焦化行业探讨穿越周期之道

Core Insights - The Chinese coking industry is facing three major challenges: declining demand, price volatility, and environmental pressure, necessitating a comprehensive transformation to ensure stability and resilience [1][2] - The industry is experiencing a decline in both the import volume and price of coking coal, as well as a significant drop in the export volume and price of coke, leading to ongoing losses in the petroleum, coal, and other fuel processing industries [1] - The focus on solidifying technological foundations and implementing refined management practices is seen as essential for overcoming current industry challenges [1][2] Technological Foundations - The industry should promote optimization of coal resources and stabilize the quality of coal used in production through big data analysis and blending models [1] - There is a need for the widespread adoption of standard automatic sampling technology and the establishment of a professional and regular diagnostic and maintenance mechanism for coke oven bodies and combustion systems [1][2] Refined Management - A target cost management system should be developed, guided by the final product prices, with cost indicators broken down to individual process units and responsible parties [2] - The construction of an integrated control platform combining Distributed Control Systems (DCS), Manufacturing Execution Systems (MES), and Enterprise Resource Planning (ERP) is essential for real-time data analysis and intelligent optimization across the entire coking process [2] Environmental Standards - The industry is transitioning from optional to mandatory low-carbon practices, with a focus on system process optimization and ultra-low emission transformations [2] - Companies are encouraged to optimize the operation parameters of gas purification processes to enhance the yield and quality of key by-products, while also reducing wastewater generation and pollutant concentration [2] - The industry is shifting towards the efficient utilization of high-sulfur coal due to the depletion of low-sulfur quality coking coal resources, with new catalysts being developed to improve sulfur removal rates [2] Future Directions - The China Coking Industry Association plans to implement ultra-low emission and "dual carbon" action plans, promote integration within the industry chain, and enhance quality evaluation systems [3] - Continuous improvement of coking process technology standards is aimed at providing systematic support for the industry to navigate through economic cycles [3]