In September, when the coal market should have bottomed out according to the "convention", it was still dead and tepid.

That is, there is a strange phenomenon of "not prosperous in the peak season".

Zhang Xiaobei knows that this is caused by the lack of support for the overall economy. The coal market has been tested for the first time after several years of booming.

First of all, foreign trade is not working, which means that the international economic situation is a pure mess.

The second is that the domestic economy has also been tested, after all, the impact of the economic crisis is spherical.

Now that the Olympics are over, the construction work and hardware needs have also stopped.

The earthquake relief work has basically ended, but the post-disaster reconstruction work has not yet begun.

There is no information to boost related industries, domestic and external demand are very average, and the operating rate of the overall chemical, building materials, metallurgical and other industries continues to be low.

Therefore, there is no demand for coal.

If you don't engage in construction, who will you supply to the electricity generated by the power plant? Who will you sell your steel and building materials to? Who will you sell your products to?

When no one can sell it, who can you sell your coal to?

For a while, the leaders of the coal industry were anxious, and everyone was discussing the overall trend of the coal economy in the future.

But there are not many bullish, and pessimism begins to spread indefinitely.

Just after the National Day, it is already the rhythm of winter, and the market for coal, a shining product, is still cold.

To this end, the GJ Coal Association held a symposium on the coal economy, and from some data reports, Zhang Xiaobei had a more comprehensive understanding of the decline of the G coal economy.

The coal market has "reversed", and "demand" has replaced "supply" as the theme of the next coal economy.

The country's electricity consumption showed a negative growth of 0.465%, which was the first time since 1999 that the national power showed negative growth in a single month.

At present, the thermal coal inventory of major power plants in G exceeds 44 million tons, and the available days have reached 23 days, and over the years, the highest coal storage in winter in major power plants in G is 32.4 million tons.

At this moment, it has hit an all-time high.

The average price of thermal coal to the factory was 1,050 yuan/ton in 2008, and now it has fallen to 550 yuan/ton, and what is even more terrifying is that it is still declining.

What is this called, "cut in half"!

In one port alone, about 50,000 coal traders have lost money, most of the capital chain has been broken, and more than 90% of the operators have lost their coal storage capacity.

Later, Tang Province also organized a provincial coal economy symposium.

According to the data at the meeting, the demand for coal in Tang Province has weakened significantly, with rail traffic, provincial traffic and intra-provincial traffic falling by 6%, 5% and 14% respectively compared with the previous month.

The total amount of arrears in the province's coal payments has reached 4.2 billion yuan, and in September alone, the new arrears have reached 1.1 billion yuan.

At the same time, coal prices plummeted. The price of thermal coal in Tongzhou fell by nearly 400 yuan, the main coking coal in Jinju fell by more than 500 yuan, and the decline of anthracite and other coal types exceeded 200 yuan.

Zhang Xiaobei agrees with this data.

Because as far as Jinsheng Group is concerned, the main production of anthracite, to now its own lump coal is more than 900, and the price of the end coal is more than 500, compared with May, the decline is about 200 yuan.

After that, Tang Province held a special meeting on coal connection this winter and next spring.

And the theme of this meeting is also very clear: "Strengthen Confidence, Actively Respond, Strengthen Regulation and Control, and Strictly Supervise".

The meeting clearly put forward the provincial coal business direction of "limited production and price protection".

This means that coal mine output will be limited, and the closure policy for small coal mines of less than 300,000 tons mentioned earlier will be upgraded.

In order to protect the continued sharp decline in coal prices.

According to the analysis of the meeting, the coal industry is facing a more severe situation due to the current impact of the international financial crisis, the demand for coal has decreased, the price has fallen, and the inventory has increased.

It is necessary to organically combine the work of coal mine safety production with the work of regulating and controlling coal transportation and marketing.

Efforts should be made to promote the stable improvement of the coal production situation and ensure the smooth operation of the coal economy.

First of all, it is necessary to do a good job in the work of "10 closures and 10 rectifications."

The mines that have already been decided to be closed down should be closed in strict accordance with the "six criteria," and the mines that have been closed by policy should be closed in accordance with the principle of "easy before difficult," and we should pay close attention to the closure of mines that have been closed without waiting or relying on them.

The meaning of this is very simple, the coal mines that have been closed have completely stopped, and the wellheads have to be sealed.

It's not related yet, hurry up, hurry up, and seal it quickly.

The second is to carry out a one-month special inspection and management of security.

Non-mechanized mines, i.e. mines that are not fully integrated;

high gas, gas outburst dangerous mines;

Mines below 600,000 tons/year that have not realized the "one well and one side" layout mining;

All mines that do not have safe production conditions will be suspended for rectification.

This is simple, less than 600,000 tons, a bit of a safety hazard, sorry, you are temporarily closed!

It is even possible that mines under 600,000 tons will have to be closed for you in the future.

The third is to strengthen the safety supervision of normal production coal mines.

Reduce the production face, reduce the number of people going down, and strengthen the management of the excavation head.

There are fewer working faces, fewer people going down, you can't be out of balance between mining and excavation, first digging and then mining, so that your coal production is reduced?

Fourth, conscientiously and responsibly do a good job in the acceptance of the resumption of work and production of mines.

If you are not qualified, you will be stopped, and you will resume production after rectification, so you have to go through the procedures.

The highest procedure is signed by the chief S, so your resumption of production is quite strict, and I am afraid that you have no hope of resuming production.

When Zhang Xiaobei saw this, a trace of sadness had risen from his heart.

This coal market has only been good for a few days, and there is not enough summer, not even autumn, and you will directly come to a "harsh winter".

Now that Jinsheng Group has the support of the railway, the inventory of coal can be kept within a reasonable range, but the inventory of other coal mines is high.

Do everything possible to sell some coal, free up a little space, and then produce it.

It's hard, it's really hard.

Ports, railways, pits, markets, ...... , there is a message circulating in all aspects:

Coal that used to be as hot as a treasure is now suddenly unattended.

What is this called, this is called "Ice and Fire." ”

But why can Jinsheng Group still get by?

There are two reasons, first, Zhang Xiaobei's original customer review system has absorbed a number of high-quality customers, these customers have rich product structure, good capital circulation, and cooperation for several years, and everyone trusts each other, so there is still support.

On the other hand, Zhang Xiaobei improved the quality of coal, and under the same price conditions, the coal quality of Jinsheng Group was a little better than that of other coal mines, so the cost performance came up.

The customer is not stupid, and of course he has to buy good things after spending money.

Therefore, when the cold winter came, Jinsheng Group's coal sales were relatively stable.

At the very least, there is no problem in ensuring the wages of the big guys and realizing the basic profits of the group.

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