According to a data obtained on April 14, the investment amount and budget for the proposed coal chemical project in China have already exceeded 1 trillion in total. Among them, Shanxi Province alone has explicitly invested more than 800 billion yuan in the field of coal chemical industry.

According to the "Circular on Regulating the Orderly Development of the Coal Chemical Industry" just released by the National Development and Reform Commission, these coal chemical industries will be "cleaned up" in the coming period of time.

“Some localities are disregarding the conditions for coal chemical industry, and the adverse consequences caused have begun to appear.” The National Development and Reform Commission revealed that the department is working with the National Energy Administration to organize the “Coal Deep Processing Demonstration Project Plan” and “Coal Chemical Industry Policy”. According to the persons involved in the above-mentioned policy formulation, according to the forthcoming coal chemical industry policy, most of the above-mentioned proposed projects will be “defective”.

In fact, coal chemical industry is only one of the loopholes of the National Development and Reform Commission. Just a few days ago, eight ministries and commissions, including the Ministry of Industry and Information Technology and the National Development and Reform Commission, jointly halted plans to build an electrolytic aluminum project in China. According to the China Non-Ferrous Metals Industry Association, this measure will result in the death of 70 billion yuan of proposed electrolytic aluminum projects.

Coal chemical investment exceeds RMB 1 trillion

“Since 2006, the NDRC has issued several notifications on controlling coal chemical projects, but various regions have also issued support policies for coal chemical industry.” Chen Yafei, vice president of the Beijing Coal Chemical Research Branch of the Coal Research Institute, accepts this An interview with the reporter said.

In 2004, the Shenhua Group's coal-to-oil project fell to Erdos, which is also the world's first coal chemical project. After Shenhua entered the field of coal chemical industry, for the second consecutive year, the coal chemical projects planned by Yankuang Group also began to rise.

According to the relevant data obtained, there are currently up to 25 methanol projects with over 300,000 tons of methanol under construction or planned to be built, and 300,000 tons or more of methanol projects are included. The total capacity under construction or proposed construction amounts to 36.79 million tons. In 2009, the production capacity was 15.5 million tons, and the production capacity in 2010 was 14.54 million tons. The capacity put into operation in 2011 was 3.8 million tons.

This is just the tip of the iceberg in coal chemical investment. According to the reporter’s understanding, coal-to-oil has always been one of the coal chemical projects strictly controlled by the National Development and Reform Commission in recent years. However, in the southwestern Guizhou Province, one of the coal-to-oil projects planned by the local government, the total investment is estimated to be as high as 75 billion yuan. yuan.

The relevant data also shows that at present, China has at least 38.20 million tons of coal-based oil projects under construction or proposed construction. According to the calculation of the cost of coal-to-liquids production issued in the industry, these projects must at least inject 380 billion yuan of funds.

In recent years, coal-made olefins, which are "making waves," are also making up the tide of crazy investment. According to the statistics from the China Petroleum and Chemical Industry Federation, there are currently more than 30 coal-to-olefins projects under construction, planned, and planning stages in China, and the total investment will exceed 630 billion yuan.

The relevant persons interviewed by the reporter could not give an accurate figure for the current overall investment in coal chemical industry.

However, according to preliminary estimates, China's current and proposed coal chemical projects must be counted as "trillions".

The National Development and Reform Commission also gave an overview of the investment status of coal chemical industry in the above-mentioned notification: “According to incomplete statistics, currently the newly added coal used in construction and approved coal chemical projects in the country has exceeded 100 million tons, and the planned new projects in various regions have been added. There are still hundreds of millions of tons of coal used."

Stopped and called

In fact, local competition for coal chemical industry has attracted the attention of the decision-makers as early as several years ago, and has taken stringent measures to rectify.

On July 14, 2006, the National Development and Reform Commission issued the "Circular on Strengthening the Construction and Management of Coal Chemical Projects to Promote the Healthy Development of Industries", requiring all levels of competent authorities to suspend the approval of coal-to-oil conversion projects, and generally does not approve an annual production scale of less than 3 million tons. Coal to oil project.

Just two months later, the National Development and Reform Commission once again stated that due to the large technical and economic risks of coal liquefaction projects, complex technical linkages between plants, and high investment, economic benefits are greatly affected by the project scale and fluctuations in crude oil prices, and water resources need to be guaranteed. Before the completion of the national coal liquefaction development plan, the approval of the coal liquefaction project shall be suspended. Prior to the completion of the project under construction by Shenhua, other companies were not allowed to introduce coal liquefaction technology and projects without permission.

In order to strengthen the approval and control of coal chemical industry, in August 2008, the local approving power of the coal-to-oil project was directly transferred to the central government. In 2009, the “Plant Industry Adjustment and Revitalization Plan” was issued, stating that it is necessary to steadily carry out the construction of modern coal chemical demonstration projects. In principle, no new modern coal chemical pilot projects will be scheduled in the next three years. In June 2010, the local approving power of coal-to-natural gas was also directly recovered by the central government.

However, these measures did not effectively curb the momentum of the coal chemical industry. "The details of the NDRC's implementation of the coal chemical project have not been clearly defined." An official of the Shanxi Provincial Economic Commission stated to this reporter.

Is this once again putting pressure on coal chemical investment to effectively curb local investment impulses? The people interviewed by this reporter all said that "it is not easy to say."

According to the latest coal chemical “squeezing spell”, the development and reform commissions at all levels must further strengthen the approval management of coal chemical projects, and must not devolve authority for examination and approval. Before the National Development and Reform Commission’s new approval list is issued, it is forbidden to build coal-to-olefins projects with an annual output of 500,000 tons or less, coal-to-methanol projects with an annual output of 1 million tons or less, and coal-made dimethyl ethers with an annual output of 1 million tons or less. Projects, coal production projects with an annual output of 1 million tons or below, coal-based natural gas projects with an annual output of 2 billion cubic meters or below, and coal-to-glycol projects with an annual output of 200,000 tons or less.

Big companies push up investment enthusiasm

“The boost of big companies has a clear role in competing for investment in coal chemical industry.” Talking about the reasons for the poor rectification of coal chemical industry, the above-mentioned Shanxi Provincial Economic Commission official said.

Although the state repeatedly warns, major companies represented by the central government camp have not slowed down the pace of investing in coal chemical industry in recent years, and have been vigorously developing coal chemical industry in coal-producing provinces such as Inner Mongolia, Xinjiang, Shanxi, and Ningxia, and local governments also Fully “catching up” with the demands of the central enterprises “staking their claims” and “taking the central government as a place where coal chemical industry development can be a shield”.

According to news from the Guizhou Development and Reform Commission, the development of coal chemical industry and the extension of the coal industry chain will be one of the main investment directions for Guizhou's industrial development in the future. The reporter learned that Guizhou Province plans to focus on building 14 coal chemical projects by 2020 and create three coal chemical industry bases with a total cost of up to 123 billion yuan.

In addition, Ningxia and Xinjiang also announced that they will increase their investment in coal chemical industry in the coming years, among which Xinjiang plans to build the Zhundong Coalfield into 100 million tons of coal and 10 million tons of coal chemical by 2015. Large coal chemical base.

“The enthusiasm of local governments for the development of coal chemical industry is the same as the enthusiasm for companies seeking to acquire resources. Coal chemical projects are just a high-sounding reason for enterprises to staking. If it is said that it is high-tech investment, will local governments give them coal resources? "Shanxi Economic and Trade Commission officials said.

In September 2010, CNOOC announced its entry into Shanxi. According to the agreement between the parties, CNOOC will invest more than 100 billion yuan in Shanxi and plan to build a coal-based natural gas project with an annual output of 10 billion cubic meters in five years. In addition, the project will include two supporting years. Production capacity of 10 million tons of coal mines and subsidiary coal washing plants, coal gangue power plants.

In Inner Mongolia, CNOOC Limited is also stepping down. According to the reporter’s understanding, CNOOC has reported to the National Development and Reform Commission about 4 billion cubic meters of coal-based natural gas projects in Inner Mongolia, and its coal chemical project in Xinjiang has also started construction.

“Shanxi's coal market has a large demand, and coal prices are different from those in Inner Mongolia and Xinjiang by 670, so in terms of cost, coal resources in Inner Mongolia and Xinjiang, especially Xinjiang, are more attractive to companies.”

Companies including Luneng, Shanxi Coal, Sinochem, China Coal, China Power Investment, China Aerospace, etc. have rushed to Xinjiang, Heilongjiang and other provinces to invest in coal chemical industry. In addition, the five major power generation groups are also accelerating their pursuit of coal resources.

According to public information, Huaneng Group's coal production in 2010 exceeded 60 million tons; Huadian's coal mine production capacity in 2015 will exceed 100 million tons; China Power Investment Group's coal production in 2010 will reach 70 million tons; Datang Power plans coal by 2015 The production capacity will reach 100 million tons; after the acquisition of Pingzhuang Coal Industry in Inner Mongolia, Guodian will also carry out coal mine construction projects.

Experts of the China Coal Industry Association predict that in 2015, the total output of all types of coal mines controlled and staked by the five major power groups will exceed 400 million tons.

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