The proportion of non coal industry of large enterprises in China exceeded 60%

China Coal Industry Association recently released a report that by the end of 2018, the proportion of non coal industry of some large coal enterprises in China had exceeded 60%. In the future, coal will still be the main energy in China. In the tide of energy revolution, it has become a "required course" for coal industry to promote the transformation of coal enterprises and realize green development. In recent years, the development of non coal industry has been accelerated, and coal enterprises are actively seeking diversified development path. Through merger and reorganization, share holding, strategic cooperation, asset pool and other forms, the coal industry promotes the integration and development of coal enterprises with downstream industries, new technology and new business forms, and changes from the traditional coal mining industry to the modern industrial system. Based on coal, the coordinated development pattern of coal power, coal steel, coking, building materials, storage and transportation, finance, new energy and other related industries has taken shape. At present, the thinking of coal enterprise transformation is more flexible, the path of transformation is increasingly clear, and the pace of transformation is accelerated.

In the long run, the transformation and development of coal enterprises is conducive to the formation of resources advantages with sustainable development and the ability to resist risks. It is the general trend to transform coal industry into diversified industry and cultivate new economic growth point. Niu Kehong, senior researcher of China Energy Research Association, said that the "five major changes" of coal enterprises have supported the development of non coal industry: from the perspective of concept understanding, the shift from the concept of "diversified operation" to the orientation of non coal industry; from the perspective of strategic positioning, the shift from the orientation of "auxiliary industry" to the orientation of "main industry" with both coal and non coal; from the perspective of economic scale, the shift from "small to small" From the industrial structure, the transformation from "relying on coal, eating coal" to the development of independent non coal industry is realized; from the industrial attribute, the transformation from traditional industry to both traditional industry and emerging industry is realized. It is not difficult for coal enterprises to transform. What is difficult is how to find the right position, not blindly follow the trend, not rush together. Niu Kehong suggested that in the future, the coal industry chain should be adjusted according to the requirements of centralization, specialization, scale, park, chain and coordination, and different forms should be selected according to the enterprise's own situation. It is an important foundation to support the sustainable, stable and healthy development of the coal industry that the coal power joint venture obtains new energy power industry. For a long time, relevant national industrial policies have actively supported coal power pool in planning, base construction, enterprise merger and reorganization and other aspects.

According to the deployment of relevant national departments, China mainly promotes coal power joint venture from two aspects: one is to study and issue some policies and measures to promote coal power joint venture from the national level; the other is to conduct a number of pilot coal power joint venture and select some pilot enterprises. "In the future, the construction of large coal mines and large power plants will promote the coal power joint venture, including the deep integration of coal enterprises and power enterprises, which is also the development direction and trend in the future." Zhang Hong, Secretary of the Discipline Inspection Committee of China Coal Industry Association, said at the press conference of the national coal trade fair in the summer of 2019 that China's policy is to encourage coal power joint ventures, and enterprises are also actively participating. In April this year, the national development and Reform Commission issued the notice on resolving excess capacity in key areas in 2019, which emphasized that coal enterprises should be encouraged to build pithead power plants and power generation enterprises to build coal mines, especially coal and power generation enterprises should be encouraged to invest in the construction of coal power integration projects, and coal and power generation enterprises should participate in and exchange shares with each other to develop coal power joint ventures.

Recently, the national development and Reform Commission and the National Energy Administration issued the notice on increasing policy support to further promote coal power joint operation, which clearly defined the direction of coal power joint operation: new planning and construction of coal mines and power plant projects give priority to the implementation of coal power joint operation, accelerate the promotion of coal power joint operation in the transportation of coal mines and power plants according to local conditions and enterprise conditions, and encourage large power coal enterprises and thermal power enterprises Enterprises speed up the implementation of coal power pool. China's coal power joint venture has experienced the stage of germination, start-up and rapid development, and now it has a certain scale. After many years of practice, some large-scale coal and power enterprises have gradually formed their own unique development mode of coal power joint venture relying on their own advantages. Industry insiders pointed out that at present, there are six modes of coal power joint venture in China, namely, coal power integrated operation mode, coal enterprise power plant mode, power enterprise coal mine mode, coal enterprise share power plant mode, power enterprise share coal mine mode and coal power enterprise mutual share mode.

The reporter learned that in order to promote the synchronous, healthy and sustainable development of the coal and power industries, give full play to the leading and demonstration role of key projects, and form a replicable development mode of coal power joint venture, this year the national development and Reform Commission and the National Energy Administration selected 15 coal power joint venture projects with representative and demonstration role nationwide, and determined to be the first batch of key coal power joint venture projects in China Promote the project. Coal to hydrogen is one of the most potential clean energy in the world, which can be widely used in transportation, electric power and other fields. According to the current evaluation, coal hydrogen production is one of the most economical and reliable ways to obtain hydrogen energy on a large scale. Coal enterprises take hydrogen energy as a new direction of transformation, and develop hydrogen energy through the layout of coal hydrogen production and its upstream and downstream industries. On February 11, 2018, national energy group led the establishment of China hydrogen energy alliance, marking the beginning of a new era of standardization and accelerated development of China's hydrogen energy and fuel cell industry. In October 2018, the national energy group zhuneng group, hydrogen technology company, Beijing low carbon clean energy research institute and Weichai Holding Group signed a framework agreement on R & D cooperation of heavy-duty mining trucks with hydrogen energy of more than 200 tons.

According to industry insiders, the annual output of coal chemical industry of national energy group is more than 4 million tons of hydrogen, with the hydrogen production capacity to supply 40 million fuel cell vehicles, ranking first in the world. In terms of the development and utilization of hydrogen energy, Yankuang Group follows the great opportunity of Shandong Province to implement the new and old energy conversion project, takes the lead in the layout of hydrogen energy related industries, and has the conditions to take the lead in hydrogen energy industry. In terms of technology, Yankuang Group has world-class coal hydrogen production technology, which can realize low-cost and large-scale hydrogen production, build a supply end industrial system for hydrogen energy preparation, purification, storage and transportation, and promote the demonstration application of centralized and distributed hydrogen energy supply system. "Grasping the strategic opportunity of the pilot construction of comprehensive reform of energy revolution in Shanxi Province, Lu'an Group is committed to high-quality development and actively layout the construction of the whole hydrogen energy industry chain, which has achieved preliminary results." Ma Junxiang, deputy general manager of Lu'an Group, said at the sub forum of "hydrogen energy changes the future" of Taiyuan energy low carbon development forum in 2019 that Lu'an Group will actively cultivate and promote the layout of hydrogen energy whole industry chain in the next three to five years, from hydrogen production, purification, transportation, hydrogenation station to hydrogen fuel cell stack and related supporting applications, so as to promote the rapid development of Shanxi hydrogen energy industry. It is worth noting that in April, China energy development report 2018 issued by electric power planning and Design Institute (Co., Ltd.) pointed out that coal to hydrogen as vehicle fuel can reduce China's external dependence on oil and gas and ensure energy security. However, it must be clearly recognized that there are still many deficiencies in hydrogen energy technology at present, and various schemes coexist at the same time. The development of hydrogen energy should not be carried out rashly. We must consider energy conservation, environmental protection, economy and other aspects comprehensively, and carefully compare and select technical routes.