The days when I sold coal in the coal mine

Chapter 448 "Severe Winter" in the Coal Market

In September, when the coal market should have bottomed out and rebounded according to "convention", it was still lifeless and tepid.

That is to say, there is a strange phenomenon of "not busy in peak season".

Zhang Xiaobei knew that this was caused by the lack of support for the overall economy.After several years of booming, the coal market is facing a test for the first time.

First of all, foreign trade is dead, which means that the international economic situation is purely in a mess.

Secondly, the domestic economy has also encountered a test. After all, the impact of the economic crisis is global.

Now that the Olympics are over, related construction work and hardware needs have also stopped.

The earthquake relief work has also been basically completed, but the post-disaster reconstruction work has not yet started.

There is no boosting information for related industries, domestic demand and external demand are both average, and the operating rates of the overall chemical, building materials, and metallurgical industries continue to be low.

So, there is no demand for coal either.

If you don’t engage in construction, but the electricity generated by the power plant, who do you supply?Who do you sell your steel building materials to?To whom are the products of the chemical industry sold?
When no one can sell, who can you sell your coal to?
For a while, the leaders of the coal industry were anxious, and everyone was discussing with each other the overall trend of the coal economy in the future.

But not many optimistic, pessimism began to spread infinitely.

Just after the National Day, it has already entered the rhythm of winter, but the market for such a glowing and hot product as coal is still cold.

For this reason, the GJ Coal Association held a symposium on the coal economy. From some data reports, Zhang Xiaobei had a more comprehensive understanding of the decline in the entire G coal economy.

The coal market has "reversed", and "demand" has replaced "supply", which has become the theme of the next coal economy.

The national power consumption has experienced a negative growth of 0.465%, which is the first time since 1999 that the national power consumption has experienced a single-month negative growth.

At present, the thermal coal stocks of major power plants in G are more than 4400 million tons, and the available days have reached 23 days. Over the years, the highest coal storage standard in major power plants in G is 3240 million tons.

This time, it reached the highest level in history.

The average price of electric coal to the factory was 2008 yuan/ton in 1050, but it has now dropped to 550 yuan/ton, and what is even more frightening is that it is still falling.

What is this called, "half cut"!
In one port alone, there are about 5 coal operators losing money, most of the capital chains have been broken, and more than 90% of the operators have lost the ability to store coal.

Afterwards, Tang Province also organized a province-wide symposium on coal economy.

The data at the meeting showed that the coal market demand in Tang Province has weakened significantly, and the railway transportation volume, outbound transportation volume and provincial transportation volume have decreased by 6%, 5% and 14% respectively compared with the previous month.

The total amount of arrears in the province's coal payment has reached 42 billion yuan, and in September alone, the newly added payment arrears has reached 9 billion yuan.

At the same time, coal prices plummeted.The price of thermal coal in Tongzhou fell by nearly 400 yuan, the main coking coal in Jinzhou fell by more than 500 yuan, and the price of anthracite and other coals fell by more than 200 yuan.

Zhang Xiaobei agrees with this data.

Because as far as Jinsheng Group is concerned, it mainly produces anthracite coal. Up to now, its own lump coal is only more than 900 yuan, and the price of final coal is more than 500 yuan. Compared with May, the drop is about 5 yuan.

Afterwards, Tang Province held a special meeting on coal connection between this winter and next spring.

The theme of this meeting is also very clear, "Strengthen confidence, actively respond, strengthen regulation, and strictly supervise."

The meeting clearly put forward the province's coal management direction of "limiting production and ensuring price".

This means that the output of coal mines will be limited, and the policy of closing small coal mines below 30 tons will be upgraded.

In order to protect the continued sharp decline in coal prices.

According to the analysis of the meeting, under the impact of the international financial crisis, the demand for coal has decreased, the price has fallen, and the inventory has increased. The coal industry is facing a relatively severe situation.

It is necessary to organically combine coal mine safety production work with coal transportation and sales regulation work.

Efforts will be made to promote the stability and improvement of the coal safety production situation and ensure the smooth operation of the coal economy.

First of all, we must do a good job in the work of "ten closures and ten rectifications".

The mines that have been determined to be closed must be closed in strict accordance with the "six standards", and the mines that have been included in the policy closure must follow the principle of "first easy and then difficult", and close them without waiting or relying on them.

The meaning is very simple. The coal mines that have been closed have completely stopped, and the wellheads have to be sealed.

If you haven't closed it yet, close it and seal it quickly.

The second is to carry out a one-month special safety inspection and governance work.

Non-mechanized mining mines, that is, non-combined mining mines;

High gas, gas protruding from dangerous mines;
Mines below 60 tons/year have not achieved "one well and one side" arrangement;

The mines that exceed the category and do not meet the conditions for safe production will all stop production for rectification.

This is simple, below 60 tons, there is a bit of a safety hazard, sorry, you are temporarily closed!
It is even possible that mines below 60 tons will have to be closed for you in the future.

The third is to strengthen the safety supervision of normal production coal mines.

Reduce the production face, reduce the number of people going down the well, and strengthen the management of the driving head.

With fewer working faces and fewer people going into the well, you can’t get out of balance between mining and excavation. First excavation and then mining, will your coal production be reduced?

The fourth is to earnestly and responsibly do a good job in the acceptance of mines that resume production and production.

If you are unqualified, it will be stopped for you. If you want to resume production after rectification, then you have to go through the formalities.

The highest formalities are signed by the chief S, so your resumption of production is quite strict, and I am afraid that you will have no hope of resuming production.

When Zhang Xiaobei saw this, a trace of sadness rose from his heart.

The coal market has only been good for a few days. Summer hasn’t been enough, not even autumn, and you’ve just had a “severe winter”.

Now that Jinsheng Group is supported by railways, the coal inventory can still be kept within a reasonable range, but the inventory of other coal mines is high.

Do everything possible to sell some coal, free up a little space, and then produce again.

Difficult, really difficult.

Ports, railways, pit mouths, markets..., there is a message circulating in every aspect:
Coal, which used to be hot as a baby, is now suddenly ignored.

What is this called? This is called "Fire and Ice."

But why can Jinsheng Group survive?
There are two reasons. First, Zhang Xiaobei’s original customer review system has absorbed a group of high-quality customers. These customers have rich product structure, good capital circulation, and cooperation for several years. Everyone trusts each other, so there is still support. .

Another point is that Zhang Xiaobei has improved the quality of coal. Under the same price conditions, the coal quality of Jinsheng Group is a little better than that of other coal mines, so the cost performance will come up.

Customers are not stupid, of course they want to buy good things after spending money.

Therefore, when the cold winter comes, Jinsheng Group's coal sales are relatively stable.

At the very least, there is no problem in ensuring the wages of the big guys and realizing the basic profits of the group.

(End of this chapter)