Chapter 581: The market will go down next year
"Let's start with what the overall economic situation is. You don't need to look at anything else, just look at the stock market. ”
"At the peak of history, the Shanghai stock index was more than 6,000, and now what about it? Just after the New Year, there are no 3,000. ”
"Again, environmental issues. At the 2009 United Nations Climate Change Conference, China pledged to reduce carbon emissions by 40%-45% per unit of GDP by 2020 compared to 2005. ”
"How can this task be accomplished? We can only rely on the launch of advanced production capacity and the withdrawal of backward production capacity, especially the withdrawal of heavily polluting industries. ”
"What are our industry customers? Steel, electric power, heavy chemicals, building materials, which is not the main industry of carbon emissions? You expect a car exhaust to produce so much pollution?"
"Now the haze weather is getting more and more serious, and the weather in Binzhou City in 2010 has not been above the second level for 200 days. ”
"The loudest premise is the word 'sandstorm', and since this year, the word 'haze' has gradually become the mainstream word of environmental protection. ”
"The Stars and Stripes' embassy's continuous broadcast of PM2.5 has finally aroused social concern, and we have also acknowledged the term 'haze', so we are now more concerned about smog. ”
"Think about it again, why did we Jinsheng not pay dividends in the past few years and have been investing in production, construction and operation, so we can use forklifts to load and unload, but we have to build silos?"
"Is it true that we are having a hard time? The answer is definitely no. ”
"On the one hand, as an enterprise with a sense of social responsibility, we must do this, improve operational efficiency, dig deep into operational efficiency, and promote the high-quality development of enterprises. ”
"The second is also to effectively respond to environmental protection problems, and the measures to reduce pollution made in advance are 'not seen in the world and not landed', so as not to affect production and operation because of environmental protection. ”
"Let's say one more thing. Now the development of science and technology has suppressed the little advantage we have. ”
"In the past, it was said that our anthracite was so good and how it was irreplaceable, but now, after technological improvement and equipment upgrading, downstream enterprises can swallow all good and bad things into their stomachs. ”
"In a local saying, if you are used to eating fine grains, you can eat some coarse grains occasionally, and the digestive and absorption functions will be better. ”
"Besides, what are the stars and stripes playing with right now? shale gas. ”
"At a depth of more than 2,000 meters underground, pouring water into it and then extracting the gas out, not to mention the cost and technical issues, this is a direction. ”
"It means the rise of new energy, especially clean energy. ”
"There are also wind, nuclear, and solar energy, and the scale of these new things is expanding step by step, and the capacity is increasing step by step, which is also forcing the gradual fading of fossil energy. ”
"Looking at international oil prices, it feels like it's still strong, but why is the domestic fertilizer market slumping?"
"If nothing else, let's just say that Yilang's oil may be a sales problem caused by some other factors, but what is the use of other people's oil now?"
"We have built an oil head fertilizer super factory, we are short of oil, and people are not short of it. ”
"This gigafactory has suppressed our status as the world's fertilizer factory. ”
"Oil and coal are the only remaining fossil energy sources, and now many voices have attributed the root cause of the 'smog' to them. ”
"In addition, the coal situation in the past two years has been very good, and in our country, all the rural farmers have come to produce coal, and those who have a little relationship with the outside have gone to coal mines. ”
"The continuous launch of new projects and the continuous release of production capacity mean that the period of coal overcapacity is coming. ”
"This is a market law, and it is not subject to people's subjective will. ”
"So, comrade buddy, this market is not as optimistic as we think, but full of crises, which requires us to be cautious and calm. ”
"My guess is that 2011 will be a year better at best, and from 2012 onwards, the coal situation will have to go down. ”
"Because whether it is environmental protection or development, we have reached a point of choice. ”
"Environmental protection and development, in the early stage we focused on development, and now in turn, we have also paid a certain price, so for ecological compensation and environmental protection work upgrades, it is inevitable to come. ”
"The development of European and American countries in the first 100 years is also such a law. ”
"Now it should be the best thing that the country has done in this regard, and there is only one coal-fired power plant left in the country. ”
"In addition, due to the impact of the subprime mortgage crisis in the Stars and Stripes, in order to effectively deal with the occurrence of a hard landing of the economy, the country uses its strong financial resources to support and effectively buffer. ”
"But this is definitely not a long-term solution, and as you know, the investment of 40,000 Y is over. ”
"So where do the entities get the money? Will the conditions for the survival and development of the entities become more stringent?"
"The fact of carbon emissions, where is the breakthrough point for our country? ”
"In addition, there is a news recently, I don't know if you have read it. ”
"Tang Province has been listed as a national pilot area for comprehensive reform of resource-based economic transformation, and now a stage of implementation has been introduced. ”
"It involves a lot of new policies on coal sector reform and support for emerging industries. Relying on resources alone, there is no way for the whole region to develop. ”
"The development of a single resource comes at an even heavier ecological cost. ”
"These are all living facts in front of us. ”
"So, where do we go from here in those respects?"
"In this regard, I would like to put forward three opinions, and I hope that after you go down, you can start to prepare. ”
"First, there has been a change in our customer access conditions. In the past, we focused on product structure and financial strength, but now we have to turn the gun around and aim at those enterprises that have environmental protection facilities and environmental protection measures. ”
"Second, we must have a comprehensive grasp of our coal quality information. In the past, in terms of trace elements, we only talked about the sulfur content, but in the future, we will test more mercury, lead, phosphorus, hydrogen, etc., after all, there are many volatile substances. ”
"Third, we must continue to improve the quality of coal, especially the control of ash and trace elements. In the past, the ash content was a little higher, and customers couldn't care about a coal job, but now it's not good. ”
"In the future, I am afraid that the ash content will slightly exceed the standard, and it is estimated that it is not a problem of price, not a problem of being able to sell it cheaper. Rather, the state will definitely set industry standards. ”
"This kind of unqualified product cannot enter the market circulation. This is a neck-pinching method. ”
"So, we have already taken a step forward a few years in advance, and we cannot afford to stand still, and 'reform' has always been a resounding term. ”
"After more than 30 years of reform and opening up, the country has not stopped, and our minds must also be liberated. ”
"Therefore, our advantage is gone, and all that remains is to bend down and work hard, and serve other customers while the market is still good. ”
"In order to strive for us to be able to sell our coal when we are in difficulty next year, we can exchange it for money, we can pay everyone's wages, and we can maintain the normal operation of the company. ”
“…… Well, that's all I'll talk about today. ”