The generator rotor of the 630℃ power unit in the national power demonstration project has been successfully installed. The two 630℃ ultra-supercritical double-reheat coal-fired power units in this project have achieved a thermal efficiency exceeding 50% for the first time, marking a significant breakthrough in key core technologies of China's power equipment manufacturing. PriceSeek analyzes coal, with a long-short score: -1. The article reports that the thermal efficiency of the 630℃ ultra-supercritical double-reheat coal-fired power units has exceeded 50% for the first time, indicating a significant improvement in power generation technology and a reduction in coal consumption per unit of electricity generated. This is expected to lead to a decline in coal demand, exerting a bearish impact on spot coal prices. Score -1 (generally bearish) is based on the potential suppression of coal consumption due to efficiency improvements, though the actual impact needs to be assessed in conjunction with market supply and demand balance.
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