On April 26th, another 10 million-ton new-type coal chemical base and Jinyan 5 million-ton coking project was settled in the Xiaoyi Economic Development Zone in Shanxi Province. “The project covers an area of ​​over 3,000 mu with a total investment of 10 billion yuan and a construction period of 3 years.” On April 28th, relevant person in charge of the Xiaoyi Economic Development Zone told reporters that the project further strengthened the Shanxi coal chemical industry and the Shanxi coking industry. The status in the country.

This is just a microcosm of Shanxi's attack on coal chemical industry. The reporter was informed that during the “12th Five-Year Plan” period, Shanxi will focus on building a batch of 1 million-ton-class modern coal chemical projects and modern coal chemical industry clusters, making it a new pillar industry.

Not only that, the reporters inspected that Shanxi stated its ambitions in coal chemical industry in the “Twelfth Five-Year Plan”: investing 800 billion yuan in the development of coal chemical industry. Obviously, 800 billion yuan is by no means a small figure. Shanxi's investment in coal chemical industry in the last five years was only 87 billion yuan, a difference of 10 times.

In this regard, Shanxi Coal Researcher Yan Wei believes that in the country's tightening of the "approval order" for coal chemical industry, Shanxi has suffered a lot from the reform of the resource-based economic restructuring comprehensive reform pilot zone (the comprehensive reform zone) approved by the State Council at the end of last year. .

Investment Impulse under "Comprehensive Reform Area"

Recently, the National Development and Reform Commission (NDRC) has a paper concerning the “orderly development” of the coal chemical industry. The notice stated that once again, the list of banned batches was clearly listed and the coal chemical projects that did not meet the requirements were explicitly ordered to stop.

However, according to an official from the Shanxi Coal Bureau, Shanxi's practices are not in contradiction with the national coal chemical industry's policies.

According to the above-mentioned notice issued by the National Development and Reform Commission, before the introduction of the new list of approvals, any coal-to-olefins project with an annual output of 500,000 tons or less of coal and a coal-to-methanol project with an annual output of 1 million tons or less, with an annual output of 1 million tons or less of coal Dimethyl ether project, annual coal production project with 1 million tons or less of coal, annual production of 2 billion cubic meters of coal-based natural gas projects, and annual production of 200,000 tons of coal-based ethylene glycol projects will be approved by the National Development and Reform Commission. "You must not act rashly.

The reporter found that the coal-to-olefins and coal-to-ethylene glycol projects that were once vigorously tried in Shanxi have not yet been “authorized” by the National Development and Reform Commission because they are technically unstable. "Shanxi is a "reformed area," and it has its own particularities," said Cui Manhong, dean of the graduate school at Shanxi University of Finance and Economics.

During the "Twelfth Five-Year Plan" period, it invested 800 billion yuan to develop coal chemical industry. How do we comply with the National Development and Reform Commission's "approval order"? This needs to test the wisdom of Shanxi. The official data held by reporters shows that as of the end of September last year, Shanxi Province has attracted more than 500 billion yuan in coal chemical investment funds. This huge amount of data is very impressive, far exceeding Shanxi's 87 billion yuan in the "Eleventh Five-Year" coal chemical investment. .

In response to the question of how to circumvent the country’s “approval order”, relevant persons from the Shanxi Coal Department told the reporter that the coal chemical projects included in the “Twelfth Five-Year Plan” in Shanxi Province are almost all large-scale enterprises, such as the 5.4 million tons per year of Luan Group. Oil project, coking coal group annual 1 million tons of coal to olefins project, Jin coal annual 1 million tons of synthetic oil projects and so on.

As a result of the temptation of the above investment impulses, central enterprises have also mobilized. China Datang plans to invest RMB 100 billion in the "12th Five-Year Plan" at the Linfen Fushan Gasification Cycle Industry Park and the Yanzhou Coal-to-Natural Gas Integration Project; CNOOC has invested more than 1,000 coal natural gas projects in Shanxi at the end of the last five years 100 million yuan.

At the time when the NDRC called the approval authority for coal chemical stoppage, Shanxi clearly stated that investment in coal chemical industry will increase during the 12th Five-Year Plan period. How to achieve healthy development is of great significance.

Chen Haibo, deputy general manager of Wanda Futures (Taiyuan) Co., Ltd., has begun to worry about Shanxi's overheated investment in coal chemical projects. "As early as 2006, the National Development and Reform Commission approved 15 million tons of coal chemical industry in Shanxi, but after five years, it has not completed the target, and now it has blindly launched a project of 40 million tons." Chen Haibo believes that behind the grand plan of Shanxi Coal Chemical Small and medium coal chemical companies have contributed, but the question now is how to integrate these enterprises into large enterprises.

"The repeated construction of large enterprises is worrying about the output value." Yan Wei has been investigating coal, traditional coal chemical coke, and modern coal chemical industry throughout Shanxi. He recalled that last year when he went through a survey in Linfen City, Shanxi Province, he discovered that the Xingyuan Coking Plant, Haojin Ao Chemicals, and Hou Lin Coking Company in the area lacked the gas field of modern coal chemical industry.

Yan Wei described the case of blind investment at that time, Xingyuan Coking invested 30 million yuan, launched the coal tar to obtain clean oil fuel oil project, half of the brakes on the progress; secondly, Tianjin spent huge sums of money to invest in gold The project was not a few months old; Hou Lin’s original coking coal coking project of 100,000 tons of methanol was converted into 500 cubic meters of ironmaking field last year.

“These companies have blindly invested and many employees have indefinite holidays. Like Linyi Xingyuan Coking Plant, once there were only a few people who took turns to protect idle plants. The plant area of ​​several hundred acres was stiflingly lonely.” Yan Wei sighed.

"Blind" circles account for industrial clusters

In the direction of the future development of coal chemical industry policy, Fang Junshi, director of the National Energy Administration’s Coal Department, once stated that the “12th Five-Year Plan” of the national coal chemical industry policy is “restricted,” and it is not necessary to approve small projects or engage in redundant construction.

In this regard, the Shanxi government is unwilling to have full confidence in the named officials: “In addition to developing modern coal chemical projects, our five-year plan is the most important.”

According to Shanxi Province's "Twelfth Five-Year Plan" coal chemical industry cluster plan, it is planned to deploy modern coal chemical bases in the three areas of Jinbei (Luzhou Datong), Jindongnan (Jincheng Changzhi District), and Luliang, focusing on the development of Lvliang Jiaocheng, Lincang Hongdong, Jinsu intermediary spiritual stone and other special chemical parks.

An official from the Luzhou City Government in Shanxi Province believes that last year, Luzhou signed an intent cooperation agreement with Shanxi International Power Group and Wison Holding Group. Before the agreement, international power has come to Ganzhou to investigate and found that there is a lot of Resources are desirable. In the same way, Shanxi Shuozhou was not far behind. Last year, a "coal chemical industry park forum" was held in Taiyuan. It quickly attracted the attention of central oil companies including PetroChina and Sinopec.

It is reported that a model of a modern coal chemical project has an investment of about 190 billion yuan, and a park is equivalent to a supermarket, and the benefit risk is very high. What is even more frightening is that every 500 million tons of coal mined in Shanxi will destroy 1.2 billion cubic meters of water resources, and that each time a ton of coal is excavated, it will consume about 8 tons of coal-related mineral resources.

In response to the above-mentioned disputes over the above-mentioned industry groups, Luzhou Liu, the member of the CPPCC National Committee for the construction of the first proponent of Shanxi Chemical Industrial Park, told reporters that Shanxi must vigorously develop the modern coal chemical industry group in the process of transformation, thus eliminating small ones. Coal chemical companies, because Shanxi's coal chemical technology is rated first in the country.

“Local governments must control coal chemical projects to prevent clutter and how to become bigger and stronger?” Zhu Hongren, chief engineer of the Ministry of Industry and Information Technology, was cautious about Shanxi's development of coal chemical industry.

More experts believe that local government is to attract investment, take coal chemical industry as a bait, and Shanxi wants to build a modern coal chemical industry cluster, is by no means an easy task.

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