the main country where China import coal at present
2002-2011 Main countries where China import coal
nation Mi ton 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
Indonesia import 1938 778 1275 2350 4938 11244 11186 30309 55031 64696
increase - -599 640 842 1102 1277 -05 1710 816 176
Australia import 4342 4642 5281
5885
6901
4139
3543
43949 36963
32556
increase - 69 138 114 173 -400 -144 11404 -159 -119
Vietnam import 2242 2487 6117 9931 20080 24616 16906 24082 18047 22066
increase - 110 1459 624 1022 226 -313 424 -251 223
Mongolia import 00 00 00 2351 2154 3119 4044 6003 16595 20155
increase - - - - -83 448 297 485 1764 215
Russia import 1152 725 607 897 991 268 760 11785 11586 10574
increase - -371 -162 477 105 -72 9 1835 14506 -17 -87
Korea import 390 728 1571 2800 2481 3741 2537 3598 4611 11169
increase - 866 1157 782 -114 508 -322 418 290 1407
Canada import 00 00 1815 1229 146 223 560 4093 5197 4495
increase - - - - - - - - 8574 321
South Africa
import 407 00 00 00 00 00 00 732 7005 9256
increase - - - - - - - - 8574 321
America import 00 00 00 00 00 00 00 805 4768 4900
increase - - - - - - - - 4926 28
Colombia import 00 00 00 00 00 00 00 00 3779 1310
increase - - - - - - - - - -653
The development direction of Chinalsquos imported coal source
Factors need to concern
1 Strategic point of view
2Stability of supply
Trend
Australia -- main
Vietnam Indonesia ndash decrease
Mongolia Russia -- increase
China current coal prices and market situation In 2012 production growth fell back stock rise sharply
- Total output 366 billion tons
- Stock at end of 2012 85 million tons
Import 029 billion tons in 2012
More in 2013 give pressure on domestic coal price
Coal price falling sharply in 2012
Still continued drop till now
Till March 2013 coal inventories are still high
Coal producerrsquos inventory year-on-year growth378
Power plantrsquos inventory year-on-year down 36
Port inventory year-on-year growth 315
The main factors affecting the current coal market
Economy stabilized and rebound but actual growth less than expected
Domestic coal production capacity release
The effects on domestic coal market from imported coal is enhancing
Slowly growth of main coal consumption industry
new changes in energy consumption structure
strengthen environmental constraints
policy adjustments
China Coal consumption and Import expectation
2013 Domestic coal production will remain at a high level
No obvious improvement in the 2013 first half
Slow growth in Demand slow growth in coal consumption
Recent import steam coal market is under weak consolidation
quotation is temporarily stable
Indonesia USD49-50MT CFR NCV3800Kcalkg
Australian amp South Africa
USD825-835MT CFR NCV5500Kcalkg coal
wait-and-see atmosphere is still strong
smooth and weak rebound is the basic characteristics of Chinas economy this year
1048698 1048698
A gently rising in social power consumption this year
View
In 2013 Chinas demand for imported coal will still grow growth speed may be slowing
Imported coal prices remain relatively stable at low level
Company introduction
Fujian Sunway Resources Limited
Enter into coal business since 2006
Mainly served for the power plants steelworks in the China Southeast Coastal Areas
Sincerely looking forward to establish mutual beneficial long-term co-operations with coal production enterprises
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
nation Mi ton 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011
Indonesia import 1938 778 1275 2350 4938 11244 11186 30309 55031 64696
increase - -599 640 842 1102 1277 -05 1710 816 176
Australia import 4342 4642 5281
5885
6901
4139
3543
43949 36963
32556
increase - 69 138 114 173 -400 -144 11404 -159 -119
Vietnam import 2242 2487 6117 9931 20080 24616 16906 24082 18047 22066
increase - 110 1459 624 1022 226 -313 424 -251 223
Mongolia import 00 00 00 2351 2154 3119 4044 6003 16595 20155
increase - - - - -83 448 297 485 1764 215
Russia import 1152 725 607 897 991 268 760 11785 11586 10574
increase - -371 -162 477 105 -72 9 1835 14506 -17 -87
Korea import 390 728 1571 2800 2481 3741 2537 3598 4611 11169
increase - 866 1157 782 -114 508 -322 418 290 1407
Canada import 00 00 1815 1229 146 223 560 4093 5197 4495
increase - - - - - - - - 8574 321
South Africa
import 407 00 00 00 00 00 00 732 7005 9256
increase - - - - - - - - 8574 321
America import 00 00 00 00 00 00 00 805 4768 4900
increase - - - - - - - - 4926 28
Colombia import 00 00 00 00 00 00 00 00 3779 1310
increase - - - - - - - - - -653
The development direction of Chinalsquos imported coal source
Factors need to concern
1 Strategic point of view
2Stability of supply
Trend
Australia -- main
Vietnam Indonesia ndash decrease
Mongolia Russia -- increase
China current coal prices and market situation In 2012 production growth fell back stock rise sharply
- Total output 366 billion tons
- Stock at end of 2012 85 million tons
Import 029 billion tons in 2012
More in 2013 give pressure on domestic coal price
Coal price falling sharply in 2012
Still continued drop till now
Till March 2013 coal inventories are still high
Coal producerrsquos inventory year-on-year growth378
Power plantrsquos inventory year-on-year down 36
Port inventory year-on-year growth 315
The main factors affecting the current coal market
Economy stabilized and rebound but actual growth less than expected
Domestic coal production capacity release
The effects on domestic coal market from imported coal is enhancing
Slowly growth of main coal consumption industry
new changes in energy consumption structure
strengthen environmental constraints
policy adjustments
China Coal consumption and Import expectation
2013 Domestic coal production will remain at a high level
No obvious improvement in the 2013 first half
Slow growth in Demand slow growth in coal consumption
Recent import steam coal market is under weak consolidation
quotation is temporarily stable
Indonesia USD49-50MT CFR NCV3800Kcalkg
Australian amp South Africa
USD825-835MT CFR NCV5500Kcalkg coal
wait-and-see atmosphere is still strong
smooth and weak rebound is the basic characteristics of Chinas economy this year
1048698 1048698
A gently rising in social power consumption this year
View
In 2013 Chinas demand for imported coal will still grow growth speed may be slowing
Imported coal prices remain relatively stable at low level
Company introduction
Fujian Sunway Resources Limited
Enter into coal business since 2006
Mainly served for the power plants steelworks in the China Southeast Coastal Areas
Sincerely looking forward to establish mutual beneficial long-term co-operations with coal production enterprises
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
The development direction of Chinalsquos imported coal source
Factors need to concern
1 Strategic point of view
2Stability of supply
Trend
Australia -- main
Vietnam Indonesia ndash decrease
Mongolia Russia -- increase
China current coal prices and market situation In 2012 production growth fell back stock rise sharply
- Total output 366 billion tons
- Stock at end of 2012 85 million tons
Import 029 billion tons in 2012
More in 2013 give pressure on domestic coal price
Coal price falling sharply in 2012
Still continued drop till now
Till March 2013 coal inventories are still high
Coal producerrsquos inventory year-on-year growth378
Power plantrsquos inventory year-on-year down 36
Port inventory year-on-year growth 315
The main factors affecting the current coal market
Economy stabilized and rebound but actual growth less than expected
Domestic coal production capacity release
The effects on domestic coal market from imported coal is enhancing
Slowly growth of main coal consumption industry
new changes in energy consumption structure
strengthen environmental constraints
policy adjustments
China Coal consumption and Import expectation
2013 Domestic coal production will remain at a high level
No obvious improvement in the 2013 first half
Slow growth in Demand slow growth in coal consumption
Recent import steam coal market is under weak consolidation
quotation is temporarily stable
Indonesia USD49-50MT CFR NCV3800Kcalkg
Australian amp South Africa
USD825-835MT CFR NCV5500Kcalkg coal
wait-and-see atmosphere is still strong
smooth and weak rebound is the basic characteristics of Chinas economy this year
1048698 1048698
A gently rising in social power consumption this year
View
In 2013 Chinas demand for imported coal will still grow growth speed may be slowing
Imported coal prices remain relatively stable at low level
Company introduction
Fujian Sunway Resources Limited
Enter into coal business since 2006
Mainly served for the power plants steelworks in the China Southeast Coastal Areas
Sincerely looking forward to establish mutual beneficial long-term co-operations with coal production enterprises
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
China current coal prices and market situation In 2012 production growth fell back stock rise sharply
- Total output 366 billion tons
- Stock at end of 2012 85 million tons
Import 029 billion tons in 2012
More in 2013 give pressure on domestic coal price
Coal price falling sharply in 2012
Still continued drop till now
Till March 2013 coal inventories are still high
Coal producerrsquos inventory year-on-year growth378
Power plantrsquos inventory year-on-year down 36
Port inventory year-on-year growth 315
The main factors affecting the current coal market
Economy stabilized and rebound but actual growth less than expected
Domestic coal production capacity release
The effects on domestic coal market from imported coal is enhancing
Slowly growth of main coal consumption industry
new changes in energy consumption structure
strengthen environmental constraints
policy adjustments
China Coal consumption and Import expectation
2013 Domestic coal production will remain at a high level
No obvious improvement in the 2013 first half
Slow growth in Demand slow growth in coal consumption
Recent import steam coal market is under weak consolidation
quotation is temporarily stable
Indonesia USD49-50MT CFR NCV3800Kcalkg
Australian amp South Africa
USD825-835MT CFR NCV5500Kcalkg coal
wait-and-see atmosphere is still strong
smooth and weak rebound is the basic characteristics of Chinas economy this year
1048698 1048698
A gently rising in social power consumption this year
View
In 2013 Chinas demand for imported coal will still grow growth speed may be slowing
Imported coal prices remain relatively stable at low level
Company introduction
Fujian Sunway Resources Limited
Enter into coal business since 2006
Mainly served for the power plants steelworks in the China Southeast Coastal Areas
Sincerely looking forward to establish mutual beneficial long-term co-operations with coal production enterprises
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
Coal price falling sharply in 2012
Still continued drop till now
Till March 2013 coal inventories are still high
Coal producerrsquos inventory year-on-year growth378
Power plantrsquos inventory year-on-year down 36
Port inventory year-on-year growth 315
The main factors affecting the current coal market
Economy stabilized and rebound but actual growth less than expected
Domestic coal production capacity release
The effects on domestic coal market from imported coal is enhancing
Slowly growth of main coal consumption industry
new changes in energy consumption structure
strengthen environmental constraints
policy adjustments
China Coal consumption and Import expectation
2013 Domestic coal production will remain at a high level
No obvious improvement in the 2013 first half
Slow growth in Demand slow growth in coal consumption
Recent import steam coal market is under weak consolidation
quotation is temporarily stable
Indonesia USD49-50MT CFR NCV3800Kcalkg
Australian amp South Africa
USD825-835MT CFR NCV5500Kcalkg coal
wait-and-see atmosphere is still strong
smooth and weak rebound is the basic characteristics of Chinas economy this year
1048698 1048698
A gently rising in social power consumption this year
View
In 2013 Chinas demand for imported coal will still grow growth speed may be slowing
Imported coal prices remain relatively stable at low level
Company introduction
Fujian Sunway Resources Limited
Enter into coal business since 2006
Mainly served for the power plants steelworks in the China Southeast Coastal Areas
Sincerely looking forward to establish mutual beneficial long-term co-operations with coal production enterprises
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
The main factors affecting the current coal market
Economy stabilized and rebound but actual growth less than expected
Domestic coal production capacity release
The effects on domestic coal market from imported coal is enhancing
Slowly growth of main coal consumption industry
new changes in energy consumption structure
strengthen environmental constraints
policy adjustments
China Coal consumption and Import expectation
2013 Domestic coal production will remain at a high level
No obvious improvement in the 2013 first half
Slow growth in Demand slow growth in coal consumption
Recent import steam coal market is under weak consolidation
quotation is temporarily stable
Indonesia USD49-50MT CFR NCV3800Kcalkg
Australian amp South Africa
USD825-835MT CFR NCV5500Kcalkg coal
wait-and-see atmosphere is still strong
smooth and weak rebound is the basic characteristics of Chinas economy this year
1048698 1048698
A gently rising in social power consumption this year
View
In 2013 Chinas demand for imported coal will still grow growth speed may be slowing
Imported coal prices remain relatively stable at low level
Company introduction
Fujian Sunway Resources Limited
Enter into coal business since 2006
Mainly served for the power plants steelworks in the China Southeast Coastal Areas
Sincerely looking forward to establish mutual beneficial long-term co-operations with coal production enterprises
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
China Coal consumption and Import expectation
2013 Domestic coal production will remain at a high level
No obvious improvement in the 2013 first half
Slow growth in Demand slow growth in coal consumption
Recent import steam coal market is under weak consolidation
quotation is temporarily stable
Indonesia USD49-50MT CFR NCV3800Kcalkg
Australian amp South Africa
USD825-835MT CFR NCV5500Kcalkg coal
wait-and-see atmosphere is still strong
smooth and weak rebound is the basic characteristics of Chinas economy this year
1048698 1048698
A gently rising in social power consumption this year
View
In 2013 Chinas demand for imported coal will still grow growth speed may be slowing
Imported coal prices remain relatively stable at low level
Company introduction
Fujian Sunway Resources Limited
Enter into coal business since 2006
Mainly served for the power plants steelworks in the China Southeast Coastal Areas
Sincerely looking forward to establish mutual beneficial long-term co-operations with coal production enterprises
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
Recent import steam coal market is under weak consolidation
quotation is temporarily stable
Indonesia USD49-50MT CFR NCV3800Kcalkg
Australian amp South Africa
USD825-835MT CFR NCV5500Kcalkg coal
wait-and-see atmosphere is still strong
smooth and weak rebound is the basic characteristics of Chinas economy this year
1048698 1048698
A gently rising in social power consumption this year
View
In 2013 Chinas demand for imported coal will still grow growth speed may be slowing
Imported coal prices remain relatively stable at low level
Company introduction
Fujian Sunway Resources Limited
Enter into coal business since 2006
Mainly served for the power plants steelworks in the China Southeast Coastal Areas
Sincerely looking forward to establish mutual beneficial long-term co-operations with coal production enterprises
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
A gently rising in social power consumption this year
View
In 2013 Chinas demand for imported coal will still grow growth speed may be slowing
Imported coal prices remain relatively stable at low level
Company introduction
Fujian Sunway Resources Limited
Enter into coal business since 2006
Mainly served for the power plants steelworks in the China Southeast Coastal Areas
Sincerely looking forward to establish mutual beneficial long-term co-operations with coal production enterprises
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
Company introduction
Fujian Sunway Resources Limited
Enter into coal business since 2006
Mainly served for the power plants steelworks in the China Southeast Coastal Areas
Sincerely looking forward to establish mutual beneficial long-term co-operations with coal production enterprises
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
Contact Mr Huang Xiaogang (Richard)
Vice General Manager
Tel 0086-591-87834677
Fax 0086-591-87850748
Emailfjggswgmailcom
Website wwwsunwayfjcom
THANK YOU
Huang Xiaogang (Richard)
THANK YOU
Huang Xiaogang (Richard)
