The days when I sold coal in the coal mine

Chapter 573 The Market Will Go Down Next Year

"Let's first talk about what the overall economic situation is like. You don't need to look at other things, just look at the stock market."

"At the peak of history, the Shanghai stock index was more than 6000. What about now? Just after the new year, it's not even 3000."

“再说一点，环保问题。我国在2009年的联合国气候大会上承诺到2020年单位GDP在2005年基础上减少碳排放40%—45%。”

"How to accomplish this task? We can only rely on the launch of advanced production capacity and the exit of backward production capacity, especially the exit of heavily polluting industries."

"What are our industry customers? Steel, electric power, heavy chemical industry, building materials, which one is not the main industry of carbon emissions? You can expect so much pollution from a car exhaust?"

"The smoggy weather is getting more and more serious now. In 2010, the weather in Binzhou City was above level two and there were less than 200 days."

"The word 'sandstorm' was the most resounding word in the past. From this year on, the word 'smog' has gradually become the mainstream word for environmental protection."

"The behavior of the Stars and Stripes embassy's continuous broadcast of PM2.5 has finally aroused social attention. We also recognized the word 'smog', so now we pay more attention to smog."

"Think about it again, why Jinsheng didn't pay dividends a few years ago, and has been investing in production, construction and operation. Then we can use forklifts to load and unload, but we have to build silos?"

"Are we really having a hard time? The answer is definitely not."

"On the one hand, as a company with a sense of social responsibility, we must do this to improve operating efficiency, dig deeper into operating efficiency, and promote the high-quality development of the enterprise."

"The second one is also to effectively deal with environmental protection issues, and the measures to reduce pollution that have been taken in advance to reduce pollution will not affect production and operation due to the impact of environmental protection."

"Let's say one more thing. Now the development of technology has suppressed our little advantage."

"In the past, we said how good our anthracite coal is, how irreplaceable it is, but now? Downstream companies have improved their technology and upgraded their equipment, and they can swallow whatever is good or bad."

"In a native language, if you get used to eating fine grains, and occasionally eat some coarse grains, your digestion and absorption functions will be improved instead."

"Besides, what is the Stars and Stripes playing with now? Shale gas."

"At a depth of more than 2000 meters underground, water is poured into it, and then gas is extracted, not to mention cost and technical issues, this is a direction."

"It means the rise of new energy, especially the rise of clean energy."

"There are also wind energy, nuclear energy, and solar energy. The scale of these new things is expanding step by step, and the capacity and capacity are being increased step by step, which is also forcing the gradual decline of fossil energy."

"Looking at the international oil price, it feels firm now, but why is the domestic fertilizer market in a slump?"

"Not to mention anything else, let's just talk about Yilang's oil. It may be a sales problem caused by some other factors, but what is the use of other people's oil now?"

"We have built a super factory of oil head chemical fertilizer. We are short of oil, but others are not short of it."

"This super factory has suppressed our status as the world's fertilizer factory enough."

"Petroleum and coal are the only remaining fossil energy sources, and now many voices have attributed the root cause of the 'smog' to them."

"In addition, the coal situation has been very good in the past two years. Here, all rural farmers have come to produce coal; those who have a little relationship outside have all gone to coal mines."

"The continuous launch of new projects and the continuous release of production capacity mean that the period of excess coal production capacity is coming."

"This is a market law, and it does not depend on people's subjective will."

"So, comrades, this market is not as optimistic as we imagined, but is full of crises, and we need to be cautious and calm."

"My guess is that 2011 will be a good one year at most. Starting from 2012, the situation of coal must go down."

"Because whether it is environmental protection or development, we have reached a threshold of choice."

"Environmental protection and development. In the early stage, we focused on development. Now, in turn, we have paid a certain price. Therefore, the upgrading of ecological compensation and environmental protection work is inevitable."

"The development of European and American countries in the first 100 years follows the same pattern."

"Now the United States should be doing the best in this regard. There is only one coal-fired power plant left in the country."

"In addition, due to the impact of the subprime mortgage crisis in the Stars and Stripes, in order to effectively deal with the hard landing of the economy, the country uses its strong financial resources as a support to effectively buffer."

"But this is definitely not a long-term solution. Everyone knows that the [-] Y investment has ended."

"So where does the real business get money from? Will the survival and development conditions of the real business be more stringent?"

"The fact of carbon emissions, where is the breakthrough for our country? One can imagine."

"In addition, there is a piece of news recently, I don't know if you have read it."

"Tang Province has been listed as a comprehensive supporting reform pilot area for the transformation of the national resource-based economy, and now a stage of implementation plan has been released."

"It involves a lot of new policies on reforming the coal sector and supporting emerging industries. Only relying on resources, there is no way for the entire region to develop."

"The development of a single resource is in exchange for a heavier ecological price."

"These are all living facts before us."

"So, where do we go from here on those fronts?"

"In this regard, I would like to put forward three opinions. I hope that everyone can start preparing after going down."

"First, our customer access conditions have changed. In the past, we focused on product structure and financial strength. Now we have to turn our guns around and target those companies with supporting environmental protection facilities and environmental protection measures."

"Second, we need to have a comprehensive grasp of our coal quality information. In terms of trace elements in the past, we only talked about the sulfur content; in the future, we need to test more mercury, lead, phosphorus, hydrogen, etc., after all, many of them are volatile substances. "

"Third, we must continue to improve the quality of coal, especially the control of ash content and trace elements. In the past, the ash content was slightly higher, and customers could not care about coal, but it is no longer possible."

"In the future, I am afraid that the ash content will slightly exceed the standard. It is estimated that it is not a matter of price, and it is not a matter of selling it at a lower price. The country will definitely formulate industry standards."

"This kind of unqualified product cannot enter the market. This is a choking method."

"So, we have taken a step forward a few years ago, and we cannot stand still. 'Reform' has always been a resounding term."

"After more than 30 years of reform and opening up, the country has not stopped. Our minds must also be liberated, and we can no longer sit on the sky. Yelang is arrogant."

"So, our advantage is gone, and the rest is to bend down and work hard, and take advantage of the current market to serve their customers well."

"In order to ensure that when we are in trouble next year, our coal can be sold, can be exchanged for money, can be paid to everyone, and can maintain the normal operation of the company."

"...Okay, that's all I'll talk about today."

(End of this chapter)