Coking enterprises should strive to improve the quality of development, strengthen the deep integration of coal coke steel industry chain

“Coking enterprises must effectively solve the problem of sustainable development and unswervingly promote the high-quality development of the industry.” On December 21, Cui Weijiang, president of China Coking Industry Association, attended the second meeting of the 7th China Council of Coking Industry Association (Director) Stressed when analyzing the development of the industry.
The related industries have a significant effect, and the annual coke production is expected to reach 430 million tons.
From January to October 2018, the development of the coal and steel industry closely related to the coking industry exceeded expectations, especially the overall efficiency of the industry maintained a good level, and the operating efficiency of the coking industry had a positive impact.
Cui Weijiang pointed out that after several years of adjustment and differentiation, the survival of the fittest in China, coke production decreased slightly, coke consumption decreased, supply and demand remained balanced, market operation was gradually standardized, and corporate benefits improved significantly. Mainly manifested as the following characteristics:
First, the overall operation was stable and the output dropped slightly. Affected by factors such as user market demand reduction and environmental protection constraints, the national coke production from January to October totaled 355.53 million tons, down 1.0% year-on-year. Among them, the steel coking plant coking plant was 91 million tons, down 4.9% year-on-year. Other coking enterprises It was 268.53 million tons, down 0.2% year-on-year. According to regional statistics, the implementation of environmental protection inspectors has different implementations in different regions. Among them, the coke production in Jiangsu Province was 12.345 million tons from January to October, a year-on-year decrease of 30.2%, the largest decline; the coke production in Shandong Province was 1 ~October was 30.803 million tons, down 10.7% year-on-year, the second largest in the country. The coke production in Hebei Province was 41.051 million tons from January to October, down 8.7% year-on-year; the coke production in Shanxi Province was 76.547 million from January to October. Tons, an increase of 9.2% year-on-year; Henan coke production from January to October was 19.206 million tons, an increase of 5.4%. It is estimated that China's coke production will reach 430 million tons in 2018, which is basically the same as last year. From January to October, the utilization rate of coke oven capacity of the Coke Association employees was 84.44%.
Second, the market operation is not stable enough, and the overall price fluctuates. Since 2018, the domestic coke market has generally shown a turbulent upward trend. The biggest difference between the first quarter and the previous year is that there is a limited heating season, which makes the downstream demand insufficient. In February, due to extreme weather affecting transportation and the Spring Festival holiday, it supported the rise in spot prices of coke. Downstream demand was not released as scheduled in March, and the spot price of coke was significantly reduced. Since May, coke prices have reversed the continuous decline, rebounded and oscillated upwards, opening up eight consecutive rounds of increase, up 650 yuan / ton. Due to the increasing intensity of production restrictions and the continuous recovery of blast furnace capacity utilization, the coke gap has played a key role in supporting the rise in coke prices. From January to October, the average price of secondary metallurgical coke was 2047 yuan / ton, up 13.2% year-on-year. Since entering November, due to the sharp drop in domestic steel prices, as well as the output of coke producers and the slow rise in coke inventories, coke prices have generally shown a downward trend. In November, the price index of >40mm coke was 473.22 points, down 4.73 points month on average; the average price was 2404 yuan/ton, the highest was 2750 yuan/ton, the lowest was 2190 yuan/ton; the price index of ≥25-40mm coke was 472.10 points, the chain ratio The decrease was 5.50 points; the average price was 2318 yuan/ton, the highest was 2800 yuan/ton, and the lowest was 1880 yuan/ton.
The third is the adjustment of coke export fluctuations, and the overall volume and price increase. The data show that China's coke and semi-coke exports continued to decline from April to September 2018. The reason for the continuous decline is that the domestic coke is obviously insufficient in the background of limited production. On the other hand, the steel market price has been driven up. The price of coke rose sharply; in October, the export volume of coke rose sharply, and the export volume was 838,000 tons, a year-on-year increase of 146.5%. According to the data of the State General Administration of Customs, from January to October, China's cumulative export volume of coke was 7.76 million tons, an increase of 27.5% year-on-year. The average export price was US$302.78/ton, up 17.2% year-on-year; the export value was 15.25 billion yuan. The increase was 41.8%. It is estimated that coke exports will exceed 9 million tons in the year.
Fourth, the output of coking by-products declined, and prices fluctuated. From January to October, coal tar production was 14.35 million tons, down 1.0% year-on-year. Due to the decrease in production and the increase in demand for downstream coal tar, the average price of coal tar was 3,282 yuan / ton, up 20.9% year on year, and the overall price remained rising. From January to October, crude benzene production was 3.78 million tons, down 1.0% year-on-year. Affected by the fall in international crude oil prices, the average price of crude benzene was 5002 yuan / ton, down 1.9% year-on-year, and the average price was lower than the same period last year.
The structural reform of the supply side was further promoted, and the quality of the development of the coking industry was further improved.
Cui Weijiang pointed out that with the deepening of the supply-side structural reform, a number of new projects are being implemented. For example, Jinneng Science and Technology New Materials and Hydrogen Energy Comprehensive Utilization Project, which is included in the Shandong New and Old Kinetic Energy Conversion Project Database, plans to construct 900,000 tons/year propane dehydrogenation, 8×60,000 tons/year green carbon black recycling, 450,000 Ton/year high performance polypropylene and other devices. The 250,000 t/a coke oven gas comprehensive utilization methanol project of Xintai Zhengda Coking Co., Ltd. has started construction. The project is located in the circular economy industrial demonstration zone of Xintai City, Shandong Province, with the coke oven gas of Zhengda Coking 1.8 million t coking project. Production of methanol, coke oven using China Metallurgical Co., Ltd. (Dalian) Engineering Technology Co., Ltd. designed by China's largest and most advanced carbonization chamber height 6.78m multi-stage heating tamping coke oven, with energy saving, environmental protection, high degree of automation, etc. Completed on February 20, 2019. On August 13, Meijin Energy acquired 100% equity transfer of Jinfu Coal, and Jinfu Coal became a wholly-owned subsidiary of Meijin Energy, which obtained lean coal resources with high coalification and low volatile content, and improved coking. The quality of coal blending plays a good role. On August 20th, Baosteel Chemical Co., Ltd., a subsidiary of China Baowu Group, and Fangda Carbon, the largest carbon producer in Asia under the Fangda Group, jointly invested 2.7 billion yuan to build 100,000 yuan in Jiatan Village, Ping'an Town, Honggu District, Lanzhou City. The ton ultra-high power graphite electrode project, the signing and groundbreaking ceremony was successfully held in Lanzhou, and jointly opened a new chapter in the revitalization of China's carbon industry.
Cui Weijiang pointed out that China's coking enterprises have also made new breakthroughs in participating in the construction of the “Belt and Road”. China Metallurgical Engineering Co., Ltd. has a completely independent intellectual property rights of 6.25 meters tamping coke oven and CDQ technology for the first time overseas exports to India. On June 13, 2018, India's JSW DCPL 3 million tons / year coking project A furnace first hole coke was successfully launched, will continue to complete the B furnace production and gas purification equipment and other related sections of the commissioning task. India JSW DCPL 3 million tons / year coking project is a demonstration project of Coke and Coke in the Indian market to promote the carbonization chamber height of 6.25 meters tamping coke oven and CDQ. It is the advantage of technology, brand and service of Coke Co., Ltd. A successful example of expanding overseas market share.
Comprehensive management of environmental governance, speeding up the pace of environmental compliance
Since the beginning of this year, the "Notice of the State Council on Printing and Distributing the Three-Year Action Plan for Winning the Blue Sky Defence War", "Action Plan for the Comprehensive Management of Air Pollution in the Autumn and Winter of 2018-2019 in Beijing-Tianjin-Hebei and Surrounding Areas", "Air Pollution in the Autumn and Winter of 2018-2019 in the Plain of the Plains" A series of documents such as the Comprehensive Action Plan for Attacks and Resolving Actions, "The Action Plan for the Comprehensive Management of Air Pollution in the Autumn and Winter of 2018-2019 in the Yangtze River Delta Region" were successively introduced, and the environmental protection work continued to increase.
In this regard, Cui Weijiang introduced that most coking production enterprises have conscientiously implemented, actively eliminated backward production capacity, and improved environmental protection facilities. In order to implement the air pollution control measures, a number of backward production capacity were phased out. For example, on August 26, the demolition work of Xuzhou Tengda Coking Co., Ltd. was officially launched; Dongxing Energy and Longshan Coking Co., Ltd. were fitted and reorganized, and moved to Yanzhou Coal Chemical Industry Park to build 3.3 million tons of coking and 300,000 tons of LNG. Energy comprehensive coal chemical enterprises, the two enterprises will transition production after the environmental protection standards meet until June 2020; Zhenjiang coking has been discontinued in October; Hebei Province will use three years to withdraw 10 million tons of excess capacity.
He further pointed out that in the improvement and application of environmental protection facilities, Shanxi Sunshine Coking Group, Taigang Coking Plant, Baosteel Ironmaking, Angang Steel Coking, Shougang Jingtang Xishan Coking, Angang Coking, Xuyang Group, Shanxi Coking, Zhongrong New Enterprises such as Da, Jinneng Technology, etc., have comprehensive planning and comprehensive policies, and are at the forefront of the industry in the application of advanced technologies in environmental governance.
It is necessary to recognize the situation, cope with challenges, and win the battle for the survival and development of the coking industry.
"Integrating various factors, the coking coal in 2019 is conducive to maintaining the balance between supply and demand in the total amount, but the structural resources are still tight. With the enlargement of the blast furnace, the post-reaction strength (CSR) of coke is required to be improved. The demand for coking coal has increased. Because high-quality coking coal and fat coal resources are all scarce resources, they need to be supplemented by imports.” Cui Weijiang made such a judgment at the meeting. "From the coking coal market price, due to the sharp decline in the profits of the downstream steel and coking industries, driven by the profit transmission of the industrial chain and the price of the long-term coking coal producers, it is expected that domestic coking coal prices will be 2019. Maintain or not above the average price level of 2018."
In 2019, the implementation of the State Council's "Three-Year Action Plan for Winning the Blue Sky Defence Warfare" entered a critical period. In addition to issuing mandatory targets for pollutant discharge deadlines, all over the country, the reduction of coke production capacity and relocation adjustments and closures were generally made. Switch to a series of arrangements. For the future development of the coking industry, Cui Weijiang stressed that coking enterprises should focus on the following aspects.
First, grasp the correct direction and continue to promote structural reforms on the supply side. In the structural reform of the supply side of the coking industry, many enterprises, especially independent coking enterprises, are constantly making new breakthroughs, constantly adapting to the individual needs of users, and developing high-quality, high value-added coke and coal chemical products to improve The economic benefits of the enterprise. But at the same time, we must pay attention to the in-depth study of the market and avoid duplication of development and construction.
The second is to identify the enterprise positioning and achieve environmental governance goals on schedule. Cui Weijiang pointed out that the key areas in the State Council's "Three-Year Action Plan to Win the Blue Sky Defence War" have increased from 28 cities to 80 cities. The coking production enterprises in the region should fully consider the functional positioning of the region and optimize the industrial layout. The special requirements for adjustment and environmental protection standards shall be evaluated for the specific requirements of the company's duration and environmental protection standards, and the construction of environmental protection projects shall be accelerated under the premise of full argumentation. From the perspective of the whole industry, the first is to continue to follow up on the effects of the technology that has been adopted, strengthen the experience of summing up, and continuously improve and improve. The second is to strengthen the basic research and mechanism research of ultra-low emission control technology of flue gas. The composition of coke oven flue gas is complex, and it is affected by many factors such as working conditions, raw fuel, operating system and management level. The scientific nature of basic research is guaranteed. The essential conditions of technical application effects. The third is to pay attention to source governance, combine energy conservation and consumption reduction, and strengthen research on source governance technology. Practice has proved that the source control is good and the end treatment effect is more effective and economical. Fourth, we will continue to adhere to the mechanism of close cooperation between industry, academia and research institutes to improve the overall superiority of smoke and gas coordination. At the same time, it is necessary to comprehensively improve the overall quality of the environmental management team and effectively strengthen the actual operational management level.
The third is to seize the opportunity to promote mergers and acquisitions and improve industrial concentration. Environmental governance not only brings pressure and challenges to enterprises, but also forms a mechanism for creating a resource-conserving and environment-friendly society for all walks of life. In particular, differentiated environmental protection policies are forced to backward production capacity, and the withdrawal of non-standard enterprises is the trend of the times. . It is hoped that all coking enterprises will recognize the situation, seize opportunities, and combine the implementation of coking enterprises in the region to eliminate backward production capacity, retreat into the park and implement mergers and acquisitions through capacity replacement, equity swap, property rights transfer and joint venture cooperation. Industrial concentration, to achieve strong and efficient and intensive development.
The fourth is to pay close attention to the dynamic changes in the market and do a good job in production and management. Cui Weijiang pointed out that there are many factors affecting the changes in the coking market in 2019. First, the State Council won the three-year action plan for the Blue Sky Defence War, involving 322.7 million tons of coke capacity utilization in key areas, especially the optimization of industrial layout in North China and East China, and the excessive adjustment of coal reduction, which is showing a partial bias of coke supply. Tight situation. Second, according to the demand of steel and other industries, the increase of electric furnace steel and converter scrap increase the replacement of blast furnace pig iron, and the coke production in some areas will decrease. Third, the normalization of environmental protection in key areas, half a year to implement peak production in key industries, will continue to affect the release of capacity of coke enterprises, or will cause staged resource mismatch. Fourth, we must attach great importance to the impact of coking production logistics and transportation methods. Increasing iron transportation and water transportation has become the trend of national logistics development in the future.
The fifth is to strengthen mutually beneficial cooperation between enterprises and comprehensively promote the construction of coal coke steel industry chain. Cui Weijiang pointed out that at present, there is no essential change in the homogenization and disordered competition in China's coking industry with price as the main means. In particular, the mutually beneficial and win-win relationship between independent coking enterprises and upstream and downstream has not been established yet, and scientific and reasonable pricing mechanism. It has not yet formed, which has caused the unstable production of coking enterprises and the fluctuation of product market prices to a certain extent, which is not conducive to the stability of production and the control of costs. The coal coke steel industry chain is a community of interests, a community of responsibility and a community of destiny. It is hoped that more coking enterprises will actively participate in the long-term cooperation mechanism, effectively strengthen the deep integration of the coal coke steel industry chain, maintain the healthy development of the coal coke steel industry chain, and share the supply-side structural reform dividend.

                                                                                                                                                                                                                                                     Excerpt from: China Metallurgical News

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