接力保供,“疆煤”燃动十九省
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摘要:接力保供,“疆煤”燃动十九省

关键词:疆煤 能源安全
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煤炭是我国能源安全的“压舱石”。新疆是国家“三基地一通道”,煤炭预测资源总量2.19万亿吨,占全国40.6%。近年来,新疆完整准确全面贯彻新时代党的治疆方略,锚定党中央赋予的“五大战略定位”,立足国家所需、新疆所能,有序释放煤炭优质产能。

Coal is the "ballast stone" for China's energy security. Xinjiang is one of the "three bases and one channel" designated by the country. The predicted total coal resources in Xinjiang amount to 2.19 trillion tons, accounting for 40.6% of the national total. In recent years, Xinjiang has fully, accurately and comprehensively implemented the new era's Party's strategy for governing Xinjiang, adhering to the "five strategic positioning" assigned by the Central Committee, basing itself on the country's needs and Xinjiang's capabilities, and orderly releasing high-quality coal production capacity.


今年上半年,新疆全力推动煤炭企业拓市场、去库存、稳生产,释放露天煤矿优质产能,累计生产原煤25953.5万吨,疆煤外运覆盖全国19个省区市,为保障国家能源安全作出重要贡献。

In the first half of this year, Xinjiang made every effort to help coal enterprises expand markets, reduce inventory and stabilize production. It released the high-quality production capacity of open-pit coal mines and produced a total of 2,595.35 million tons of raw coal. Xinjiang coal was transported to 19 provinces and municipalities across the country, making significant contributions to ensuring national energy security.


细分赛道,一“炭”多得

Divide the market segments, and there are numerous options for "carbon" products.


7月30日,白石湖露天煤矿一派繁忙生产景象,近千辆无人驾驶矿卡有序拉运煤炭、渣土。

On July 30th, at the Baishishui Open-pit Coal Mine, a scene of busy production was unfolding. Nearly a thousand unmanned mining trucks were operating in an orderly manner, transporting coal and construction waste.


“正值迎峰度夏关键时期,聚焦电煤保供任务,白石湖露天煤矿正满负荷生产,日产煤炭较一季度多三四万吨。”伊吾广汇矿业有限公司运营管理部部长张杰说。

"At this critical time of peak summer power demand, with a focus on ensuring coal supply, Baishihu Open-pit Coal Mine is operating at full capacity, and its daily coal output is about 30,000 to 40,000 tons more than that in the first quarter," said Zhang Jie, the director of the Operations Management Department of Ihu Guanghui Mining Co., Ltd.


哈密煤炭预测资源量5708亿吨,占全国八分之一、新疆三分之一。上半年,哈密三塘湖矿区石头梅一号露天煤矿生产原煤突破1400万吨,销售同比增长46%。

The predicted coal reserves in Hami amount to 570.8 billion tons, accounting for one-eighth of the national total and one-third of that of Xinjiang. In the first half of the year, the No. 1 open-pit coal mine in San Tang Lake area of Hami produced over 14 million tons of raw coal, with sales increasing by 46% year-on-year.


今年以来,新疆哈密三塘湖能源开发建设有限责任公司紧扣市场动态、精准对接上下游客户用煤需求,全面推进三塘湖矿区石头梅一号露天煤矿原煤产品结构优化调整,持续增强煤炭产品市场适配性与核心竞争力。

Since the beginning of this year, Xinjiang Hami Santanghu Energy Development and Construction Co., Ltd. has closely followed market trends, accurately identified the coal demand of upstream and downstream customers, and comprehensively promoted the optimization and adjustment of the raw coal product structure of the Shitangmei No.1 Open-pit Coal Mine in the Santanghu mining area. It has continuously enhanced the market adaptability and core competitiveness of its coal products.


企业构建了“人工现场抽样查验+便携仪器快速检测+成品煤复检复核”三位一体质量检验联动体系,将质量管控端口前置至采掘、分选全流程。该管控体系落地后,煤炭灰分指标保持平稳可控,煤质化验数据精准度大幅提升。企业按需定制产出不同热值、不同粒度规格的沫煤品类,逐步形成“5200卡稳基础、5000卡扩规模、5500卡提效益、5350卡增梯度”的多层次产品供给格局,推动产品结构向多品类、差异化供给转变。

The enterprise has established a three-in-one quality inspection linkage system integrating "manual on-site sampling inspection, portable instrument rapid testing, and finished coal re-inspection and re-review", placing the quality control points at the forefront of the entire process of mining and sorting. After the implementation of this control system, the coal ash content indicators have remained stable and controllable, and the accuracy of coal quality test data has significantly improved. The enterprise customizes the output of different calorific values and particle size specifications of fine coal, gradually forming a multi-level product supply pattern of "5200 kcal stable foundation, 5000 kcal expand scale, 5500 kcal increase benefits, 5350 kcal increase gradient", promoting the transformation of product structure towards multi-category and differentiated supply.


“产品结构持续优化,不仅拓宽客户覆盖范围,更显著提升了煤炭产品市场适配水平,企业整体经营效益稳步向好。”新疆哈密三塘湖能源开发建设有限责任公司经营管理部部长刘屹表示。

"The product structure has been continuously optimized, which not only expanded the customer base but also significantly improved the market adaptability of coal products. The overall operating efficiency of the enterprise has been steadily improving," said Liu Yi, the director of the Management Department of Xinjiang Hami Santanghu Energy Development and Construction Co., Ltd.


积极开拓外部市场。今年中煤集团新疆能源有限公司新增两类煤种:一种是一三籽煤,颗粒均匀,燃烧透气性好、燃烧充分稳定,主要供应粮食烘干塔、循环流化床锅炉及小型工业锅炉,满足工业生产供热需求;另一种是小块煤,块形规整,适用于链条炉、民用供暖、建材加工等场景,燃烧稳定性强,市场需求旺盛。

Actively explore external markets. This year, the Xinjiang Energy Company of China Coal Group has added two types of coal: one is the "Sanyi Seed Coal", which has uniform particles and good combustion permeability, ensuring complete and stable combustion. It is mainly supplied for use in grain drying towers, circulating fluidized bed boilers, and small industrial boilers, meeting the heating needs of industrial production; the other is the "Small Block Coal", with regular block shapes, suitable for chain furnaces, residential heating, and building material processing, with strong combustion stability and strong market demand.


“黑金”奔流,跨越山海

"Black gold" flows, crossing mountains and seas.


去年以来,面对煤炭市场下行压力,哈密市组建煤炭产运销工作专班,统筹推进短期“多卖煤、去库存、稳增产”阶段性任务与长远“塑品牌、拓市场、提份额”发展布局,推动煤炭生产端、运输端、销售端、市场端高效衔接,一体推进煤炭产业高质量发展。

Since last year, in the face of the downward pressure in the coal market, Hami City has established a working team for coal production, transportation and sales to comprehensively coordinate the short-term tasks of "selling more coal, reducing inventory and maintaining production growth" and the long-term development layout of "building a brand, expanding the market and increasing market share". It has promoted the efficient connection among the production, transportation, sales and market ends of the coal industry, and comprehensively advanced the high-quality development of the coal industry.


哈密市主动奔赴国内多地走访拓市,对接12个省区市各大用煤终端,成功打通甘宁蒙、川渝滇等12条煤炭外运合作“黄金通道”,优质煤炭辐射范围持续扩大,市场竞争力、能源保供能力迈上新台阶。

Hami City actively went to various places across the country to conduct market expansion visits, connecting with major coal-consuming terminals in 12 provinces and regions. They successfully opened up 12 coal transportation cooperation "golden channels" to the regions of Gansu, Ningxia, Inner Mongolia, Sichuan, Chongqing, and Yunnan. The radiation range of high-quality coal continued to expand, and the market competitiveness and energy supply guarantee capabilities reached new heights.


7月10日,在2026年夏季全国煤炭交易会上,哈密市举办了煤炭产业发展大会,与12个省区市从事疆煤外运的相关企业签订通道协同保障协议,正式发布疆煤外运12条黄金通道。

On July 10th, at the 2026 National Coal Trading Conference, Hami City held a coal industry development conference. It signed a channel coordination guarantee agreement with 12 provincial and regional enterprises engaged in the transportation of coal from Xinjiang to other regions, and officially announced 12 golden channels for the transportation of coal from Xinjiang.


上半年,哈密市煤炭外运量同比增长25.2%,外运量占总产量的49.1%。

In the first half of the year, the coal transportation volume out of Hami City increased by 25.2% compared to the previous year, and this transportation volume accounted for 49.1% of the total output.


持续深耕疆煤外运市场、完善全国能源保供体系。今年,新疆能源集团销售有限责任公司成功开辟疆煤入鲁、疆煤入皖等运输线路,疆煤外运量同比增长31%。

Continuously deepen the market for transporting coal from Xinjiang and improve the national energy supply guarantee system. This year, Xinjiang Energy Group Sales Co., Ltd. successfully opened up transportation routes for transporting coal from Xinjiang to Shandong and Anhui, and the volume of coal transported out of Xinjiang increased by 31% compared to the previous year.


“以往‘疆煤外运’主攻电煤市场,今年顺利开拓化工煤市场,化工煤在疆煤外运总量中占比已达34.5%。”新疆能源集团销售有限责任公司党委书记范兵表示。

"Previously, 'transporting coal from Xinjiang' mainly targeted the electricity coal market. This year, we successfully expanded the market for chemical coal. Chemical coal now accounts for 34.5% of the total volume of coal transported out of Xinjiang." said Fan Bing, the Party Secretary of Xinjiang Energy Group Sales Co., Ltd.


面对区域市场低迷、行业竞争加剧等多重挑战,国能新疆能源化工有限公司全面推行“一矿一策”营销策略,新增客户16家。截至7月28日,煤炭日均销量从春节前的14万吨—15万吨回升至23万吨—24万吨。其中,“黑山优混”品牌煤累计销量556.89万吨,同比增长40.72%,创历史新高。

Facing multiple challenges such as sluggish regional markets and intensified industry competition, Guoneng Xinjiang Energy Chemical Co., Ltd. has fully implemented the "one mine, one strategy" marketing approach, adding 16 new customers. As of July 28th, the average daily coal sales volume has risen from 140,000-150,000 tons before the Spring Festival to 230,000-240,000 tons. Among them, the "Heishan Premium Blend" brand coal has achieved a cumulative sales volume of 556.89 million tons, with a year-on-year growth of 40.72%, setting a new record high.


持续深耕市场营销,稳固核心客户群体。国能新疆能源化工有限公司推行“一企一策”定制化服务,同时布局线上电商渠道,依托竞价交易实现产品溢价。

Continuously deepen marketing efforts and strengthen the core customer base. GuoNeng Xinjiang Energy Chemical Co., Ltd. implements "one enterprise, one policy" customized services, and at the same time establishes online e-commerce channels, relying on competitive bidding transactions to achieve product premium pricing.


“三端”并进,全链起舞

"Three fronts advancing simultaneously, the entire chain dancing together"


立足国家所需、新疆所能,今年以来,新疆持续释放煤炭优质产能。

Based on the country's needs and Xinjiang's capabilities, since this year, Xinjiang has continuously released high-quality coal production capacity.


目前,新疆已建成准东、哈密两个亿吨级煤炭生产基地,平均单井产能达550万吨/年以上,露天煤矿产能占比达70%,大型现代化矿井集群效应逐步显现,成为全国煤炭供应重要接续基地。

At present, Xinjiang has established two billion-ton coal production bases in Jizhong and Hami. The average production capacity of each well exceeds 550 million tons per year, and the capacity of open-pit coal mines accounts for 70%. The cluster effect of large-scale modern mines is gradually emerging, making it an important successor base for coal supply in the country.


实施煤矿智能化建设三年行动计划。“十四五”期间,全区煤矿智能化建设总投资超百亿元,建成智能煤矿63处,智能化煤炭产能占比97%以上,煤矿本质安全水平持续提升。

A three-year action plan for intelligent coal mine construction has been implemented. During the "14th Five-Year Plan" period, the total investment in intelligent coal mine construction across the region exceeded 10 billion yuan. 63 intelligent coal mines have been built, and the proportion of intelligent coal production capacity has exceeded 97%. The inherent safety level of coal mines has continued to improve.


7月28日,位于巴里坤哈萨克自治县三塘湖矿区的石头梅二号煤矿正式开工建设。石头梅二号煤矿是“十五五”时期新疆首个开工建设的特大型煤矿,设计年产原煤800万吨,计划2029年建成投产。

On July 28th, the Stone Mei No.2 Coal Mine, located in the Santanghu mining area of Barikun Kazakh Autonomous County, officially started construction. The Stone Mei No.2 Coal Mine is the first super-large coal mine to be constructed in Xinjiang during the "15th-16th" Five-Year Plan period. It is designed to produce 8 million tons of raw coal annually and is expected to be completed and put into operation in 2029.


“石头梅二号煤矿承担着加快扩充疆煤外运产能的重要使命。项目建成后,将与石头梅一号露天煤矿协同运营,保障国内能源供需平稳,助力区域能源协同发展。”巴里坤哈萨克自治县副县长王红霞表示。

The No. 2 Coal Mine of Shitomai is undertaking the important mission of accelerating the expansion of the capacity for transporting coal out of the region. Once the project is completed, it will operate in conjunction with the No. 1 Open-pit Coal Mine of Shitomai, ensuring the stability of domestic energy supply and demand and facilitating the coordinated development of energy in the region. This was stated by Wang Hongxia, the deputy county head of Bayingolin Kazakh Autonomous County.


当前,疆煤外运已初步形成以兰新铁路为主轴,临哈铁路为北翼、格库铁路为南翼的“一轴两翼多联”铁路通道布局。

At present, the transportation of coal from Xinjiang has initially formed a railway channel layout featuring the Lanzhou-Xinjiang Railway as the main axis, with the Linhahe Railway as the northern wing and the Geku Railway as the southern wing, creating a "one axis, two wings, multiple links" configuration.


我国“十五五”规划纲要明确提出,建设临河至哈密铁路扩能改造等疆煤外运重点项目。临哈铁路全线优化贯通后,货运能力可达2亿吨,将成为疆煤外运重要黄金通道。

The "13th Five-Year Plan" outline of our country clearly states that key projects such as the expansion and renovation of the Lintai-Hami railway for transporting coal from Xinjiang will be constructed. After the entire Lintai-Hami railway is optimized and fully connected, its freight capacity can reach 200 million tons, and it will become an important golden channel for transporting coal from Xinjiang.


2026年夏季全国煤炭交易会上,全国煤炭采购、铁路、港口企业齐聚新疆,洽谈签订煤炭采购协议。这场煤交会留下的不仅仅是订单,更是市场对“疆煤”的信心。

At the 2026 National Coal Trading Fair, coal purchasing enterprises, railway companies and port enterprises from all over the country gathered in Xinjiang to negotiate and sign coal purchase agreements. What this coal trade fair left behind was not only orders, but also the market's confidence in "Xinjiang coal".


站在“十五五”新起点上,新疆正以精准供给、便捷通道、灵活营销,持续筑牢国家能源安全“压舱石”坚实底座。

Standing at a new starting point of the "15th Five-Year Plan", Xinjiang is continuously strengthening the solid foundation of the "ballast stone" for national energy security through precise supply, convenient transportation channels and flexible marketing.


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