How to look at whether or not "coal eating" has formed a trend

The Kaifeng Fine Chemical Plant, which once had an important influence in Henan Province and has strong research and development capabilities, Kaifeng Dongda Chemical Co., Ltd. and one of the country's five retained sweetener fixed-point production companies, and has self-managed import and export rights, was recently taken over by Henan. Provincial coal giant - Pingmei Coal Group successfully acquired. In Henan Province, this is not the first case where chemical companies have been “eaten” by coal companies. And across the country, the cases of chemical companies being “eaten” by coal companies are even more numerous. Some people even made this judgment: "coal eating" has already formed a trend.
Some industry insiders in the chemical industry have opinions on this. They believe that the increase in “coalization of coal” shows that the country is guilty of thinning of excellent coal in the formulation of industrial policies. The reason why coal companies eat chemical companies often occurs, mainly because the state's factory price limit measures for coal companies have not been well implemented. According to the small mine owner of a coal mine in Shanxi Province, where the coal is produced, boasted that in their local area, the profit per ton of coal was above 250 yuan. Some raw material coal costs of coal-based fertilizer companies account for more than 60% of total production costs. According to incomplete statistics from the relevant departments, more than 80% of the nitrogen fertilizer production enterprises that use coal as their main raw material are operating at low profit, or even running at a loss. The reason is that the country limits the ex-factory prices of chemical fertilizer companies, and has no restrictions on staying in. Plant raw coal prices. This high purchase price and low ex-factory price have seriously hurt the normal operation and survival of domestic chemical companies, and have thus become "opportunities" for some lucrative coal companies to eat up the enterprises. It is understood that as a chemical company with significant influence in Henan Province, Kaifeng Dongda Chemical Co., Ltd. not only has strong scientific research and development capabilities, but also the supply of products is in short supply. Kaifeng Fine Chemical Factory is not only one of the only five fixed sweetener manufacturers in the country, but also has excellent assets and self-managed import and export rights. Originally, the development prospects of the two chemical companies are very broad and they are in a period of gold development. If such a company can develop smoothly, it is undoubtedly beneficial to China's fine chemical industry. However, both chemical companies have encountered the crisis of high coal shortages and have to rely on coal companies.
But there are also optimists in the industry. They believe that the chemical companies that are in the golden period of development are willing to allow the coal companies to “eat”, precisely because this is conducive to the development of the company. After Pingmei Coal Group acquires and reorganizes these two chemical companies, it can further leverage the complementary advantages of the two sides, and can jointly build an energy and chemical base that has important influence in the central region and even in the whole country, and realizes the long-term development and expansion of the coal chemical industry chain. It is conducive to revitalizing the local economy of Kaifeng City, and it will help Pingmei Coal Group to become a stronger and stronger coal chemical industry. As long as the company is bigger and stronger, it doesn't matter if the surname "coal" or surname "reification" is.
Whether or not “coal eaten” outweighs the disadvantages is the opposite. In the end, whether the market is mature or the opposite is true, which is indeed worthy of attention.

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