The hottest new deal in Inner Mongolia supports th

Inner Mongolia's new deal supports coal enterprises Shenhua Yitai and other giants to take the lead in benefiting

from the current Ordos coal enterprises, "the annual output of raw coal is more than 50million tons", only Shenhua Shendong and Yitai, obviously, these two will take the lead in enjoying the preferential policies of the autonomous region, and will accelerate the merger and integration of other small and medium-sized coal mines. Recently, according to local media reports, the Inner Mongolia Autonomous Region Government issued a new "guiding opinions on accelerating the development of key coal enterprises" (hereinafter referred to as the new "opinions"). The original guiding opinions of the people's Government of Inner Mongolia Autonomous Region on accelerating the development of key coal enterprises (internal affairs Zi [2003] No. 427, hereinafter referred to as the original opinions) shall be repealed at the same time

the new "opinions" said that in order to further promote the transformation of Inner Mongolia's coal industry from quantitative expansion to quality and efficiency, we should increase the intensity of structural adjustment, mode transformation and transformation, and support key coal enterprises to become the main body of the development of new mining areas. Give priority to the allocation of coal resources in accordance with relevant regulations to ensure the resource supply for the sustainable development of key coal enterprises. Key coal enterprises with an annual output of more than 50million tons of raw coal will have priority to enjoy various preferential policies of the autonomous region under the same conditions

Shi Qiuming, general manager of Inner Mongolia coal trading center, said in an interview that he had not seen the new "opinions", but judging from the current Ordos coal enterprises, the annual output of raw coal is more than 50million tons, only Shenhua Shendong and Yitai, obviously, these two will be the first to enjoy the preferential policies of the autonomous region, and will speed up the merger and integration of other small and medium-sized coal mines

previously, major coal producing areas such as Inner Mongolia and Shanxi have issued coal rescue policies for many times

industrial concentration will be further enhanced

the new opinion points out that key coal enterprises are encouraged to merge and reorganize other coal enterprises, and key coal enterprises are supported to unite, merge and reorganize other coal mines, so as to gradually improve the concentration of coal development and production

in fact, the original opinions issued by Inner Mongolia 11 years ago encouraged mergers and acquisitions, hoping to concentrate resources on large coal enterprises. For example, 20 key coal enterprises in the region are encouraged to adopt advanced mining technology to maximize the recovery rate of coal resources and the effective utilization rate and protection level of related resources. 20 key coal enterprises are encouraged to acquire and merge small and medium-sized coal mines, implement joint transformation, realize large-scale production and intensive management, and gradually replace and eliminate the mining method of small coal mines. For the packaged coal fields in Ordos, Hulunbuir, Xilingol and other coal rich areas, in principle, the construction scale of underground mines is not less than 3million tons/year, and the construction scale of open-pit mines is not less than 10million tons/year

but at present, Shi Qiuming said that compared with Shanxi, the concentration of Inner Mongolia's coal industry is far from enough, and small and medium-sized coal mines will not be recognized too much. Now the most important development direction of Inner Mongolia's coal industry is to improve the industrial concentration through industry reshuffle, mergers and acquisitions, so as to enhance the voice of Mongolian coal in the coal industry

in terms of enhancing the concentration of Inner Mongolia's coal industry, the new "opinions" put forward the goal that by 2020, the raw coal output of key coal enterprises will account for about 80% of the total output of the region, the profit will account for about 75% of the total profit of the region's coal industry, and the tax revenue will account for about 80% of the total tax revenue of the region's coal industry; Among the key coal enterprises, two to three hundred million ton and six to seven 50million ton raw coal production enterprises will be formed

Coal giants are not in a hurry to acquire

Mr. Wang, a local coal industry in Ordos, believes that the survival situation of enterprises in the coal industry in Inner Mongolia is still deteriorating, and the market situation this year is worse than last year, and it seems that it is not the worst time yet. Especially in the context of vigorously limiting coal consumption in many provinces and cities such as Beijing, Tianjin, Hebei and Shandong, the future of coal industry enterprises in Inner Mongolia is still not optimistic. Mr. Wang said

according to public information, from January to March this year, the total profit of Inner Mongolia coal industry was 12.96 billion yuan, a year-on-year decrease of 16.91%; Accounting for 43.5% of the total profit of 29.808 billion yuan of industries above Designated Size in the region; The loss of coal mining enterprises was 32.65%, and the total loss of the coal industry in the region was 1.583 billion yuan, with a year-on-year increase of 31.76%, accounting for 20.56% of the total loss of 7.701 billion yuan in industries above Designated Size in the region

Mr. Qu of the Strategic Development Department of a subordinate enterprise of Shenhua in Ordos told that they are also actively considering mergers and acquisitions to integrate some local coal mines, but in terms of price, the company believes that there is still room for decline in the future, so it is not in a hurry to sell

many small and medium-sized coal mine bosses in Erdos want to sell their mines, because most of the money the miners used to buy the mines was raised through private loans. This year, the coal situation is too bad to even change the interest, so they are eager to sell the mines for cash. Mr. Qu said that there are many miners who want to sell the mine, and now it is completely a buyer's market; Now the mine owners are eager to sell, but for the acquirer, how much money is too expensive

the transformation direction of Mongolian coal is to flatten the downturn of the main business of Shenma Coal Group on the spot.

the above new opinion said that it supports key coal enterprises to develop in a coal based and diversified manner and extend the industrial chain. Key coal enterprises are encouraged to build coal chemical industry, low calorific value coal power generation and other coal conversion projects, as well as coal quality utilization, coal machine manufacturing, and coal logistics projects. Priority should be given to the approval of the construction of relevant projects of key coal enterprises to output the speed and power that meet the process requirements, as well as the supply of land and other related factors

if you are poor, change, change. Shi Qiuming believes that the whole coal industry in Inner Mongolia is encountering increasingly severe survival difficulties, and transformation is the only way out. The direction of the transformation of the coal industry is to transform the coal locally and turn it into a cleaner and more convenient energy. One is the new coal chemical industry, coal to oil, coal to gas, etc; The other is pithead power generation, which converts coal transportation to power transmission through UHV and other lines

previously, Shi Qiuming told the Inner Mongolia development and Reform Commission that the on-site coal conversion rate would reach 50% by 2017, and that coal transportation would no longer only transport energy to all regions through traditional methods such as automobile transportation and train transportation, but half of it would be converted into cleaner energy, realizing coal walking from the air and underground

it is understood that the four UHV power transmission projects starting from Erdos and Xilin Gol League in Inner Mongolia are expected to cause serious environmental pollution by plastic granulators within this year, complete the final project approval and start construction

4 UHV channels starting from Mengxi will greatly improve the energy consumption pattern of the whole North China and realize the regional strategy of Inner Mongolia coal walking from the air