◆行业动态

Industry Trends

全国 6月18日，国家发展改革委召开6月份新闻发布会。国家发改委政策研究室副主任、委新闻发言人李超介绍，煤炭安全稳定供应是能源保供工作的重要一环，保安全是保供应的应有之义。5月26日，国家发展改革委组织召开了今年全国迎峰度夏能源保供视频会议，在前期已系统开展相关准备工作的基础上，对做好煤炭安全生产和供应等作出进一步部署安排。截至6月16日，全国统调电厂存煤达到2.1亿吨，平均可用天数达到34天，安全稳定供应具备坚实基础。

On June 18th, the National Development and Reform Commission held its monthly press conference. Li Chao, the deputy director of the Policy Research Office of the National Development and Reform Commission and the spokesperson of the commission, introduced that ensuring the stable supply of coal is an important part of the energy security guarantee work. Safeguarding safety is an inherent requirement for ensuring supply. On May 26th, the National Development and Reform Commission organized a video conference for the national energy security guarantee during the peak summer period. Based on the systematic preparations that had been carried out previously, further arrangements were made for ensuring coal production safety and supply. As of June 16th, the total coal reserves of the national grid-connected power plants reached 210 million tons, with an average availability of 34 days. This provides a solid foundation for ensuring stable supply.

6月15日，自然资源部召开新一轮找矿突破战略行动"十五五"动员部署会，分析当前我国面临的形势，结合贯彻《矿产资源法实施条例》，对"十五五"找矿工作进行全面动员部署。会议强调，要锚定新一轮找矿突破战略行动"十五五"目标，抓实抓牢六项重点工作。一是大力加强基础性地质调查，提交一批找矿靶区和勘查区块建议。二是大力加强战略性矿产勘查，促进重要战略性矿产增储上产。三是大力加强资源综合利用，盘活一批难利用资源。四是大力加强优质政策供给，维护矿产资源国家所有者权益和矿业权人合法权益。五是大力加强科技创新，发展找矿领域新质生产力。六是大力加强绿色勘查和绿色矿山建设，最大限度减少勘查开发活动对生态环境的影响。

On June 15th, the Ministry of Natural Resources held a mobilization and deployment meeting for the new round of the strategic action for mineral exploration breakthroughs during the "15th Five-Year Plan" period. The meeting analyzed the current situation in China and, in conjunction with the implementation of the "Regulations on the Implementation of the Mineral Resources Law", made a comprehensive mobilization and deployment for the "15th Five-Year Plan" mineral exploration work. The meeting emphasized that the goal of the new round of mineral exploration breakthroughs during the "15th Five-Year Plan" should be firmly grasped, and six key tasks should be effectively implemented. First, vigorously strengthen basic geological surveys and submit suggestions for a number of exploration targets and exploration blocks. Second, vigorously strengthen strategic mineral exploration to promote the increase in reserves and production of important strategic minerals. Third, vigorously strengthen resource comprehensive utilization to revitalize a number of difficult-to-utilize resources. Fourth, vigorously strengthen the supply of high-quality policies to safeguard the rights and interests of the state owner of mineral resources and the rights and interests of mining right holders. Fifth, vigorously strengthen scientific and technological innovation to develop new productive forces in the field of mineral exploration. Sixth, vigorously strengthen green exploration and the construction of green mines to minimize the impact of exploration and development activities on the environment.

国家统计局16日发布数据显示，5月份，全国规上工业原煤产量4.0亿吨，同比下降1.7%；日均产量1281万吨。1-5月份，全国规上工业原煤产量19.8亿吨，同比下降0.3%。

On the 16th, the National Bureau of Statistics released data showing that in May, the national production of raw coal for industrial enterprises above designated size was 400 million tons, a year-on-year decrease of 1.7%; The daily average production is 12.81 million tons. From January to May, the national production of industrial raw coal above designated size was 1.98 billion tons, a year-on-year decrease of 0.3%.

据中国煤炭工业协会统计与信息部统计，1-5月，直报企业排名前10家原煤产量合计为9.9亿吨，同比减少820万吨，占规上工业原煤产量的50.0%。具体情况为：国家能源集团2.45亿吨，同比下降3.8%；晋能控股集团1.67亿吨，同比下降1.1%；山东能源集团1.15亿吨，同比下降0.5%；陕煤集团1.09亿吨，同比增长2.0%；中国中煤集团1.09亿吨，同比下降3.6%；山西焦煤集团0.77亿吨，同比下降0.3%；华能集团0.47亿吨，同比增长9.6%；中国平煤神马集团0.46亿吨，同比下降0.2%；潞安化工集团0.40亿吨，同比下降2.3%；国家电投集团0.33亿吨，同比增长10.4%。

According to the statistics of the Statistics and Information Department of the China Coal Industry Association, from January to May, the combined output of the top 10 direct-reporting enterprises for raw coal was 990 million tons, a decrease of 8.2 million tons year-on-year, accounting for 50.0% of the total output of industrial raw coal under the reporting standards. The specific figures are as follows: National Energy Group produced 245 million tons, a decrease of 3.8% year-on-year; Jinneng Holding Group produced 167 million tons, a decrease of 1.1% year-on-year; Shandong Energy Group produced 115 million tons, a decrease of 0.5% year-on-year; Shaanxi Coal Group produced 109 million tons, an increase of 2.0% year-on-year; China Coal Industry Group produced 109 million tons, a decrease of 3.6% year-on-year; Shanxi Coking Coal Group produced 77 million tons, a decrease of 0.3% year-on-year; Huaneng Group produced 47 million tons, an increase of 9.6% year-on-year; China Pingmei Coal Group produced 46 million tons, a decrease of 0.2% year-on-year; Lu'an Chemical Group produced 40 million tons, a decrease of 2.3% year-on-year; State Power Investment Group produced 33 million tons, an increase of 10.4% year-on-year.

国家统计局14日公布的数据显示，6月上旬，全国煤炭价格延续涨势。其中：无烟煤（洗中块）价格1079.7元/吨，较上期上涨7.8%；山西优混（5500大卡）价格为861元/吨，较上期上涨2.1%；焦煤（主焦煤）价格为1770.6元/吨，较上期上涨12.0%；焦炭（准一级冶金焦）价格为1590.2元/吨，较上期上涨4.3%。

Data released by the National Bureau of Statistics on the 14th showed that in the first ten days of June, the national coal prices continued to rise. Specifically: The price of anthracite (washed medium lump) was 1,079.7 yuan per ton, up 7.8% compared to the previous period; the price of high-quality Shanxi blend (5500 kcal) was 861 yuan per ton, up 2.1% compared to the previous period; the price of coking coal (main coking coal) was 1,770.6 yuan per ton, up 12.0% compared to the previous period; the price of coke (first-class metallurgical coke) was 1,590.2 yuan per ton, up 4.3% compared to the previous period.

据商务部市场运行监测系统显示，5月份，全国煤炭价格环比上涨1.5%，同比上涨4.9%，其中，炼焦煤、动力煤、二号无烟块煤环比分别上涨2.4%、1.5%和0.6%。

According to the market operation monitoring system of the Ministry of Commerce, in May, the national coal prices rose by 1.5% month-on-month and by 4.9% year-on-year. Among them, the prices of coking coal, thermal coal and No. 2 anthracite coal rose by 2.4%, 1.5% and 0.6% respectively month-on-month.

据商务部市场运行监测系统显示，6月8日至14日，全国煤炭价格整体上涨，其中炼焦煤、动力煤、无烟煤每吨1251元、806元和1142元，分别上涨3.6%、0.5%和0.3%。

According to the market operation monitoring system of the Ministry of Commerce, from June 8th to 14th, the national coal prices rose overall. Among them, the prices of coking coal, thermal coal and anthracite were 1,251 yuan, 806 yuan and 1,142 yuan per ton respectively, increasing by 3.6%, 0.5% and 0.3% respectively.

山西 监测系统数据显示，5月份山西煤炭价格全线走高。煤炭平均价格为984.75元/吨，环比上涨2.4%。其中：无烟煤2号洗选块煤平均价格为970.25元/吨，环比上涨6.2%；动力煤发热量5000-5500大卡平均价格为680元/吨，环比上涨0.7%；炼焦煤1/3焦煤平均价格为1304元/吨，环比上涨0.5%。预计6月份山西煤炭市场将延续稳中有涨的运行态势。

According to the monitoring system data of Shanxi Province, the prices of coal in Shanxi rose across the board in May. The average price of coal was 984.75 yuan per ton, up by 2.4% compared with the previous month. Specifically: the average price of No. 2 washed lump coal for anthracite was 970.25 yuan per ton, up by 6.2% compared with the previous month; the average price of thermal coal with calorific value ranging from 5000 to 5500 calories was 680 yuan per ton, up by 0.7% compared with the previous month; the average price of 1/3 coking coal was 1304 yuan per ton, up by 0.5% compared with the previous month. It is expected that the coal market in Shanxi Province will continue to maintain a stable trend with slight increases in June.

内蒙古 据商务部生产资料市场监测系统数据显示，5月份，内蒙古煤炭平均价格为722.93元/吨，环比上涨4.4%，同比下降1.9%。其中，无烟煤2号洗选块煤均价为822.41元/吨，环比上涨2.7%，同比下降0.4%；动力煤发热量5000-5500大卡煤均价为583.2元/吨，环比上涨6.4%，同比下降1.0%；炼焦煤1/3焦煤均价为763.17元/吨，环比上涨4.6%，同比下降4.1%。

Inner Mongolia: According to the data from the Ministry of Commerce's production materials market monitoring system, in May, the average price of coal in Inner Mongolia was 722.93 yuan per ton, up by 4.4% compared with the previous month and down by 1.9% year-on-year. Among them, the average price of No. 2 washed lump coal for anthracite was 822.41 yuan per ton, up by 2.7% compared with the previous month and down by 0.4% year-on-year; the average price of thermal coal with calorific value of 5000-5500 kcal was 583.2 yuan per ton, up by 6.4% compared with the previous month and down by 1.0% year-on-year; the average price of 1/3 coking coal was 763.17 yuan per ton, up by 4.6% compared with the previous month and down by 4.1% year-on-year.

据商务部重要生产资料市场监测系统数据显示，5月30日-6月5日，从监测品种样本数据来看，内蒙古煤炭平均价格为728.23元/吨，环比上涨0.7%，同比下降1.2%。其中，无烟煤2号洗选块煤均价为809.36元/吨，环比上涨0.9%，同比下降2.7%；动力煤发热量5000-5500大卡均价为595.81元/吨，环比上涨1.1%，同比上涨4.3%；炼焦煤1/3焦煤均价为779.52元/吨，环比上涨0.2%，同比下降3.3%。

According to the important production materials market monitoring system of the Ministry of Commerce, from May 30th to June 5th, based on the sample data of the monitored varieties, the average price of coal in Inner Mongolia was 728.23 yuan per ton, rising by 0.7% compared with the previous period and decreasing by 1.2% compared with the same period last year. Among them, the average price of No. 2 washed lump coal of anthracite was 809.36 yuan per ton, rising by 0.9% compared with the previous period and decreasing by 2.7% compared with the same period last year; the average price of thermal coal with calorific value of 5000-5500 calories was 595.81 yuan per ton, rising by 1.1% compared with the previous period and increasing by 4.3% compared with the same period last year; the average price of 1/3 coking coal was 779.52 yuan per ton, rising by 0.2% compared with the previous period and decreasing by 3.3% compared with the same period last year.

截至6月16日，甘其毛都口岸累计进口煤炭2442.33万吨。现甘其毛都口岸蒙5#原煤市场报价1223元/吨，蒙3#精煤市场报价1286元/吨，蒙5#精煤市场报价1358元/吨。

As of June 16th, the Gancimaodu Port has cumulatively imported 2442.33 million tons of coal. Currently, the market price of Mongolian 5# raw coal at the Gancimaodu Port is 1223 yuan per ton, the market price of Mongolian 3# refined coal is 1286 yuan per ton, and the market price of Mongolian 5# refined coal is 1358 yuan per ton.

陕西 6月12日，陕西省发展改革委副主任、省能源局局长杨扬带队赴榆林市专题调研60万吨/年以下煤矿分类处置工作。调研组深入横山区韩岔乡庙渠煤矿井下实地调研企业运营和安全生产工作，详细了解了矿井资源条件、近年生产效益、安全责任落实及隐患排查整治等情况。随后，组织榆林市能源局、发展改革委等市级部门，相关县级煤炭行业管理部门及庙渠、普泉等7家煤矿企业代表现场召开座谈会。

On June 12th, Yang Yang, the deputy director of the Shaanxi Provincial Development and Reform Commission and the director of the Provincial Energy Bureau, led a team to conduct a special investigation in Yulin City regarding the classification disposal of coal mines with an annual output of less than 600,000 tons. The investigation team conducted on-site research in the underground operations of the Miaocui Coal Mine in Hanjia Township, Hengshan District, to investigate the operation and safety production of the enterprise, and learned in detail about the resource conditions of the mine, the production benefits in recent years, the implementation of safety responsibilities, and the investigation and rectification of hidden dangers. Subsequently, they organized the Yulin Municipal Energy Bureau, the Development and Reform Commission, and other municipal departments, as well as relevant county-level coal industry management departments and representatives from 7 coal mines such as Miaocui and Puquan, to hold a meeting on-site.

从省国资委获悉：近日，陕西煤炭行业首个新能源专业委员会在西安成立，并核准了专业委员会组成人员。这标志着陕西在新能源领域的专业化建设、产学研协同等多个方面迈出了重要一步。

According to the provincial State-owned Assets Supervision and Administration Commission: Recently, the first professional committee for new energy in the Shaanxi coal industry was established in Xi'an, and the composition of the committee members was approved. This marks an important step for Shaanxi in the professionalization construction of the new energy sector, as well as in the collaboration among research, education and industry.

河南 据商务部业务系统统一平台洛阳市重要生产资料监测系统数据显示，5月30日-6月5日，河南省洛阳市煤炭（烟煤）平均零售价为514.50元/吨，环比上涨0.3%。

Henan Province: According to the data from the important production materials monitoring system of Luoyang City on the Business System Unified Platform of the Ministry of Commerce, from May 30th to June 5th, the average retail price of coal (bituminous coal) in Luoyang City, Henan Province was 514.50 yuan per ton, with a month-on-month increase of 0.3%.

河北 张家口市重要生产资料市场监测系统显示，5月29日-6月5日，河北省张家口市煤炭均价为640.0元/吨，与基期持平。其中，动力煤（发热量5000-5500大卡）价格为640.0元/吨，与基期持平。预计后期将继续在合理区间内运行。

The monitoring system for important production materials markets in Zhangjiakou City, Hebei Province shows that from May 29th to June 5th, the average price of coal in Zhangjiakou City, Hebei Province was 640.0 yuan per ton, remaining the same as the base period. Among them, the price of thermal coal (with an ash content of 5000-5500 calories) was 640.0 yuan per ton, also remaining the same as the base period. It is expected that it will continue to operate within a reasonable range in the future.

浙江 据浙江省重要生产资料市场监测系统监测，6月1日-7日，浙江省受监测样本企业动力煤价格为775.01元/吨，价格环比上涨0.5%。近期，上游煤矿安全监管加码，部分煤矿停产自查后复产进度较慢，供应收紧，动力煤价格上涨。后期，需求端受季节性升温支撑，煤价易涨难跌，预计动力煤价格或将偏强震荡运行。

Zhejiang According to the monitoring system of important production materials markets in Zhejiang Province, from June 1st to 7th, the price of thermal coal for monitoring sample enterprises in Zhejiang Province was 775.01 yuan per ton, with a price increase of 0.5% compared to the previous period. Recently, the safety supervision of upstream coal mines has been intensified, and some coal mines have suspended production for self-inspection before resuming operations, resulting in a slower pace of resumption. Supply has tightened, and the price of thermal coal has risen. In the future, the demand side is supported by seasonal warming, and coal prices are likely to rise rather than fall. It is expected that the price of thermal coal may fluctuate in a relatively strong manner.

湖南 据湖南省商务厅对全省生产资料流通市场监测数据显示，6月1日-7日，湖南省煤炭市场销售均价1181.25元/吨，上涨1.8%，同比上涨8.7%。分品种看，无烟煤销售均价1487.5元/吨，上涨3.1%，同比上涨8.8%；烟煤销售均价875元/吨，下跌0.3%，同比上涨8.7%。

Hunan According to the monitoring data on the production materials circulation markets in the province by the Hunan Provincial Commerce Department, from June 1st to 7th, the average selling price of coal in Hunan Province was 1,181.25 yuan per ton, rising by 1.8% and increasing by 8.7% compared to the same period last year. By type, the average selling price of anthracite was 1,487.5 yuan per ton, rising by 3.1% and increasing by 8.8% compared to the same period last year; the average selling price of bituminous coal was 875 yuan per ton, falling by 0.3% but increasing by 8.7% compared to the same period last year.

宁夏 据商务部市场运行监测系统显示，6月1日-7日，宁夏煤炭价格为716.67元/吨，环比持平。近期，煤炭市场在涨势收窄后连续保持平稳运行。预计进入6月中下旬后市场将迎来旺季需求的集中释放，煤价仍有较强的上涨动能。

Ningxia According to the market operation monitoring system of the Ministry of Commerce, from June 1st to 7th, the price of coal in Ningxia was 716.67 yuan per ton, remaining unchanged compared with the previous period. Recently, the coal market has maintained a stable operation after the growth trend slowed down. It is expected that in the middle and late of June, the market will witness a concentrated release of peak demand, and the coal price will still have strong upward momentum.

四川 6月9日，广安华蓥市高兴镇，50节车厢、3000多吨来自陕西的煤炭，缓缓驶入四川省首批国家级储配煤基地——四川高兴煤炭储备基地。

On June 9th in Guang'an, Huaqing Town, Huagang City, Sichuan Province, 50 train carriages carrying over 3,000 tons of coal from Shaanxi Province slowly entered the first batch of national-level coal storage and distribution bases in Sichuan Province - the Huagang Coal Reserve Base of Sichuan Province.

据商务部重要生产资料监测系统显示，6月1日-7日，四川省煤炭均价为918.13元/吨，环比上涨0.5%。其中，动力煤价格为948.74元/吨，环比上涨0.5%；无烟煤价格为887.80元/吨，环比上涨0.4%。

According to the important production materials monitoring system of the Ministry of Commerce, from June 1st to 7th, the average price of coal in Sichuan Province was 918.13 yuan per ton, up by 0.5% compared with the previous period. Among them, the price of thermal coal was 948.74 yuan per ton, up by 0.5% compared with the previous period; the price of anthracite coal was 887.80 yuan per ton, up by 0.4% compared with the previous period.

贵州 据贵州省商务厅监测，6月1日-5日，贵州省无烟煤均价为1020元/吨，环比上涨2.0%。在连续数周保持持平后，煤炭市场小幅上涨，主要受夏季用电高峰临近、电厂备煤需求有所增加影响；同时，前期价格持续低位运行，市场存在技术性修复需求。煤炭价格的小幅回暖，为能源板块注入积极信号。

Guizhou According to the monitoring by the Guizhou Provincial Commerce Department, from June 1st to 5th, the average price of anthracite in Guizhou Province was 1,020 yuan per ton, up by 2.0% compared with the previous period. After remaining stable for several consecutive weeks, the coal market saw a slight increase. This was mainly due to the approaching summer electricity peak and the increased demand for coal reserves by power plants; at the same time, the prices had been running at a low level for a while, and there was a technical recovery demand in the market. The slight回暖 of coal prices has injected a positive signal into the energy sector.

广西 据商务部重要生产资料市场监测系统显示，6月1日-7日，广西壮族自治区煤炭价格1822元/吨，环比下降0.9%。其中：无烟煤、烟煤价格分别为1789元/吨、1855元/吨，环比分别下降0.8%、1%。

Guangxi: According to the important production materials market monitoring system of the Ministry of Commerce, from June 1st to 7th, the price of coal in Guangxi Zhuang Autonomous Region was 1,822 yuan per ton, a decrease of 0.9% compared with the previous period. Among them: the prices of anthracite and bituminous coal were 1,789 yuan per ton and 1,855 yuan per ton respectively, with decreases of 0.8% and 1% respectively compared with the previous period.

福建 根据商务部重要生产资料监测系统监测数据显示，6月1日-7日，福建省监测样本企业的煤炭市场价格平均为1413.11元/吨，环比上涨7.3%。其中，无烟煤市场价格为1286.00元/吨，环比上涨2.4%；烟煤市场价格为1476.66元/吨，环比上涨9.6%。

Fujian: According to the monitoring data of the important production materials monitoring system of the Ministry of Commerce, from June 1st to 7th, the average market price of coal for monitoring sample enterprises in Fujian Province was 1,413.11 yuan per ton, up by 7.3% compared with the previous period. Among them, the market price of anthracite coal was 1,286.00 yuan per ton, up by 2.4% compared with the previous period; the market price of bituminous coal was 1,476.66 yuan per ton, up by 9.6% compared with the previous period.

◆企业热点

Corporate Hotspots

中国神华 中国神华发布的公告显示，2026年5月商品煤产量4170万吨，同比下降4.1%；煤炭销售量5050万吨，同比增长11.7%。1-5月累计商品煤产量2.07亿吨，同比下降4.0%；累计煤炭销售量2.5亿吨，同比增长3.3%。

China Shenhua's announcement shows that in May 2026, the company's coal production was 41.7 million tons, a decrease of 4.1% compared to the previous year; the coal sales volume was 50.5 million tons, an increase of 11.7% compared to the previous year. From January to May, the cumulative coal production was 207 million tons, a decrease of 4.0% compared to the previous year; the cumulative coal sales volume was 250 million tons, an increase of 3.3% compared to the previous year.

中国中煤 6月16日，中国中煤党委书记、董事长王树东在集团公司总部会见秦皇岛市委书记王曦，双方围绕深化央地合作、推动科技项目落地进行了深入交流。集团公司党委常委、副总经理倪嘉宇，秦皇岛市副市长李国强参加会见。

China Coal  On June 16th, Wang Shudong, the Party Secretary and Chairman of China Coal, met with Wang Xi, the Secretary of the Communist Party Committee of Qinhuangdao City, at the headquarters of the group company. The two sides had in-depth discussions on deepening cooperation between the central government and local authorities and promoting the implementation of scientific and technological projects. Party Committee Vice Chairman and General Manager Ni Jiayu, and Vice Mayor Li Guoqiang of Qinhuangdao City attended the meeting.

中煤能源6月15日发布的公告显示，2026年5月份，中煤能源商品煤产量为1081万吨，同比下降9.2%，环比增长7.9%；商品煤销量为2187万吨，同比微增0.4%，环比增长7.1%。其中，自产商品煤销量为1051万吨，同比下降10.6%，环比增长2.1%。1-5月份，中煤能源商品煤累计产量为5100万吨，同比下降9.4%；商品煤销量为9831万吨，同比下降8.1%。其中，自产商品煤销量为5050万吨，同比下降9.1%。

The announcement released by China Coal Energy on June 15th shows that in May 2026, China Coal Energy's output of commercial coal was 10.81 million tons, a year-on-year decrease of 9.2% and a month-on-month increase of 7.9%; the sales volume of commercial coal was 21.87 million tons, a slight year-on-year increase of 0.4% and a month-on-month increase of 7.1%. Among them, the sales volume of self-produced commercial coal was 10.51 million tons, a year-on-year decrease of 10.6% and a month-on-month increase of 2.1%. From January to May, China Coal Energy's cumulative output of commercial coal was 51 million tons, a year-on-year decrease of 9.4%; the sales volume of commercial coal was 98.31 million tons, a year-on-year decrease of 8.1%. Among them, the sales volume of self-produced commercial coal was 50.5 million tons, a year-on-year decrease of 9.1%.

中国煤科 6月10日，中国秦发集团有限公司董事会主席徐达一行到访中国煤科，双方就秦发印尼矿区建设与未来合作进行座谈交流。

China Coal Science  On June 10th, the board chairman of China Qinfu Group Co., Ltd., Xu Da, and his delegation visited China Coal Science. The two sides held a discussion and exchange on the construction of Qinfu's Indonesian mining area and future cooperation.

山东能源集团 6月16日，由商务部和山东省人民政府共同主办的第七届跨国公司领导人青岛峰会在青岛国际会议中心开幕。山东能源集团党委书记、董事长李伟率团参加，分别会见卡特彼勒中国区副总裁、卡特彼勒(中国)投资有限公司总经理张全胜，小松矿业高级副总裁鲁迪·伯肖夫，与世界500强和行业领军跨国企业共话合作发展，现场签署中厚煤层高产高效长壁单工作面成套设备和技术联合开发等3个协议，致力打造跨国科创合作新高地。

On June 16th, the 7th Transnational Corporation Leaders Qingdao Summit, jointly organized by the Ministry of Commerce and the People's Government of Shandong Province, opened at the Qingdao International Conference Center. The Party Secretary and Chairman of Shandong Energy Group, Li Wei, led the delegation to attend. They respectively met with the Vice President of Caterpillar China Region and the General Manager of Caterpillar (China) Investment Co., Ltd., Zhang Quansheng, the Senior Vice President of Komatsu Mining, Rudy Boshov, and discussed cooperation and development with world 500-strong and industry-leading transnational enterprises. On the spot, three agreements were signed, including the joint development of complete sets of equipment and technologies for high-yield, high-efficiency, longwall single working face in medium-thick coal seams, aiming to create a new highland for cross-border scientific and technological cooperation.

山煤国际 6月14日，山煤国际与中国煤科北京华宇工程有限公司举行交流座谈会，双方围绕深化战略合作、以科技赋能安全生产与提质增效等议题进行了深入探讨。

Shanmei International On June 14th, Shanmei International held an exchange meeting with China Coal Science & Technology Beijing Huayu Engineering Co., Ltd. Both parties discussed in depth issues such as deepening strategic cooperation, leveraging technology to enhance safety production and improve efficiency and effectiveness.

华阳集团 6月15日，华阳股份2025年度股东会召开。华阳集团党委书记、董事长，华阳股份党委书记、董事长王永革主持会议，华阳集团党委副书记、副董事长、总经理，华阳股份董事王大力参加会议。华阳股份股东及股东代表，其他董事及高级管理人员，见证律师，媒体代表等参会。

Huayang Group On June 15th, the 2025 Annual Shareholders' Meeting of Huayang Co., Ltd. was held. Party Secretary and Chairman of Huayang Group, and Party Secretary and Chairman of Huayang Co., Ltd., Wang Yongge, presided over the meeting. Party Deputy Secretary, Vice Chairman and General Manager of Huayang Group, and Director Wang Dalong also attended the meeting. Shareholders and shareholder representatives of Huayang Co., Ltd., other directors and senior management personnel, witnesses, media representatives, etc. participated in the meeting.

华电燃料物流公司 6月12日，华电燃料物流公司在西安重磅发布科技和理论两大成果：国内首部系统研究煤炭供应链物流贸易管理的专著——《煤炭数智供应链理论实践》与国际领先的全链条“华电集团电煤供应链管理平台”。中国华电集团有限公司生产技术部主任、中国交通运输协会、全国煤炭交易中心、国家电网有限公司、中国电力企业联合会、中国煤炭运销协会、国铁集团物流中心、陕西榆林能源集团、榆神煤电公司、陕西省煤炭运销集团、华润电力控股政策研究中心、全国煤炭标委会、中煤时代科技发展有限公司等相关负责人应邀出席，共同见证成果发布。

Huadian Fuel Logistics Company On June 12th, Huadian Fuel Logistics Company made a significant announcement in Xi'an regarding two major achievements: the first domestic monograph that systematically studies the logistics and trade management of the coal supply chain - "The Theory and Practice of Coal Digital Supply Chain" and the internationally leading "Huadian Group Coal Supply Chain Management Platform" covering the entire supply chain. The director of the Production Technology Department of China Huadian Corporation, the China Transportation Association, the National Coal Exchange Center, the State Grid Corporation of China, the China Power Industry Federation, the China Coal Transportation Association, the Railway Group Logistics Center, Shaanxi Yulin Energy Group, Yushen Coal and Electric Power Company, Shaanxi Coal Transportation Group, the Policy Research Center of China Resources Power Holdings, the National Coal Standardization Committee, and China Coal Era Technology Development Co., Ltd., among others, were all invited to attend and jointly witness the announcement of these achievements.

6月12日，华电燃料物流公司成立十周年成就展在西安开幕。中国华电集团有限公司生产技术部、中国国家铁路集团有限公司、国家电网有限公司、全国煤炭交易中心、中国电力企业联合会、中国交通运输协会、全国煤炭标准化技术委员会、中国煤炭运销协会、中煤时代科技发展有限公司、华润电力控股政策研究中心、陕西榆林能源集团榆神煤电有限公司、陕煤运销集团、中国铁路西安局集团有限公司、浩吉铁路股份有限公司西安分公司、晋能控股集团有限公司煤炭销售公司、中国矿业大学等相关负责人应邀出席。

On June 12th, the 10th anniversary achievement exhibition of Huadian Fuel Logistics Company was inaugurated in Xi'an. Representatives from the Production Technology Department of China Huadian Corporation, China State Railway Group Co., Ltd., State Grid Corporation of China, National Coal Trading Center, China Electricity Industry Federation, China Transportation Association, National Coal Standardization Technology Committee, China Coal Transportation and Marketing Association, China Coal Era Science and Technology Development Co., Ltd., China Resources Power Holdings Policy Research Center, Shaanxi Yulin Energy Group Yushen Coal Power Company, Shaanxi Coal Transportation and Marketing Group, China Railway Xi'an Bureau Group Co., Ltd., Xi'an Branch of Haigui Railway Co., Ltd., Jincheng Holding Group Co., Ltd. Coal Sales Company, China University of Mining and Technology were invited to attend.

6月11日-12日，华电集团北京燃料物流有限公司第三届电煤购销业务大赛在陕西西安圆满举办。中国国家铁路集团有限公司、国家电网有限公司、全国煤炭交易中心、中国电力企业联合会、中国交通运输协会、全国煤炭标准化技术委员会、中国煤炭运销协会、中煤时代科技发展有限公司、华润电力控股政策研究中心、陕西榆林能源集团榆神煤电有限公司、陕煤运销集团、中国铁路西安局集团有限公司、浩吉铁路股份有限公司西安分公司、晋能控股集团有限公司煤炭销售公司、中国矿业大学等相关负责人应邀出席本次大赛。

From June 11th to 12th, the third coal purchase and sale business competition of Beijing Fuel Logistics Co., Ltd. of Huadian Group was successfully held in Xi'an, Shaanxi Province. Representatives from China National Railway Group Co., Ltd., State Grid Corporation of China, National Coal Trading Center, China Electricity Council, China Transportation Association, National Coal Standardization Technical Committee, China Coal Distribution Association, Zhongcaitek Technology Development Co., Ltd., China Resources Power Holdings Policy Research Center, Shaanxi Yulin Energy Group Yushen Coal Power Company, Shaanxi Coal Distribution Group, China Railway Xi'an Bureau Group Co., Ltd., Hohji Railway Co., Ltd. Xi'an Branch, Jincheng Group Co., Ltd. Coal Sales Company, China University of Mining and Technology, and other relevant parties were invited to attend this competition.

永明煤矿 近日，山东产权交易中心预披露了陕西永明煤矿有限公司51%股权转让项目信息，转让方为山东能源集团西北矿业有限公司。公开信息显示，永明煤矿核定生产能力为‌45万吨/年‌，井田面积9.1091平方公里，主采3层和5层煤。‌地面建有‌120万吨选煤厂‌，洗出的煤种主要为中低灰、低硫特强粘结的45#气煤。

Yongming Coal Mine Recently, the Shandong Property Rights Trading Center disclosed the information of the 51% equity transfer project of Shaanxi Yongming Coal Mine Co., Ltd. The transferring party is Shandong Energy Group Northwest Mining Co., Ltd. Public information shows that the核定 production capacity of Yongming Coal Mine is 450，000 tons per year. The mining area is 9.1091 square kilometers， and the main coal seams mined are the 3rd and 5th layers. A 120，000-ton coal washing plant has been built on the ground， and the washed coal mainly consists of 45# gas coal with low ash content， low sulfur content， and strong adhesiveness.

◆安全资讯

Safety Information

全国 近日，中央安全生产考核巡查组深入河北、山西、黑龙江、安徽、湖南、广西、重庆和新疆等8个省（自治区、直辖市），从严从实从细开展二、三季度明查暗访工作，严肃认真、动真碰硬，重拳惩治各类非法违法行为，坚决防范遏制重特大事故。

Nationwide: Recently, the central safety production assessment and inspection team has conducted in-depth inspections in eight provinces (autonomous regions and municipalities directly under the Central Government), namely Hebei, Shanxi, Heilongjiang, Anhui, Hunan, Guangxi, Chongqing and Xinjiang. They have carried out spot checks and undercover investigations in a strict, practical and meticulous manner, seriously and resolutely cracking down on all kinds of illegal activities, and resolutely preventing and controlling major and especially serious accidents.

6月17日，国务院安委会办公室、国家防减救灾委员会办公室、应急管理部召开视频调度会，深入贯彻落实习近平总书记关于防范化解重大安全风险的重要指示精神，深入分析面临的安全风险形势，部署端午假期前后安全防范应对重点工作。

On June 17, the offices of the State Council's Safety Committee, the National Disaster Prevention and Relief Committee, and the Ministry of Emergency Management held a video conference to thoroughly implement President Xi Jinping's important directives on preventing and mitigating major safety risks, analyze the current safety risk situation in depth, and arrange key tasks for safety prevention and response before and after the Dragon Boat Festival holiday.

山西 为深入贯彻落实习近平总书记关于安全生产的重要指示批示精神，按照全国安全生产视频会议部署，6月11日至6月25日，中央安全生产考核巡查组第九组对山西省开展二、三季度安全生产明查暗访。6月16日，考核巡查组进驻见面会在太原召开，考核巡查组组长李兴湖就做好明查暗访工作作了讲话，省委副书记、省长卢东亮作了表态发言，省委常委、常务副省长董晓宇主持。

Shanxi: On June 16th, a meeting for the inspection and supervision team's entry was held in Taiyuan. The team leader Li Xinghu delivered a speech on how to conduct thorough inspections and undercover investigations. The vice governor and governor of the province, Lu Dongliang, made a statement. The vice governor and deputy governor-in-charge of the provincial government, Dong Xiaoyu, presided over the meeting.

6月13日，山西省煤矿安全风险隐患专项整治行动推进会召开，省委副书记、省长卢东亮主持并讲话。他强调，要认真落实省委召开的设区市市委书记座谈会部署要求，把开展专项整治作为树立和践行正确政绩观的重要内容，深刻汲取“5·22”事故教训，牢记代价不能白付，进一步提高政治站位，发扬斗争精神，在最短时间内把煤矿领域重大非法违法问题查出来，坚决打赢专项整治攻坚战，全力扭转煤矿安全生产被动局面。

On June 13th, a meeting to promote the special rectification campaign for safety risks and hidden dangers in coal mines in Shanxi Province was held. Vice Governor and Governor Lu Dongliang presided over and delivered a speech. He emphasized that it is necessary to earnestly implement the requirements of the symposium on provincial party committee leaders of prefecture-level cities held by the provincial committee, and regard the implementation of the special rectification campaign as an important part of establishing and practicing the correct concept of political achievements. We should deeply learn from the lessons of the "5.22" accident, remember that the price cannot be wasted in vain, further enhance the political stance, carry forward the spirit of struggle, and identify major illegal and irregular issues in the coal mining sector within the shortest possible time. We must resolutely win the battle of the special rectification campaign and strive to reverse the passive situation of coal mine safety production.

贵州 为深入贯彻国家矿山安全生产工作部署，立足贵州煤矿瓦斯、水害、火灾等复杂灾害治理实际，贵州省能源局联合国家矿山安全监察局贵州局近期印发《贵州省煤矿安全风险监测预警处置实施细则（试行）》，补齐贵州省煤矿预警处置制度、标准建设的短板，构建智能监测、分级预警、快速响应、全程溯源、从严问责的煤矿安全防控体系。

Guizhou: In order to thoroughly implement the national policy on safety production in mines, based on the actual situation of complex disasters such as gas, water disasters, and fires in Guizhou's coal mines, the Energy Bureau of Guizhou Province and the Guizhou Bureau of the National Mine Safety Supervision Bureau recently issued the "Implementation Rules for Safety Risk Monitoring and Early Warning and Disposal of Coal Mines in Guizhou Province (Trial)", aiming to fill the gaps in the construction of warning and disposal systems and standards for coal mines in Guizhou Province, and to establish an intelligent monitoring, graded warning, rapid response, full-process traceability, and strict accountability coal mine safety prevention and control system.

宁夏 从宁夏应急管理厅获悉，为强化安全生产社会监督，防范安全事故发生，宁夏面向全社会征集煤矿、非煤矿山、危化、工贸等领域及相关中介机构的重大事故隐患与安全生产违法行为线索，并设立3000元至30万元举报奖励，鼓励民众参与安全生产共治。

Ningxia: According to the Ningxia Emergency Management Department, in order to strengthen social supervision of safety production and prevent safety accidents, Ningxia is inviting the public to provide clues about major accident hazards and safety violations in fields such as coal mines, non-coal mines, hazardous chemicals, and industrial and trade enterprises. A reward ranging from 3,000 yuan to 300,000 yuan will be offered for reporting such issues, encouraging the public to participate in the joint governance of safety production.

◆煤炭运输

Coal transportation

铁路 从中国国家铁路集团有限公司获悉，今年1至5月，国家铁路累计发送货物16.7亿吨，同比增长1.8%；日均装车18.63万车，同比增长2.8%，其中5月2日装车20.24万车，创单日装车历史新高。铁路部门积极支持各地迎峰度夏，加大电煤保供运输力度，1至5月份国家铁路发送煤炭8.7亿吨，其中电煤5.8亿吨，全国铁路直供电厂存煤均保持较高水平。

Railway: According to the China National Railway Group Co., Ltd., from January to May this year, the national railway system has cumulatively transported 1.67 billion tons of goods, an increase of 1.8% year-on-year; the average daily number of loaded cars was 186,300, an increase of 2.8% year-on-year. On May 2nd, the number of loaded cars reached 202,400, setting a new record for a single day. The railway department actively supported various regions in preparing for the peak summer demand and strengthened the transportation of electricity and coal supply. From January to May, the national railway system transported 870 million tons of coal, including 580 million tons of electricity coal. The coal reserves at direct power supply stations across the country remained at a high level.

从11日在乌鲁木齐召开的临哈骨干铁路通道物流高质量发展大会上获悉：临河至哈密铁路额济纳至哈密段扩能改造工程、新建淖毛湖至梧桐水项目计划年内开工，届时新疆铁路北翼通道运能将成倍增加。

It was learned at the High-Quality Development Conference on Logistics of the Key Railway Corridor between Linhe and Hami held in Urumqi on the 11th that the expansion and renovation project of the Linhe-Hami railway section from Hegenza to Hami, as well as the new project of Nao Mao Hu to Wutong Shui, are scheduled to commence construction this year. At that time, the transportation capacity of the northern railway corridor in Xinjiang will increase by a factor of two.

6月9日2时14分，满载4000吨煤炭的84382次货物列车从呼伦贝尔市海拉尔南站驶往辽宁盘锦港，货物经盘锦港转海运，运往河北、山东等省份。截至目前已累计发运煤炭18万余吨，“北煤南下” 铁水联运通道效能持续释放。

At 2:14 on June 9th, the 84382 freight train, fully loaded with 4,000 tons of coal, departed from Hailar South Station in Hulunbuir City and headed for Panjin Port in Liaoning Province. The goods were transferred to sea transportation at Panjin Port and then transported to provinces such as Hebei and Shandong. As of now, a total of over 180,000 tons of coal have been dispatched. The efficiency of the "North Coal Southward" railway-water intermodal transportation channel has continued to be fully utilized.

港口 据国能黄骅港公司消息，截至6月12日，国家能源集团黄骅港务公司今年累计完成煤炭下水量10046.3万吨，同比增长5%，创历史同期最高纪录。

Port: According to information from Guoneng Huanghua Port Company, as of June 12th, the National Energy Group Huanghua Port Company has cumulatively completed a coal drainage volume of 100,463,000 tons this year, an increase of 5% compared to the previous year, setting a historical record for the same period.

日前，随着大连港散杂货码头分公司完成一列发站为霍林河的煤炭火车接卸作业，大连湾港区内蒙古东部煤炭中转项目正式启动。至此，辽港集团在大连、营口、盘锦、丹东四港全面开展内蒙古东部煤炭下水业务，沿着辽宁海岸线由北向南，北连内蒙古东部煤炭产区、南接东南沿海消费市场的4条铁海联运通道成为“北煤南运”重要的物流走廊。

Recently, after the Dalian Port Bulk and General Cargo Terminal Branch completed the unloading operation of a coal train departing from Hulinshe, the Inner Mongolia Eastern Coal Transshipment Project in the Dalian Bay Port Area was officially launched. Thus, the Liaoning Port Group has fully initiated the coal delivery business from Inner Mongolia Eastern to the ports of Dalian, Yingkou, Panjin and Dandong. Along the coast of Liaoning Province, from north to south, the four iron-haul-railway intermodal routes connecting the coal production areas in Inner Mongolia Eastern and the consumption markets in the southeast coastal areas have become an important logistics corridor for "North Coal South Transport".