Coal Big Shanxi Transition Road: New Energy into a Folk Hot Word

category:Finance
 Coal Big Shanxi Transition Road: New Energy into a Folk Hot Word


After the start of structural reform on the supply side, the situation has improved. In 2017, Shanxis economic growth was 7.1%, faster than 0.3 percentage points of the whole country; in 2018, Shanxis GDP grew by 6.7%; in the first half of 2019, Shanxis GDP grew by 7.2%, the best level in the same period in the past six years.

At the end of May this year, the Central Committee for Deep Reform deliberated and adopted the Opinions on the Comprehensive Reform of Energy Revolution in Shanxi which requires that Shanxi should strive to improve the quality and efficiency of energy supply system, build a clean and low-carbon energy mode, promote energy science and technology innovation, and deepen the reform of energy system through comprehensive reform pilot projects. We should make breakthroughs in expanding energy cooperation with foreign countries and strive to be the leader of the national energy revolution. Shanxi Province has thus officially become the first pilot project of comprehensive reform of energy revolution in China.

From Taiyuan by high-speed rail, 40 minutes later, we arrived in Jiexiu City. Its early autumn season. There are no special scenery along the way. The purpose of the first financial and economic journalists trip is to meet a miner named Lao Wu.

Lao Wu, who is only 35 years old this year, has been in the well for 16 years. Lao Wu and reporters made an appointment in a small restaurant where he and his colleagues often went. Big pickles, fried peanuts and pot meat are simple but have a good chat.

The minefield of Laowu Institute covers an area of nearly 20 square kilometers. It has approved four seams of mineable coal seams, reserves of nearly 150 million tons, and raw coal production capacity of 1.8 million tons per year. His usual job is coal mine support. Specifically speaking, when the shearer cuts the coal, in order to avoid roof falling or collapse, there is a special post to protect the roof, which is a key position to ensure safety. Prior to that, Lao Wu had worked in tunneling for 10 years.

Unlike the imagined miners, Lao Wu is neat and neat. He told reporters that when he first started in 2003, the miners all came to work by bicycle or motorcycle. Later, the coal price ushered in the golden decade. The mine made money and the income of the miners increased greatly. The miners all bought cars one after another. His Baojun was bought in 2012. For better or for worse, now, it is. Half of the workers have cars. He said.

Golden Decade refers to the most prosperous decade of the coal industry from 2002 to 2012. Lao Wu said that his income rose from more than 1,000 yuan a month in 2003 to more than 5,000 yuan later. After several years of recession in the industry, wages did not rise much, but this is very good, everyone knows that thegolden decadeis unlikely to appear again. Lao Wu told reporters that he now works 26 days a month and takes four days off. During the rest day, Lao Wu would go to the familiar billiards hall to play billiards. Days are not unusual, but they are also interesting.

However, recently Lao Wu had the idea of job-hopping. On the one hand, he had been in the underground (mine) for 16 years, feeling a bit out of touch with the world. On the other hand, he also saw that his personal development was limited, and the miners were working hard. After a few years of age, it would be difficult to change jobs.

Lao Wu has two sons, aged 9 and 4. He wants to educate his children better. Recently, he just saw a second-hand house near his school and planned to buy it. Now the country and provinces are talking about theenergy revolution. The less coal they dig underground, the sooner or later they will dig it out. I myself have been a miner for three generations, but I dont want my two children to be miners in the future.

Lao Wu told reporters that the new energy is getting more and more attention now, and I hope to see this opportunity in the future. I often think that one day I can drive to a farther place to see how people in different places live.

Boss building

After coal is mined from underground, it can not be used directly, but needs a coal washing process. In order to produce coke that meets the quality requirements, it is necessary to mix the coking coal of different coal grades in proper proportion. What the boss is building is the business here.

Before going to Shanxi, the construction in the early 40s had done many years of non-ferrous metal business in Hunan. At the beginning, construction is not sure whether it is the right decision to enter the coal industry in such a large adjustment period. After all, at that time in 2016, the state proposed tode-capacity, de-inventory, de-leverage, reduce costs and make up shortcomings. Shanxi also planned to let coal surplus out of 100 million tons in an orderly manner by 2020, Jianshi said. At that time, everyone had no bottom in mind, but with the supply side reform and capacity removal, coal prices gradually rose. On the contrary, it has become a microcosm benefiting from supply-side reform.

Construction believes that after the implementation of supply-side reform, the situation of excess supply of coal enterprises has been alleviated, and the situation of supply and demand in the industry has changed, so that the industry can revive. Another reason is that coal is the upstream industry and fuel supplier of iron and steel, and the two industries are intertwined with each other. After the supply-side reform, the price of iron and steel has risen sharply, which has led to the rise of coal prices.

From 2016 to the first half of this year, the domestic coal industry as a whole is good, but because of some factors brought about by the economic downturn, the pressure is not small. Construction said, after all, coal still belongs to a strong cycle of industry, his company now has about 20 employees, each persons monthly salary expenditure is 5,000 yuan, not counting commission, which thunderous monthly expenditure of 100,000 yuan, plus other costs are also rising, profits are constantly being depressed.

And the construction of the same feeling is also his friend owner Lao Liu. Lao Lius fleet had 18 cars, three of which he bought himself. As he grew older, he himself stopped running for transportation and hired people to drive them. This situation also happened to the other owners of the fleet. In this fleet, only a few car owners will be part-time drivers themselves.

In the past, a coal truck could earn more than 20,000 yuan a month, but now it cant earn that much. The food ofcoal depends on coalis not very delicious, Im afraid. Lao Liu said that recently he and his friends have been thinking about knowing more about the policy direction of the province, learning about new energy, and seeing if there are opportunities in the new industry.

The first financial reporter noticed that the term new energy frequently appeared in many interviewees in Shanxi. Not only miners and motorcade bosses were talking about it, but also banks were paying attention to it.

At that time, after seeing that Shanxis coal industry had a high rate of undesirable effects, the headquarters of banks took back their policies and strictly restricted access to the coal industry. President Jin said that, except for several large state-owned coal enterprises in Shanxi Province, the head office would not allow new credits to other coal enterprises, and control the quota, gradually reducing the credited small and medium-sized coal enterprises. In the first half of 2016, Shanxi coal enterprises entered the lowest level in history under multiple extrusion. Coal prices have fallen by nearly half since 2012.

Fortunately, the policy ofthree go, one fall and one subsidywas introduced in time, the vicious competition problem of the industry was solved, the market began to recover, and Shanxi coal enterprises began to climb up from the bottom of the valley. President Jin said, This year our head offices new customer access principle for traditional coal enterprises is a large coal enterprise group with an annual production capacity of more than 50 million tons, and puts forward a series of requirements, such as debt ratio not higher than 75%, mortgage and high credit rating. Then, in accordance with these conditions, it is basically several large state-owned coal groups in Shanxi Province that meet the requirements. As far as the future trend is concerned, the banks credit requirement for traditional coal enterprises will be higher and higher in the future.

President Jin also told reporters that compared with the traditional coal industry, the new energy industry has begun to attract attention, and the headquarters of banks are matched with national policies. Although at present, the new energy industry is not too mature, and banks have not intervened on a large scale, but the water test has begun. New energy is definitely the direction of future development.

Under the combined effect of policy incentives, financial support and other factors, Shanxis exploratory effect in the field of energy began to appear in recent years. Data show that in the first half of this year, state-owned enterprises in Shanxi Province achieved the goal of more than half the time and more than half the tasks, with a cumulative added value of 128.25 billion yuan, an increase of 4.7% over the same period last year. Among them, the added value of non-coal industry reached 56.96 billion yuan, accounting for 44.4%, 0.9 percentage points higher than the same period last year. The value added of emerging industries increased by 13.5% year on year. The cumulative profit was 16.68 billion yuan, an increase of 32.6% over the previous year. Among them, the profits of emerging industries increased by 13.9%. Taxes and fees paid were 56 billion yuan, an increase of 12.4% over the same period last year.

Coalbed methane, photovoltaic, wind power, hydrogen energy and other clean energy and new energy development step accelerated, the provinces surface extraction of coal-bed methane accounted for more than 90% of the country, the proportion of installed new energy power accounted for more than 30% of the provinces installed electricity, photovoltaic power generation scale ranked first in the country, and the layout of hydrogen energy industry accelerated... A batch of traditional coal state-owned enterprises are constantly moving in the process of exploring the new energy field.

Shanshan Coal International announced earlier that it would cooperate with Junshi Energy Strategy to build a 10GW heterojunction battery production line. Heterojunction cells have higher efficiency potential, relatively simple process, lower processing temperature, higher double-sided rate and lower attenuation, and are considered as a new generation of photovoltaic cell technology with subversiveness.

The first R-GAS gasifier co-developed by Yangquan Chemical Industry Holding Shareholder Yangquan Coal Group and GTI of the United States succeeded in Yangquan coal gasification mechanism in June this year. The daily coal consumption is 800 tons, which can solve the problem of low-quality coal gasification with high ash melting point and high ash content. The extension of R-GAS technology in the later stage will help to solve the application problems of inferior anthracite in Shanxi, Henan and Anhui, and realize the localization of gasification raw materials.

Taking photovoltaic as an example, Shanxis greatest advantage in developing photovoltaic industry lies in its existing power generation and transmission infrastructure, its geographical location close to the major towns in North China and its business model of energy economy. At the same time, the introduction, exploration and training of technical personnel, the introduction of supply chain industry, the adoption of core technologies, strategic considerations and rapid implementation of the government and enterprises are completely feasible. Zou Xiyuan, an expert in photovoltaic industry, said in an interview with First Financial Journalist.

In Zou Xiyuans view, under the strategy of energy revolution, Shanxi has formed a good atmosphere for the development of new energy. All parties have actively discussed how to gradually replace traditional industries with new energy industries such as photovoltaics. Many people will think that the high-tech part of new energy must depend on foreign countries. In fact, China has already been one of the most advanced countries in the application of photovoltaic industry in the world. In the current situation of so developed information and smooth flow of talents, technology should not become a barrier for Shanxi to develop the new energy industry represented by photovoltaic industry. Obstruction. It can also be based on traditional energy exports in exchange for investment in emerging renewable energy industries, which can not only maintain the original energy export-based infrastructure and economic model, but also participate in the redistribution of energy resources in China and the world.

As we all know, the transformation of photovoltaic industry is cyclical, and is now in a period of major industrial transformation. Zou Xiyuan believes that heterojunction products are the consensus of the industry as the next generation of products. It is the best time to overtake in bends. Heterojunction and N-type technology can be used to replace traditional photovoltaic enterprises (P-type).

Luo Huining, Secretary of the Shanxi Provincial Party Committee, said at the mobilization and deployment conference of the pilot project of comprehensive reform of Shanxis energy revolution on September 16 that reform and innovation are the essence and soul of the energy revolution. We should comprehensively promote reform and innovation in the energy field and accelerate the historical leap forward of being a good leader. He also said that enterprises should be regarded as the main force to promote the energy revolution, so that all kinds of enterprises with ownership can enjoy the reform dividend, seize the opportunity of reform, transform and upgrade, and do well.

If you dont advance, you will retreat. If you slow down, you will retreat. This sentence is loud.

Source: First Financial Responsibility Editor: Guo Chenqi_NBJ9931