Business News Agency reported on July 14th that in recent interviews in Inner Mongolia, Shaanxi, and Shandong, coal resource production areas, some localities have blindly pursued GDP growth, disregard resources and environmental carrying capacity, and forced enterprises to engage in the transfer of coal resources. Transformation; and many companies are also in the new round of coal chemical boom, in the name of the development of coal chemical industry, take advantage of the coal resources, blindly layout of coal chemical projects, resulting in a large number of low-level project reconstruction, intensified coal chemical industry. Loss status of the industry.

The malformed interest has led to the development of “every coal must be”. In recent years, while major domestic coal resources producing regions have further consolidated coal resources in the province, they have adjusted the resource strategy in the province and gradually established the change of coal transmission for transmission. Coal transportation products development ideas. As resources are located where coal resources are transformed into a prerequisite for enterprises to occupy resources, this has greatly stimulated the rapid expansion of the nation's coal chemical industry.

According to Niu Kehong, dean of the Strategic Research Institute of Yankuang Group, in order to realize the transformation and processing of coal resources on the spot and increase the added value of coal industry products, local governments such as Inner Mongolia, Shaanxi, and other coal resources are generally proposed to invest in coal development. Enterprises must convert about 50% of the coal resources on the spot as a prerequisite for obtaining coal resources.

For resource-based companies, they can take up more coal resources in the domestic circle to maintain the continuous development of the coal and coal chemical industry and become an important strategy for the development of the enterprise. In this way, ignoring whether they have mastered advanced coal chemical technology and ignoring the current harsh competition in the coal chemical industry, some companies are still catering to local government's transformation requirements in order to occupy coal resources and plan to launch a large number of coal chemical projects. Many of these projects are "first on the train and after the ticket is purchased" and no strict approval procedures have been passed.

Low-level repetitions have caused the entire industry to fall into coal chemical projects that have been blindly launched, and have finally tasted the consequences after the financial crisis broke out. According to the National Development and Reform Commission, at present, the operating rate of methanol plants in the country is only about 50%, and a large number of dimethyl ether plants are idle. A considerable number of companies are facing bankruptcy.

Yankuang Group is an early company involved in the coal chemical industry, and also the country with the most methanol production in the country in 2010, and its coal chemical segment suffered a very serious loss. Zhang Minglin, deputy general manager of the group, believes that there are serious structural contradictions in the current coal chemical industry, that is, a large amount of primary products such as methanol and urea are overcapacity, while the development of downstream coal-based natural gas and coal-to-liquids is far from keeping up. For example, after methanol is made acetic acid, there are too few downstream products such as cellulose acetate. In recent years, the coal chemical industry has experienced rapid expansion of production capacity, primary products, low technological content, low added value, and fierce homogenization competition, which has brought about a decline in the overall efficiency of methanol and other industries. Last year, although the operating conditions of Yankuang Coal Chemical Company have improved, but only a loss of 300 million yuan year on year.

Even so, some companies still look at the entire industry chain to engage in coal chemical industry. Although coal chemical industry does not make money, as long as the coal realizes huge profits, there are still accounts to be accounted for as a whole, which also leads to domestic enterprises ready to go, regardless of huge investment, regardless of market risk, An important reason for rushing to launch coal chemical projects.

Strengthen policy guidance to push forward the upgrading of coal chemical industry In terms of enterprises, Shangmei Chemical must first study the issue of cost and whether the product has a market and competitiveness. Niu Kehong said that the fundamental business development lies in the market, and the market is the mother of business survival. With the market, depending on the possession of resources, technology and talent to see if there is ability. At present, the coal chemical projects that are launched again must go high-end and extend to deeper industrial chains, otherwise there is no way out.

For the government, do not engage in the small kingdom of the industry. For those places that are not suitable for coal chemical industry, do not insist on launching it. Otherwise, it will cause waste to the enterprise and the market will not need it. The government considers increasing local GDP and concerned about performance evaluation. The state should make reasonable arrangements based on actual conditions, make scientific plans for the development of coal chemical industry, establish thresholds, and conduct policy guidance and regulation.

Du Minghua, an expert in the advanced energy technologies of the 863 Program of the Ministry of Science and Technology, believes that in the future development of coal chemical projects, it is necessary to combine local direction requirements with the quality requirements of the management departments, so as to avoid the phenomenon that the enterprises took away the resources after they had acquired an outdated technology. It also avoids the recurrence or aggravation of some products with excess capacity. In terms of technological progress in coal chemical industry, the economic recovery in developed countries is now beginning to limit the outflow of technology. The national tax policy should encourage the research and development of high-end products to break foreign technology monopoly as soon as possible and achieve a rapid extension of the industrial chain.

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