◆行业动态

Industry Trends

全国 6月23日，国务院总理李强在大连会见来华出席夏季达沃斯论坛的蒙古国总理乌其尔勒。李强指出，中方愿同蒙方加强发展战略对接，发挥经济互补优势，深化农产品贸易、煤炭矿产、民生等领域合作，推动跨境电商、数字经济、人工智能等新业态发展，扎实推进边境口岸、铁路公路等基础设施互联互通，在实现现代化的道路上携手前行。

Nationwide: On June 23rd, Premier Li Qiang of the State Council met with Mongolian Prime Minister Uchirlee who came to China to attend the Summer Davos Forum in Dalian. Premier Li pointed out that China is willing to strengthen strategic alignment with Mongolia, leverage economic complementarity advantages, deepen cooperation in areas such as agricultural products trade, coal and mineral resources, and people's livelihood, promote the development of new business models such as cross-border e-commerce, digital economy, and artificial intelligence, and steadily advance the interconnection of infrastructure such as border ports, railways, and highways, so as to jointly move forward on the path towards modernization.

6月25日，国家发改委、国家能源局印发《新型能源体系建设“十五五”规划》。规划指出，强化煤炭兜底保障作用。持续加强煤炭资源勘探和战略接续，科学安排煤炭产能建设，重点建设五大煤炭供应保障基地，2030年产量占全国比重达到80%以上。稳慎有序推进深部煤炭资源安全开发。完善煤炭产品储备布局，加强储备运行管理，推动政府储备与企业储备互补联动。完善煤炭产能储备政策，扩大产能储备规模，2030年形成1亿吨/年以上的产能储备。完善煤炭集疏运体系，推动有条件的地区建设煤炭等能源大宗商品资源配置枢纽。

On June 25th, the National Development and Reform Commission and the National Energy Administration issued the "15th Five-Year Plan for the Construction of New Energy Systems". The plan states that the role of coal as a fundamental energy source should be strengthened. Continuous efforts will be made to enhance coal resource exploration and strategic continuation, scientifically arrange coal production capacity construction, and focus on building five major coal supply guarantee bases. By 2030, the output will account for more than 80% of the national total. Prudent and orderly progress will be made in the safe development of deep coal resources. The layout of coal product reserves will be improved, and the management of reserve operations will be strengthened to promote complementary and coordinated development between government reserves and enterprise reserves. Policies for coal production capacity reserves will be improved, and the scale of production capacity reserves will be expanded. By 2030, a reserve of over 100 million tons per year will be formed. The coal transportation and distribution system will be improved, and regions with conditions will be encouraged to build hubs for the allocation of energy commodities such as coal.

海关总署公布的数据显示，2026年5月份，全国出口煤炭39万吨，同比下降5.6%，环比下降4.9%。2026年1-5月份，全国累计出口煤炭214万吨，同比下降15.7%。

The data released by the General Administration of Customs shows that in May 2026, the national export of coal was 390,000 tons, a year-on-year decrease of 5.6% and a month-on-month decrease of 4.9%. From January to May 2026, the national cumulative export of coal was 2.14 million tons, a year-on-year decrease of 15.7%.

海关总署最新数据显示，2026年5月份，中国进口动力煤（非炼焦煤）2211.99万吨，同比下降22.8%，环比增长1.55%。2026年1-5月，中国累计进口动力煤1.28亿吨，同比下降11.77%。2026年5月份，中国进口炼焦煤1114.5万吨，同比增长50.9%，环比下降1.4%。2026年1-5月，中国累计进口炼焦煤5469.6万吨，同比增长25.1%。

The latest data from the General Administration of Customs shows that in May 2026, China imported 2211.99 million tons of thermal coal (non-coal for coal mining), a year-on-year decrease of 22.8% and a month-on-month increase of 1.55%. From January to May 2026, China's cumulative import of thermal coal was 128 million tons, a year-on-year decrease of 11.77%. In May 2026, China imported 111.45 million tons of coking coal, a year-on-year increase of 50.9% and a month-on-month decrease of 1.4%. From January to May 2026, China's cumulative import of coking coal was 54.696 million tons, a year-on-year increase of 25.1%.

据商务部市场运行监测系统显示，6月15日至21日，全国煤炭价格继续上涨，其中炼焦煤、无烟煤、动力煤每吨1273元、1151元和808元，分别上涨1.8%、0.8%和0.2%。

According to the market operation monitoring system of the Ministry of Commerce, from June 15th to 21st, the prices of coal across the country continued to rise. Among them, the prices of coking coal, anthracite coal and thermal coal were 1,273 yuan, 1,151 yuan and 808 yuan per ton respectively, increasing by 1.8%, 0.8% and 0.2% respectively.

内蒙古 据商务部重要生产资料市场监测系统数据显示，6月6日-12日，从监测品种样本数据来看，内蒙古煤炭平均价格为696.12元/吨，环比持平，同比下降1.3%。其中，无烟煤2号洗选块煤均价为762.87元/吨，环比下降0.1%，同比下降2.5%；动力煤发热量5000-5500大卡均价为586.27元/吨，环比上涨0.1%，同比上涨3.5%；炼焦煤1/3焦煤均价为739.23元/吨，环比持平，同比下降3.4%。

Inner Mongolia: According to the important production materials market monitoring system of the Ministry of Commerce, from June 6th to 12th, based on the sample data of the monitored varieties, the average price of coal in Inner Mongolia was 696.12 yuan per ton, remaining unchanged on a month-on-month basis and decreasing by 1.3% year-on-year. Among them, the average price of No. 2 washed lump coal without ash was 762.87 yuan per ton, decreasing by 0.1% on a month-on-month basis and decreasing by 2.5% year-on-year; the average price of thermal coal with calorific value of 5000-5500 calories was 586.27 yuan per ton, increasing by 0.1% on a month-on-month basis and increasing by 3.5% year-on-year; the average price of 1/3 coking coal was 739.23 yuan per ton, remaining unchanged on a month-on-month basis and decreasing by 3.4% year-on-year.

陕西 陕西省应急管理厅、省人社厅、省总工会近日联合印发《关于稳定民营煤矿职工队伍的通知》，进一步深化产业工人队伍建设改革，加强民营煤矿职工队伍建设，围绕劳动用工管理、薪酬福利保障、职业安全与技能提升等方面推出多项具体举措。

Shaanxi: The Emergency Management Department of Shaanxi Province, the Provincial Human Resources and Social Security Department, and the Provincial Federation of Trade Unions recently jointly issued the "Notice on Stabilizing the Workforce of Private Coal Mines", further deepening the reform of the industrial workers' team building, strengthening the construction of the workforce in private coal mines, and launching a number of specific measures in areas such as labor employment management, salary and welfare security, occupational safety and skills improvement.

据陕西省煤炭工业协会统计数据，截至5月底，陕西省煤炭产量31883.7万吨，同比增长3.8%，占全国煤炭产量的16.1%；煤炭销量28527.42万吨，同比增长3.12%。5月份，全省共有225处矿井组织生产，当月生产煤炭6344.98万吨，销售煤炭6209.82万吨。5月末全省煤炭综合售价649元/吨，环比上涨12.67%；同比上涨38.97%。

According to the statistics of the Shaanxi Provincial Coal Industry Association, as of the end of May, the coal production in Shaanxi Province reached 318,837,000 tons, an increase of 3.8% compared to the previous year, accounting for 16.1% of the national coal production; the coal sales volume was 285,274,200 tons, an increase of 3.12% compared to the previous year. In May, there were 225 coal mines in the province operating, and they produced 63,449,800 tons of coal and sold 62,098,200 tons of coal. At the end of May, the comprehensive selling price of coal in the province was 649 yuan per ton, up by 12.67% compared with the previous month and up by 38.97% compared with the same period last year.

据商务部重要生产资料市场监测系统显示，6月6日-12日，陕西省煤炭均价1177.8元/吨，环比持平，同比上涨16.3%，其中，炼焦煤1300.0元/吨，环比下跌2.6%，同比上涨28.7%；动力煤783.3元/吨，环比上涨3.5%，同比上涨19.0%；无烟煤1450.0元/吨，环比上涨0.7%，同比上涨5.8%。

According to the important production materials market monitoring system of the Ministry of Commerce, from June 6th to 12th, the average price of coal in Shaanxi Province was 1,177.8 yuan per ton, remaining unchanged compared with the previous period and rising by 16.3% year-on-year. Among them, the price of coking coal was 1,300.0 yuan per ton, down by 2.6% compared with the previous period and rising by 28.7% year-on-year; the price of thermal coal was 783.3 yuan per ton, up by 3.5% compared with the previous period and rising by 19.0% year-on-year; the price of anthracite was 1,450.0 yuan per ton, up by 0.7% compared with the previous period and rising by 5.8% year-on-year.

河南 据河南省商务厅监测，2026年5月份，河南省煤炭均价为845.26元/吨，环比上涨1.2%，同比上涨5.9%。分品种看，无烟煤、烟煤环比分别上涨1.4%、0.9%。

Henan: According to the monitoring by the Commerce Department of Henan Province, in May 2026, the average price of coal in Henan Province was 845.26 yuan per ton, up by 1.2% compared with the previous month and by 5.9% compared with the same period last year. By type, the prices of anthracite and bituminous coal rose by 1.4% and 0.9% respectively compared with the previous month.

河北 张家口市重要生产资料市场监测系统显示，6月5日-12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。

Hebei: The monitoring system for important production materials in Zhangjiakou City, Hebei Province, shows that from June 5th to 12th, 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8日-14日，浙江省受监测样本企业动力煤价格为760.60元/吨，价格环比下降1.9%。近期，市场库存处于年内高位水平，叠加下游对高价现货接受度偏低，观望情绪浓厚，整体成交清淡，动力煤价格下降。后期，浙江进入梅雨汛期，水电占比将有所增加，电厂对动力煤维持刚需采购，预计动力煤价格或将偏弱震荡运行。

Zhejiang: According to the monitoring system of important production materials markets in Zhejiang Province, from June 8th to 14th, the price of thermal coal for monitoring sample enterprises in Zhejiang Province was 760.60 yuan per ton, with a price decrease of 1.9% compared to the previous period. Recently, the market inventory has reached a high level for the year, and in addition, the downstream market's acceptance of high-priced spot goods is low, with a strong sense of waiting and observing. Overall, the transaction volume is sluggish, and the price of thermal coal has dropped. In the future, Zhejiang enters the rainy season of the plum rain, and the proportion of hydropower will increase. Power plants will maintain urgent purchases of thermal coal. It is expected that the price of thermal coal may fluctuate slightly in a weak 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8日-14日，湖南省煤炭市场销售均价1188.75元/吨，上涨0.6%。分品种看，无烟煤销售均价1490元/吨，上涨0.2%；烟煤销售均价887.5元/吨，上涨1.4%。

Hunan: According to the monitoring data on the provincial production materials circulation market by the Hunan Provincial Commerce Department, from June 8th to 14th, the average selling price of coal in Hunan Province was 1,188.75 yuan per ton, rising by 0.6%. By type, the average selling price of anthracite was 1,490 yuan per ton, rising by 0.2%; the average selling price of bituminous coal was 887.5 yuan per ton, rising by 1.4%.

宁夏 宁夏发改委发布的数据显示，1-5月份，宁夏规模以上工业原煤产量4213.21万吨，同比增长0.7%。其中，一般烟煤3896.14万吨，下降1.8%；炼焦烟煤295.88万吨，增长59.4%；无烟煤21.19万吨，下降24.9%。1-5月份，宁夏规模以上工业原煤销售量2392.86万吨，同比增长14.9%。截至5月末，宁夏全区原煤生产库存237.85万吨，库存周转天数为15天，同比下降61.2%。

Ningxia: Data released by the Development and Reform Commission of Ningxia shows that from January to May, the output of raw coal by industrial enterprises above designated size in Ningxia was 421.321 million tons, an increase of 0.7% year-on-year. Among them, the output of general bituminous coal was 389.614 million tons, a decrease of 1.8%; the output of coking bituminous coal was 29.588 million tons, an increase of 59.4%; and the output of anthracite was 2.119 million tons, a decrease of 24.9%. From January to May, the sales volume of raw coal by industrial enterprises above designated size in Ningxia was 239.286 million tons, an increase of 14.9% year-on-year. As of the end of May, the inventory of raw coal in the entire region of Ningxia was 23.785 million tons, with the inventory turnover days being 15 days, a decrease of 61.2% year-on-year.

据商务部市场运行监测系统显示，6月8日-14日，宁夏煤炭价格为760元/吨，环比上涨6%。

According to the market operation monitoring system of the Ministry of Commerce, from June 8th to 14th, the price of coal in Ningxia was 760 yuan per ton, with a month-on-month increase of 6%.

吉林 6月22日，吉林省委副书记、省长胡玉亭主持召开煤矿提质升级专题会议。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论述，扎实推进煤矿治理提升行动，细化实施方案，明确工作标准，坚持分类处置，有序加快现代化智能化绿色化转型，有效提升煤矿本质安全水平。会议讨论审议煤矿提质升级实施方案，研究有关重点难点问题，部署下步工作。

Jilin: On June 22nd, Vice Governor and Governor of Jilin Province, Hu Yuting, presided over a special meeting on improving and upgrading coal mines. The meeting discussed and reviewed the implementation plan for improving and upgrading coal mines, studied key and difficult issues, and deployed the next steps.

新疆 1-5月份，新疆煤炭产量2.14亿吨，同比降低4.9%。5月份，新疆煤炭产量环比增加896.9万吨，增长25.57%，增量和增幅均居全国首位。

Xinjiang: In the period from January to May, Xinjiang's coal production was 214 million tons, a decrease of 4.9% compared to the same period last year. In May, Xinjiang's coal production increased by 896.9 thousand tons compared to the previous month, with a growth rate of 25.57%. The increase and growth rate both ranked first in the country.

四川 据商务部重要生产资料监测系统显示，6月8日-14日，四川省煤炭均价为919.97元/吨，环比上涨0.2%。其中，动力煤价格为953.48元/吨，环比上涨0.5%；无烟煤价格为886.02元/吨，环比下降0.2%。

Sichuan: According to the important production materials monitoring system of the Ministry of Commerce, from June 8th to 14th, the average price of coal in Sichuan Province was 919.97 yuan per ton, up by 0.2% compared with the previous period. Among them, the price of thermal coal was 953.48 yuan per ton, up by 0.5%; the price of anthracite coal was 886.02 yuan per ton, down by 0.2%.

福建 根据商务部重要生产资料监测系统数据显示，2026年5月份，福建省监测样本企业的煤炭市场价格平均为1328.71元/吨，环比上涨0.2%。其中，无烟煤市场价格为1252.71元/吨，环比上涨0.9%；烟煤市场价格为1366.70元/吨，环比下跌0.2%。

Fujian: According to the important production materials monitoring system of the Ministry of Commerce, in May 2026, the average market price of coal for the monitoring sample enterprises in Fujian Province was 1,328.71 yuan per ton, up by 0.2% compared with the previous month. Among them, the market price of anthracite coal was 1,252.71 yuan per ton, up by 0.9%; the market price of bituminous coal was 1,366.70 yuan per ton, down by 0.2%.

◆企业热点

Corporate Trends

国家能源集团 6月23日至25日，国家能源集团党组书记、董事长邹磊赴新疆准东经济技术开发区，深入煤制气项目建设现场及其配套煤矿——红沙泉一矿生产一线调研，实地了解重点工程建设进展和煤矿安全生产情况，看望慰问奋战在戈壁一线的干部员工。

State Energy Group: From June 23rd to 25th, the Party Secretary and Chairman of State Energy Group, Zou Lei, visited the Xinjiang Jingtou Economic and Technological Development Zone. He conducted in-depth investigations at the coal-to-gas project construction site and the production front of its supporting coal mine - Hongshaquan No.1 Mine. He personally understood the progress of key projects and the safety production situation of the coal mines, and visited and consoled the cadres and employees working in the Gobi region.

中国中煤 近日，中国中煤能源集团有限公司旗下的中煤(甘肃)能源有限责任公司在庆阳完成注册，注册资本50亿元，新公司将聚焦陇东片区布局综合能源化工基地。

China Coal: Recently, the Zhongmei (Gansu) Energy Co., Ltd., a subsidiary of China Coal Energy Group Co., Ltd., completed its registration in Qingyang with a registered capital of 5 billion yuan. The new company will focus on developing a comprehensive energy and chemical industrial base in the Longdong area.

中煤能源在投资互动平台表示，6月份，受供应偏紧、非电行业用煤需求增长、迎峰度夏旺季临近等因素影响，预计港口市场煤价将高位运行，整体波动幅度相对有限，预计全月北方港口5500大卡动力煤现货价格在850-900元/吨区间运行，近期价格稳定在863元/吨附近。

China Coal Energy stated on its investment interactive platform that in June, due to factors such as tight supply, growth in non-electric industry coal demand, and the approaching peak summer season, the coal prices at ports are expected to remain at a high level. The overall fluctuation range is relatively limited. It is predicted that the spot price of 5500-kilocalorie thermal coal at northern ports will range from 850 to 900 yuan per ton throughout the month. Recently, the price has stabilized at around 863 yuan per ton.

晋能控股集团 6月22日，第四届中国国际供应链促进博览会在北京举办，晋能控股集团多项先进装备与技术成果精彩亮相，受到广泛关注。晋能控股集团展区通过实物展品、沙盘模型、文字展板、多媒体视频等多种方式，展出了综合机械化充填开采系统沙盘、晋控装备数字化服务平台、晋能科技光伏制造生产调度大数据中心与光伏产品等绿色创新技术装备，集中展现了企业立足先进制造与清洁能源两大赛道，扛牢山西智能煤机、光伏产业链双“链主”职责，积极推动完善产业布局，深耕产业链、做强供应链、激活创新链所取得的能源装备智造硬核实力与转型成果。

Jineng Holding Group: On June 22nd, the 4th China International Supply Chain Promotion Expo was held in Beijing. A number of advanced equipment and technological achievements of Jineng Holding Group made a splendid appearance and received widespread attention. The exhibition area of Jineng Holding Group showcased various green innovative technology equipment through multiple means such as physical exhibits, sand models, text boards, and multimedia videos, including the sand model of the comprehensive mechanized filling mining system, the Jineng Equipment Digital Service Platform, the data center for photovoltaic manufacturing and production scheduling of Jineng Technology, and photovoltaic products. It comprehensively demonstrated the enterprise's commitment to the two major competition fields of advanced manufacturing and clean energy, its assumption of the dual "chain leaders" responsibilities of the intelligent coal machinery and photovoltaic industrial chains in Shanxi Province, its active promotion of the improvement of the industrial layout, its deepening of the industrial chain, and its activation of the innovation chain, and the hard-core strength and transformation achievements in energy equipment manufacturing that have been achieved.

淮河能源集团 6月25日上午，淮河能源控股集团与安徽理工大学举行工作交流座谈会。集团公司党委书记、董事长韩家章，党委副书记、总经理钱四发，安徽理工大学党委书记余玉刚，中国工程院院士、校党委副书记、校长袁亮出席。

Huaihe Energy Group: On the morning of June 25th, Huaihe Energy Holding Group held a work exchange meeting with Anhui University of Technology. The Party Secretary and Chairman of the Group, Han Jiazhang, the Deputy Party Secretary and General Manager, Qian Sifan, the Party Secretary of Anhui University of Technology, Yu Yugang, and the Academician of the Chinese Academy of Engineering, Vice Secretary of the University's Party Committee and President, Yuan Liang, attended the meeting.

陕煤集团 6月23日，陕煤集团党委副书记、董事、总经理赵福堂在集团总部，与陕西农发集团党委副书记、董事、总经理韩绍安，党委委员、副总经理王曙光一行座谈。双方围绕落实战略合作协议、拓展合作领域进行交流。

Shanxi Coal Group: On June 23rd, Zhao Futa, the deputy secretary of the Party Committee, director and general manager of Shanxi Coal Group, held a meeting with Han Shaowan, the deputy secretary of the Party Committee, director and general manager of Shaanxi Agricultural Development Group, as well as Wang Shuguang, the Party Committee member and deputy general manager. They discussed the implementation of the strategic cooperation agreement and the expansion of cooperation areas.

6月24日，陕煤集团党委书记、董事长张文琪在集团总部会见国开行陕西省分行党委书记、行长吕军一行。国开行陕西省分行党委委员、副行长李科，陕煤集团党委委员、总会计师杨璇参加座谈。

On June 24th, Zhang Wenqi, the Party Secretary and Chairman of Shaanxi Coal Industry Group, met with Lu Jun and his team from the Shaanxi Branch of China Development Bank at the group's headquarters. Li Ke, a member of the Party Committee and Vice President of the Shaanxi Branch of China Development Bank, and Yang Xuan, a member of the Party Committee and Chief Accountant of Shaanxi Coal Industry Group, participated in the meeting.

6月25日，陕煤集团党委书记、董事长张文琪在集团总部会见中国电信陕西公司党委书记、总经理石三平一行。中国电信陕西公司党委副书记、副总经理凌泽亮，陕煤集团党委委员、董事闵小建参加座谈。

On June 25th, Zhang Wenqi, the Party Secretary and Chairman of Shaanxi Coal Industry Group, met with Shi Sanping and his team from China Telecom Shaanxi Company at the group's headquarters. Ling Zeliang, the Party Deputy Secretary and Vice President of China Telecom Shaanxi Company, and Min Xiaojian, a member of the Party Committee and director of Shaanxi Coal Industry Group, participated in the meeting.

6月25日，陕煤集团党委书记、董事长张文琪在集团总部会见中国煤科武汉设计院党委书记、董事长、总经理徐宏伟一行。中国煤科武汉设计院党委委员、副总经理李晨曦，总工程师、矿山与建筑设计研究院院长辛德林，总经济师熊伟，陕煤集团党委委员、副总经理袁广金参加座谈。

On June 25th, Zhang Wenqi, the Party Secretary and Chairman of Shaanxi Coal Industry Group, met with Xu Hongwei and his team from the Party Committee, Chairman and General Manager of China Coal Science and Technology Wuhan Design Institute at the group's headquarters. Li Chenxi, a member of the Party Committee and deputy general manager of China Coal Science and Technology Wuhan Design Institute, Xin De Lin, the chief engineer and president of the Mining and Architectural Design Institute, Xiong Wei, the chief economist, and Yuan Guangjin, a Party Committee member and deputy general manager of Shaanxi Coal Industry Group, participated in the meeting.

宁夏煤业 6月17日，国家能源集团举办2026年QC小组成果发表赛。宁夏煤业选送的2项成果从全集团4300余项成果中层层突围晋级决赛，并在最终比拼中斩获重磅荣誉，分获赛事特等奖与一等奖。

Ningxia Coal Industry: On June 17th, the State Energy Group held the 2026 QC Team Achievement Presentation Competition. Two achievements submitted by Ningxia Coal Industry successfully advanced through multiple rounds from over 4,300 achievements across the entire group and advanced to the final round. They ultimately won significant honors, taking home the Special Prize and the First Prize of the event.

近日，宁夏煤业两项重大科技成果，顺利通过中国石油和化学工业联合会组织的科技成果鉴定。经鉴定委员会综合评审、一致认定：煤基高性能丙丁/乙丙丁共聚聚丙烯关键技术开发及产业化应用成果技术创新特色鲜明，关键技术及工业化应用水平整体达到国际先进水平；费托α-烯烃含氧化合物深度脱除关键技术开发及工业应用成果创新优势显著，整体技术达到国际先进水平。

Recently, two major scientific and technological achievements of Ningxia Coal Industry successfully passed the scientific and technological achievement appraisal organized by the China Petroleum and Chemical Industry Federation. After the comprehensive review by the appraisal committee and unanimous determination: The achievements of developing and applying key technologies for high-performance coal-based propylene-dimethyl/ethyl-propylene-dimethyl copolymer polypropylene have distinctive technological innovation features, and the overall level of key technologies and industrial application has reached the international advanced level; The achievements of developing and applying key technologies for deep removal of α-olefin-containing oxygen compounds in Fischer-Tropsch synthesis and industrial application have significant innovative advantages, and the overall technology has reached the international advanced level.

郑煤集团 6月24日，郑煤集团万合公司与山东海纳智能装备科技股份有限公司战略合作签约仪式在万合公司新厂区圆满举行。仪式上，双方正式签署战略合作框架协议及皮带机配件采购合同，将依托各自产业、技术、市场资源优势，围绕产品互供、市场共享、渠道互通开展全方位、深层次战略合作，携手深耕煤机装备市场，共谋高质量发展新蓝图。

Zhengmei Group: On June 24th, the strategic cooperation signing ceremony between Zhengmei Group's Wanhe Company and Shandong Haina Intelligent Equipment Technology Co., Ltd. was successfully held at the new factory area of Wanhe Company. During the ceremony, both parties officially signed the strategic cooperation framework agreement and the purchase contract for conveyor belt components. They will leverage their respective industrial, technological, and market resource advantages to carry out all-round and in-depth strategic cooperation centered around mutual product supply, market sharing, and channel interconnection. Together, they will deeply explore the coal machinery equipment market and jointly plan a new blueprint for high-quality development.

潞安环能 潞安环能6月17日公告，公司子公司山西潞安元丰矿业有限公司收到国家能源局下发的《国家能源局关于山西离柳矿区姚家山煤矿项目核准的批复》，同意建设离柳矿区姚家山煤矿项目。项目建成后，将新增300万吨/年的煤炭产能，进一步提升公司煤炭资源储备和产能规模。

Luan'an Environmental Energy: On June 17th, Luan'an Environmental Energy announced that its subsidiary, Shanxi Luan'an Yuanfeng Mining Co., Ltd., received the "Relevant Approval Document on the Project of Yaojiashan Coal Mine in Liuliu Mining Area of Shanxi Province" issued by the National Energy Administration. The document approved the construction of the Yaojiashan Coal Mine project in Liuliu Mining Area. Once the project is completed, it will increase the coal production capacity by 3 million tons per year, further enhancing the company's coal resource reserves and production capacity scale.

宝泰隆 宝泰隆公告称，公司收到黑龙江省煤炭生产安全管理局下发的《建设项目联合试运转备案回执》，同意宝泰隆三矿新建项目联合试运转。该项目建设规模为30万吨/年，联合试运转期限为2026年6月4日至2026年12月3日。矿井开采的煤种以贫煤、无烟煤为主，主要为宝泰隆自身的稳定轻烃项目供应原料煤，补齐公司原煤自给能力短板。

Baotelong: Baotelong announced that the company received the "Project Joint Trial Operation Record Form" issued by the Heilongjiang Provincial Coal Production Safety Administration, approving the joint trial operation of the new project of Baotelong No.3 Mine. The construction scale of this project is 300,000 tons per year, and the joint trial operation period is from June 4, 2026 to December 3, 2026. The coal types mined by the mine are mainly lean coal and anthracite, mainly supplying raw coal for Baotelong's stable light hydrocarbon project, and filling the gap in the company's self-sufficiency capacity of raw coal.

苏能股份 近期，苏能股份成功发行5亿元5年期公司债券，本期债券票面利率1.83%，全场认购倍数3.58倍，市场认购资金近18亿元，获各类投资机构踊跃认购。

SuNeng Co., Ltd.: Recently, SuNeng Co., Ltd. successfully issued 500 million yuan of 5-year corporate bonds. The coupon rate of this bond is 1.83%. The subscription multiple reached 3.58 times. The total subscription funds from the market amounted to nearly 1.8 billion yuan, and various investment institutions actively participated in the subscription.

永泰能源 永泰能源在投资互动平台表示，为保障公司重点项目海则滩煤矿建设进度，目前公司已成立工作专班，采取各类保障措施，确保今年6月底设备安装完成，首采工作面具备出煤条件。第二个工作面顺槽已于6月初开工掘进，计划于年底形成第二个工作面。

Yongtai Energy: Yongtai Energy stated on the investment interactive platform that in order to ensure the construction progress of its key project, Haizitan Coal Mine, the company has established a working team and taken various measures to guarantee that the equipment installation will be completed by the end of June this year, and the first production face will be ready for coal extraction. The second working face's drift has started excavation in early June and is planned to form the second working face by the end of the year.

神火股份 神火股份在投资互动平台介绍到，公司煤炭板块在产产能795万吨/年，预计全年产量695万吨，主要是无烟煤和贫瘦煤，精煤率75%左右，价格随行就市；今年以来，煤价整体企稳回升，煤炭板块盈利情况有所好转。

Shenhuo Co., Ltd.: Shenhuo Co., Ltd. introduced on the investment interactive platform that the coal production capacity of its coal sector is 7.95 million tons per year. The estimated annual output is 6.95 million tons. The main types of coal are anthracite and lean coal, with a clean coal rate of around 75%. The price is determined by market conditions. Since the beginning of this year, the overall coal price has stabilized and rebounded, and the profit situation of the coal sector has improved.

◆ 安全资讯

Safety Information

全国 6月18日，国家矿山安全监察局印发《关于进一步加强矿山企业安全生产主体责任落实的指导意见》。《意见》从四个方面提出十五项系统性措施，构建起严密的安全生产责任与治理体系。《意见》是一份系统性强、目标明确、措施具体的指导性文件，既精准回应了当前矿山安全领域存在的企业主体责任悬空、风险管控不实等突出问题，也为企业提供了落实主体责任的清晰路径和长效管理机制。

Nationwide: On June 18th, the National Mine Safety Supervision Bureau issued the "Guiding Opinions on Further Strengthening the Implementation of the Safety Production Primary Responsibility of Mining Enterprises". The "Opinions" proposed fifteen systematic measures from four aspects, forming a strict safety production responsibility and governance system. The "Opinions" is a highly systematic, clearly targeted, and specific guiding document. It not only precisely addresses the prominent problems such as the suspension of enterprise primary responsibility and the insufficiency of risk control in the current mining safety field, but also provides clear paths and long-term management mechanisms for enterprises to implement the primary responsibility.

山西 应急管理部消息，近日，中央安全生产考核巡查组第九组在山西焦煤集团华晋焦煤公司沙曲一矿进行安全检查时，通过现场图纸比对与质询，发现该矿存在未实行分区通风的重大事故隐患。此次隐患暴露出该矿在专业知识和安全法规掌握、日常通风安全管理及隐患自查自纠等方面存在严重不足。考核巡查组专家强调，煤矿企业必须切实落实安全生产主体责任，杜绝侥幸心理，深入开展风险隐患排查整治，坚决防范重特大事故发生。

Shanxi: According to the information from the Ministry of Emergency Management, recently, the ninth inspection team of the central safety production assessment and inspection group conducted a safety inspection at the Shaqu One Mine of Huajin Jiaojiao Coal Company of Shanxi Jiaocheng Group. Through on-site comparison of drawings and inquiries, it was discovered that this mine had a major accident hazard of not implementing zone ventilation. This hazard exposed serious deficiencies in the mine's mastery of professional knowledge and safety regulations, as well as its daily ventilation safety management and self-inspection and self-correction of hazards. The experts of the inspection team emphasized that coal mining enterprises must earnestly fulfill their primary responsibility for safety production, eliminate the mentality of侥幸， conduct in-depth risk and hazard investigation and rectification， and resolutely prevent major accidents from occurring.

6月25日，山西召开全省践行正确政绩观深化煤炭行业专项整治工作推进会，要求坚决抓好中央安全生产考核巡查反馈问题整改，加强煤矿等重点领域隐患排查整治，全力做好汛期安全风险防范。

On June 25th, Shanxi Province held a provincial meeting to promote the implementation of the correct concept of political achievements and the deepening of the special rectification work in the coal industry. The meeting demanded that efforts be made to resolutely rectify the problems identified in the central safety production assessment and inspection, strengthen the investigation and rectification of potential hazards in key areas such as coal mines, and fully implement measures to prevent safety risks during the flood season.

陕西 6月22日，陕西召开省政府第二十次常务会议暨省安全生产委员会会议指出，各级各部门要狠抓反馈问题整改，围绕煤矿等重点行业领域，有针对性地开展自查自纠，加强监管执法刚性约束，推动重大事故隐患清零。

Shaanxi: On June 22nd, the provincial government held its 20th regular meeting of the executive body and the provincial safety production committee meeting. It was pointed out that all levels and departments should strictly rectify the feedback issues, carry out self-examination and self-correction in targeted manners, strengthen the rigid constraints of supervision and law enforcement, and promote the elimination of major accident hazards.

四川 6月22日，国家矿山安全监察局四川局组织召开四川省煤炭产业集团有限责任公司安全警示约谈会，要求源头强化瓦斯重大灾害超前治理，坚决杜绝靠改动监控掩盖治理短板的错误做法。

Sichuan: On June 22nd, the Sichuan Branch of the National Mine Safety Supervision Bureau organized a safety warning约谈 meeting for the Sichuan Coal Industry Group Co.， Ltd. The meeting required strengthening the proactive prevention of major gas disasters at the source and strictly prohibiting the incorrect practice of covering up governance shortcomings by altering monitoring systems.

◆ 煤炭运输

Coal transportation

铁路 6月18日，“晋煤外运”通道侯月铁路集中修施工圆满收官，有效补强设备设施短板，筑牢线路安全基础，为即将到来的暑期能源保供运输夯实了安全保障。此次集中修自5月28日起至6月18日结束。侯月铁路西起山西侯马，东至河南月山，年运输能力达一亿吨左右，是连接晋豫两地的能源运输通道，为能源保供和区域经济发展提供保障。

Railway: On June 18th, the concentrated maintenance work for the "Jinmei Coal Transportation" channel's Houyue Railway was successfully completed. This effectively strengthened the equipment and facilities, consolidated the safety foundation of the railway lines, and provided a solid guarantee for the upcoming summer energy supply transportation. This concentrated maintenance began on May 28th and ended on June 18th. The Houyue Railway starts from Houchama in Shanxi Province and ends at Yueshan in Henan Province. With an annual transportation capacity of about 100 million tons, it is an energy transportation channel connecting Shanxi and Henan provinces, providing support for energy supply security and regional economic development.

近日，一列满载4060吨煤炭的货物列车经由中国神华产权所属朔黄铁路、黄大铁路顺利抵达利津站，通过利港铁路转运至东营港，标志着朔黄铁路煤炭中转下水新通道的正式贯通，环渤海区域能源运输网络进一步完善。

Recently, a freight train carrying 4,060 tons of coal successfully arrived at Lijin Station via Shao Huang Railway and Huang Da Railway, which are owned by China Shenhua Property Rights. The train then transferred via Lijiang Railway to Dongying Port, marking the official opening of a new coal transfer and water transportation channel on Shao Huang Railway. This further enhances the energy transportation network in the Bohai Rim region.