Shanxi's "Guiding Opinions on Deepening Coal Mines' Rectification and Closing Work" has been released for three months. Since November 19, the reporter learned that after investigating the major coal-head nitrogenous fertilizer companies in five provinces of Shanxi, Shandong, Hebei, Henan, and Anhui, they learned that local coal prices Although there is a rise but there is sufficient supply, large companies and coal mine companies have no worries. The integration of coal enterprises will have no impact on the production of nitrogen fertilizers in the future. In the long run, it may affect small and medium-sized non-aligned enterprises.
At present, domestic coal-head ammonia production accounts for more than 75% of the total. It has been learned that since the introduction of the "Guidance Opinions" of Shanxi Province, the proportion of mergers and acquisitions masters taking over has reached 85%. At present, large-scale coal-bed nitrogen fertilizer enterprises have ample supply of raw materials and are basically running at full capacity. However, some small and medium coal companies have expressed concern about future coal supply.
Manager of Shanxi Tianze Coal Chemical Group Co., Ltd. told the reporter that the integration and reorganization of Shanxi coal mine had little impact on the company, although the price of coal rose from 860 to 870 yuan in September to 1,000 yuan (t price, the same below), but the company’s Raw coal supply is guaranteed. Now urea products are sold smoothly and production equipment is running at full capacity. Tianze Company needs 1.5 million tons of anthracite per year and has not signed a supply contract with Jinmei Group. The company is organizing personnel to purchase from other sources.
Zhang Dianshun, deputy general manager of Shandong Rising Group, told reporters that in November this year, coal prices rose by 100 yuan to 1,100 yuan. At present, Rising coal has ample supply of raw materials and production equipment is running at full capacity. He believes that the integration of coal companies is beneficial to large-scale coal-head enterprises, but it will reduce the market supply, causing shortage of resources for small and medium coal-head enterprises.
Anthracite from Handan Chemical Fertilizer Plant in Hebei Province mainly comes from Jinmei Coal Group. The supply of raw materials is sufficient and the company is fully loaded. Deputy director Dong Guoliang told reporters that the reorganization of the Shanxi coal mine had no impact on the use of coal by enterprises. The company is a small coal consumer, but since the signing of the contract with the Jinmei Coal Group, the quality and price of coal have remained stable. He believes that the reorganization of coal mines will have an impact on SMEs.
Liu Gang, deputy general manager of Henan Xinlianxin Fertilizer Co., Ltd., told reporters that the reorganization of the Shanxi coal mine had no impact on the production of the company. Xinlianxin Company needs 1.5 million tons of anthracite annually, but due to the contract with Jincheng and Jiaozuo Coal Group, the supply is stable and the company is running at full capacity. Although the coal price reached 1050 yuan in November, it was normal fluctuations.
Xia Yuanfu, a salesman of the sales company of Anhui Wuyuan Chemical Industry Group Co., Ltd., told the reporter that the company signed a cooperation agreement with Shanxi Jinmei Group at the beginning of the year, which ensures that the integration has no impact on the company. At present, corporate coal supply is adequate, prices are stable, and equipment is running at full capacity.
Yang Chunsheng, president of the Shandong Fertilizer Industry Association, said that the integration of coal mines in Shanxi has not yet had a major impact on coal-head enterprises. He told reporters that the current Shandong anthracite to the factory price of 950 ~ 990 yuan, urea ex-factory price of 1600 yuan. Shanxi Coal Group has already merged and reorganized 41 nitrogenous fertilizer companies, and Yangmei Coal has also acquired more than a dozen nitrogen fertilizer companies. The urea capacity of the two groups is close to 10 million tons, and the Shanxi Coal Group produces about 11 million tons of anthracite annually. The alliance between coal mining companies and nitrogen fertilizer companies will not only not affect the production of nitrogen fertilizers, but also ensure the coal supply of coal enterprises, reduce coal price fluctuations, and have a positive effect on stabilizing the domestic nitrogen fertilizer market.
At present, domestic coal-head ammonia production accounts for more than 75% of the total. It has been learned that since the introduction of the "Guidance Opinions" of Shanxi Province, the proportion of mergers and acquisitions masters taking over has reached 85%. At present, large-scale coal-bed nitrogen fertilizer enterprises have ample supply of raw materials and are basically running at full capacity. However, some small and medium coal companies have expressed concern about future coal supply.
Manager of Shanxi Tianze Coal Chemical Group Co., Ltd. told the reporter that the integration and reorganization of Shanxi coal mine had little impact on the company, although the price of coal rose from 860 to 870 yuan in September to 1,000 yuan (t price, the same below), but the company’s Raw coal supply is guaranteed. Now urea products are sold smoothly and production equipment is running at full capacity. Tianze Company needs 1.5 million tons of anthracite per year and has not signed a supply contract with Jinmei Group. The company is organizing personnel to purchase from other sources.
Zhang Dianshun, deputy general manager of Shandong Rising Group, told reporters that in November this year, coal prices rose by 100 yuan to 1,100 yuan. At present, Rising coal has ample supply of raw materials and production equipment is running at full capacity. He believes that the integration of coal companies is beneficial to large-scale coal-head enterprises, but it will reduce the market supply, causing shortage of resources for small and medium coal-head enterprises.
Anthracite from Handan Chemical Fertilizer Plant in Hebei Province mainly comes from Jinmei Coal Group. The supply of raw materials is sufficient and the company is fully loaded. Deputy director Dong Guoliang told reporters that the reorganization of the Shanxi coal mine had no impact on the use of coal by enterprises. The company is a small coal consumer, but since the signing of the contract with the Jinmei Coal Group, the quality and price of coal have remained stable. He believes that the reorganization of coal mines will have an impact on SMEs.
Liu Gang, deputy general manager of Henan Xinlianxin Fertilizer Co., Ltd., told reporters that the reorganization of the Shanxi coal mine had no impact on the production of the company. Xinlianxin Company needs 1.5 million tons of anthracite annually, but due to the contract with Jincheng and Jiaozuo Coal Group, the supply is stable and the company is running at full capacity. Although the coal price reached 1050 yuan in November, it was normal fluctuations.
Xia Yuanfu, a salesman of the sales company of Anhui Wuyuan Chemical Industry Group Co., Ltd., told the reporter that the company signed a cooperation agreement with Shanxi Jinmei Group at the beginning of the year, which ensures that the integration has no impact on the company. At present, corporate coal supply is adequate, prices are stable, and equipment is running at full capacity.
Yang Chunsheng, president of the Shandong Fertilizer Industry Association, said that the integration of coal mines in Shanxi has not yet had a major impact on coal-head enterprises. He told reporters that the current Shandong anthracite to the factory price of 950 ~ 990 yuan, urea ex-factory price of 1600 yuan. Shanxi Coal Group has already merged and reorganized 41 nitrogenous fertilizer companies, and Yangmei Coal has also acquired more than a dozen nitrogen fertilizer companies. The urea capacity of the two groups is close to 10 million tons, and the Shanxi Coal Group produces about 11 million tons of anthracite annually. The alliance between coal mining companies and nitrogen fertilizer companies will not only not affect the production of nitrogen fertilizers, but also ensure the coal supply of coal enterprises, reduce coal price fluctuations, and have a positive effect on stabilizing the domestic nitrogen fertilizer market.
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