行业动态

Industry Trends

全国 6月2日，国家发展改革委主任郑栅洁主持召开国有企业座谈会，与中国远洋海运集团、中国煤炭科工集团、中国资源循环集团、中国物流集团、中国数联物流信息公司、中国国际货运航空公司、中国神华煤制油化工公司等7家国有企业座谈交流，围绕深化国资国企改革、纵深推进全国统一大市场建设、促进绿色低碳发展、保障能源安全等国家重大战略，听取企业情况介绍和意见建议。郑栅洁表示，要认真落实“双碳”战略，推动绿色低碳发展，促进煤炭清洁高效利用，促进行业绿色低碳转型，有力保障能源安全。

Nationwide: On June 2nd, Director Zheng Zegjie of the National Development and Reform Commission held a symposium for state-owned enterprises. He held discussions and exchanges with seven state-owned enterprises including China COSCO Shipping Group, China Coal Industry Research Institute Group, China Resources Circular Economy Group, China Logistics Group, China Digital Logistics Information Company, China International Freight Airlines, and China Shenhua Coal-to-Oil Chemical Company. The focus of the discussions was on deepening the reform of state-owned enterprises, further advancing the construction of a unified national market, promoting green and low-carbon development, and ensuring energy security, which are major national strategies. He listened to the situation reports and suggestions from the enterprises. Zheng Zegjie stated that they should earnestly implement the "carbon neutrality" strategy, promote green and low-carbon development, facilitate the clean and efficient utilization of coal, promote the green and low-carbon transformation of the industry, and effectively ensure energy security.

5月29日，“十五五”煤炭洗选行业高质量发展交流会在天津红桥区召开。大会以“70载选煤守根基，‘十五五’创新引未来”为主题，来自政府部门、行业协会、高等院校及煤炭企业的百余名专家齐聚，共谋行业发展新路径。数据显示，截至2026年，我国原煤入选率已从1957年的14.03%跃升至85%以上。全国规模以上在运行选煤厂约2500家，千万吨级特大型选煤厂达75家，年入选能力占比超42%。行业智能化转型成果显著，累计建成52处国家级智能化示范选煤厂，其中45处达到中级水平，部分标杆项目已实现全流程无人化操作。

On May 29th, the "High-Quality Development of the Coal Washing Industry during the 15th-16th Five-Year Plan" exchange meeting was held in Hongqiao District, Tianjin. The conference was themed "70 Years of Coal Washing as the Foundation, Innovation in the 15th-16th Five-Year Plan Leads the Future". Over a hundred experts from government departments, industry associations, universities, and coal enterprises gathered to jointly explore new paths for industry development. According to data, by 2026, China's raw coal selection rate has risen from 14.03% in 1957 to over 85%. There are approximately 2,500 Above the designated size coal washing plants across the country， and there are 75 large-scale coal washing plants with a capacity of over 10 million tons. The industry's intelligent transformation has achieved remarkable results， with a total of 52 nationallevel intelligent coal washing plant demonstrations built， of which 45 have reached intermediate levels， and some benchmark projects have achieved fully automated operation without human intervention.

国家统计局4日公布的数据显示，5月下旬，全国煤炭价格继续上涨。其中：无烟煤（洗中块）价格1001.4元/吨，较上期上涨1.7%；山西优混（5500大卡）价格为843.6元/吨，较上期上涨1.0%；焦煤（主焦煤）价格为1581.4元/吨，较上期上涨1.5%；焦炭（准一级冶金焦）价格为1525元/吨，较上期上涨1.9%。

Data released by the National Bureau of Statistics on the 4th showed that in the latter half of May, the prices of coal across the country continued to rise. Specifically: The price of anthracite (washed medium lump) was 1,001.4 yuan per ton, up by 1.7% compared to the previous period; the price of high-quality mixed coal from Shanxi (5500 kcal) was 843.6 yuan per ton, up by 1.0% compared to the previous period; the price of coking coal (main coking coal) was 1,581.4 yuan per ton, up by 1.5% compared to the previous period; the price of coke (first-class metallurgical coke) was 1,525 yuan per ton, up by 1.9% compared to the previous period.

中国物流与采购联合会5日发布数据显示，2026年5月份中国大宗商品价格指数（CBPI）为132.5点，环比上涨0.3%，同比上涨20.2%。从指数运行情况看，随国内需求稳定释放、企业生产活动保持扩张，5月份指数继续上扬，大宗商品市场运行总体保持稳定。5月份能源价格指数大幅回落，报104.5点，环比下跌5.3%，同比上涨8.4%。其中，焦煤价格1592.6元/吨，环比上涨3.9%；焦炭价格1526.1元/吨，环比上涨5.6%。

The China Federation of Logistics and Purchasing released data on the 5th showing that in May 2026, the China Commodity Price Index (CBPI) stood at 132.5 points, up 0.3% month-on-month and 20.2% year-on-year. From the index's performance, as domestic demand was steadily released and enterprises maintained expansion in their production activities, the index continued to rise in May, and the overall operation of the commodity market remained stable. In May, the energy price index dropped significantly, reporting 104.5 points, down 5.3% month-on-month and up 8.4% year-on-year. Among them, the price of coking coal was 1,592.6 yuan per ton, up 3.9% month-on-month; the price of coke was 1,526.1 yuan per ton, up 5.6% month-on-month.

据商务部市场运行监测系统显示，5月18日至24日，全国煤炭价格以涨为主，其中动力煤、无烟块煤每吨794元和1133元，分别上涨0.3%和0.2%，炼焦煤每吨1165元，下降0.4%。

According to the market operation monitoring system of the Ministry of Commerce, from May 18th to 24th, the national coal prices rose mainly. Among them, the price of thermal coal was 794 yuan per ton, and that of anthracite lump coal was 1133 yuan per ton, both increasing by 0.3% and 0.2% respectively. The price of coking coal was 1165 yuan per ton, decreasing by 0.4%.

据商务部市场运行监测系统显示，5月25日至31日，全国煤炭价格稳中有涨，其中无烟煤每吨1133元，与前一周基本持平，炼焦煤、动力煤每吨1184元和798元，分别上涨1.6%和0.5%。

According to the market operation monitoring system of the Ministry of Commerce, from May 25th to 31st, the prices of coal across the country remained stable with an increase. Specifically, the price of anthracite coal was 1,133 yuan per ton, remaining basically the same as the previous week. The prices of coking coal and thermal coal were 1,184 yuan and 798 yuan per ton respectively, increasing by 1.6% and 0.5% respectively.

山西 近年来，大同市积极响应国家“无废城市”建设号召，煤炭企业通过率先应用“煤矸石制人工土壤”技术，实现煤矸石100%全量化利用，探索出一条资源型产业绿色转型的新路子，为煤炭产区破解固废提供了可复制、可推广的“云冈方案”。

Shanxi: In recent years, Datong City has actively responded to the national call for "zero-waste cities". Coal enterprises have taken the lead in applying the "coal gangue to produce artificial soil" technology, achieving 100% full utilization of coal gangue and exploring a new path for the green transformation of resource-based industries. This has provided a replicable and scalable "Yungang solution" for solving solid waste problems in coal-producing areas.

内蒙古 据商务部重要生产资料市场监测系统数据显示，5月16日-5月22日，从监测品种样本数据来看，内蒙古煤炭平均价格为726.66元/吨，环比上涨0.2%，同比下降4.2%。其中，无烟煤2号洗选块煤均价为824.13元/吨，环比下降0.1%，同比下降7.0%；动力煤发热量5000-5500大卡均价为614.93元/吨，环比持平，同比上涨0.4%；炼焦煤1/3焦煤均价为740.92元/吨，环比上涨0.7%，同比下降4.6%。

Inner Mongolia: According to the important production materials market monitoring system of the Ministry of Commerce, from May 16th to May 22nd, based on the sample data of the monitored varieties, the average price of coal in Inner Mongolia was 726.66 yuan per ton, rising by 0.2% compared with the previous period and decreasing by 4.2% compared with the same period last year. Among them, the average price of No. 2 washed lump coal for anthracite was 824.13 yuan per ton, decreasing by 0.1% compared with the previous period and decreasing by 7.0% compared with the same period last year; the average price of thermal coal with calorific value of 5000-5500 calories was 614.93 yuan per ton, remaining unchanged compared with the previous period and increasing by 0.4% compared with the same period last year; the average price of 1/3 coking coal was 740.92 yuan per ton, increasing by 0.7% compared with the previous period and decreasing by 4.6% compared with the same period last year.

截至6月1日，甘其毛都口岸累计进口煤炭2197.55万吨。现甘其毛都口岸蒙5#原煤市场报价1230-1250元/吨，蒙3#精市场报价1200元/吨，蒙5#精煤市场报价1335元/吨。

As of June 1st, a total of 219.755 million tons of coal have been imported through the Ganqi Maodu Port. Currently, the market quotations for Mongolian 5# raw coal at the Ganqi Maodu Port are 1230 - 1250 yuan per ton, for Mongolian 3# refined coal it is 1200 yuan per ton, and for Mongolian 5# refined coal it is 1335 yuan per ton.

山东 6月1日，山东省人民政府印发《推进服务业扩能提质实施方案》。方案提出，推动批发业转型焕新。支持石油、煤炭、矿石等大宗商品交易平台建设，布局一批钢铁、铝材、建材等商品集散中心、采购中心，打造区域大宗商品混配中心。

Shandong: On June 1st, the Shandong Provincial People's Government issued the "Implementation Plan for Expanding and Improving the Service Industry". The plan states that efforts will be made to transform and modernize the wholesale industry. Support will be given to the establishment of platforms for trading bulk commodities such as oil, coal, and minerals. A number of commodity distribution centers and procurement centers for steel, aluminum, and building materials will be established, and regional mixed-commodity blending centers will be created.

河南 据河南省商务厅监测，5月18日-24日，河南省煤炭均价为846.21元/吨，较前一周上涨0.1%。其中，烟煤较前一周上涨0.2%；无烟煤与前一周持平。

Henan: According to the monitoring by the Commerce Department of Henan Province, from May 18th to 24th, the average price of coal in Henan Province was 846.21 yuan per ton, up by 0.1% compared to the previous week. Among them, bituminous coal rose by 0.2% compared to the previous week; anthracite coal remained the same as the previous week.

河北 张家口市重要生产资料市场监测系统显示，5月15日-22日，河北省张家口市煤炭均价为650.0元/吨，与基期持平。其中，动力煤（发热量5000-5500大卡）价格为650.0元/吨，与基期持平。预计后期将继续在合理区间内运行。

Hebei: The monitoring system for important production materials markets in Zhangjiakou City, Hebei Province, shows that from May 15th to 22nd, the average price of coal in Zhangjiakou City, Hebei Province was 650.0 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 650.0 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.

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，5月18日-24日，湖南省煤炭市场销售均价1155元/吨，微跌0.1%，同比上涨5.6%。分品种看，无烟煤销售均价1445元/吨，上涨0.2%，同比上涨4.5%；烟煤销售均价865元/吨，下跌0.6%，同比上涨7.5%。

Hunan: According to the monitoring data on the provincial production materials circulation market by the Hunan Provincial Commerce Department, from May 18th to 24th, the average selling price of coal in Hunan Province was 1,155 yuan per ton, showing a slight decrease of 0.1% and an increase of 5.6% compared to the same period last year. By product category, the average selling price of anthracite was 1,445 yuan per ton, rising by 0.2%, and increasing by 4.5% compared to the same period last year; the average selling price of bituminous coal was 865 yuan per ton, falling by 0.6%, and increasing by 7.5% compared to the same period last year.

宁夏 6月2日，记者从自治区政府新闻办召开的“开局起步‘十五五’建设美丽新宁夏”系列新闻发布会吴忠专场获悉，“十五五”时期，吴忠市将进一步推动能源产业提质扩量、集成融合，向特色优势要效益、要未来。吴忠市将持续推动煤炭上产扩规，加快惠安、贺家瑶等12个煤矿建设进度，完成马儿庄一井、二井等4个煤矿前期工作。到2030年，全市煤炭产能突破2600万吨。

Ningxia: On June 2nd, reporters from the Information Office of the Autonomous Region Government held a special press conference on the "Initiating and Starting the '15th Five-Year Plan' to Build a Beautiful New Ningxia" series of events learned that during the "15th Five-Year Plan" period, Wuzhong City will further promote the upgrading and expansion of the energy industry, as well as its integration and convergence, aiming to generate benefits and secure the future through leveraging its unique advantages. Wuzhong City will continue to promote the increase in coal production and the expansion of coal production scale, accelerate the construction progress of 12 coal mines such as Hui'an and Hejia Yao, and complete the preliminary work for 4 coal mines such as Marazhuang No. 1 and No. 2 wells. By 2030, the city's coal production capacity will exceed 26 million tons.

贵州 六盘水市抓住建设全国产业转型升级示范区的重大机遇，聚焦煤炭产业智能化、绿色化、高端化发展方向，着力建强煤炭技能人才队伍。六盘水市出台《推进煤炭产业工人队伍建设十条措施》，对开展新型学徒制的企业给予每人4000至6000元培训补贴，自实施以来，累计兑现培训补贴1112.7万元，涵盖电工、钳工、井下采煤工等多个市场紧缺工种。

Guiyang, a city in Liupanshui Prefecture, seized the significant opportunity of building a national demonstration zone for industrial transformation and upgrading. Focusing on the development directions of intelligent, green and high-end coal industry, it made efforts to strengthen the coal skills talent team. Liupanshui City has issued the "Ten Measures for Promoting the Construction of Coal Industry Workers' Team", providing each enterprise that implements the new apprenticeship system with a training subsidy ranging from 4,000 to 6,000 yuan. Since its implementation, a total of 11.127 million yuan in training subsidies have been paid out, covering various market-scarce occupations such as electricians, fitters, and underground coal miners.

四川 据商务部重要生产资料监测系统显示，5月18日-24日，四川省煤炭均价为913.57元/吨，环比持平。其中，动力煤、无烟煤价格分别为939.32元/吨、888.70元/吨，环比均持平。

Sichuan: According to the important production materials monitoring system of the Ministry of Commerce, from May 18th to 24th, the average price of coal in Sichuan Province was 913.57 yuan per ton, remaining unchanged compared with the previous period. Among them, the prices of thermal coal and anthracite were 939.32 yuan per ton and 888.70 yuan per ton respectively, both remaining unchanged compared with the previous period.

云南 据商务部重要生产资料市场监测系统显示，5月11日-17日，云南省煤炭批发均价为1102.7元/吨，环比上涨0.4%。其中，动力煤批发均价为718元/吨，环比上涨1.7%；炼焦煤批发均价为1590元/吨，无烟煤批发均价为1000元/吨，环比持平。

Yunnan: According to the important production materials market monitoring system of the Ministry of Commerce, from May 11th to 17th, the average wholesale price of coal in Yunnan Province was 1,102.7 yuan per ton, up by 0.4% compared with the previous period. Among them, the average wholesale price of thermal coal was 718 yuan per ton, up by 1.7% compared with the previous period; the average wholesale price of coking coal was 1,590 yuan per ton, the average wholesale price of anthracite was 1,000 yuan per ton, and both remained unchanged compared with the previous period.

据商务部重要生产资料市场监测系统显示，5月18日-24日，云南省煤炭批发均价为1100.6元/吨，环比下跌0.2%。其中，炼焦煤批发均价为1590元/吨，无烟煤批发均价为1000元/吨，环比持平；动力煤批发均价为711.7元/吨，环比下跌0.9%。

According to the important production materials market monitoring system of the Ministry of Commerce, from May 18th to 24th, the average wholesale price of coal in Yunnan Province was 1,100.6 yuan per ton, down 0.2% compared with the previous period. Among them, the average wholesale price of coking coal was 1,590 yuan per ton, the average wholesale price of anthracite coal was 1,000 yuan per ton, remaining unchanged; the average wholesale price of thermal coal was 711.7 yuan per ton, down 0.9% compared with the previous period.

广西 据商务部重要生产资料市场监测系统显示，5月18日-24日，广西南宁市煤炭价格1854.5元/吨，环比下降1%；主要监测的品种价格均下降。动力煤、无烟煤的价格为1820元/吨、1889元/吨，分别环比下降0.9%、1.1%。

Guangxi: According to the important production materials market monitoring system of the Ministry of Commerce, from May 18th to 24th, the price of coal in Nanning City, Guangxi Province was 1,854.5 yuan per ton, a decrease of 1% compared with the previous period; the prices of all the main monitored varieties decreased. The prices of thermal coal and anthracite were 1,820 yuan per ton and 1,889 yuan per ton respectively, with a decrease of 0.9% and 1.1% compared with the previous period.

福建 根据商务部重要生产资料监测系统数据显示，2026年4月份，福建省监测样本企业的煤炭市场价格平均为1326.66元/吨，环比上涨2.4%。其中，无烟煤市场价格为1241.05元/吨，环比上涨2.9%；烟煤市场价格为1369.47元/吨，环比上涨2.2%。

Fujian: According to the important production materials monitoring system of the Ministry of Commerce, in April 2026, the average market price of coal for the monitoring sample enterprises in Fujian Province was 1,326.66 yuan per ton, up by 2.4% compared with the previous month. Among them, the market price of anthracite coal was 1,241.

企业热点

Corporate Trends

国家能源集团 5月30日，国家能源集团召开第五届科技创新大会。会上，与会人员观看集团“推动科技创新和产业创新深度融合”主题片。发布集团“重大基础研究和关键技术问题”“重大应用场景”“资本运营赋能科技创新‘1235’模式”，为集团化工产业研究院揭牌。会议向集团科技创新一、二、三等奖获奖代表颁发证书。集团战略合作单位清华大学、怀柔实验室代表作交流分享。集团科研总院、神东煤炭、科环集团三家单位作交流发言。

National Energy Group On May 30th, National Energy Group held its fifth innovation and technology conference. During the meeting, the participants watched the group's "Promoting the Deep Integration of Technological Innovation and Industrial Innovation" theme video. The group released "Major Basic Research and Key Technology Issues", "Major Application Scenarios", and "The '1235' Model of Capital Operation Empowering Technological Innovation" for the group's chemical industry research institute, and presented certificates to the winners of the group's first, second, and third prizes for innovation. The group's strategic cooperation units, Tsinghua University and Huairou Laboratory, represented and shared their experiences. The group's research headquarters, Shendong Coal, and Kehuan Group made exchange speeches.

6月2日，国家能源集团党组书记、董事长邹磊赴天津市拜会市委书记陈敏尔，市委副书记、市长张工，双方围绕深化央地协同、保障国家能源安全等事宜进行座谈交流。天津市委常委、滨海新区区委书记连茂君，市委常委、市委秘书长王力军，副市长王秀峰，国家能源集团党组成员、副总经理杨鹏、王子超参加座谈。

On June 2nd, the Party Secretary and Chairman of the State Energy Group, Zou Lei, paid a visit to the Secretary of the Communist Party of China Committee of Tianjin, Chen Min'er, as well as the Deputy Mayor and Mayor of Tianjin, Zhang Gong. The two sides held a discussion and exchange on matters such as deepening central-local collaboration and ensuring national energy security. Tianjin's Party Committee Member, District Chief of Binhai New Area, Lian Maojun, Party Committee Member, Secretary of the Municipal Committee, Wang Lijun, Vice Mayor Wang Xiufeng, and members of the State Energy Group's Party Committee and Vice President Yang Peng and Ziqiao also participated in the discussion.

中国中煤 6月2日，中国中煤与中国中化在河北雄安新区签署战略合作协议。中国中煤党委书记、董事长王树东与中国中化董事长、党组书记李凡荣举行工作会谈并见证签约。中国中煤党委常委、副总经理倪嘉宇，中国中化副总经理、党组成员陈成敏分别代表双方签署协议。

China Coal  On June 2nd, China Coal and China Chemical signed a strategic cooperation agreement in Xiong'an New Area, Hebei Province. The Party Secretary and Chairman of China Coal, Wang Shudong, and the Chairman and Secretary of the Party Leadership Group of China Chemical, Li Fanrong, held a working meeting and witnessed the signing. The Party Vice Chairman and Deputy General Manager of China Coal, Ni Jiayu, and the Vice General Manager and Member of the Party Leadership Group of China Chemical, Chen Chengmin, respectively represented the two parties to sign the agreement.

近日，在中国煤炭工业协会信息化分会五届委员会四次会议暨煤炭行业人工智能创新应用推进会上，中煤信息公司自主研发的“中煤安全应急大模型”正式发布。

Recently, at the fourth meeting of the Fifth Committee of the Informationization Branch of the China Coal Industry Association and the promotion meeting for the application of artificial intelligence in the coal industry, the "Zhongma Safety Emergency Large Model" independently developed by China Coal Information Company was officially launched.

近日，中煤（甘肃）能源有限责任公司在庆阳完成注册，注册资本50亿元。属地运营平台正式落地见效，标志着陇东综合能源化工基地正式从规划设计转入实体落地阶段，为甘肃优化能源结构、完善全产业链条提供了有力支撑。

Recently, the Zhongcao (Gansu) Energy Co., Ltd. completed its registration in Qingyang with a registered capital of 5 billion yuan. The local operation platform has officially taken effect, marking that the Longdong Comprehensive Energy Chemical Base has officially moved from planning and design to the stage of physical implementation. This provides strong support for Gansu to optimize its energy structure and complete the entire industrial chain.

晋能控股集团 近日，从山西省自然资源网上交易平台传来捷报，晋能控股煤业集团以51.03亿元的成交价成功竞得山西省大同市左云县向阳寨区块煤炭采矿权。本次竞得的向阳寨区块坐落于大同煤田西南部，区块面积18.37平方公里，保有煤炭资源量约4.5亿吨。

Jineng Holding Group Recently, good news was announced from the online trading platform of Shanxi Province's Natural Resources. Jineng Holding Coal Industry Group successfully won the bid for the coal mining rights of the Xiangyangzhai area in Zuo Yun County, Datong City, Shanxi Province, with a transaction price of 5.103 billion yuan. The Xiangyangzhai area, which was acquired this time, is located in the southwest of the Datong coalfield, with an area of 18.37 square kilometers and reserves of approximately 450 million tons of coal.

山西焦煤 5月29日，山西焦煤集团与运城市委、市政府就进一步做好中央巡视整改“后半篇文章”、推动企地合作项目建设举行交流座谈会。山西焦煤集团公司党委书记、董事长王强，运城市委书记储祥好出席。山西焦煤集团公司党委副书记、副董事长、总经理任希杰，党委常委、省纪委监委驻集团公司纪检监察组组长郝点亮，党委常委、副总经理胡文强，董事会秘书周京军，运城市委常委、河津市委书记孟维君，市委常委、秘书长、统战部部长何伟，副市长薛永琦参加。

Shanxi Coking Coal Group On May 29th, the Shanxi Coking Coal Group held a symposium with the Party Committee and Municipal Government of Yuncheng City to further carry out the "second half" work of rectifying issues identified by the central inspection and promote the construction of enterprise-local cooperation projects. The Party Secretary and Chairman of the Shanxi Coking Coal Group, Wang Qiang, and the Secretary of the Party Committee of Yuncheng City, Chu Zhaohao, attended the meeting. The Deputy Secretary, Vice Chairman and General Manager of the Shanxi Coking Coal Group, Ren Xijie, the Deputy Secretary of the Party Committee, Deputy Director of the Provincial Discipline Inspection Commission stationed at the Group, Hao Dianling, the Deputy Secretary of the Party Committee and Vice President, Board Secretary Zhou Jingjun, the常委 of the Yuncheng Municipal Committee， Riverjin City Secretary Meng Weijun， the Secretary of the Municipal Committee， Secretary-General and Secretary of the United Front Work Department He Wei， and the Vice Mayor Xue Yongqi participated.

6月2日，山西焦煤召开煤矿安全风险隐患专项整治行动动员部署会，深入学习贯彻习近平总书记关于安全生产的重要论述和对长治沁源煤矿瓦斯爆炸事故作出的重要指示精神，坚决贯彻落实上级关于安全生产一系列会议部署要求，全面落实省委副书记、省长卢东亮在西山煤电马兰矿检查安全生产工作时的要求，对全集团开展煤矿安全风险隐患专项整治行动进行动员部署。

On June 2nd, Shanxi Coking Coal held a mobilization and deployment meeting for the special rectification action of coal mine safety risks and hidden dangers, deeply studying and implementing General Secretary Xi Jinping's important remarks on safety production and the important instructions on the gas explosion accident in Changzhi Qinyuan Coal Mine, resolutely implementing the requirements of a series of meetings and deployments on safety production from higher authorities, fully implementing the requirements of Lu Dongliang, Deputy Secretary of the Provincial Party Committee and Governor, during the inspection of safety production work at Xishan Coal and Electricity Malan Mine, and mobilizing and deploying the entire group to carry out the special rectification action of coal mine safety risks and hidden dangers.

宁夏煤业 宁夏煤业充分发挥自身产业链协同优势，全力保障能源供应。1至5月份，煤炭产量2526.4万吨，超计划18.4万吨；销量2533万吨，超计划25万吨。化工产品产量520.56万吨，超计划21.76万吨；销量264.27万吨，超计划19.11万吨。铁路运量稳中有增，主要生产经营指标保持稳健增长态势，高质量发展步履铿锵，区域能源供应“压舱石”和“稳定器”作用凸显。

Ningxia Coal Industry has fully leveraged its own advantages in industrial chain synergy to ensure energy supply. From January to May, the coal output reached 25.264 million tons, exceeding the plan by 184,000 tons; the sales volume was 25.33 million tons, exceeding the plan by 250,000 tons. The output of chemical products was 520.56 million tons, exceeding the plan by 217,600 tons; the sales volume was 26.427 million tons, exceeding the plan by 191,100 tons. The railway transportation volume has steadily increased, and the main production and operation indicators have maintained a steady growth trend. The high-quality development has been firm, and the role of the "balance stone" and "stabilizer" in regional energy supply has been prominently demonstrated.

兖矿能源 近日，权威品牌价值评价机构发布报告，2025年兖矿能源品牌价值攀升至1043.55亿元，同比增长23.58%。首次突破千亿元大关，标志着兖矿能源品牌建设迈入全新阶段。

Yanjing Energy Recently, an authoritative brand value eva luation institution released a report, stating that in 2025, the brand value of Yanjing Energy soared to 104.355 billion yuan, representing a year-on-year growth of 23.58%. It has exceeded the 100-billion-yuan mark for the first time, marking a new stage in the brand building of Yanjing Energy.

陕煤集团 6月4日，为深入贯彻习近平总书记关于安全生产重要指示精神，全面落实中省安全生产视频会议工作部署，认真学习集团公司党委书记、董事长张文琪在党委会（扩大）会和安全生产专题视频会议上的讲话要求，深刻汲取山西留神峪煤业公司“5·22”特别重大瓦斯爆炸事故教训，陕煤集团在澄合矿业召开灾害治理提升方案专题会。

On June 4th, in order to thoroughly implement General Secretary Xi Jinping's important instructions on safety production, fully implement the work deployment of the provincial safety production video conference, carefully study the speech requirements of Zhang Wenqi, Secretary of the Party Committee and Chairman of the Group Company, at the Party Committee (expanded) meeting and the safety production special video conference, and deeply learn from the lessons of the "5.22" particularly serious gas explosion accident of Shanxi Jingaoyu Coal Industry Company, Shaanxi Coal Group held a special meeting on disaster management and improvement plan at Chenghe Mining.

徐矿集团 6月4日，江苏徐矿能源股份有限公司在上海证券交易所举办2025年年度暨2026年第一季度业绩暨现金分红说明会。徐矿集团总经理、党委副书记，苏能股份董事长于洋参加活动。

Xu Mining Group On June 4th, Jiangsu Xu Mining Energy Co., Ltd. held an annual 2025 and first quarter 2026 performance and cash dividend briefing at the Shanghai Stock Exchange. General Manager and Deputy Secretary of the Party Committee of Xu Mining Group, and Chairman of Su Energy Co., Ltd., Yu Yang, participated in the event.

淮河能源集团 6月3日，淮河能源控股集团党委书记、董事长韩家章赴谢桥矿督导“安全生产月”活动。韩家章深入矿21316采煤工作面，现场察看生产组织、灾害治理、设备运行维护、安全生产标准化创建等情况。

Huaihe Energy Group On June 3rd, Han Jiazhang, the Party Secretary and Chairman of Huaihe Energy Holding Group, visited Xieqiao Mine to supervise the "Safety Production Month" activities. Han Jiazhang went deep into the 21316 coal mining face of the mine and inspected the production organization, disaster prevention and control, equipment operation and maintenance, and the creation of safety production standards.

甘肃能化集团 5月28日，甘肃能化集团九龙川800万吨/年煤矿、兰州新区2×1000MW火电项目融资银团签约仪式在兰州举行，总授信额度达202亿元。本次融资，是甘肃能化集团截至目前落地的单笔最大规模融资合作。国家开发银行甘肃省分行、中国邮储银行、中国农业银行等多家银行组团，共同为甘肃省能源建设注入金融“活水”。

Gansu Energy and Chemical Group On May 28th, the financing syndicate signing ceremony for the 8 million ton/year coal mine in Lingjiangchuan and the 2×1000MW thermal power project in Lanzhou New Area of Gansu Energy and Chemical Group was held in Lanzhou. The total credit line reached 20.2 billion yuan. This financing is the largest single-scale financing cooperation that Gansu Energy and Chemical Group has achieved so far. The Gansu Branch of the China Development Bank, China Postal Savings Bank, China Agricultural Bank and other banks formed a syndicate to jointly inject financial "fresh water" into the energy construction of Gansu Province.

湖北能源 湖北能源在近日召开的2025年暨2026年第一季度业绩说明会上介绍到，2025年公司燃煤采购结构以长协煤为主，市场现货煤为辅，主要煤源产地分布于山西、陕西、甘肃及新疆等地。2025年度，湖北能源签订长协煤采购合同823万吨，截至2025年12月底，公司实际长协煤兑现率为65%，全口径含税到厂标煤采购价格876.28元/吨。2026年度，湖北能源签订长协煤采购合同775万吨。一季度长协煤兑现率为74%，同比上升10%；长协煤含税到厂标煤价格为860.73元/吨，同比下降53.12元/吨；现货市场煤含税到厂标煤价格为922.5元/吨，同比下降47.98元/吨。

Hubei Energy introduced at the recent 2025 and First Quarter 2026 Performance Briefing that in 2025, the company's coal procurement structure would mainly consist of long-term contracts, with market spot coal as a supplement. The main coal sources were distributed in Shanxi, Shaanxi, Gansu, and Xinjiang. In 2025, Hubei Energy signed 8.23 million tons of long-term coal purchase contracts. As of the end of December 2025, the actual fulfillment rate of the company's long-term coal contracts was 65%, and the total tax-inclusive coal purchase price at the factory was 876.28 yuan per ton. In 2026, Hubei Energy signed 7.75 million tons of long-term coal purchase contracts. The fulfillment rate of long-term coal in the first quarter was 74%, up 10% compared with the previous year; the tax-inclusive coal purchase price at the factory of long-term coal was 860.73 yuan per ton, a decrease of 53.12 yuan per ton compared with the previous year; the tax-inclusive coal purchase price at the factory of market spot coal was 922.5 yuan per ton, a decrease of 47.98 yuan per ton compared with the previous year.

安全资讯

Safety Information

全国 5月30日，全国安全生产视频会议在京召开，国务院总理李强指出：各地区各部门要纵深推进安全生产治本攻坚三年行动，提升风险隐患排查质效，严肃查处安全生产非法违法和弄虚作假等行为。同时，要加强矿山等重点行业领域全链条、穿透式安全监管和治理，下大力气解决安全生产领域深层次矛盾问题，坚决遏制重特大事故多发势头。

Nationwide: On May 30th, a national safety production video conference was held in Beijing. Premier Li Qiang of the State Council pointed out: All regions and departments should further advance the three-year action for addressing the root causes of safety production issues, enhance the quality and efficiency of risk and hazard inspections, and strictly investigate and punish illegal and irregular activities as well as fraudulent practices in safety production. At the same time, comprehensive and penetrating safety supervision and governance should be strengthened in key industries and fields such as mines, and great efforts should be made to solve deep-seated problems in the field of safety production, and resolutely curb the frequent occurrence of major and especially serious accidents.

山西 今年6月是第25个全国“安全生产月”，活动主题是“人人讲安全、个个会应急——排查整治风险隐患”。5月27日，山西省安全生产委员会办公室印发2026年全省“安全生产月”活动方案，围绕7个方面具体部署28项重点任务。

Shanxi: June this year marks the 25th National "Work Safety Month". The theme of this year's event is "Everyone Talks About Safety, Everyone Can Handle Emergencies - Investigating and Rectifying Risks and Hazards". On May 27th, the Office of the Shanxi Provincial Work Safety Committee issued the 2026 provincial "Work Safety Month" activity plan, specifically deploying 28 key tasks under 7 aspects.

5月30日，山西省安全生产暨煤矿安全风险隐患专项整治行动部署会议召开。山西省委副书记、省长卢东亮强调，要按照省委工作部署，深刻汲取血的教训，动真碰硬开展全省煤矿安全风险隐患专项整治行动，紧盯非法违法生产的“关键人”，强力推进行刑纪衔接，对违法犯罪人员、失职渎职人员依法依规严厉惩处，保持“打非治违”高压态势，全面加强各方面安全生产工作，坚决防范遏制重特大事故发生，为全省高质量发展筑牢安全根基。

On May 30th, a deployment meeting for the safety production and coal mine safety risk and hidden danger rectification campaign was held in Shanxi Province. Shanxi Provincial Party Secretary and Governor Lu Dongliang emphasized that in accordance with the instructions of the provincial committee, we should deeply learn from the painful lessons, take a tough stance to carry out the safety risk and hidden danger rectification campaign for coal mines throughout the province, closely target the "key individuals" involved in illegal and unlawful production, vigorously promote the connection between criminal law and administrative and disciplinary laws, severely punish lawbreakers and those who fail in their duties or neglect their responsibilities in accordance with the law and regulations, maintain a high-pressure stance against illegal and unlawful activities, comprehensively strengthen all aspects of safety production work, resolutely prevent and control major and especially serious accidents, and lay a solid safety foundation for the high-quality development of the province.

6月1日，山西省委副书记、省长卢东亮深入太原古交市检查煤矿安全生产工作。他强调，要深入学习贯彻习近平总书记关于安全生产的重要指示精神，坚决落实全国安全生产视频会议要求和省委工作部署，深刻汲取血的教训，严格落实企业责任，扎实开展煤矿安全风险隐患专项整治，在坚守安全底线中重塑山西煤炭产业生态。

On June 1, Lu Dongliang, Deputy Party Secretary and Governor of Shanxi Province, inspected coal mine safety production in Guyao City, Taiyuan. He emphasized the need to thoroughly implement the important directives of General Secretary Xi Jinping on safety production, resolutely adhere to the requirements of the national safety production video conference and the provincial Party committee's work arrangements, deeply learn from past bloodshed, strictly enforce corporate responsibilities, conduct rigorous special campaign on coal mine safety risks and hidden dangers, and reshape the Shanxi coal industry ecosystem by upholding safety as a bottom line.

内蒙古 6月3日至4日，内蒙古自治区党委书记、人大常委会主任王伟中，自治区党委副书记、自治区人民政府主席包钢深入矿山和井下检查督导安全生产工作。王伟中强调，要深入学习贯彻习近平总书记关于安全生产的重要论述，认真落实全国安全生产视频会议要求，汲取近期全国有关安全生产事故教训，始终坚持人民至上、生命至上，抓实抓细矿山领域安全生产工作，以高水平安全保障高质量发展。

Inner Mongolia: From June 3rd to 4th, Wang Weizhong, the Party Secretary and Chairman of the People's Congress of Inner Mongolia Autonomous Region, and Bao Gang, the Party Deputy Secretary and Chairman of the Government of the Autonomous Region, went to the mines and underground facilities to inspect and supervise the safety production work.

河南 5月26日，河南省工信厅联合国家矿山安全监察局河南局召开全省煤矿安全生产暨防汛工作视频会议，传达学习习近平总书记对山西长治市沁源县一煤矿瓦斯爆炸事故作出的重要指示精神，安排部署煤矿安全生产及汛期安全防范重点工作。

Henan: On May 26, the Henan Provincial Department of Industry and Information Technology, in collaboration with the Henan Bureau of the National Mine Safety Supervision Administration, held a video conference on coal mine safety production and flood prevention across the province. The meeting conveyed and studied the important instructions made by President Xi Jinping regarding a coal mine gas explosion accident in Qin Yuan County, Changzhi City, Shanxi Province, and arranged key tasks for coal mine safety production and flood season safety precautions.

湖南 5月27日，湖南省委副书记、省长毛伟明以明查暗访方式，赴郴州市检查煤矿和非煤矿山安全生产工作。他强调，要严格落实矿山安全“八条硬措施”，全面筑牢矿山安全生产防线。毛伟明一行来到周源山煤矿调度指挥中心，察看人员作业、监测监控等情况，并深入矿区井下，检查生产运转情况。毛伟明指出，要当好煤矿安全生产“排头兵”，自始至终把安全放在首位，从严落实入井培训、检身、登记制度，完善人员作业精准定位系统，强化瓦斯等风险超前预警，守牢安全发展底线。

Hunan: On May 27th, Vice Governor and Governor Mao Weiming of Hunan Province conducted a surprise inspection of coal and non-coal mine safety production in Chenzhou City in a covert and overt manner. He emphasized that the "eight tough measures" for mine safety must be strictly implemented to comprehensively build a safety defense line for mine production. The group visited the dispatching and command center of Zhou Yuanshan Coal Mine, observed the work of personnel, monitoring and control, and went deep into the mine area to inspect the production operation. Mao Weiming pointed out that they should be the vanguard in ensuring coal mine safety, always prioritizing safety, strictly implementing the training before entering the mine, body inspection, registration systems, improving the precise positioning system for personnel operations, strengthening early warning for risks such as gas, and firmly guarding the bottom line of safe development.

安徽 6月2日，安徽省省长王清宪深入淮南市煤矿企业督导检查安全生产工作。王清宪来到淮河能源集团顾桥煤矿，通过监控系统察看井下有关设备运行、安全措施落实情况，逐一了解入井人员登记、检身、自救器佩戴及人员定位系统管理流程，叮嘱现场管理人员必须严格执行安全操作规程，确保底数清、情况明。随后，王清宪深入井下910多米的采煤工作面，实地检查支护、顶板管理、通风设施运行、瓦斯抽采监测等关键环节。他指出，人命关天，安全生产须臾不可放松，要坚持井下与井上安全并重，全面加强专业化、精细化管理，深入推进隐蔽致灾因素普查，强化瓦斯、水害、顶板等风险精准监测、超前预警，推动安全治理常态化、长效化。

Anhui: On June 2nd, the governor of Anhui Province, Wang Qingxian, conducted an in-depth inspection of safety production work at coal mining enterprises in Huainan City. Wang Qingxian visited Guqiao Coal Mine of Huaihe Energy Group and used the monitoring system to observe the operation of relevant equipment underground and the implementation of safety measures. He personally inquired about the registration of personnel entering the mine, body checks, wearing of self-rescue devices, and the management process of the personnel positioning system. He also reminded the on-site managers that they must strictly follow the safety operation procedures to ensure a clear understanding of the situation and a clear picture of the circumstances. Subsequently, Wang Qingxian went to a coal mining face over 910 meters underground to conduct on-site inspections of key aspects such as support, roof management, operation of ventilation facilities, and monitoring of gas extraction. He pointed out that human life is of paramount importance, and safety production must not be relaxed for a moment. It is necessary to prioritize both underground and surface safety, comprehensively strengthen professional and meticulous management, and further promote the census of concealed factors causing disasters, as well as precise monitoring and early warning of risks such as gas, water disasters, and roof conditions. This will promote the normalization and long-term stability of safety governance.

煤炭运输

Coal transportation

铁路 5月28日，晋煤外运重要通道侯月铁路开始集中修施工，预计于6月18日结束。这次施工将对线路进行全方位集中维修养护，补强设备设施短板，筑牢线路安全基础，全力保障即将到来的暑期能源保供运输安全畅通。

Railway: On May 28th, the Houchui Railway, an important transportation route for coal from Shanxi Province, began concentrated maintenance work. The project is expected to be completed on June 18th. This maintenance operation will comprehensively repair and maintain the railway lines, strengthen the shortcomings of equipment and facilities, lay a solid foundation for line safety, and fully ensure the safe and smooth transportation of energy supply during the upcoming summer period.

截至5月31日，新准铁路月度煤炭发运量达416.1万吨，刷新单月发运历史最高纪录。与此同时，截至5月30日，年累计煤炭发运量突破1500万吨大关，超年进度计划218.9万吨，较去年提前78天跨越这一里程碑。

As of May 31st, the monthly coal shipment volume of the New Qian Railway reached 416.1 million tons, setting a new monthly record for the highest shipment volume. At the same time, as of May 30th, the annual cumulative coal shipment volume exceeded the 15 million ton mark, surpassing the annual progress plan by 218.9 million tons, and crossed this milestone 78 days ahead of last year.

从中国铁路乌鲁木齐局集团有限公司获悉：前5月新疆铁路疆煤外运量4100多万吨，同比增长9.1%。

It has been learned from the Urumqi Railway Bureau Group of China Railway Corporation: In the first five months, the volume of coal transported out of Xinjiang via railway reached over 41 million tons, an increase of 9.1% year-on-year.

近日，利津鲁北铁路物流园迎来重要发展突破，国能铁路与国铁干线15万吨/年煤炭换装业务正式投入运营，标志着同时衔接国家能源集团铁路（国能）和国家铁路干线（国铁）两大铁路网络的物流园区，成功打通两大铁路系统之间的“转运瓶颈”，为鲁北地区能源保供、区域物流降本增效发展提供重要支撑。

Recently, the Lijin Lubei Railway Logistics Park has achieved a significant development breakthrough. The 150,000-ton/year coal transshipment business between Guoneng Railway and national railway trunk lines has officially commenced operations. This marks the successful resolution of the "transshipment bottleneck" between the two railway networks - the national energy group railway (Guoneng) and the national railway trunk lines (Guotong). It provides crucial support for energy supply security in the Lubei region and the reduction of costs and increase in efficiency in regional logistics.