We won't name anyone who speaks in the middle, but Zhang Xiaobei synthesized everyone's opinions and formed several consensuses on the whole.

First of all, the overall coal industry is expected to be optimistic.

The first meaning is that in the next two years, the monopoly power of resource integration will still be greater than the market force.

The policy of "integration first, supplemented by new construction" in the coal industry has not changed, and the integration and reorganization of production factors such as resources, assets, technology, and manpower has always been the theme.

Through the integration of coal resources, the restructuring of coal enterprises, and the expansion and strengthening of coal enterprises, it is possible to increase the monopoly degree of the coal industry.

It can be concluded that in the next two years, the monopoly power of the coal industry will still be greater than the market power. Especially in terms of price, coal companies are prone to form price alliances, and it is possible to form monopoly prices that exceed market forces.

The second meaning, everyone judges: the contradiction between the expanding market scope of coal products and the limited resources fully determines that the demand for coal is still strong.

Clean coal technology is also booming and has become an emerging industry for coal demand.

At present, the main development areas of clean coal technology in China are:

Coal washing and processing, improve the quality of coal products, and increase the proportion of coal washing. This means that some impurities will be digested on the spot. This means that coal will become cleaner and meet environmental needs.

Briquette, improve the way coal is burned. This fertilizer plant, both civil and civil, can improve the combustion rate, that is, improve the utilization efficiency.

Increase the proportion of electricity converted by the coal industry. This is said to be a long-distance UHV transmission method. Then the power generation from Binzhou has been sent to Shanghai, what else can't be solved on the spot?

Application of coal-water slurry technology. Coal water slurry technology has now begun to be popularized in the chemical industry, and the cost is really very low.

Coal gasification technology;

That is, the coal-to-gas and coal-to-liquid mentioned earlier. It doesn't make money, but it can improve the efficiency of utilization.

Comprehensive utilization of coal gangue and fly ash. Gangue bricks, coal ash waste heat power generation......

The conclusion is that with the improvement of coal application technology, the application scope of coal will be greatly expanded in the future.

What you see is the use of coal by the whole people, although the utilization rate is high, but the scope of utilization is large.

The growth rate of coal use will not change, because we have more coal and less other energy sources.

In addition, it is also judged that the status of coal in the energy field will be further improved, and the supply of coal will continue to affect the long-term development of the national economy.

Lack of oil, gas, and coal is the reality of an energy structure. The resource endowment determines that coal will be the most basic and important energy resource in China, which is also destined to continue to be optimistic about the prospects of the coal industry.

Secondly, we analyze that the prospect of the anthracite market in the next two years will be stable, and the price will rise steadily.

The first basis is that the current situation of supply and demand of anthracite coal is tight.

Anthracite is a scarce resource in itself, and it belongs to the small coal species.

There are only four production areas in the country, and the output is still very limited.

In addition, the safety control has increased, the crackdown on illegal coal has increased, and the obvious shortage of railway transportation capacity has caused the timely supply problem of "coal transportation from the north to the south" and "coal diversion from the west to the east".

This is a supply-side factor.

According to the data of the past few years, the consumption of anthracite has increased by more than 12% every year, and all of them are domestic.

Moreover, with the control of environmental protection, anthracite power plants and anthracite steel mills have even appeared, and new coal chemical industries using anthracite have emerged.

On the one hand, it is used for combined cycle power generation of gas turbine units, and at the same time, high value-added products such as methanol, acetic acid, and dimethyl ether are produced.

On the other hand, it is the development of MTO/MTP (methanol to olefins technology) project.

The second basis is data support. Anthracite supply and demand forecast.

After the integration, the total number of coal mines in Tang Province will not exceed 1,000, and anthracite coal will be even less pitiful.

Mongolia, Qin and other coal-producing regions are also promoting the consolidation of large groups.

According to forecasts, the national raw coal output in 2011, 2012 and 2013 is expected to be 3.2 billion tons, 3.3 billion tons and 3.5 billion tons respectively.

The growth rate is between 5 and 8%.

The output of anthracite coal was 500 million tons, 510 million tons and 520 million tons respectively, with a growth rate of only 2%.

The estimated output of anthracite coal in Tang Province is only 160 million tons, 170 million tons and 180 million tons, with the fastest growth rate of only about 5%.

The demand forecast for 2011, 2012 and 2013 is about 520 million tons, 530 million tons and 550 million tons on the basis of slowing demand growth.

This data shows that demand is still greater than production to a certain extent, that is, supply and demand are close to equilibrium, but there is still a small amount of shortfall.

The third basis is that everyone talked about the specific situation of Jinsheng.

The first is the proportion of Jinsheng Group in the province's national anthracite.

Tang Province is the largest anthracite producing province in the country, accounting for about 30% of the country's total anthracite coal production.

It is estimated that in 2011, Binzhou's anthracite coal production accounted for about 50% of the province's and about 15% of the country's anthracite coal production.

It is estimated that Jinsheng Group's production capacity of more than 10 million tons/year will account for 11% of Binzhou City, 5.6% of the province, and about 2% of the country.

This is the status of Jinsheng Group in the anthracite industry, as a county-level enterprise, it is really powerful.

In addition, compared with the quality of anthracite in China, Jinsheng Group currently mines No. 3 anthracite coal in Tang Province.

It has the characteristics of low ash, low sulfur, high calorific value, high mechanical strength, high carbon content and good selectivity.

It is favored by users in chemical, electric power, metallurgy, construction and other industries at home and abroad, and has strong product characteristics and resource advantages, and is a high-quality product.

Of course, we are not the best in the country, and the best resources are in Ning Province.

This is an industry problem in the market, and the market is still relatively widespread.

In addition, there were some shortcomings, such as the restrictions on rail transportation, and so on.

It sounds like something that has nothing to do with the market or that may happen occasionally.

So when I hear this, it's a very good rhythm in the market, so what are you worried about?

Within three years, it can basically maintain the current state and fluctuate slightly, so it is still burning high incense?

You just beg grandpa to sue grandma, and he can't beg for it.

However, if this is the case, is it still necessary for Zhang Xiaobei to hold this meeting?

"Well, that's good, you just talked a lot, and I probably listened to it, and I remembered it, and overall, everyone is full of confidence in the market. Zhang Xiaobei said this, and swept the elites present with his eyes.

"And not only confidence, but also confidence is very strong, I let you talk about the situation this year and next year, good guys, even the 2013 one has been analyzed for me. "Of course, this is the children who want to do work to convince themselves that the market is good, Vice President Zhang, don't worry.

"But, folks, the market is ever-changing and very complex. We are confident that we are right, but we need to be aware of the potential problems in the market. ”

"Anyway, I have never heard of such a continuously high temperature market, let alone seen it. ”

"So, we're talking about the problem. ”

Zhang Xiaobei did not discourage the enthusiasm of the children, but he could not let them be blindly optimistic.

So at this time, Zhang Xiaobei gently knocked on the table with the knuckles of his right middle finger and index finger.