The day before, the national development and Reform Commission, Ministry of Finance and other 12 ministries jointly issued the "Circular on further promoting the merger and reorganization of coal enterprises to upgrade the opinion", puts forward the main goal is to achieve through mergers and acquisitions, the average size of coal enterprises significantly expand the number of low level of coal was significantly reduced, significantly improve the degree of integration of upstream and downstream industries, economic vitality enhanced industrial structure optimization. By the end of 2020, we must strive to form several hundred million ton coal enterprise groups with strong international competitiveness in the whole country, and develop and cultivate a batch of modern coal business groups. Some analysts believe that coal to capacity or into a new stage, in 2018, it is expected to usher in the high tide of merger and restructuring of the coal industry.

In recent years, the contradiction of the coal industry in China has gradually emerged, and the problem of overcapacity is very prominent. To this end, the state will resolve the overcapacity of coal as the key content of the structural reform of the supply side and achieve good results. At the same time, in the process of coal production, there are many problems, such as the urgent and lack of full consideration. In view of this, the following relationships should be dealt with in the process of unswerving to the production capacity.

First, the relationship between the executive power and the market force.

Excessive superstition administrative force is not appropriate, but "free market fetishism" is not desirable, must be visible hand and invisible hand closely together, let the "two hands" to play the role. In order to solve the problem of overcapacity in coal, the market means and administrative means should be combined. We should follow the law of the market, give full play to the decisive role of the market in the allocation of resources, and remove the backward productivity through the survival of the fittest. At the same time, we should give full play to the role of the government, strengthen market supervision, intensify law enforcement, maintain high pressure, strictly punish illegal behaviors and force backward production capacity to exit.

Second, the relationship between the removal of backward production capacity and the release of advanced production capacity.

Production capacity is not a simple "subtraction", in fact, it is also a "addition", it is to adhere to the removal of backward production capacity and the effective release of advanced production capacity. Safety production is the bottom line of the red line. Reduction and replacement is the basic requirement of new capacity. Any measures to release capacity must be based on safety production and decrement replacement, so as to achieve enterprise upgrading. To reduce production capacity is not only a process of active decrement, but also a process of revitalize stock. We should highlight the adjustment structure and eliminate the "zombie coal mine" with less resource reserves, poor production conditions, no guarantee for safe production and loss of hope, so that a safe, productive and efficient coal mine will be left behind. The release of advanced production capacity at the same time to the production capacity helps to ensure the demand for coal for heating, gas supply and power generation in winter.

Third, the relationship between capacity and stable supply.

China's coal industry has a serious problem of excess capacity, low capacity utilization and heavy responsibilities. Meanwhile, with the continuous optimization of energy structure, the growth of coal demand is limited, and the situation that coal production is larger than demand should not change.  Coal production capacity will be a long-term task of supply side structural reform, and we need to push forward steadily, especially sticking to the basic line to ensure stable supply of coal. To accurately grasp the relationship between production capacity and stable supply, we must first understand the relationship between production and production. Production capacity is the capacity of production, production is the actual quantity of production. For example, the recent rise in coal prices is determined by two factors such as coal production and demand, but not with coal productivity. In order to cope with the rise of coal prices, the stable supply of the government is not to increase coal production capacity, but to release capacity and increase coal output appropriately. There is no contradiction between production capacity and stable supply. In addition, the production capacity goes to the backward production capacity, and the stable supply is the advanced capacity that meets the relevant standards. In order to cope with the short-term fluctuations in the coal market, a stable supply policy should be taken as the basic principle that does not affect the goal of producing capacity.

Fourth, the relationship between production capacity and price stabilization.

The soaring or slump of coal prices is not conducive to the overall promotion of coal production capacity work, which is not conducive to the healthy development of the coal industry. Coal prices rose too fast may lead to the backward production capacity production, and continues to remain low, it will affect the development of coal enterprises, the whole industry will be healthy and stable development. Therefore, in the process of production, the coal price has stabilized at a reasonable range, should organize the coal in long-term contract compliance investigation and supervision, the implementation of the necessary to reach the requirements of the enterprise discipline, supervise production parties more specific cases of contract performance. We should actively guide coal and related enterprises to establish long-term stable, mutually beneficial and mutually beneficial cooperation, and promote the return of coal prices to a reasonable interval.

Fifth, the relationship between productivity and work rhythm.

We should scientifically grasp the capacity and rhythm of work. We should scientifically grasp the timing and rhythm of production capacity and focus on effective connection with continuous resources according to the actual demand and supply in the region. We should focus on the removal of "zombie enterprises", the key renovation of illegal and environmental protection enterprises, especially to remove the low safety guarantee level of coal production.

Sixth, the relationship between coal and alternative energy.

We need to optimize the power grid dispatching, set up the mechanism of inter regional peak shaving and spare resources sharing, effectively protect the priority of the clean energy, and alleviate the phenomenon of "abandoning the wind, abandoning the light and abandoning the water", effectively reducing the output of thermal power and reducing the consumption of electric coal. It is necessary to set up the incentive mechanism of the peak shaving unit, start the pilot of the spot trading of clean energy, gradually increase the scale of the transaction, and perfect the rules for the transaction of the auxiliary service. At the same time, the key coal enterprises should be promoted to dig the latent energy in the power plant and reduce the demand for coal by saving energy and reducing consumption. We should deal well with the relationship between domestic and import. On the one hand, we should pay attention to using foreign resources, and protect the interests of domestic coal industry. We must combine them organically, so as to avoid the disorder of internal and external competition.

Seventh, the relationship between fuel coal and raw coal.

Coal is not only a fuel, but also a chemical raw material. It is necessary to attach great importance to the properties and value of the coal chemical raw materials. As a fuel, the enterprise makes the simplest fuel profit, and has lost the additional value of the intensive processing and the extension of the industrial chain. Only in the cycle, deep processing and reuse of coal, we can get the market value of intensive processing and high end transformation. At the same time to strengthen capacity in the country, can also encourage the development of coal joint venture, to promote the integration of coal and electricity integration, integration, integration and development of coal tar, especially in coal oil and coal gas "the importance of technical reserves and reserve capacity, to ensure national security of energy supply, oil and gas supply disruptions to deal with future in special environment may happen.