Green development of mining under the goal of "double carbon" new answer sheet

The coal industry strives to build a new pattern of multi-industry structure

As the world's largest energy producer and consumer, China is rich in coal resources, but the independent supply capacity of oil, natural gas and other energy minerals is insufficient, and energy minerals will still occupy a dominant position in China's primary energy consumption for a long time in the future. Carbon peaking and carbon neutrality will have a significant impact on China's energy pattern, especially on the coal industry.

As the main body of energy in China, coal should be targeted to achieve carbon peak and carbon neutrality in accordance with the direction of green and low-carbon development, based on national conditions, control total volume, meet the bottom line, orderly reduction and replacement, and promote the transformation and upgrading of coal consumption. It also means a gradual reduction in coal consumption.

In the future, the development path of the coal industry depends on the correct handling of the relationship between economic and social development and clean and efficient use of energy. Some analysts believe that in the short term, coal will still be the main energy to support China's social and economic development; In the medium term, China will gradually form a diversified energy structure, and coal will be an important energy source to safeguard social and economic development. In the long run, coal will still have a place in China's resource structure, and the coal industry can still achieve high-quality development. However, it also forces the coal industry to walk out of a green and sustainable development path in terms of economic competitiveness, industrial layout, ecological environment, and scientific and technological innovation.

Since 2016, the state has proposed supply-side structural reform, and a number of industries, including coal, have become the focus of the reform. In the big situation of capacity reduction, the coal industry has also accelerated the pace of mergers and acquisitions. After the release of the Opinions on Further Promoting the Transformation and Upgrading of Coal Enterprise Merger and Reorganization on December 19, 2017, the results of coal industry merger and reorganization have been repeated, and the coal industry format and enterprise operation and management mode are also undergoing great changes.

In recent years, hundreds of mergers and reorganizations have been announced by domestic coal enterprises. In the energy industry composed of coal, electricity, oil and natural gas, and new energy, more than 600 mergers and reorganizations have occurred in the past four years, and the coal industry has accounted for 1/4, whether in terms of the number of transactions or the value of the underlying assets, the coal industry is second only to the power industry, becoming the absolute main force of mergers and reorganizations in the energy industry. At the same time, carrying out multi-industry layout and building multi-chain coordinated development has become a common choice for coal enterprises. Coal enterprises have positioned their role as a modern large-scale comprehensive energy group. For example, the National Energy Group formed by the merger and reorganization of Guodian Group and Shenhua Group has eight industrial sectors such as coal, thermal power, new energy, hydropower, transportation, chemical industry, science and technology, environmental protection, and finance. China National Coal Group has laid out the whole coal industry chain and is determined to be a clean energy supplier and comprehensive energy service provider with international competitiveness. Through investment in new construction, mergers and acquisitions, asset transfer, internal reorganization and other ways, Shaanxi Coal Group has formed two main businesses of "coal mining and coal chemical industry" and "coal-fired power generation, iron and steel smelting, machinery manufacturing, construction, railway investment, science and technology, finance, modern services" and other related diversified complementary and coordinated development of the industrial pattern. Yankuang Group takes coal, chemical industry, equipment manufacturing and financial investment as its leading industries, and has developed into the only coal enterprise in China with four domestic and overseas listing platforms. At present, most of the leading coal enterprises in China have formed a new pattern of multi-industrial structure, multi-regional distribution and multi-industrial chain integration.

With the establishment of the "double carbon" goal, accelerating the construction of a clean, low-carbon, safe and efficient modern energy system is an inherent requirement for ensuring national energy security, striving to achieve carbon peak and carbon neutrality on schedule, and is also an important support for promoting high-quality economic and social development.

On December 10, 2021, the Central Economic Work Conference proposed for the first time a shift from "double control" of energy consumption to "double control" of total carbon emissions and intensity. The meeting proposed scientific assessment, new renewable energy and raw material energy use are not included in the total energy consumption control, create conditions as soon as possible to achieve the "double control" of energy consumption to the total amount of carbon emissions and intensity "double control", accelerate the formation of an incentive and restraint mechanism for reducing pollution and carbon, to prevent simple layers of decomposition.