“Now the entire Shanxi coking industry is losing money. The loss of one ton of coke per unit is about 100 yuan. Even if it is not merged, many small and medium-sized coke enterprises will have to break the grain.†On March 29, Cao Xiaojun, manager of Baoli Xingchen Coking Co., Ltd., of Shanxi The reporter stated that the company outsourced its coking operations in 2010 and it will only lose a little.
Taking the integration of coal resources highlighted by the country in 2009 as the overture, Shanxi's resource integration in 2011 points to the field of coke. Recently, Shanxi Province issued the "Coking Industry Merger and Restructuring Guidance (Discussion Draft)" (hereinafter referred to as "Opinions") with the goal of reducing the integration of the current 227 coking enterprises to around 150 by the end of 2011. Retained to about 60 households.
"After listening to the opinions of all parties, the "Opinions" are estimated to be formally released in the near future." An informed source close to the Shanxi Provincial Office of Industry and Information Technology revealed that the "Opinions" have been repeatedly submitted to enterprises and the China Coking Industry Association (hereinafter referred to as China). Jiao Xie), Shanxi Coking Industry Association (hereinafter referred to as Shanjiao Association) and other parties consulted.
As an irreplaceable raw material for coal chemical products and blast furnace smelting iron, coke has coking coal, connecting steel, and connecting coal and steel as two pillar industries. Shanxi coke industry, which occupies 21.87% of the country's total output and 88.03% of its export volume, will become the coke resource integration sample of China's 700 billion market, just like its coal reform.
74% of companies will be integrated
In early March, the China Coke Association was led by the President Jin Qiang to Shanxi and had an in-depth discussion with the senior management of Shanxi on the integration of the coke industry in the province.
“Shanxi has a lot of confidence, but how to make the market-oriented coke industry integration is still a new proposition.†Yang Wenxuan, secretary-general of the China Coke-Association Association, told reporters that after the integration, Shanxi needs to be extended in the coking industry chain, resources and Market integration, as well as the integration of steel mills and coking companies, work hard.
According to statistics from the Shanjiao Association, in 2010, the production of coke in Shanxi Province was 84.763 million tons. There were 227 coking enterprises in the province, which were distributed in more than 60 counties and the industrial layout was extremely dispersed.
According to the requirements of the Opinions, the primary goal of integration is to control total coke production in Shanxi Province. Coking projects that simply increase production capacity will not be approved during the 12th Five-Year Plan period; 227 coking companies will cut about 77 units this year, 2015 The year will be reduced to about 60 households, that is, 74% of the enterprises will be “closed, stopped, merged and transferred†within five years.
The integration of Shanxi's coke industry has begun to appear at the beginning of the year.
At the end of February, Ren Runhou, vice governor of Shanxi Province, said at the provincial economic and informationization work conference that in 2011 the Shanxi provincial government focused on promoting the integration and restructuring of coking companies. Ren Runhou was formerly the chairman of the Shanxi Shunan Group. In January this year, he was transferred to work in the provincial government of Shanxi Province. He has extensive experience in the field of coal coke.
On March 8th, Ren Runhou listened to opinions from experts and enterprises on the joint restructuring of the coking industry and researched measures to promote the joint restructuring of the coking industry.
"How to deal with unconformity? Since the 2008 financial crisis, the coke industry in Shanxi has suffered losses. So far it has been nearly three years." One coking coal executive said that in 2010, the operating rate of the Shanxi coking industry was only 52%.
More importantly, with the increase in coke self-sufficiency rate of steel enterprises in other provinces and the expansion of the output of independent coke enterprises, the market share of coke in Shanxi Province has decreased year by year. In 2010, the production of coke in Shanxi Province accounted for only 21.87% of the national total, which was 40%-50% five years ago and 70%-80% earlier.
The aforementioned senior management of the Coking Coal Group reminded the reporter that the coke ovens of 4.3 meters and below accounted for 75.28% of the total coke production capacity in Shanxi Province. This is the object that the country has requested to be eliminated. It has become an important thrust for the integration of the Shanxi coke industry.
Shanjiao Association in the "2010 Shanxi Coking Market Operational Status Report" that, due to higher international oil prices, the energy crisis has also seen clues, due to the effect of the price, it will drive further increases in coal prices, which in turn coke production costs. By eliminating backward measures, reducing energy consumption, and increasing industrial concentration, we can promote the transformation, upgrading, and healthy development of the coking industry.
According to the Opinions, the entry threshold for coke enterprises will be increased from the previous 700,000 tons to 900,000 tons this year, and in 2015, this figure will reach 2 million tons. In 2009, the enterprises with more than 2 million tons of coke production capacity in Shanxi were only 10 households.
Different from "coal reform"
According to the Opinions, the integration of the coking industry in Shanxi Province will follow the principle of opening up, dilute the administrative colors, and give full play to the market.
"But we can't merge other companies now." Cao Xiaojun said helplessly. After outsourcing, the company's production capacity release rate is only about 60%. It is good to be able to use up all its production capacity.
Compared with the coal industry, Shanxi province has a more open attitude towards the integration of the coking industry, which is to encourage mergers and acquisitions between powerful coal companies, iron and steel companies, chemical companies and other upstream and downstream related companies and coking companies, and to increase the core competitiveness of coking companies. force.
“However, similar to the '9-in-1' proposed in 2009 is difficult to achieve.†Coal expert Li Chaolin believes that market forces will dominate.
In May 2009, the "Shanxi Coking Industry Adjustment and Revitalization Plan" was promulgated. Its integration target is the same as today's "Opinions" and it plans to integrate nine state-owned coke enterprises into one.
It is understood that the nine state-owned enterprises involved in the plan at that time specifically included Shanxi Coking Group, Shanxi Coke Group, Taiyuan Coal Gasification Group, Taiyuan Chemical Group, Wulin Coal Coke Development Co., Ltd., and Panan Huaneng Wuyang Hongfeng Coking Co., Ltd. , Shanxi off Liu Coking Coal Group, Huozhou MCC Coking Co., Ltd. and Xishan Coal Gasification, with a total production capacity of 12.45 million tons.
Li Chaolin's point of view is that, unlike the question of “advancement by the country†in the coal integration process, the coke industry may have the integration of private enterprises. The problem is that private enterprises do not have as much financial and human resources as Shanxi's five largest coal companies.
"Compared to state-owned enterprises, private enterprises are more difficult to integrate." Zhang Gangfeng, secretary-general of the Shanjiao Association, previously revealed to this reporter that the integration of private enterprises involves many issues such as property rights, fair trade, price assessment, and interest distribution, so if The early adoption of state-owned enterprise integration will be able to play a leading role in private coke enterprises.
Yang Wenxuan said that the next industry trend in Shanxi's coke industry consolidation is “coking and rejuvenation.†This can solve the problem of Shanxi's single product in the industry.
According to the goals of Shanxi Province, after the integration, the company will develop coal from coke to coal chemical industry, increase the deep processing capacity of coking by-products, develop in the direction of refinement, and refine fine chemicals in three aspects: coal tar deep processing, crude benzene deep processing, and coke oven gas chemical synthesis. Products form a scale advantage.
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