山西长治沁源矿难引发的安全整治叠加安全生产月背景下，2026年6月份山西地区炼焦精煤供应量减量突出，在全国范围内居首，且降至逾六年的低位，并一举导致了全国炼焦精煤供应的下滑。

Following the mining accident in Qin Yuan, Shanxi Province, and in the context of safety rectification and the Safety Production Month, in June 2026, the supply of coking coal in Shanxi region decreased significantly, ranking first nationwide and dropping to a level lower than six years ago. This also led to a decline in the national supply of coking coal.

中国煤炭资源网数据显示，6月份，全国焦精煤供应量合计3448.74万吨，环比减少366.74万吨，降幅9.61%。而山西焦精煤供应减少了390.06万吨，降幅达到了22.54%。

Data from China Coal Resources Network shows that in June, the total supply of coking coal across the country was 34.4874 million tons, a decrease of 3.6674 million tons compared to the previous month, representing a decline of 9.61%. Meanwhile, the supply of coking coal in Shanxi decreased by 3.9006 million tons, with a drop of 22.54%.

6月份，山西安监形势严峻，检查等多重因素影响下煤矿停复产情况反复，同时复产或在产煤矿考虑安全、前期超产以及检查等因素，产量多有不同程度下滑，炼焦煤供应整体偏紧缺。

In June, the situation in Shanxi Province was severe. Due to multiple factors such as inspections, the production of coal mines was repeatedly affected and resumed or suspended. Meanwhile, for the coal mines that resumed production or were in operation, considering factors such as safety, previous overproduction, and inspections, the output had declined to varying degrees. The overall supply of coking coal was relatively tight.

当月山西焦精煤供应量降至1340.69万吨，这是2020年3月以来最低单月水平。6月该地焦精煤供应在全国供应总量中所占比重环比收窄6个百分点，但依然高居全国近四成份额。

In that month, the supply of high-quality coking coal in Shanxi Province dropped to 1340.69 million tons, which was the lowest monthly level since March 2020. In June, the proportion of this type of coking coal supply in the national total supply decreased by 6 percentage points compared with the previous month, but still accounted for nearly 40% of the national total.

尽管减量显著，但当月山西地区仍然是全国最大的焦精煤供应地，且供应规模与排名第二位的山东相比仍然保持着悬殊的差距。

Although the reduction was significant, the Shanxi region remained the largest supplier of coking coal in the country that month, and the supply volume still had a considerable gap compared to the second-largest supplier, Shandong.

数据显示，6月份，山东地区炼焦精煤供应量达到342.14万吨，环比略增0.24%;占全国总供应量的10%。紧随其后的是内蒙古、贵州和安徽，6月上述前五产区供应量合计占全国焦精煤供应总量的72%。

The data shows that in June, the supply of coking coal in Shandong region reached 342.14 million tons, increasing by 0.24% compared with the previous month; it accounted for 10% of the total national supply. Following closely were Inner Mongolia, Guizhou and Anhui. The combined supply of these top five production areas in June accounted for 72% of the total national supply of coking coal.

6月内蒙古是全国第三大炼焦精煤供应地，供应量307.55万吨，环比增长6.12%;占比全国9%。贵州和安徽炼焦精煤供应量分别在263.45万吨和226.19万吨，其中贵州供应环比增长1.80%，而安徽下降4.91%。

In June, Inner Mongolia was the third largest supplier of coking coal in the country, with a supply volume of 307.55 million tons, an increase of 6.12% compared to the previous month; accounting for 9% of the national total. The supply volumes of coking coal in Guizhou and Anhui were 263.45 million tons and 226.19 million tons respectively. Among them, the supply volume in Guizhou increased by 1.80% compared to the previous month, while that in Anhui decreased by 4.91%.

在此期间，山西是全国焦精煤供应环比减量最大的产区，降幅最大则是江西，环比下降26.15%;而增量和增幅最多的仍然是新疆，环比增加22.06万吨，增幅26.34%。

During this period, Shanxi was the province with the largest month-on-month reduction in coking coal supply across the country. The province with the largest decrease was Jiangxi, with a month-on-month decline of 26.15%. However, Xinjiang still had the largest increase and growth rate, with a month-on-month increase of 220,600 tons and a growth rate of 26.34%.

累计来看，2026年1-6月份，全国焦精煤供应量为2.29亿吨，同比下降3.92%。其中山西供应量同比下降6.78%，降至1.04亿吨。

Overall, from January to June in 2026, the national supply of coking coal was 229 million tons, a year-on-year decrease of 3.92%. Among them, the supply from Shanxi decreased by 6.78% to 104 million tons.

此外，上半年山东焦精煤供应量2040.5万吨，同比降2.48%;内蒙古供应量1738.27万吨，同比降2.64%;贵州1621.41万吨，同比下降3.07%;安徽1411.86万吨，同比降2.75%。

In addition, in the first half of the year, the supply volume of coking coal in Shandong was 20.405 million tons, a decrease of 2.48% compared to the same period last year; the supply volume in Inner Mongolia was 17.3827 million tons, a decrease of 2.64% compared to the same period last year; in Guizhou, it was 16.2141 million tons, a decrease of 3.07% compared to the same period last year; in Anhui, it was 14.1186 million tons, a decrease of 2.75% compared to the same period last year.

7月以来，山西地区安监严格态势未改，煤矿停复产现象仍然反复，总体复产进度缓慢，同时检查及井下等因素对部分煤矿产量仍有所限制，此外部分矿点还有因采矿许可证到期而新增停产情况，据此7月山西焦精煤供应数据或将处于低位。

Since July, the strict supervision situation in Shanxi region has not changed. The phenomenon of coal mines stopping or resuming production still occurs frequently. The overall resumption progress is slow. At the same time, factors such as inspections and underground operations still limit the output of some coal mines. In addition, some mining sites have also experienced new shutdowns due to the expiration of mining licenses. Based on this, the supply data of high-quality coal from Shanxi in July may be at a low level.