Zombie companies are hard to suppress production, impulsive steel and other limited production orders

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Even if the national industrial growth rate continues to slow down, it has not affected the pace of accelerating the production of high-energy-consuming industries such as Hebei in areas such as Hebei, and even some deep-losing zombie enterprises have not yet turned off.

I think that contemporary China seems to be lacking. Many products are surplus. Many agricultural products are surplus, and there is excess coal and surplus. But what are we lacking? Yang Weimin, deputy director of the Central Financial and Economic Leading Group Office, on Sina.com on December 1st Throw such a problem on it.

The air quality in Beijing on December 1 responded to the above questions. As expected, the day was still gray in Beijing, and the main city was about 100 meters away from the object, while in Tangshan, 150 kilometers away, the problem was even more serious.

If we are in the five-in-one, economic, political, cultural, ecological, and social, what we lack most now is ecological products. Yang Weimin said at the above forum.

According to the data released by the Beijing Environmental Protection Monitoring Center, at 1800 on December 1, the Beijing Air Quality Index was 464, and the primary pollutant was fine particulate matter PM2.5, which was heavily polluted. According to the World Health Organization's air quality guidelines and China's first-class weather standards, the concentration of fine particulate matter in Beijing's main urban area exceeded ten times the normal value.

From Beijing to Henan, from Shanxi to Shandong, the North China Plain has once again fallen into persistent heavy pollution. In addition to the increase in coal-fired heating in winter, it is not unrelated to the acceleration of production in various industries.

The 21st Century Business Herald reporter learned that even if the national industrial growth rate continues to slow down, it has not affected the pace of accelerating the production of high-energy-consuming industries in Beijing and other areas around Beijing, and even some deep-loss zombie enterprises have not yet turned off.

According to the National Bureau of Statistics, industry profits in January-October fell by 68.3% year-on-year, but the national steel output in January-October increased by 1%.

Limited production can not control the impulse to increase production

According to the data released by the Ministry of Environmental Protection, from November 30 to December 1, the conditions for the spread of haze are generally unfavorable. The central part of Beijing-Tianjin-Hebei is dominated by severe to severe pollution, and the south is dominated by moderate to severe pollution. Western Shandong and Henan The northern part is also dominated by moderate to severe pollution.

Luo Jianhua, secretary-general of the Chamber of Commerce of the National Federation of Industry and Commerce, pointed out that the current pollution emissions have exceeded the environmental capacity. Once the conditions are met, the haze will become the norm.

The 21st Century Business Herald has learned that despite the sharp drop in industrial demand, some high-energy companies around the country are still accelerating production.

According to the National Bureau of Statistics, industry profits in January-October fell by 68.3% year-on-year. The rest of the coal industry's mining profits fell by 62.1%, ferrous metal (iron ore) profits fell by 43.2%, and non-ferrous mining profits fell by 19.7%. However, the national steel output in January-October was 93.43 million tons, an increase of 1%.

Taking steel as an example, Hebei's steel output in the first 10 months of this year was 21,088,000 tons, an increase from 20,196.5 million tons in the same period last year. Shandong and Tianjin are also accelerating production. Shandong's steel output in the first 10 months of this year was 74.266 million tons, an increase from the same period last year. Tianjin's steel output in the first 10 months was 68.416 million tons, which was more than 10% higher than the growth rate of 60.915 million tons in the same period last year.

The 21st Century Business Report was informed that at the beginning of this year, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Finance, the Ministry of Environmental Protection, the Statistics Bureau, the Energy Bureau and other six ministries jointly issued the Interim Measures for the Administration of Substitution of Coal Consumption Reduction in Key Areas, which was proposed to be in 2017, Beijing. The city's coal consumption is 13 million tons less than in 2012, Tianjin is 10 million tons, Hebei Province is 40 million tons, and Shandong is 20 million tons.

However, the actual situation still needs to be improved.

For example, in Hebei, where coal consumption is the largest, the province's coal consumption in 2014 was 315 million tons, an increase from the 2012 coal consumption of 302 million tons.

In addition, Hebei has proposed to reduce 60 million tons, 60 million tons of cement, 40 million tons of coal and 30 million weight boxes of glass in 2017 compared to 2012. However, by 2014, Hebei's steel, cement, and flat glass were all increasing, reaching 299.952 million tons and 165,531,700 tons of 154,445,200 weight boxes, respectively, an increase of 14%, 7%, and 6% over 2012. In the first 10 months of this year, Hebei flat glass and cement production declined year-on-year, but steel production is still increasing.

High-energy, high-loss, zombie companies are still producing

Since people need ecological products, they should provide more high-quality ecological products as a major strategic task for development. Rather than just a traditional view of development, development is only defined as the process of producing agricultural products, industrial products and service products.

If the smog in thought is not removed, the smog in the system will be hard to eradicate, and the smog in the air will be harder to eradicate, Yang Weimin said.

Dr. Peng Yingdeng, Ph.D., of the National Urban Environmental Pollution Control Engineering Technology Research Center, pointed out that the next step is to control smog. The core is to control the expansion of production everywhere.

A large number of high-pollution and energy-consuming zombie enterprises are not closed, which has aggravated the formation of smog.

A Hebei industry source pointed out that in fact most companies in the country are losing money. On December 1, the billet price fell below 1,500 yuan per ton, down 2/3 from the peak of 5,000 yuan, and at least 200 yuan per ton.

But the losing companies are afraid to stop production, because once the production is stopped, the bank will urge the loan to die faster. State-owned enterprises currently rely mainly on government subsidies, and each subsidy is about 500 yuan. These companies are not dead, and now wait for cash flow to when. The above said.

Bai Zhongen, deputy dean of the School of Economics and Management of Tsinghua University and a member of the central bank's monetary policy committee, also publicly stated on December 1 that the core is to let the zombie companies withdraw from the market relatively quickly. If the funds continue to flow too much to the zombie business, it will instead be quit but will be more likely to exist and easier to survive.

Lv Tie, director of the Industrial Development Office of the Institute of Industrial Economics of the Chinese Academy of Social Sciences, believes that if many surplus industries do not accelerate their elimination, the future will be very big. Therefore, the policy should not give too much expectations to the surplus industry enterprises. If the support policies are adopted frequently, it will delay the resolution of this problem, and the pain period will be longer, he said.

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