煤炭行业“以量补亏”经营策略分析

当前,经济增速放缓,下游产业需求不稳定导致煤炭市场疲软。在煤炭行业不景气的情况下,煤炭厂商普遍选择"以量补亏"的策略继续扩大生产,获得短期的现金流量来弥补固定成本和投资风险。根据古诺模型分析与思考,"以量补亏"策略并不会给企业带来最大的利润,反而加剧产能过剩,让煤炭市场雪上加霜。只有煤炭行业进行集体决策,行业自救才是缓解当前危机的良策。

Analysis on “Deficiency Recovered with Quantity” Operation Tactics of Coal Industry

At present, an economic growth speed was slowdown and unstable requirements of the downstream industries made the coal market weakening. Under a depression condition of the coal industry, the coal companies generally would select a “deficiency recovered with quantity” policy to continuously expand the production in order to have a short term cash flow to make up the fixed cost and investment risk. According to the analysis and consideration on the cournot model, the “deficiency recovered with quantity” policy would not bring a max benefit to the enterprises, but could aggravate the overcapacity and would make one disaster after another to the coal market. 0nly with a collective decision made by the coal industry, a self rescue of the coal industry would be an excellent measure to release the present crisis.