On July 22, China Coal Industry Association and China coal transportation and Marketing Association organized and held the analysis meeting of coal economic operation in the first half of 2022. Relevant leaders from the Safety Foundation Department of the State Administration of mine safety, the operation Bureau of the national development and Reform Commission, the coal department of the national energy administration, the financial management and Operation Bureau of the SASAC, and the coal industry management departments of Shanxi, Shaanxi and Mongolia were invited to attend the meeting. Liangjiakun, chairman of China Coal Industry Association, presided over the meeting and delivered a speech. Zhang Hong, Secretary of the Discipline Inspection Commission of China Coal Industry Association, and Yang Xianfeng, chairman of China coal transportation and Marketing Association attended the meeting.
National energy, China Coal Group, Jinneng holdings, Shaanxi coal group, Yitai group, Shanxi coking coal, Lu'an Group, Huayang new materials, Shandong energy, Longmei group, Jineng group, liaoneng group, Henan energy, Pingmei Group, Huaihe energy, Huaibei mining, Kailuan Group, Jizhong energy, Wanbei Coal Power, Sichuan coal group, Yunmei group, Panjiang group, Huating coal industry, Hunan coal group Representatives of Mengtai group and other large coal enterprises attended the meeting.
Zhang Hong reported the economic operation of the coal industry in the first half of the year and studied and judged the market trend in the second half of the year; The participating units introduced their work of ensuring supply and price stability, and put forward suggestions for the signing and performance of the long-term association and promoting the smooth operation of the coal industry.
The meeting held that in the first half of 2022, according to the arrangement and deployment of the national governments at all levels, coal enterprises will continue to give full play to the spirit of selfless dedication, comprehensively improve their ideological position, and make every effort to increase coal production and ensure supply, supplement the signing of imported coal, and replace the signing of power coal. The national coal output will reach a record high, and the signing and performance of medium and long-term coal contracts will be completed at a high level, laying the foundation for the stable operation of domestic prices, It provides a guarantee for national energy security.
The meeting pointed out that in the face of the complex evolution of the international situation and the expectation of domestic macroeconomic recovery, the main task in the second half of the year remains to maintain supply and stabilize prices. There are mainly the following problems in the market operation: first, the long-term high-intensity production of coal mines, and even short-term overproduction to complete the supply guarantee task, which increases the hidden dangers of mine safety; Second, coal enterprises make every effort to ensure the supply of power coal and occupy the supply share of other industries. In the second half of the year, metallurgy, building materials and other industries may face supply and demand gaps and operation problems; Third, some regions have assigned the task of ensuring supply at all levels, and the production pressure of coal enterprises has increased; Fourth, the railway capacity is tight, there is a capacity gap, and the effect of supply guarantee will be discounted; Fifth, the progress of nuclear capacity increase in coal mines was less than expected.
The meeting stressed that coal enterprises should deeply understand that the current tight coal supply should not be the norm of the industry, and should pay close attention to the recent sharp decline in the steel and coking industries, the negative transportation of some power users, the poor effect of real estate stimulus policies and other emerging factors, which have led to changes in the market supply and demand situation.
Wangwansheng proposed that the guaranteed supply coal mine should cherish the guaranteed supply qualification, give full play to its production capacity advantage on the premise of ensuring safety, and resolutely avoid safety accidents. The newly increased coal enterprises are required to learn from the previous approval experience, make scientific and accurate declaration, and prevent misleading the decision-making and judgment of relevant national departments.
Yang Xianfeng pointed out that coal enterprises should further improve their understanding in accordance with national requirements, adapt to the new policy environment, study new marketing methods, and explore new models in establishing user credit files, strengthening marketing management, and accelerating loan recovery on the basis of completing the work of ensuring supply and price stability.
Liang Jiakun pointed out that the work of ensuring supply and price of coal involves the deep-seated reform and development of the industry, and requires in-depth industry investigation and research. At present, the coal industry is facing the contradiction of industrial development with increasing short-term demand and decreasing long-term demand. Mining imbalance, safety investment, disaster management, rockburst, resource exploration and other factors restrict the release of production capacity, which needs to be comprehensively promoted in many aspects. It is suggested that the relevant national departments should take a long-term view and coordinate the layout and connection of coal production capacity, reserves, demand and transportation. Next, the association will conduct in-depth research on enterprises, sort out common problems in the industry, and actively reflect the relevant situation to national ministries and commissions.
