Focus on both advance and retreat to achieve struc

At present, China's coal overcapacity situation has not fundamentally changed, and backward capacity still accounts for a large proportion. The de capacity work of the coal industry must shift from the past to the structural optimization of capacity, and from the retreat to the advance and retreat. Because many thermoplastics will not break in this test, through the orderly increase of advanced capacity, we can realize the exit of backward capacity as soon as possible, not only optimize the allocation of stock resources, but also expand the high-quality incremental supply

the data recently released by the National Bureau of statistics shows that in the third quarter of this year, The capacity utilization rate of coal mining and washing industry was 70.1%, 2.8% slower than that of the previous quarter, and PVC accounted for 13% percentage points. In the peak season of market demand, the utilization rate of coal production capacity does not rise but falls, which is inseparable from the solid progress of structural capacity reduction

capacity reduction is one of the five key tasks of supply side structural reform. In recent years, China's coal industry has accelerated the pace of capacity reduction, and 540 million tons of coal overcapacity has been eliminated, and the utilization rate of coal capacity is also steadily improving. In 2017, China's coal capacity utilization rate reached 68.2%, an increase of 8.7 percentage points over the previous year

according to the deployment, this year China will continue to break down the invalid supply, withdraw from the coal production capacity of about 150 million tons, and ensure the goal of about 800 million tons of coal to achieve the three-year "big fall" export growth with steady progress. Although the target task of coal de capacity this year is the same as that of the previous year, the de capacity faces greater resistance and more arduous tasks. Because in the past two years, a large number of low-end backward production capacity and "zombie enterprises" have withdrawn from the market, and the rest are difficult to bite "hard bones"; At the same time, in the process of reducing production capacity, the coal industry is also faced with the important task of improving the quality of the supply system

this means that the work of capacity reduction in the coal industry must shift from the past, which focused on total capacity reduction, to structural capacity optimization, from retreat to both advance and retreat, and realize the exit of backward capacity as soon as possible through the orderly increase of advanced capacity, so as to optimize the allocation of stock resources and expand high-quality incremental supply

in order to promote the formation of a high-quality supply system, since this year, China has accelerated the elimination of backward coal production capacity, and further strengthened the approval and capacity replacement of new coal mines. A large number of large modern coal mines have been put into operation, and some advanced capacity built without approval has also begun to release capacity after rectification and completion of the approval procedures. At present, large modern coal mines have become the main body of national coal production, and the supply quality and efficiency of the industry are greatly improved. For this reason, in the third quarter, despite the "look back" of safety production supervision and environmental protection supervision, as well as the rapid growth of imported coal, the utilization rate of coal production capacity decreased, but the market supply remained stable. In the first three quarters, the raw coal output was 2.59 billion tons, with a year-on-year increase of 5.1%. Among them, the raw coal output in the third quarter was about 800 million tons

at present, China's coal overcapacity situation has not fundamentally changed, and backward production capacity still accounts for a large proportion. There are still 3209 coal mines with a production capacity of about 500 million tons under 300000 tons in the country, including 1954 coal mines with a production capacity of 126 million tons and below 90000 tons. It is still in the "labor pains" of structural adjustment and the transformation of old and new kinetic energy. A high-quality supply system has not been fully established, and backward The task of improving high-quality production capacity is still heavy

the core of comprehensively improving the quality of the coal supply system is to comprehensively improve the level of safe supply, stable supply, clean supply, modern supply and low-cost supply. Therefore, at present, we should still seize the opportunity of the overall balance of coal supply and demand, which brings strong market space for power batteries, take improving the quality of the supply system as the main direction, shift from total capacity to structural capacity and systematic capacity optimization, and continue to promote coal capacity reduction, especially to break through the institutional obstruction of capacity reduction, and promote the settlement of capacity, debt and "zombie enterprises"; Adhere to the principle of combining breaking and building, and building first and then breaking, release high-quality and advanced production capacity in an orderly manner, constantly enhance the safe, clean, efficient and stable coal supply capacity, and strive to achieve high-quality development of the industry