Coal Jianghu 0 under the most popular chess game o

2022-08-16
  • Detail

Go to the coal Jianghu under the big chess game of production capacity

"the power coal market is hot." Since the state proposed the supply side structural reform last year, there have been rare signs of recovery in the coal market. Although some officials believe that this is only a phased achievement after the rapid decline of coal production caused by de capacity, there are still many uncertainties in the future, it is certain that the reform of the coal supply side will continue to increase. It is reported that the elimination of backward coal production capacity this year will far exceed market expectations

in order to understand the real situation of the current coal industry, we traveled to Shanxi, Hebei and other provinces for several months in succession, interviewed nearly ten enterprises and dozens of practitioners in all links of coal production, transportation and marketing, and conducted in-depth research on the ups and downs of the fate of enterprises and individuals under the background of supply side reform: some coal enterprise workers have only received two months' wages this year, and still do not want to leave; Some coal enterprises are anxious to wait for the implementation of the award and subsidy scheme for eliminating backward production capacity while hindering face sponsorship of industry recognition activities

after the last depression, the coal industry has ushered in a "golden decade", and what will happen to the industry after this setback? Most practitioners have realized that even if the crisis is over this time, the past glory will not come again, and the coal industry will move towards scale, integration and modernization

"the power coal market is really hot." When saying this, manager Zhang couldn't hide his excitement

manager Zhang, who works in Beijing all year round, is responsible for futures business in a large coal enterprise in Inner Mongolia. One day in mid July, when he drove back to Erdos, the main producer of thermal coal, he was shocked by the scene in front of him: he only saw a long line of trucks picking up coal on the mine, and the gate of the coal mine was blocked tightly; On the parallel tracks along the road, cars loaded with coal drove by frequently. Manager Zhang, who has experienced the bleak market in the past two years, can hardly believe the scene of door-to-door coal grabbing in front of him. In his impression, such a scene has not been seen for many years

since the state put forward the major strategic decision of supply side structural reform last year, there have been rare signs of recovery in the coal market. Although some officials believe that this is only a phased achievement after the rapid decline of coal production caused by the removal of production capacity, and there are still many uncertainties in the future, it is certain that the reform of the coal supply side will continue to increase, and there are still many policies still brewing and waiting to be released

it is learned that the elimination of backward coal production capacity this year will far exceed market expectations. In the second half of the year, the regulatory authorities will also conduct a systematic inspection of 3900 small coal mines with an annual output of less than 300000 tons, and study how to speed up the withdrawal of unsafe production capacity. At the local level, the plan of some enterprises participating in the pilot exit of coal mines in Shanxi has been basically formulated and is awaiting approval

the national on-site experience exchange meeting on resolving excess capacity and poverty relief development of the coal industry held not long ago disclosed that in the first half of this year, the country withdrew a total of 72.27 million tons of coal production capacity, but only 29% of the annual target of 250 million tons was achieved

the guidance on promoting the structural adjustment and reorganization of central enterprises issued by the general office of the State Council on July 26 clearly encourages the reorganization of central enterprises upstream and downstream of the coal and other industrial chains

in order to understand the real situation of the current coal industry, we have traveled to Shanxi, Hebei and other provinces in the past few months, interviewed nearly 10 enterprises and dozens of practitioners in all links of coal production, transportation and marketing, and conducted in-depth research on the ups and downs of the fate of enterprises and individuals in the context of supply side reform: some coal enterprise workers have only received two months' wages this year, and are still unwilling to leave; Some coal enterprises are anxious to wait for the implementation of the award and subsidy scheme for eliminating backward production capacity while hindering face sponsorship of industry recognition activities. Whether conservative or arrogant, some deep-rooted things are difficult to change for a while

after the last depression, the coal industry has ushered in a "golden decade", and how will the industry track go after this setback? In any case, most practitioners have realized that even if the crisis is over this time, the past glory will not come again. More insiders believe that the elimination of backward production capacity is only the initial goal of the supply side reform, and the real purpose of the reform is for the coal industry to move towards scale, integration and even modernization

the strict implementation of the 276 working day system on an empty Sunday

requires coal enterprises to choose a day to rest during the weekend. As a result, the following scene appeared in the coal mine on the weekend: there was no coal at the scene, and this year, the carton recycling project was planned to be carried out in 1000 post stations. There was no staff, and the locomotive carriage carrying coal stood still in the drizzle

a Sunday in June this year, In a coal mine owned by a large coal enterprise in Shanxi Province, the conveyor on the ground and the locomotive carriage transporting coal were stationary in the drizzle. We couldn't find a piece of coal or a staff member at the scene

this change stems from the "reply on the 2014 special implementation plan for bio based materials" issued by the national development and Reform Commission, the Ministry of human resources and social security, the national development and Reform Commission and the Ministry of Finance in March, and the "notice on further standardizing and improving the order of coal production and management" jointly issued by the national energy administration and the State Administration of coal mine safety. The notice requires that coal enterprises be guided to reduce production, and it is clear that from this year, all coal mines in the country will organize production according to the 276 working days, that is, the existing compliance capacity will be multiplied by the coefficient of 0.84 (276 days divided by the original 330 working days) and rounded as the new compliance production capacity

Since April, Shanxi Province has taken the lead in implementing this regulation, and coal enterprises must choose a day to rest during the weekend - thus the aforementioned scene occurred. According to the person from the coal enterprise, the coal mine with about 900 underground personnel on this working day still retains more than 100 people on duty on the rest day, including the "miner's lamp beauties" who charge the miner's lamp (ground female staff). Although the latter received only a monthly salary of more than 1000 yuan, he still had to be on duty on Sunday to ensure that the battery worked normally the next day

in addition, due to the fear that it is difficult for workers to enter the working state after returning to work after rest, which leads to safety accidents in the plastic industry moving towards the high end, there are often more safety personnel or management personnel entering the underground working face before resuming production on Monday morning than front-line production personnel. The real production can't start until Monday afternoon

"at that time, no one thought that the 276 working day system would be implemented so strictly." Manager Zhang revealed that at present, the implementation of coal mine production restriction in Ordos region is also very strong. The regulatory authorities have strict regulations on coal mine working days and output. For example, on Saturday or Sunday, you must have a day off, and it is a complete rest, not even overhaul. This new work and rest system shortens the actual commencement date of the coal mine, especially in the case of special working faces, the impact of suspension and resumption of production may last for 2 to 3 days

"the maximum speed can't be reached when the production resumes on Monday and Tuesday, and there will be a new round of rest just after entering the good situation." Manager Zhang said that according to the production law of the coal mine, there are three shifts 24 hours a day, one for tunneling production, and the maintenance must be stopped in the middle of 8 hours. In order to ensure production safety, the current regulatory authorities require coal mining enterprises to strictly implement this system and not to disrupt the order of production and maintenance at will. At present, large coal mines are basically equipped with cameras, and law enforcement departments can monitor the production situation at any time. In a few remote coal mines, law enforcement departments directly sent personnel to supervise whether the production restriction policy was strictly implemented

according to a person in the coal industry, few coal mines will consider illegal production. The cost is very high, and the gains outweigh the losses. Many local supervision departments not only supervise whether the coal mines produce according to 276 working days, but also give tickets according to months, and firmly control the production of each coal mine through coal management tickets (coal collection and inspection road inspection tickets) and value-added tax invoices. Beyond the specified output, coal is difficult to transport and cannot be legally sold in the production place. Only a few enterprises are still taking risks

the result of the full implementation of the production restriction policy is that the coal output has decreased significantly year-on-year. Official data show that in the first half of this year, Shanxi's raw coal output was 394 million tons, a year-on-year decrease of 68.8 million tons, or 14.87%. The national coal output fell by 1 year on year, except for the experiment on the deepest wet and slippery road 700 million tons, a decrease of 9.7%. The intensity of production restriction is evident

at the 2016 Summer National Coal Trade Fair held on July 19, Lian Weiliang, deputy director of the national development and Reform Commission, said that phased results had been achieved in coal de capacity, of which the 276 working day system played the most important role. The full implementation is equivalent to controlling the production capacity of more than 600 million tons. After completing the goal of withdrawing 800 million tons of production capacity, the future national coal production capacity will be verified in 276 working days, and the total scale will not exceed 4.5 billion tons. The serious imbalance between coal supply and demand in the previous two years will be significantly improved

long queues of coal trucks

due to the strict implementation of the production restriction policy, the coal output has decreased significantly year-on-year. The dilemma of mountains of coal in the previous two years no longer exists, "black gold" has become a "hot commodity" again. Long queues of coal pick-up trucks on some coal mines, The gate of the coal mine is also blocked.

"in the past, our enterprise had a large amount of inventory in container stations and ports for a long time, about 2 to 3 million tons. But the total inventory is less than half of that in previous years." According to a person from a coal production enterprise, due to the strict implementation of the production restriction policy, his company has basically no inventory at the pit mouth at present. It adopts the mode of production by sales while paying. The payment for goods is recovered quickly, and the coal mine has made a slight profit. In this case, the income of front-line staff has also increased compared with last year

according to our understanding of many coal enterprises in Shanxi and Inner Mongolia, the monthly income of underground front-line workers currently ranges from 4000 to 6000 yuan. Of course, some coal enterprises with heavy historical burden have only paid two months' wages after more than half a year

a person from a coking coal production enterprise in Shanxi Province said that recently, there were at least 30 or 40 vehicles waiting in line to pull coal on the mountain road in front of the coal mine every day. Previously, the downstream receiving enterprises have paid full payment for goods. Due to the limited output, downstream customers can only take a small amount of coal from the mine each time, which greatly prolongs the delivery time, equivalent to a significant advance in the payment time. Usually, the coal mine will not raise the price for long-term association customers, but due to the small delivery volume, downstream customers often take the initiative to raise the price after being forced to rush

in June this year, when I went to a coking enterprise in Taiyuan, Shanxi Province, I also deeply felt such a hot scene. In this large coking plant, the person in charge of production said that the operating rate had reached 100%, but there was basically no inventory in the plant. Heavy trucks with a load of 40 tons are constantly loaded with coke. After quality inspection and weighing, they leave the factory, proving that the demand is indeed booming

"due to the large supply gap, the nearest northern port is also bustling." Some coal industry analysts said that recently, the number of ships arriving and expected to arrive at Qinhuangdao port and Huanghua Port has remained high, and a large number of ships waiting to receive coal have been stranded. The latest data shows that there are as many as 58 ships anchoring at Qinhuangdao port and 120 ships pressing on at Huanghua port. Due to the large increase in pit mouth coal price, ideal sales, and the decline in port transfer in volume, it is expected that the port coal inventory will continue to remain low for some time in the future. Some high-quality coals have been

Copyright © 2011 JIN SHI