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今年煤钢去产能有望提前收官

2017-09-27 07:12:53   

不过,当前在推进过程中还存在一些问题。《经济参考报》记者在采访中了解到,山西一家大型煤企计划关闭七座产能落后、资源枯竭矿井,置换出一座年产千万吨的先进产能矿井。去年底,这一减量置换方案通过国家发改委批复,煤矿也已具备生产条件。但按照有关部门2016年的规定,三年内停止煤炭划定矿区范围审批。经沟通,预计到2019年矿业权手续才能办下来。

有业内人士坦言,这并不是个例,建议有关部委加强政策协调,抓紧完善关于煤矿减量置换、减量重组的有关政策。近日《国家发展改革委关于做好煤电油气运保障工作的通知》中明确要求相关部门严格落实增减挂钩、减量置换要求,加快办理相关手续,促进建设项目依法依规投入建设生产。预计后续产能置换速度将有所加快。

今年去产能另一大加速推进的重点是兼并重组。中国煤炭工业协会2015年的一个调研显示,国有企业兼并重组煤矿需退出500处,涉及产能1.5亿吨左右。今年9月初,国务院印发《关于支持山西进一步深化改革促进资源型经济转型发展的意见》,提出“在煤炭、焦炭、冶金、电力等领域,加大国有经济布局结构调整力度,提高产业集中度”。日前发布的《内蒙古自治区能源发展“十三五”规划》明确,“十三五”期间,内蒙古原煤产量控制在11.5亿吨左右,鼓励煤炭企业兼并重组,培育一批千万吨级大型煤炭企业。《河北省“十三五”能源发展规划》也提出,推进煤矿企业整合,推动生产集约化,到2020年煤炭开采企业控制在10家以内、煤矿数量60处左右。

针对钢铁产业,《关于推进钢铁产业兼并重组处置僵尸企业的指导意见》设定的总目标是到2025年,中国钢铁产业60%至70%的产量将集中在10家左右的大集团内。中钢协副秘书长王颖生表示,兼并重组是钢铁行业下一步的重点任务,未来行业重组会逐步提高。近日宝武集团总经理陈德荣透露,这家中国最大钢铁企业将继续兼并重组,目标包括几家地方国企。

兼并重组背后的金融支持必不可少。银监会、发改委、工信部三部门去年底发文称,鼓励符合条件的钢铁煤炭企业开展并购重组。支持银行业金融机构按照依法合规、自主决策、风险可控、商业可持续原则,对能产生整合效应的钢铁煤炭兼并重组项目采取银团贷款等方式,积极稳妥开展并购贷款业务。

不过,业内人士指出,大量的煤企、钢企背后都有地方利益、银行债权处置等一系列问题,这种兼并重组的难度还是很大。重组之后如何管理、运作和盈利,也都是企业需要考虑的问题。

一位券商投行业务负责人告诉记者,债转股和兼并重组现在看来都是过剩产能企业去杠杆的主要途径,二者需要有机结合在一起才能效果最大化。单纯的债权转股权并不能给金融机构、投资者带来更多的潜在利益,只有通过一些兼并重组以及资源整合的方式才能盘活原有资源,真正实现利益双赢。

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