The Ministry of Ecology and Environment's public solicitation of "Opinions on Promoting the Implementation of Ultra-Low Emissions in the Coking Industry (Draft for Comments)" ends on June 28. The coking industry will undergo a "big transformation" of ultra-low emissions.
As relevant environmental protection policies have become stricter in recent years, the coking industry has continuously optimized production capacity and eliminated a large number of outdated production capacity. Wu Chao, a coke analyst at the Coal and Coking Division of Shanghai Steel Union, told the "Securities Daily" reporter: "In 2023, the national coking production capacity will be 558 million tons, and the production capacity in North China and East China will account for 67%. fell to 61.29%. But compared with the production of molten iron in 2023, the production capacity of coke as a raw material is still in excess."
To achieve "ultra-low emissions", coke enterprises must improve energy utilization to reduce pollutant emissions and realize resource recycling. The adoption of technical improvement measures such as large coke ovens and supporting dry quenching devices is the main means to realize the low-carbon development of coking enterprises. Flush iFinD data shows that in 2023, the total investment in environmental protection funds of eight listed companies whose main business is "coke processing" will reach 2.242 billion yuan.
The policy forced the industry to further reduce production capacity. According to the analysis of Chen Zefang, an analyst at Zhongyan Puhua Industrial Research Institute, the current production capacity of 4.3m coke ovens in the country is about 112 million tons, accounting for about 20% of the national coking production capacity. According to the requirements of the "14th Five-Year Plan", backward production capacity will be gradually replaced and eliminated. Shanxi Province and Inner Mongolia Autonomous Region have also issued relevant documents one after another. In 2023, the backward production capacity of coking enterprises will continue to be eliminated.
According to the information disclosed by the Shanxi Provincial Department of Industry and Information Technology, in order to promote the coking industry to move towards the goal of high-quality development, by the end of this year, Shanxi Province will completely shut down and exit the 4.3-meter coke oven and the 5.5-meter coke oven that does not meet the ultra-low emission standard. The above coke ovens have fully realized dry coke quenching.
After the continuous optimization of coking production capacity, high-quality coke will become the mainstream of the market. Wu Chao said: "From the perspective of coke quality, my country's CDQ production capacity will account for 47% of the total coke production capacity in 2021, and the proportion of CDQ production capacity will increase to 52.74% in 2023, a year-on-year increase of 5.74%. In 2023, my country's CDQ The production capacity is 290 million tons, and the capacity of wet quenching is only 264 million tons. With the increase in the proportion of dry quenching and the large-scale supporting coke ovens, the demand for the proportion of main coking coal will increase, and the quality of coke will be better than before wet quenching focus."
Under the strict requirements of environmental protection and energy saving, listed coke enterprises have been actively upgrading their existing production capacity. On October 24, 2023, Shanxi Coking announced that it plans to invest in the construction of a 1.44 million tons/year coking upgrading project, with an initial estimated investment of about 3.037 billion yuan. At the beginning of this year, the construction of Yunmei Energy Company's 2 million tons/year coking, environmental protection, relocation, transformation and upgrading project has achieved results. Since the No. 2 coke oven was put into operation, the quality of coke has met the production requirements of the blast furnace and reached the level of clean production. With the follow-up plant greening and complete coverage, an intelligent and green coking production plant will be built. Some coke enterprises also chose to relocate in an environmentally friendly manner in order to eliminate backward production capacity.
Yunmei Energy said: "In recent years, the company has focused on low-carbon transformation and green development, and has worked hard to promote the optimization and adjustment of the industrial structure and accelerate the upgrading and transformation of the coking industry. At the end of last year, the 4.3-meter coke ovens No. The No. 3 and No. 4 6-meter furnaces were permanently shut down, and the construction of No. 1 and No. 2 7.6-meter reheating top-loading coke ovens of the 2 million-ton project was accelerated, and the capacity utilization rate was improved."
Data from Flush iFinD shows that there are a total of 8 listed companies whose main business is "coke processing". At present, they have basically eliminated coke ovens with a length of 4.3 meters or less that have been in operation for too long, and most of them use 6-meter coke ovens. The new production capacity is developing towards large-scale coke ovens over 7.5 meters in length.
In addition to the large-scale coke oven and the popularization of coke dry quenching devices, coke enterprises have also adopted tamping coking and coal blending optimization, dry coke quenching, coal humidity control, negative pressure distillation, coke oven gas purification and coking chemical industry The deep processing of products, the efficient utilization of coking gas to produce methanol and other resource utilization, and the orderly integration and innovation of advanced and applicable technologies such as smoke and dust treatment and sewage treatment, promote the upgrading and development of coking process technology and equipment.
A related person told the "Securities Daily" reporter: "China has accumulated a series of mature technologies around blast furnace smelting in the upstream coal and downstream steelmaking in the past few decades, but we must also see that the world's advanced counterparts are constantly developing new transformative technologies. Enterprises need to continue to innovate and progress.”
Under the transformation and upgrading trend of the coking industry, in 2023, 6 of the 8 listed coke companies will achieve a year-on-year increase in R&D expenses, ranging from 2.77% to 643.11%. The above-mentioned person said: "With the help of the 'dual-carbon' strategy, enterprises must cultivate their internal skills, continuously improve the technological level of the entire industrial chain, and achieve a balance between national strategic goals and industrial enterprise strategic transformation step by step." (Reporter Li If yes)
微信扫一扫打赏
