Coke production capacity disorder disorder expansion of coking coal supply

According to the information released by the Ministry of Industry and Information Technology website, 2,255 companies in 18 industries are on the list. The coke industry needs to eliminate backward production capacity of 197,000 tons, involving 87 companies.

Li Chaolin, senior expert of the China Coal Transportation and Marketing Association, told reporters that the coking industry is a serious industry with high energy consumption and high pollution. For a long period of time, there has been oversupply. The current production capacity is about 420 million tons, and the actual demand for statistics last year was only 380 million tons.

Xing Lei, a professor at the China Coal Economic Research Center of the Central University of Finance and Economics, also pointed out to this newspaper that coke-making coking coal is a long-term scarce resource in China, and the production of coke itself has a large coal consumption. Last year, the increase of 380 million tons of coke production in the country required the consumption of more than 500 million tons of coking coal. This year, the country's coking coal production will reach approximately 1.2 billion tons, coke production will be approximately 400 million tons, and coking coal demand will reach 569 million tons. The actual coking coal production is expected to be only slightly higher than 500 million tons, and the supply gap will reach approximately 60 million tons.

Renhao Ning, a researcher of China Investment Advisor Energy Industry, told the newspaper that due to the disorderly development of the downstream coke industry, the continuous expansion of production capacity not only caused a surplus of coke itself, but also led to the tight supply of coking coal in the upstream and the price was relatively low. High level.

Xing Lei pointed out that although in recent years, Shanxi, Henan, Inner Mongolia and other major coking coal provinces have stepped up the efforts to shut down small coal mines, but also lead to a reduction in the supply of coking coal, but as a local coking enterprise in Shanxi, due to local government for development The support of the local economy has led to its strong ability to obtain resources, and the expansion of production capacity has not been materially affected.

According to Ren Haoning, according to data released by the General Administration of Customs of China, China imported 2.13 million tons of coking coal in May, a year-on-year decrease of 44.77%. However, according to the data released by the National Bureau of Statistics, domestic coke production was still as high as 172 million tons in May. It can be seen that the coking coal supply changes have a small impact on coke production. Instead, the disorderly expansion of downstream coke and serious excess lead to tight coking coal supply and demand, and prices are high.

Union Metals analyst Mu Wenxin told the newspaper that at present, there are more than 100 million tons of production capacity in the Chinese coke industry, and it is backward production capacity. SMEs in the coke industry account for more than 80%. A large number of small coking enterprises only produce tens of tons of coke per year. These enterprises are small in scale, poor in environmental protection, high in energy consumption and lack of market competitiveness and should be eliminated.

He also pointed out that in addition to the disorderly expansion of the coking industry leading to tight supply of coking coal, it may also be because the country is currently facing power shortages and coal shortages, many coal mines to ensure that the National Development and Reform Commission required coal supply, and the quality and price are higher than electricity Coal's coking coal is used as electric coal, which leads to a reduction in the former's output. At the same time, due to the priority in guaranteeing the transportation of coal, the transportation of coking coal is also affected.

In terms of increasing industrial concentration, Li Chaolin stated that maintaining the presence of some small and medium-sized coking enterprises is also conducive to market competition. If similar approaches to the closure of small coal mines are adopted in the past, the use of administrative measures to integrate the coke industry may adversely affect the development of the industry. side effect.