129770904338906250_0"Twelve-Five" coal "Big Mac" capacity 60% capacity-20 Giants control the national reporter Guo Li National Energy Council 22nd official release by the coal industry development "Twelve-Five" programme (hereinafter the programme), which proposed that by 2015, the national coal production capacity will reach 4.1 billion tons/year, yield control of around 3.9 billion tons, whichTarget is higher than the industry's widely expected to 3.8 billion tons. Of the planning of the proposed "Twelve-Five" target of 20 giant coal enterprise groups should be established for the period, coal production accounted for more than 60%. Market analysis pointed out that despite the plan "Twelve-Five" total coal consumption control target for the period, but the object or control is concentrated in the small coal mining enterprises, large enterprisesIndustry groups, will likely scale rapid expansion of production capacity. In this context, large scale or will substantially increase the production capacity of the Enterprise Group leading to over-capacity situation. From a long-term perspective, the future holds high quality coal resource scarcity leading companies is expected to maintain a competitive advantage and benefit from State support policies set bigger and stronger. 10jiayi-ton "Big Mac" floatingOut of the water of the plan put forward by 2015, to form the country of 1 billion tons and two 10 ton-class large coal enterprises
swtor credits, coal production accounted for more than 60%. Future coal production is dominated by large and medium-sized coal mine, continued pressure to reduce the number of coal mines. By 2015, the national quantity control in coal mines in the 4,000 or less, average yield per unit area scaleMore than 1 million tons/year
diablo 3 gold, reduce by half the number of current coal mine. To ensure that the large corporate group bigger and stronger, ten key tasks in the question of the plan's top priority is to continue to promote the merger and reorganization of enterprises in coal mines. In key coal provinces like Shanxi, Inner Mongolia, Henan, next to a large coal mining enterprises as the mainstay, and achieved certain results in the current mergers on the basis, Further accelerating the integration and improve the degree of industrial concentration and promote continuous development of coal resources. Industry analysis
diablo 3 power leveling, the past two years some mergers in key provinces to promote coal mine enterprises have made a series of large coal enterprise group gradually emerged. Relevant statistics show that by the end of 2010, yield breakthrough of millions of tons of coal enterprises nationwide had reached 5,Exceeded 50 million more is up to 14 tons. 15 enterprises of coal production plan target of 2015 set at more than a billion-ton. For now, at present, Shenhua, coal, coking coal, and coal in Shanxi and Shaanxi in addition to the Group of 500 million tons of coal, the plan proposed 10 billion tons of enterprise or five seats are: Shandong energy,Coal energy, Lu, Hebei, Henan, such as mine, Huainan mining. Yantai darbond chemical industry securities analysts believe coal enterprises under the pattern of benefit in addition to the above companies take the lead in the future, a major coal industry leaders will also directly benefit from the great province, such as Yanzhou, Shandong and Guizhou panjiang shares. Due to the scarcity of coal supply gap exists in the future, will make a hand of coking coal andHigh quality resources in Xishan coal and electricity, such as anthracite coal shares in Jincheng coal industry more competitive advantages in the market. Forwards or tight balance of supply and demand excess energy Deputy Secretary Wu Yin said on 22nd raise 3.9 billion tons of production of the planning objectives consistent with the national total coal consumption control objectives for 2015. This means "Twelve-Five" national coal market supply and demand will be at the endTight balance. Despite this, the industry is generally worried, as some large coal base capacity set to release in the future, to the end of the 2015 national production may be much higher than the 3.9 billion tons of coal. In this connection, from the "Eleven-Five" 3.2 billion tons of goals were made by two years in advance, and report development and Reform Commission, amounting to over $ 5 billion of tons of "Twelve-Five" planning objectivesCan be seen. Particularly worthy of mention is that the plan put forward base support group development, this will further increase the future concerns of overcapacity. Guotai Junan securities analyst Wang Feng pointed out that 17 before the domestic production of coal enterprise yield to 1.53 billion tons in 2010, and their 2015 year planned production will reach 2.9 billion tons, in increments of 13.700 million tons, five major power generation group has not yet been taken into account in the expansion of the coal industry, excessive expansion of large coal enterprises will further exacerbate the overall trend of the excess. Despite oversupply situation in the overall coal supply and demand, but on the other hand, scarcity of high quality coking coal, coal supply may be there is a big gap. The plans made, 3.9 billion tons of output increased mainly inIs coal used in power generation, high quality coking coal production will arrange, where appropriate. Tebon securities noted that, relative to the 2011 tons of production, until the end of 2015 added production will amount to nearly 400 million tonnes of coal in China, but is expected to yield less than 90 million tons of coking coal added, yield less than 70 million tons of anthracite added, which is obviously unable to meet every year more than a billion tonsThe demand for coking coal and anthracite. And given to the State to protect the scarcity of coal resource development, scarcity of high quality coal gap may further expand in the future. Capacity is expected to ease the bottleneck of the planning of the proposed "development of stable control in Eastern, Central, Western," "Twelve-Five," coal production and distribution. By 2015, the yield per cent of national output of coal in the West53%, coal production will speed up the West moved the center of gravity. And new starts 740 million tons in the next three years the national mine in size, take 71.7% share in the West. This layout offers the industry generally worry about the future of coal transportation bottlenecks in productivity will suffer after the release in the West. In this regard, the plan particularly stresses the need to strengthen the coal to bring up configuration and capacity and Manpower, ensuring distribution balance.The planning forecast 2015 national demand for railway transport 2.6 billion tons of coal. Consider the railways, ports and unbalanced nature of the production, consumption and so on, need to 283 billion tonnes of railway capacity. Which railway is planning when the capacity of 3 billion tonnes of coal, can meet the coal transportation needs. , Shanxi, Shaanxi and Inner Mongolia (West) Ning Gan area to bring up 1.43 billion tonnes, ironRoad planning and shipping capacity of about 2 billion tons of coal; LAN-Xin railway electrification and Lan-Yu railway is completed after the commissioning, can meet the needs of Xinjiang coal Sinotrans. In terms of water transport and port traffic in the North, the planning forecast 2015 North Port volume 750 million tons of sea water, needed water capacity of 800 million tons. According to the transport plan will the coal loading capacity of 8.300 million tons, and can meet the need of coal into the water. Tebon securities said main railway transport planning issues such as coal provinces and Inner Mongolia, "longitudinal and three transverse four" Xinjiang "one primary and two secondary" coal from the line, but the railway line is expected to be gradually opened until 2014, so tight capacity situation difficult to change before 2014.
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