Focus on the Two Conferences: We Should Limit the Unregulated Development of Coal Chemical Industry

After an interview with reporters on March 4th, Tianliang said that the development of coal resources by power companies should be based on meeting the needs of their own coal-fired power plants. The coal itself is very tight, and it is unreasonable to develop new types of coal chemicals . On the other hand, the new type of coal chemical industry has high requirements for coal resources and water resources. At the same time, it is restricted by the development of the ecological environment, infrastructure, and related industries. It must not be used as a national strategic reserve, and it is not suitable for commercialization.

Due to the abundant coal resources in China and the significant advantages of coal chemical industry with a long industrial chain and high added value, the domestic coal chemical industry has developed rapidly. However, it is worth noting that the traditional coal chemical industry still has the disadvantages of scattered industrial layout, extensive types, and serious waste of resources, and calls for new ideas and new development. Currently, emerging projects such as coal-to-olefins, coal-to-natural gas, coal-to-dimethyl ether, coal-to-ethylene glycol, and coal-to-liquidity have the potential to expand production, and the related areas of water resources and environmental protection are bound to be affected. "The plan has repeatedly emphasized the prohibition of blind expansion.

Relevant departments have repeatedly issued documents to limit the blind development of coal chemical industry. The signal released by the petrochemical industry planning and energy industry planning is that the coal chemical industry policy is still tightening during the “12th Five-Year Plan” period.

Coal-to-oil, coal-to-olefins and other new types of coal chemical industry are at the initial stage and demonstration stage. The project is located in Inner Mongolia, Shanxi and other places. Due to the small scale of pilot projects, the impulse to expand coal chemical industry has always existed. At present, the development of coal-to-olefins industry tends to be overheated. Some regions and enterprises did not consider coal resources, water resources, environment, and market conditions in a comprehensive manner and planned a large number of projects.

It is necessary to limit the unregulated development of coal chemical industry and ensure the sustainable development of resources. In view of the current situation of blindly developing new types of coal chemical industry, the relevant state departments should learn from the layout of China's 13 coal bases, accelerate the formulation and introduction of national coal chemical industry layout plans, and effectively guide the industrial development layout. China's new coal chemical industry is in the early stage of industrial development and faces risks in technology, market, and efficiency. At present, coal chemical industry can be used as a national strategic technology reserve and it is not suitable for commercial development. It is necessary to issue guidance policies in a timely manner to effectively guide the development of the coal chemical industry in different technical fields so as to prevent the development of the industry.

According to Tian Liang, power companies should be restricted from developing new types of coal chemical industry. He said that at present, enterprises other than the coal industry have blindly entered the new coal chemical industry. Some electric power companies use coal chemical industry as an excuse to seize coal resources, and some local governments have contributed to further fueling the competition between coal companies and electric power companies. .

The competent government departments should strictly control the enterprises entering the new coal chemical industry, consider the relevance and key factors of industrial development, and recommend that large-scale coal enterprises be the main body, and jointly oil and petrochemical enterprises to develop new coal chemical technology research and development and engineering demonstration.

For this point of view, Chen Zongfa, director of the Law and Policy Department of Huadian Group, stated that the CPPCC members' viewpoints are reasonable from the perspective of professional division of labor. It is impossible for electric power companies to develop in any industry, but also to develop in depth. The input cost of coal chemical industry is high, and it is certainly a problem with the current limited funds of electric power companies.

At present, power companies are more cautious in entering the coal chemical industry. Main reasons: First, it is not particularly relevant to power companies; second, large investment; third, high degree of difficulty in specialization. Most of the five major power generation groups in the central government have plans for coal chemical industry, but few have actually implemented them.

However, due to the rise in coal prices, in order to ensure its own development, electric power companies urgently need to develop the coal industry, occupy some coal resources, and have access to the coal market. In order to develop coal resources, power companies must meet the requirements of the local government. .

According to Chen Zongfa, when local governments allocated coal resources, they raised some additional conditions, such as requiring deep processing of coal and local transformation, including the development of coal chemical industry. This is beneficial to the local improvement of employment conditions and tax increases.

Therefore, the development of coal chemical industry for power companies is beneficial to the local economy and employment. As for the benefits of coal chemical industry, the value is not worth investing, and it is still a problem that needs to be explored. But whether the power companies can make money from them is still a big question mark. At present, no power company has said that the efficiency of coal chemical industry is very good.

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