The days when I sold coal in the coal mine

Chapter 441 Tang Province Coal Event

In 2008, several major events occurred in Tang Province in terms of coal reform.

Let's talk about it one by one.

The first thing is to launch a vigorous and comprehensive coal resource integration work.

From 1949 to 2008, in nearly 60 years, Tang Province produced a total of 120 billion tons of coal, a large amount of land area became a gob, and 90% of the rivers dried up. Tang Province fought hard on the energy chariot. Ten years later, it is already scarred and overwhelmed.

The layout of the coal industry in Tang Province is dominated by small coal mines with a typical annual production capacity of less than 30 tons, accounting for more than 40% of the total number of coal mines. The road to large-scale industry was once impossible to develop.

Of course, Jinsheng Group was able to attract widespread attention and attention at the beginning because it continuously expanded the capacity of existing coal mines and reformed coal mining methods on the basis of integrating resources and touching property rights.

It has taken a big step on the road of large-scale local coal mining industry.

Such an industry without centralized mining and land reclamation has brought immeasurable damage to the ecology of Tang Province.

As of 2008, the province's mining area has accumulated to 8000 square kilometers, and the goaf area has exceeded 5000 square kilometers, of which the area that may cause serious natural disasters has reached nearly 3000 square kilometers, and is increasing at an annual rate of more than 90 square kilometers. speed continues to expand.

Now there are more than 1800 subsidence areas.

The ecological environment is facing an unprecedented test.

In addition, from 2000 to 2007, there were 70 major and extraordinarily serious safety accidents caused by unsafe production in small coal mines, and the number of people involved in the accidents exceeded 1500.

Among them, 2007 was the most important, with 16 major safety reviews and more than 350 SW personnel.

The main body of these accidents, the vast majority are small coal mines below 30 tons.

For this reason, in March 2008, Tang Province promulgated the "Implementation Opinions on Accelerating the Merger and Reorganization of Coal Enterprises", and passed the industrial road of "turning small and medium-sized enterprises into large ones".

The "Opinions" put forward a clear goal:

By 2010, the number of coal enterprises in Tang Province should be controlled within 300, and the number of coal mines should be controlled within 1500.

形成2—3家年生产能力上亿吨的特大型煤炭企业集团，3—5个年生产能力5000万吨以上的大型煤炭企业集团。

The number of coal mines controlled by large groups accounted for more than 75%, fundamentally changing the chaotic pattern of coal production.

Of course, the document name of the "Opinions" is very clear, it is to "accelerate progress".

Why is it accelerated?
In fact, the merger and reorganization of coal mines can be traced back to 2004 at the earliest.

In 2004, Yue Yuan, who is now serving his sentence in prison, first put forward the "opinion on the integration and paid use of coal mine resources". As mentioned earlier, this opinion was passed at the People's Meeting.

This incident marked the beginning of the integration of coal resources in Tang Province.

Later, this opinion was adopted by the provincial government at the same time. In 2005, Tang Province issued the trial draft of "Opinions on Promoting Coal Enterprise Resource Integration and Paid Use", which marked the official start of coal resource integration in Tang Province.

However, times have changed and things have changed, and the reform avant-garde back then has now become a prisoner.

It is also really embarrassing.

In this trial draft, the provincial Z government also clarified its opinions:
To fully promote the resource integration of small coal mines.

Encourage and support key state-owned coal mines and local backbone coal enterprises to participate in acquisitions, mergers, holdings, and equity participation in township coal mines.

In the second half of the year, Tang Province Land and Resources T, Coal Industry T, and Coal Mine Safety Supervision J jointly issued the "Measures for the Integration and Compensated Use of Coal Mine Resources" and the "Three-Year Plan for the Integration of Tang Province's Coal Industry."

In 2006, the Provincial Government of Tang Province issued the "Measures for Consolidation and Paid Use of Coal Mine Resources", requiring small coal mines with an annual output of less than 9 tons to be eliminated and completely closed.

By the end of 2006, the number of coal mines in the province had been reduced from 4393 to 3029, and 1363 coal mines had been compressed or closed.

The reduction ratio is as high as 30% or more.

Now, the promulgation of "Implementation Opinions on Accelerating the Merger and Reorganization of Coal Enterprises" marks that the integration of coal resources in Tang Province has entered a substantive stage.

The "Opinions" require that small coal mines with an annual output of less than 30 tons should be completely withdrawn and closed.

The main body of coal production enterprises with an annual output of more than 300 million tons will become the main body of integration.

Coal mining should use modern comprehensive ruling technology.

These three requirements mean three things to Jinsheng Group:

First, the minimum production capacity of all coal mines of Jinsheng Group is 90 tons, and the largest is 120 million tons at present, and the production capacity of eight coal mines is nearly 1000 million tons.

At present, the approval of coal production capacity upgrade is in progress, and the production capacity will continue to expand in the future.

Second, Jinsheng Group will be the main body of integration to integrate other coal mines. This qualification is definitely enough. It is said that it has almost 1000 million tons.

Thirdly, when none of the local coal mines in the whole province have carried out comprehensive mining and coal mining method reformation, this work of Jinsheng Group has been carried out for 4 months, and it will be completed in two months.

This means that Jinsheng Group can occupy the market in advance.

Because other coal mines are either being merged and reorganized, or are facing reforms in coal mining methods. During this period, you have to stop production.

Once production is stopped, it means that coal resources are in short supply and coal prices are soaring.

I am afraid that the investment in the reform of coal mining methods will be recovered soon.

However, this is only a favorable aspect. Is the market always so prosperous?

No, it is not.

In 2008, there was another well-known event.

Beginning in the spring of 2006, the Stars and Stripes subprime crisis, which had been brewing for two years, finally broke out.

On February 2008, 2, Stars and Stripes Fed President Ben Bernanke declared that interest rates would be cut even as inflation accelerated.

This means that the subprime mortgage crisis is really unstoppable.

The next step is to spread to the world...

Can the price of coal be kept?
Although Jinsheng Group has no production, it does not prevent Zhang Xiaobei from paying attention to coal prices in a timely manner.

To be honest, it is already March, and coal prices are still lifeless.

There is no positive factor to boost at all.

In May, the coal mine is about to start production. At that time, there will be a lot of coal piled up on the field, so how can we play?
During this period, Zhang Xiaobei contacted all major power plants, chemical plants and steel mills.

The overall result is that power consumption has dropped significantly, the operating rate of chemical plants is insufficient, the amount of industrial fertilizers has declined rapidly, and the situation of steel plants and chemical plants is comparable.

The reason is that domestic demand is average and exports are almost zero, making life difficult for everyone.

Zhang Xiaobei stared at the computer screen on the table, a little dazed.

No way, since 2002, coal mines have only been booming for more than 5 years, so it shouldn't go downhill so quickly.

Didn’t some master say it before?Steel, chemical fertilizers, and coal are all cyclical industries, and the cycle of each industry is about 10 years.

This, not to mention a little bit!
(End of this chapter)