On June 22, this newspaper learned that in order to ensure the annual demand for coal exceeding 100 million tons, a coal-seeking model of "government setting up a stage and enterprises singing opera" is taking shape.
Li Jing Si, Transportation Department of Guangdong Economic and Trade Commission, told this reporter that this model was first proposed by the government, and a framework agreement was signed with domestic key coal-producing enterprises, and then economic contracts were signed between key coal-using enterprises and coal enterprises. At the same time, Guangdong Province has also adopted the strategy of actively seeking international coal supply, supplemented by imported coal.
It is understood that in order to ensure the effectiveness of this model, Guangdong Province also encourages enterprises to set up coal yards along the railway and in northern ports to collect coal, so as to ensure a stable coal supply.
The government has established a "road to find coal"
Guangdong coal supply mainly depends on the north-south sea route to realize transportation. On June 18, the Water Transport Department of the Ministry of Communications and the Guangdong Provincial Economic and Trade Commission jointly held a symposium on coal transportation on the north-south sea route in Guangdong Province.
"At this meeting, we focused on coordinating and implementing the coal supply framework agreement signed with Shenhua Group to ensure that Shenhua Group will supply 50 million tons of coal to Guangdong every year during the Eleventh Five-Year Plan period." Li Jing Si said that the goal of Guangdong Province is to reach a framework agreement on coal supply between the government and coal enterprises, and at least reach more than half of the province's coal demand in the 11th Five-Year Plan.
It is understood that on the basis of the implementation of Shenhua Group's 50 million tons coal supply agreement, Guangdong provincial government departments will also sign framework agreements with enterprises such as China Coal Group, Inner Mongolia Yitai Group and Shanxi Tongmei Group. Li Jing Si revealed that the agreements with these enterprises will be signed at the Shanxi Coal Expo in September.
A person in charge of the Power and Energy Department of Guangdong Economic and Trade Commission said in an interview with this newspaper: "In 2006, the coal supply in Guangdong was loose first and then tight, but it was generally stable. It is expected that the supply and demand situation in 2007 will be better than that in 2006, but there will still be intermittent or local supply shortages. "
The person in charge said that in 2007, there were more new coal-fired units in Guangdong, concentrated in coastal areas, and the demand for thermal coal increased. It is estimated that in 2007, the coal consumption in Guangdong Province is about1240,000 tons, up by 159% year-on-year, of which the consumption of electric coal is about 83 million tons, up by 194% year-on-year.
It is understood that in 2007, the national new coal production capacity was 220 million tons, and the new coal demand was 65.438+0.5 billion tons, but the railway transportation capacity to Hong Kong only increased by 0.8 billion tons. The capacity does not match the demand.
In addition, due to the overall shortage of high-quality electric coal, the price of electric coal is quite different from the market coal price, while the oil price, freight rate and coal price are generally on the rise, so the task of organizing key electric coal in 2007 is arduous. Since Guangdong itself does not produce coal, the overall demand for coal will rise in the future, and the gap between coal supply and demand will become larger and larger.
Because of this, Guangdong has taken precautions before there is a large-scale shortage of coal supply across the country. An official from the Electric Power and Energy Department of the Guangdong Provincial Economic and Trade Commission said that in 2006, Guangdong Province actively organized the rush to transport electric coal under the circumstances that the relevant government departments made careful arrangements for the procurement and transportation of electric coal, so as to keep the coal storage of power plants in the province at a reasonable level.
"We hope that the government will sign a framework agreement with the coal group, and the coal enterprises will sign economic contracts with them to ensure the coal supply in Guangdong." Li Jing Si said.
Enterprises deploy "coal exploration stage"
"The Economic and Trade Commission and Shenhua Group signed only a framework agreement, and coal-using enterprises also need to sign economic contracts with enterprises." Li Jing Si introduced that while signing the framework agreement with Shenhua Group, Guangdong Yuedian Group Co., Ltd., Guangdong Lanyue Energy Development Co., Ltd., Guangdong Zhujiang Coal Slurry Energy Development Co., Ltd., Guangzhou Jieneng Thermal Coal Slurry Co., Ltd. and Shenhua Energy Co., Ltd. signed cooperation intentions on coal supply and coal chemical projects respectively.
In fact, as the "leading brother" of power generation enterprises in Guangdong Province, Guangdong Electric Power Group takes precautions and takes the lead.
As early as 2004, Yuedian Group signed a 20 million tons coal purchase and sale agreement with Shenhua Group. Since 2005, Shenhua Coal Transportation and Marketing Company has supplied 5,000,000,000,000,000,000 and 8,000,000 tons of thermal coal to Guangdong Electric Power Group respectively, and the price of thermal coal has not fluctuated by more than 5% on the basis of the base price determined by both parties through consultation.
In May, 2005, in order to ensure the marine transportation of fuel for subordinate thermal power plants and further strengthen the cost control of fuel transportation, Guangdong Yuedian Group and its holding subsidiary Guangdong Electric Power (000539. SZ) and other three parties jointly funded the establishment of "Guangdong Yuedian Shipping Co., Ltd." with a capital contribution of 200 million yuan.
Deng An, general manager of Yuedian Group, said that because Yuedian Group has three "trump cards" (three participating shipping companies), it can control the maritime coal price within a reasonable range and save hundreds of millions of yuan for the group.
In April 2006, Guangdong Electric Power Group and Shenhua * * * jointly invested 80 million yuan to establish Guangdong Electric Power Shanxi Energy Company. The company mainly invests in the development of rich coal resources in Shanxi Province and its surrounding areas, and plans to invest in projects such as Huoer Xinhe Coal Mine in Shanxi Province, and increase investment in the development of coal resources in Shanxi Province and its surrounding areas based on this; On April 6 this year, the cooperation framework agreement for Madaokou coal mine and power plant project in Shanxi, which was developed and constructed by Tongmei Group, Jingneng Investment Group and Yuedian Group, was formally signed.
Another power generation giant, Guangzhou Holdings (Quotes Forum) (600098. SH), it is not backward in the pace of coal-electricity integration.
In June 2005, Guangzhou Zhujiang Electric Fuel Co., Ltd., a wholly-owned subsidiary of Guangzhou Holdings, and Tongmei Group formally joined hands to jointly invest in the construction of a new mine in Dongzhouyao. This coal mine project costing 2 billion yuan is the first large-scale coal mine project invested by Guangzhou Holding.
The year before last, Guangzhou Holdings also established Guangzhou Nansha Development Coal Terminal Co., Ltd., specializing in coal unloading and transshipment business. At the same time, COSCO Development Shipping Co., Ltd. was established with the investment of Guangzhou Ocean Shipping Company, a subsidiary of China Ocean Shipping Corporation, mainly engaged in coal transportation and other businesses, and conducted research and exploration on coal resources development projects.
"The integration of coal and electricity is a trend, which helps us control costs from the upstream." Li, a representative of securities affairs of Guangzheng Holdings, told this newspaper.
It is also known that Shenneng, one of the "Troika" of Guangdong power generation, has also invested in coal. In June, 2004, 5438+ 10 reached a strategic partnership with Zhalainuoer Coal Industry Co., Ltd., and two 50,000-ton coal terminal berths were built in the east of Tsuen Wan Peninsula in Huizhou Port. In addition, Shenzhen Energy will also hold China Railway (Huizhou) Railway Co., Ltd. by purchasing equity, and the newly established company will start the construction of an 8-kilometer-long Huida Railway entrance line to cooperate with the special coal terminal of Huizhou Port.
"Guangdong Electric Power Company, Guangzhou Holding Company, Shenzhen Energy Company and other large power generation enterprises account for 65% of all thermal coal. We encourage them to ensure coal supply by participating in coal mining companies and shipping companies. " Li Jing Si said.
Imported coal
Although Guangdong has ensured an annual supply of 80 million tons of coal through large coal enterprises, there is still a gap of tens of millions of tons, which brings opportunities for international coal to enter the Guangdong market. It is understood that in 2006 alone, Guangdong purchased more than 25 million tons of coal from overseas.
In April this year, the ship "Success" loaded with Indonesian coal docked at Xingang Wharf of Guangzhou Port Group for the first time, which kicked off the introduction of overseas coal by Guangzhou South China Coal Trading Center.
"This year, nearly 2 million tons of Indonesian industrial coal will be sold in the South China Coal Trading Center. At present, we are still negotiating with the mine owners in Russia and other countries to import coal. In the future, more and more overseas coal will enter China for online sales. " Lou Zhongguan, general manager of Guangzhou South China Coal Trading Center, said.
"Overseas coal is still relatively competitive in China, such as Vietnamese anthracite and Indonesian environmental protection coal, all of which have their own characteristics and advantages. At present, the main problem of overseas coal entering China is that the logistics chain is too long. If the cost of the logistics chain can be reduced, the prospects should be good. " Lou zhonggan said.
The reporter learned from Guangzhou Port Group that the growth rate of foreign coal entering Hong Kong last year was as high as 60%, and 8 million tons entered Hong Kong in the whole year, mainly from Vietnam, Australia and Indonesia. Among them, Vietnam anthracite accounts for more than 4 million tons, Indonesia accounts for more than 2 million tons, and Australia is close to 2 million tons.
This newspaper understands that while coal imports are increasing, Guangdong power generation enterprises are seeking to establish overseas coal supply bases through Southeast Asia. Guangdong Province inspected the coal mines and ports in Indonesia, Australia and Malaysia, with the main purpose of establishing overseas coal bases. Guangzhou Report Our reporter Zhu