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65438+1October 27th-165438+1October 5th, Guo Yuejin, assistant of the group company, Miao Jichang, director of the marketing office of the railway division of the group company, Su Jiang, deputy general manager and minister of railway transportation of our company, and his party went to Guangdong Electric Power Group Co., Ltd. and Guangzhou Zhujiang Electric Fuel Co., Ltd., on the principle of mutual benefit.

Guangdong Electric Power Group Co., Ltd. and Guangzhou Zhujiang Electric Fuel Co., Ltd. first welcomed the leaders of Coal Transportation Group Company. Yuedian and Zhudian are big customers of our coal transportation group company and long-term user partners of both parties. The two sides are very satisfied with the friendly cooperation in the past few years. Especially in the snow disaster in 2008, Shanxi Coal Transportation Company expressed its gratitude for its support.

During the discussion, we talked about the signing of the 20 1 1 contract and the idea of cooperation between the two parties. The leader of our coal transportation company said that the contract should be signed according to the contract quantity on 20 10. The specific coal demand of Guangdong Electric Power and Zhuhai Electric Power 20 1 1 has not been finalized. Next year, more than 20 million tons of raw coal will be added to the unit, which will be supplied by the coal transportation group company with the best transportation capacity. In terms of price, it is required to give some preferential treatment appropriately, and carry out friendly cooperation next year based on the principle of risk sharing and benefit sharing. Coal Transportation Group said: Shanxi's coal resources are tight, coal resources are integrated, and the purchase of overseas coal such as Shaanxi and Mongolia has affected resources to some extent. It is expected that the original supply will be restored after the integration. The group company has now opened two 10,000-ton large-scale coal railway stations in North Road, plus the original four 10,000-ton large-scale coal railway stations of companies outside the province. After resource integration, the self-owned coal production capacity reaches 654.38+300 million tons/year (Coal Transportation Group).

It has great advantages in coal resources and land transportation.

Yuedian Group also said that it also has a certain coal demand market and owns it.

In the hinterland of coal transit port, there is a potential user market for lump coal and foamed coal, and the coal sales advantage is huge. At the same time, Guangdong Electric Group has its own fleet, ports and other logistics facilities, and has a large shipping capacity.

Guangzhou Zhujiang Power has increased its power generation from 20 1 1 to 20 12, and Zhujiang Power has its own in Caofeidian.

The website can be delivered on site. Zhujiang Power received 300,000 tons from Kannonji this year. The wharf of the Pearl River Power Company will be rebuilt next year. Only 50,000-ton cargo ships can be docked before the wharf transformation, and 70,000-ton cargo ships can be docked after the transformation.

Let's briefly introduce Guangdong Yuedian Group Co., Ltd. and the cooperation ideas with Coal Transportation Group Company.

I. Introduction of Guangdong Yuedian Group Co., Ltd.

1. Overview of Yuedian Group Company;

Founded in 200 1, Yuedian Group is the strongest and largest power generation enterprise in Guangdong Province.

By the end of 2009, the company's total assets reached 654.38+RMB 50 million. In 2009, it ranked124th among the top 500 Chinese enterprises and 8th among the top 500 enterprises in Guangdong province. There are 28 power plants, including million-kilowatt power plants 1 1, thermal power plants 18, 9 hydropower plants and wind power plants 1. Guangdong electric power group is building Zhanjiang biomass power plant and photovoltaic power plant.

2. The logistics business section of Yuedian Group;

The logistics business of Yuedian Group Co., Ltd. includes shipping and port business. By the end of September, 20 10, Guangdong Electric Group had 5 wholly-owned or holding shipping enterprises and 25 bulk carriers with a deadweight of 1.785 million tons. Yangjiang Port Terminal was completed and put into operation in 2009. At present, Guangdong Electric Power Group is carrying out the preliminary demonstration work of coal blending, transit and coal storage of Zhuhai Port Coal Center Project in Guangdong Province.

3. Guangdong Electric Power Shipping Company;

Guangdong Shipping Co., Ltd. was incorporated in Shenzhen on 1992, and the shares of Guangdong Yuedian Group Co., Ltd. and its subsidiaries account for about 57.8% of the company's total shares. The shipping company now has four bulk carriers, Guangqian, Zhuguang, Guangzhong and Guangyue, with a capacity of 300,000 tons. The investment companies under the company include Yuehai Shipping Co., Ltd., Yuehai International Shipping Agency Co., Ltd. and Yuehai International Shipping Agency Co., Ltd.

Guangdong Haidian Shipping Co., Ltd. was established in 1990, and belongs to Guangdong Yuedian Group Co., Ltd.

Guangdong Local Shipping Company is a joint venture between our company and China Shipping Group Company. At present, the company has three 60,000-ton bulk carriers and two 40,000-ton bulk carriers with a passenger capacity of 289,000 tons.

Guangdong Yuedian Shipping Co., Ltd. was established in 2005, with five 50,000-ton ships.

There are 7 65,000-ton ships and 3 654.38+ 10,000-ton ships, with a total transport capacity of 654.38+0.62 million tons.

Chaokang Investment Co., Ltd. is an overseas company incorporated in Hong Kong on 198 1.

It is a wholly-owned subsidiary of Yuedian Group. Mainly engaged in power shipping, coal mining and other industries of investment, and to carry out international trade and consulting, foreign liaison and management training and other services. The company has 4 overseas bulk carriers, 3 overseas LNG carriers, 4 bulk carriers with a tonnage of over 60,000 tons and 3 LNG carriers.

4. Guangdong Electric Port; (including 1 1 wharf, two of which are under construction)

Guangdong Yangjiang Port Co., Ltd. is a wholly-owned company of Guangdong Electric Power Group. Yangjiang Port Company was established in.

In 2005. Yangjiang Port is located in the southwest of Yangjiang City, with convenient land and water transportation. At present, it has four berths, No.5, No.6, No.7 and No.8 ... Among them, the No.8 general berth is 50,000 tons, which was put into operation in 2009. The annual design throughput of the first phase project is 2 million tons, and that of the second phase project is 4 million tons. Berths 6 and 7 are 10,000 tons; Berth 5 will be planned and constructed. With a land area of 760,000 square meters, the port terminal is a transit and strategic reserve base for heavy industrial fuels and raw materials such as power plants and steel mills in western Guangdong and its adjacent radiation areas.

It is the main unloading port of overseas coal such as Australia, Vietnam and Cambodia along the coast of South China.

Maoming Bohe Port Coal Terminal and Zhuhai Gaolan Port Coal Terminal Project (under preparation)

In addition to the above-mentioned docks, Guangdong Power Group's coastal power plant docks

Large-scale thermal power plants in Shanghai also have supporting special coal terminals, covering western Guangdong, central Guangdong and eastern Guangdong. In the future, with the help of these platforms of power plant terminals, a coal radiation sales network can be effectively formed in the Pearl River Delta and key coal-using areas in Guangdong.

Zhuhai Power Plant Wharf is located in Zhuhai Port, with two 50,000-ton berths.

Shajiao (a) Power Plant Wharf is located in Shajiao, Dongguan, Guangdong Province, with two berths of 50,000 tons.

Shajiao (C) Power Plant Wharf is located in Shajiao, Dongguan City, Guangdong Province, with two berths of 50,000 tons.

Zhanjiang Power Plant Wharf is located in Diaoshun Island, Zhanjiang, Guangdong Province, with several berths of 50,000-70,000 tons.

The dock of Honghaiwan Power Plant is located in Honghaiwan, Shanwei City, Guangdong Province, with two berths of 7-65438+ 10,000 tons.

Huilai Jinghai Power Plant Wharf is located in Huilai, Guangdong Province. There are two special coal docks with a tonnage of 7-65438+ 10,000 tons.

Berth.

Huizhou Pinghai Power Plant Terminal is located in Pinghai Town, Huizhou, with 1 ton of 7-65438+ 10,000 tons of coal.

quay berth

2. Cooperation between Guangdong Electric Power Group Corporation and Coal Transportation Group Corporation;

Due to the lack of energy in Guangdong Province, the current annual coal consumption is 65.438+0.4 billion tons, of which; Power consumption

Coal accounts for about 64%, cement accounts for about 15%, and ceramics and other industries account for about 14%.

At present, several major coal production enterprises in China are actively expanding in order to occupy the coal market in the coastal areas of South China.

Find and build a large-scale coal distribution base in the East China Sea, such as setting up a coal transit sales center in Dongguan, Guangdong Province in cooperation with relevant units; Shenhua Group actively strives to build a national strategic coal storage and transportation center in Zhuhai Port; Huaneng Group plans to jointly build 20 million tons of coking coal in Shantou Haimen Power Plant.

Center.

Private enterprises are also vying for distribution points. China, Hong Kong and India set up coal blending sales centers in Zhanjiang, and Qin developed trade.

Easy company is also actively looking for a place to build a port in Zhuhai Port. No matter where the distribution base is located, its competitiveness mainly depends on three aspects: coal source advantage, transportation advantage and market advantage.

The cooperation between the two sides can be divided into two stages. The first stage: the two sides cooperate in the form of coal trade.

(two schemes); Scheme 1: Cooperate in offshore port delivery, organize the coal purchased by Shanxi Coal Transportation Group from its own coal production or coal station to the offshore ports in the north (such as Tianjin, Caofeidian, Qinhuangdao and Jingtang Port), and sell it to Guangdong Electric Power Group by offshore settlement and delivery. In fact, this cooperation mode has been adopted in the coal trade between Shanxi Coal Transportation Group and Guangdong Electric Power Group at this stage.

Option 2: set up a distribution point in Guangdong and cooperate with it. This scheme refers to the establishment of a sales outlet for self-produced or centralized coal purchase of Shanxi Coal Transportation Group in Guangdong by using Guangdong power point and logistics resources.

Cooperate to expand the coal sales market.

The second stage: When conditions are ripe, Shanxi Coal Transportation Group will participate in Yangjiang Port Project.

Shanxi coal distribution province wai coal coke distribution co., ltd. Tieyunbu

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