Coke industry: continue to eliminate backward solutions to overcapacity

With the continuous deepening of the government's macro-control and industrial restructuring, and the gradual optimization and upgrading of corporate technological innovation and industrial structure, the coking industry in China will enter a period of steady development this year.
Balanced production and sales environment, loose energy efficiency, and efficiency turning into profitability In 2006, China’s coking industry thoroughly implemented a series of macroeconomic control policies and policies such as the “Entry of Coking Industry” and other countries. The quality and efficiency of economic growth have been raised in an all-round way, achieving losses from the entire industry to a stable level. The major changes in better development are reflected in the following seven aspects.
First, as demand increased, coke production continued to grow at a high rate, and the growth rate was adjusted back. In 2006, a total of 297.68 million tons of coke was produced across the country, an increase of 43.56 million tons year-on-year, an increase of 17.14%, an increase of 6.11 percentage points from the previous year; of which, the output of machine coke was 262.79 million tons, an increase of 18.36%; semi-coke, petroleum coke, The output of improved coke and soil coke was 38.89 million tons, a slight increase over the previous year.
Second, new changes have taken place in the structure of coke production, and the share of iron and steel production has declined. Coal coke at or above the national scale produced 281.21 million tons of coke, a year-on-year increase of 17.64%; of which coking plants of major large and medium-sized iron and steel complexes produced 91.1 million tons of coke, a year-on-year increase of 11.28%, an increase of 6.85 percentage points year-on-year; other coking enterprises produced coke 19011 Ten thousand tons, a year-on-year increase of 20.95%, an increase of 7.08 percentage points year-on-year.
Third, the basic balance between production and sales, coke consumption continues to grow rapidly, the growth rate fell. In 2006, the apparent consumption of coke in the country was approximately 283.18 million tons, an increase of 17.32% year-on-year, an increase of 8.93% year-on-year, and an average increase of 0.66 percentage points higher than during the “10th Five-Year Plan” period. It is still in a period of high consumption growth. From the analysis of coke consumption structure in various industries, the proportion of steel consumption has increased year by year. In 2005, the proportion of coke consumption in the domestic iron and steel metallurgy industry has reached more than 85%, and it will reach about 87% in 2006.
Fourth, energy saving and environmental protection, reducing consumption and emission reduction have shown good momentum.
In 2006, the coking industry was included in the China Coking Industry Association key statistics of the coking process energy consumption than the same period last year fell 15 kg of standard coal per ton, down 10.64%; metallurgical coke drum index reached an average of 82.94%, an increase of 0.12 percentage points; The average ash content of metallurgical coke was 12.54%, a year-on-year decrease of 0.23 percentage points. The reduction of coking process energy consumption, the improvement of coke quality, and the strengthening of a number of enterprises' environmental protection measures have increased the recovery and comprehensive utilization of coking products, reduced the emission of coke oven gas, and the discharge of waste water and waste gas. It promoted the reduction of the coke ratio of blast furnace iron-making in iron and steel enterprises, the increase of pulverized coal injected, and the reduction of energy consumption per ton of iron and steel enterprises.
Fifth, coking coal resources are loose and the price is running high. According to statistical data from relevant departments, in 2006, the country produced 2.325 billion tons of coal, an increase of 8.1% year-on-year; production of clean coal 496 million tons, an increase of 74.17 million tons year-on-year, an increase of 17.60%, creating a relaxed resource conditions for China's coke production. In the same period, domestic exports of coking coal were 4.37 million tons, a year-on-year decrease of 890,000 tons, a decrease of 16.9%, and imports of coking coal were 4.66 million tons, a year-on-year decrease of 2.53 million tons, a decrease of 35.39%. As the price of coal in the international market has been declining year by year, China’s coal prices have continued to rise, and Australia’s coking coal-to-shore prices for exports to Japan have fallen from US$125 per ton in fiscal 2005 to US$98 in fiscal 2007.
Sixth, the price index for coking products increased, and the coking industry turned losses into profits. In 2006, the coke price index of the China Coking Industry Association increased from 195.46 points at the beginning of the year to 224.95 points at the end of the year; the coal tar price index increased from 253.65 points to 374.65 points at the highest level in August; the crude benzene price index climbed from 290.19 points at the beginning of the year. 410.46 points at the end of the year. Relevant statistics show that in 2006, the coking enterprises with independent accounting accounted for about one-third of the company’s operating losses, and they have achieved profitability. The total annual profit was 6.932 billion yuan, an increase of 81.94% year-on-year.
Seventh, the trend of large-scale coke ovens is obvious. The production capacity of new coke ovens has increased, and the elimination of backward coke ovens has increased. According to the preliminary statistics of the China Coking Industry Association, in 2006, a group of large and medium-sized coking plants closed down 5.08 million tons of medium and large-scale old coke ovens; Shanxi, Inner Mongolia, Henan, Guizhou, Hebei, Shandong and other places are behind a group of small The coke oven was eliminated, and a total of more than 15 million tons of outdated small, medium, and large coke ovens were shut down.
According to the survey conducted by the China Coking Industry Association, as of the end of 2006, there were 871 mechanized coke oven enterprises in the country, 1,694 large-, medium- and small-size coke ovens with various specifications, and a production capacity of 31.337 million tons. In 2006, 58 newly-built coke ovens with a production capacity of 27.52 million tons were newly built, and after decommissioning and eliminating outdated production capacity of about 15 million tons, the actual capacity of newly added coke ovens in 2006 was approximately 12 million tons. In 2006, 14 sets of new CDQ units were put into operation, which resulted in a total CDQ production capacity of over 46 million tons per hour. These CDQ installations are basically all supported in the coking plant of iron and steel companies, making the coke in China's steel companies. The CDQ rate in production is approximately 40%.
Overcapacity is still a serious structural upgrade imperative From the perspective of the international market, the global steel industry has entered a period of high and stable development, and the international coke market has reduced the dependence on coke in China. After the new round of high growth in recent years, the demand and production of steel in the western developed countries have gradually entered a period of steady development. The accelerated growth of the developing countries’ economies will continue to increase the global steel production and demand. It is expected that in 2007, The global production of crude steel and pig iron will exceed 1.3 billion tons and 900 million tons, respectively, and set a record high. However, with the intensification of competition in the international energy and steel market, iron and steel companies will, in order to reduce costs and absorb the pressure of the high price of global energy, will inevitably increase the internal balance of technological progress and energy conservation, and the demand for purchased coke will gradually decrease. While India, Turkey, Brazil and other developing countries have increased their steel production, they have also increased the coke oven construction and increased the import of imported coking coal. Coke imports have a clear trend. Western, U.S., Japan, and other developed countries will take measures to stabilize and increase coke production, stabilizing and improving. The self-sufficiency of coke can therefore be expected to reduce the dependence of the international market on the import of coke from China.
From the domestic market point of view, domestic demand for coke will continue to increase, and the growth rate will decline steadily. According to the prediction of China Iron and Steel Association, China's crude steel production in 2007 may reach 462 million to 475 million tons, an increase of 43.2 million to 56 million tons. The corresponding need for blast furnace pig iron 446 million to 456 million tons, an increase of about 41.8 million to 53.8 million tons, about the need to increase coke consumption 20 million to 26 million tons, taking into account the energy saving of iron and steel enterprises and related industries, there are still 1500 Million to 20 million tons of coke production growth.
From the perspective of the industrial production structure, the production capacity of new coke ovens will continue to increase in 2007. The elimination of backward coke ovens will continue to advance. Coking enterprises must continue to reduce production and limit production according to market demand, control total production volume, and reduce the adverse effects of excess production capacity. According to the analysis of the research conducted by the China Coking Industry Association, although the problem of overcapacity has been alleviated, it has still not been solved fundamentally. At present, the coke ovens in newly built independent coking enterprises have increased momentum. From 2006 to the end of January 2007, 58 new coke ovens were put into operation, with a total capacity of approximately 27.52 million tons; from 2007 to 2008, nearly 90 coke ovens under construction and proposed production are in operation and the production capacity is approximately 50 million. Tons, of which the number of coke ovens that could be put into operation in 2007 was as many as 48, with a capacity of about 25 million tons. The number of new coke ovens and production capacity exceeded the expectations of the association's survey at the beginning of last year. In 2007, the balance of supply and demand in the coke market is still dependent on the production capacity and production limit of existing production capacity and the intensity and progress of eliminating backward production capacity.
From the point of view of production, the cost of coke production remains high, and the coke market price will stabilize and increase. After the rapid development in recent years, the coking industry, which already has the foundation for development, still faces a favorable environment for sustained and rapid development of the national economy, and in particular, the steel industry has an excellent opportunity for the steady development of the huge demand for the coke market; on the other hand, it also faces With the rapid growth of production capacity, single-coking independent coking enterprises have a wide range of production cuts and production, slowing demand, limited export space, high coking coal prices in the upper reaches, fluctuations in downstream steel market prices, and severe challenges in the coke market, despite coke prices Will not be ups and downs, but its profit space is extremely limited, light selling coke has been difficult to buy back coal money. At the same time, coke by-products are wasted and pollution problems are still difficult to solve fundamentally. There are numerous companies, small scales, and low industrial concentration. Judging from the machine coke alone, the capacity of more than 300 million tons, nearly 900 companies, the average output per company is only 30 million tons, the overall scale is low, while the production capacity is concentrated, two-thirds of the independent coking small and medium-sized Enterprises, scattered layout, away from product users, the emission of gas is difficult to recycle, resulting in a huge waste of resources. The backwardness capability has not yet been completely eradicated. There are still local coke smokes in some areas, and some small-sized coke enterprises are lagging behind in emission levels, causing serious pollution.
Experts pointed out that it is an inevitable choice for coking enterprises to do a good job in the deep processing of coking products and the utilization of coke oven gas. Whether it is from the perspective of clean production and environmental protection, or the pursuit of improving the economic efficiency of coking enterprises, coking products recycling and comprehensive utilization of coke oven gas recovery will receive high priority and accelerate development. Coal tar deep processing and coke oven gas to methanol, dimethyl Ether and other process technologies and product quality will be accelerated development and improvement. With the continuous operation of a batch of large-scale coal tar processing equipment and the continuous high oil price operation, the resources for coking products such as coal tar will become tight and prices will fluctuate with the high prices of oil in the international market.

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