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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。
At present, the economic slowdown, the unstable demand of downstream industries led to the weak coal market. In the downturn of the coal industry, coal producers generally choose to “make up for losses” to continue to expand production and obtain short-term cash flows to cover fixed costs and investment risks. According to Cournot model analysis and thinking, “the amount of make up for loss ” strategy does not bring the greatest profits to the enterprise, but aggravate overcapacity, so that the coal market worse. Only the coal industry for collective decision-making, industry self-help is a good solution to the current crisis.