◆行业动态

◆ Industry Trends

全国：国家统计局17日发布数据显示，7月份，全国规上工业原煤产量3.4亿吨，同比下降10.1%；日均产量1107万吨。1-7月份，全国规上工业原煤产量27.0亿吨，同比下降2.9%。

Nationwide: Data released by the National Bureau of Statistics on the 17th shows that in July, the output of raw coal by China's industrial enterprises was 340 million tons, a year-on-year decrease of 10.1%； the average daily output was 11.07 million tons. From January to July， the output of raw coal by China's industrial enterprises was 2.70 billion tons， a year-on-year decrease of 2.9%.

海关总署公布的数据显示，2026年7月份，全国出口煤炭77万吨，同比下降1.6%，环比增长26.23%。2026年1-7月份，全国累计出口煤炭353万吨，同比下降14.1%。

The data released by the General Administration of Customs shows that in July 2026, the national export of coal was 770,000 tons, a year-on-year decrease of 1.6% and a month-on-month increase of 26.23%. From January to July 2026, the national cumulative export of coal was 3.53 million tons, a year-on-year decrease of 14.1%.

海关总署最新数据显示，2026年7月份，中国进口动力煤（非炼焦煤）2911.22万吨，同比增长12.03%，环比下降4.85%。2026年1-7月，中国累计进口动力煤1.88亿吨，同比下降3.73%。2026年7月份，中国进口炼焦煤1361.6万吨，同比增长41.5%，环比增长11.8%。2026年1-7月份，中国累计进口炼焦煤8049.5万吨，同比增长28.9%。

The latest data from the General Administration of Customs shows that in July 2026, China imported 291.122 million tons of thermal coal (non-coal for coal mining), an increase of 12.03% year-on-year and a decrease of 4.85% month-on-month. From January to July 2026, China's cumulative import of thermal coal was 188 million tons, a decrease of 3.73% year-on-year. In July 2026, China imported 136.16 million tons of coking coal, an increase of 41.5% year-on-year and a growth of 11.8% month-on-month. From January to July 2026, China's cumulative import of coking coal was 80.495 million tons, a growth of 28.9% year-on-year.

据中国煤炭工业协会统计与信息部统计，1-7月，直报重点大型企业原煤产量合计为13.3亿吨，同比减少0.7亿吨，占规上工业原煤产量的49.3%。具体情况为：国家能源集团3.46亿吨，同比下降3.5%；晋能控股集团1.96亿吨，同比下降17.1%；山东能源集团1.62亿吨，同比持平；陕煤集团1.51亿吨，同比增长0.4%；中国中煤1.48亿吨，同比下降6.4%；山西焦煤集团1.02亿吨，同比下降6.2%；华能集团0.64亿吨，同比增长8.2%；中国平煤神马集团0.63亿吨，同比下降1.2%；潞安化工集团0.54亿吨，同比下降6.5%；国家电投集团0.46亿吨，同比增长5.6%。

According to the statistics of the Statistics and Information Department of the China Coal Industry Association, from January to July, the total output of raw coal by the key large-scale enterprises directly reporting was 1.33 billion tons, a decrease of 0.7 billion tons compared to the same period last year, accounting for 49.3% of the total coal output of the industrial enterprises above designated size. The specific situation is as follows: The National Energy Group produced 346 million tons, a decrease of 3.5% compared to the same period last year; Jinneng Holding Group produced 196 million tons, a decrease of 17.1% compared to the same period last year; Shandong Energy Group produced 162 million tons, unchanged compared to the same period last year; Shaanxi Coal Group produced 151 million tons, an increase of 0.4% compared to the same period last year; China Coal Industry produced 148 million tons, a decrease of 6.4% compared to the same period last year; Shanxi Coking Coal Group produced 102 million tons, a decrease of 6.2% compared to the same period last year; Huaneng Group produced 64 million tons, an increase of 8.2% compared to the same period last year; China Pingmei Coal Industry Group produced 63 million tons, a decrease of 1.2% compared to the same period last year; Lu'an Chemical Industry Group produced 54 million tons, a decrease of 6.5% compared to the same period last year; State Power Investment Group produced 46 million tons, an increase of 5.6% compared to the same period last year.

山西 为了应对夏季用电高峰，山西紧扣能源保供相关要求，统筹抓实迎峰度夏原煤保供各项工作。记者8月20日从山西省统计局获悉，7月份山西省规上原煤产量6893.3万吨，前7个月原煤累计产量达68028.7万吨。

In order to cope with the peak electricity demand during summer, Shanxi Province closely adhered to the relevant requirements for energy supply security and comprehensively implemented all the tasks related to ensuring coal supply during the peak summer period. According to information obtained from the Shanxi Provincial Bureau of Statistics on August 20th, in July, the output of large-scale coal production in Shanxi Province was 689.33 million tons, and the cumulative output of coal for the first seven months reached 680.287 million tons.

据山西省商务厅监测系统数据显示，7月份山西煤炭价格以涨为主。煤炭平均价格为1157.42元/吨，环比上涨5%。其中：炼焦煤1/3焦煤平均价格为1653元/吨，环比上涨8.1%；无烟煤2号洗选块煤平均价格为1131.25元/吨，环比上涨5.3%；动力煤发热量5000-5500大卡平均价格为688元/吨，环比下跌2.4%。预计8月份省内煤炭市场价格分化震荡格局。

According to the monitoring system data of the Shanxi Provincial Commerce Department, in July, the prices of coal in Shanxi Province were mainly on the rise. The average price of coal was 1,157.42 yuan per ton, up by 5% compared with the previous month. Specifically: The average price of coking coal and 1/3 coking coal was 1,653 yuan per ton, up by 8.1% compared with the previous month; the average price of anthracite 2-grade washed lump coal was 1,131.25 yuan per ton, up by 5.3% compared with the previous month; the average price of thermal coal with calorific value of 5,000-5,500 calories was 688 yuan per ton, down by 2.4% compared with the previous month. It is expected that the price of coal in the province will show a differentiated and fluctuating pattern in August.

8月19日，在中共山西省委宣传部、山西省人民政府新闻办公室举行的开局起步“十五五”系列主题新闻发布会上，晋中市委副书记、市长冯晓雷表示，“十五五”该市煤炭产量稳定在1.2亿吨。

On August 19th, at the opening and initial-stage "15th Five-Year Plan" series of theme press conference held by the Publicity Department of the Communist Party of China Shanxi Provincial Committee and the Information Office of the Shanxi Provincial People's Government, Feng Xiaolei, the deputy secretary of the Communist Party of China Jincheng Municipal Committee and the mayor of Jincheng City, stated that the coal output of the city would remain stable at 120 million tons during the "15th Five-Year Plan" period

截至今年7月底，山西省吕梁市已建成59座智能化煤矿，678个固定岗位实现无人值守，先进产能占比达到95%，全行业累计减少井下作业人员1873人，安全生产保障能力持续增强。

As of the end of July this year, 59 intelligent coal mines have been built in Luliang City, Shanxi Province. 678 fixed positions have achieved unmanned operation. The proportion of advanced production capacity has reached 95%. The entire industry has cumulatively reduced underground workers by 1,873, and the safety production guarantee capacity has continued to strengthen.

内蒙古 据商务部生产资料市场监测系统数据显示，7月份，内蒙古煤炭平均价格为731.81元/吨，环比上涨3.8%，同比上涨3.0%。其中，无烟煤2号洗选块煤均价为825.69元/吨，环比上涨4.8%，同比上涨1.3%；动力煤发热量5000-5500大卡煤均价为585.7元/吨，环比上涨0.4%，同比上涨8.3%；炼焦煤1/3焦煤均价为784.04元/吨，环比上涨5.5%，同比上涨1.2%。

Inner Mongolia: According to the data from the Ministry of Commerce's Market Monitoring System for Production Materials, in July, the average price of coal in Inner Mongolia was 731.81 yuan per ton, up by 3.8% compared with the previous month and by 3.0% compared with the same period last year. Among them, the average price of No. 2 washed lump coal for anthracite was 825.69 yuan per ton, up by 4.8% compared with the previous month and by 1.3% compared with the same period last year; the average price of thermal coal with calorific value of 5000-5500 calories was 585.7 yuan per ton, up by 0.4% compared with the previous month and up by 8.3% compared with the same period last year; the average price of 1/3 coking coal was 784.04 yuan per ton, up by 5.5% compared with the previous month and up by 1.2% compared with the same period last year.

据商务部重要生产资料市场监测系统数据显示，8月1日-7日，从监测品种样本数据来看，内蒙古煤炭平均价格为707.04元/吨，环比上涨0.3%，同比上涨2.1%。其中，无烟煤2号洗选块煤均价为758.53元/吨，环比下降0.1%，同比下降2.2%；动力煤发热量5000-5500大卡均价为577.38元/吨，环比上涨0.9%，同比上涨8.4%；炼焦煤1/3焦煤均价为785.2元/吨，环比上涨0.3%，同比上涨1.9%。

According to the important production materials market monitoring system of the Ministry of Commerce, from August 1st to 7th, based on the sample data of the monitored varieties, the average price of coal in Inner Mongolia was 707.04 yuan per ton, rising by 0.3% compared with the previous period and increasing by 2.1% compared with the same period last year. Among them, the average price of No. 2 washed lump coal of anthracite was 758.53 yuan per ton, decreasing by 0.1% compared with the previous period and decreasing by 2.2% compared with the same period last year; the average price of thermal coal with calorific value of 5000-5500 calories was 577.38 yuan per ton, rising by 0.9% compared with the previous period and rising by 8.4% compared with the same period last year; the average price of 1/3 coking coal was 785.2 yuan per ton, rising by 0.3% compared with the previous period and rising by 1.9% compared with the same period last year.

连日来，迎峰度夏能源保供进入关键窗口期。准格尔旗作为鄂尔多斯能源保供核心板块，2026年煤炭保供任务达2.105亿吨，占全市总任务的51.2%，扛起全市超半数电煤保供重担。

Over the past few days, the energy supply guarantee during the peak summer period has entered a critical window. Qiange'er Banner, as the core energy supply guarantee area of Ordos, has a coal supply guarantee task of 210.5 million tons in 2026, accounting for 51.2% of the city's total task. It shoulders more than half of the city's coal supply guarantee responsibilities.

截至8月16日，甘其毛都口岸累计进口煤炭3227.49万吨。现甘其毛都口岸蒙5#原煤市场报价1300元/吨，蒙3#精煤市场报价1380元/吨，蒙5#精煤市场报价1555元/吨。

As of August 16th, a total of 3227.49 million tons of coal have been imported through the Ganqi Maodu Port. Currently, the market price for Mongolian 5# raw coal at the Ganqi Maodu Port is 1300 yuan per ton, the market price for Mongolian 3# refined coal is 1380 yuan per ton, and the market price for Mongolian 5# refined coal is 1555 yuan per ton.

据包头市交通运输局消息：1月至7月，满都拉口岸累计进出口货物达910.5万吨，同比增长202.6%，货运量、进出境人员及车辆数量均创历史新高。其中，口岸AGV累计进口煤炭约13.6万吨。

According to the information from the Transportation Bureau of Baotou City: From January to July, the total volume of imported and exported goods at Man Dula Port reached 910.5 million tons, an increase of 202.6% year-on-year. The freight volume, the number of inbound and outbound personnel and vehicles all reached record highs. Among them, the AGV at the port imported approximately 136,000 tons of coal.

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，8月3日-9日，湖南省煤炭市场销售均价1216.25元/吨，上涨0.4%。分品种看，无烟煤销售均价1535元/吨，上涨0.2%；烟煤销售均价897.5元/吨，上涨0.8%。

Hunan According to the monitoring data on the provincial production materials circulation market provided by the Hunan Provincial Commerce Department, from August 3rd to 9th, the average selling price of coal in Hunan Province was 1,216.25 yuan per ton, rising by 0.4%. By type, the average selling price of anthracite was 1,535 yuan per ton, rising by 0.2%; the average selling price of bituminous coal was 897.5 yuan per ton, rising by 0.8%.

新疆 7月新疆原煤产量3880.1万吨，同比增长4.1%，是全国仅6个产量实现同比正增长的省份中增幅最高的地区，主要得益于2025年7月新疆原煤产量处于全年低位，去年同期基数偏低，对同比增速形成支撑。环比层面，新疆当月产量减少708.9万吨，降幅达15.45%。

In July, the output of raw coal in Xinjiang was 3880.1 million tons, an increase of 4.1% compared to the previous year. It was the region with the highest growth rate among the only six provinces in China that achieved positive year-on-year growth in raw coal output. This was mainly due to the fact that the output of raw coal in Xinjiang was at a low level throughout the year in July 2025, and the base figure for the same period last year was relatively low, which supported the year-on-year growth rate. On a month-on-month basis, the output in Xinjiang decreased by 708.9 million tons, a drop of 15.45%.

宁夏 据商务部市场运行监测系统显示，8月3日-9日，宁夏煤炭价格为826.67元/吨，环比持平。其中，无烟煤、炼焦煤、动力煤均持平。

Ningxia According to the market operation monitoring system of the Ministry of Commerce, from August 3rd to 9th, the price of coal in Ningxia was 826.67 yuan per ton, remaining unchanged compared with the previous period. Among them, anthracite, coking coal and thermal coal all remained stable.

四川 据商务部重要生产资料监测系统显示，8月3日-9日，四川省煤炭均价为928.26元/吨，环比上涨0.4%。其中，动力煤价格为967.86元/吨，环比上涨0.5%；无烟煤价格为891.31元/吨，环比上涨0.4%。

Sichuan According to the important production materials monitoring system of the Ministry of Commerce, from August 3rd to 9th, the average price of coal in Sichuan Province was 928.26 yuan per ton, rising by 0.4% compared with the previous period. Among them, the price of thermal coal was 967.86 yuan per ton, rising by 0.5% compared with the previous period; the price of anthracite coal was 891.31 yuan per ton, rising by 0.4% 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，7月27日-8月2日，云南省煤炭批发均价为1115.1元/吨，环比上涨0.1%。其中，动力煤批发均价为755.3元/吨，环比上涨0.3%；炼焦煤批发均价为1590元/吨，无烟煤批发均价为1000元/吨，环比均持平。

Yunnan According to the important production materials market monitoring system of the Ministry of Commerce, from July 27th to August 2nd, the average wholesale price of coal in Yunnan Province was 1,115.1 yuan per ton, up by 0.1% compared with the previous period. Among them, the average wholesale price of thermal coal was 755.3 yuan per ton, up by 0.3%; the average wholesale price of coking coal was 1,590 yuan per ton, and the average wholesale price of anthracite was 1,000 yuan per ton, both remaining unchanged compared with the previous period.

据商务部重要生产资料市场监测系统显示，8月3日-9日，云南省煤炭批发均价为1116.4元/吨，环比上涨0.1%。其中，动力煤批发均价为759元/吨，环比上涨0.5%；炼焦煤批发均价为1590元/吨，无烟煤批发均价为1000元/吨，环比均持平。

According to the important production materials market monitoring system of the Ministry of Commerce, from August 3rd to 9th, the average wholesale price of coal in Yunnan Province was 1,116.4 yuan per ton, up by 0.1% compared with the previous period. Among them, the average wholesale price of thermal coal was 759 yuan per ton, up by 0.5%; the average wholesale price of coking coal was 1,590 yuan per ton, and the average wholesale prices of bituminous coal and anthracite were 1,000 yuan per ton, both remaining unchanged compared with the previous period.

据云南省商务厅重要生产资料市场监测系统显示，2026年7月份，曲靖市煤炭批发均价1590元/吨，环比持平，同比上涨27.3%。煤炭市场供需平稳，批发价格环比持平。预计后期，煤炭批发价格或将以稳为主。

According to the important production materials market monitoring system of the Yunnan Provincial Commerce Department, in July 2026, the average wholesale price of coal in Qujing City was 1,590 yuan per ton, remaining unchanged compared with the previous month and rising by 27.3% year-on-year. The coal market has a stable supply and demand, and the wholesale price remained unchanged compared with the previous month. It is expected that in the future, the wholesale price of coal will mainly remain stable.

福建 根据商务部重要生产资料监测系统监测数据显示，8月3日-9日，福建省监测样本企业的煤炭市场价格平均为1225.88元/吨，环比上涨0.5%。其中，无烟煤市场价格为1135.80元/吨，环比上涨1.2%；烟煤市场价格为1270.91元/吨，环比上涨0.2%。

Fujian: According to the monitoring data of the important production materials monitoring system of the Ministry of Commerce, from August 3rd to 9th, the average price of coal in the monitoring sample enterprises in Fujian Province was 1225.88 yuan per ton, with a month-on-month increase of 0.5%. Among them, the price of anthracite coal was 1135.80 yuan per ton, with a month-on-month increase of 1.2%; the price of bituminous coal was 1270.91 yuan per ton, with a month-on-month increase of 0.2%.

广西 据商务部重要生产资料市场监测系统显示，7月27日-8月2日，广西壮族自治区煤炭价格1730.5元/吨，环比下降0.4%。其中：无烟煤、烟煤价格分别为1711元/吨、1750元/吨，环比分别增长0.4%、下降1.1%。

Guangxi: According to the important production materials market monitoring system of the Ministry of Commerce, from July 27th to August 2nd, the price of coal in Guangxi Zhuang Autonomous Region was 1730.5 yuan per ton, with a month-on-month decrease of 0.4%. Among them: the prices of anthracite and bituminous coal were 1711 yuan per ton and 1750 yuan per ton respectively, with month-on-month increases of 0.4% and decreases of 1.1% respectively.

◆企业热点

◆Enterprise Hot Topics

中国神华 中国神华8月14日发布的公告显示，2026年7月份，中国神华商品煤产量4340万吨，同比下降3.1%，环比增长1.6%；煤炭销售量为5310万吨，同比下降4.5%，环比增长5.2%。1-7月份，中国神华商品煤累计产量为29330万吨，同比下降3.5%；煤炭销售量为35050万吨，同比增长0.8%。

China Shenhua's announcement released on August 14th shows that in July 2026, China Shenhua's coal production was 43.4 million tons, a decrease of 3.1% compared to the previous year and an increase of 1.6% compared to the previous month; the coal sales volume was 53.1 million tons, a decrease of 4.5% compared to the previous year and an increase of 5.2% compared to the previous month. From January to July, China Shenhua's cumulative coal production was 293.3 million tons, a decrease of 3.5% compared to the previous year; the coal sales volume was 350.5 million tons, an increase of 0.8% compared to the previous year.

中国中煤 8月20日，中国中煤党委书记、董事长王树东在集团公司总部会见中国大唐集团有限公司党组书记、董事长吕军一行，双方就加强产业链协同、拓展多领域合作进行深入交流。集团公司党委常委、副总经理陈建，中国大唐党组成员、副总经理苟伟参加会见。

China Coal of China On August 20th, Wang Shudong, the Party Secretary and Chairman of China Coal, met with Lu Jun and his delegation from China Datang Corporation at the headquarters of the group company. The two sides had in-depth discussions on strengthening the synergy of the industrial chain and expanding cooperation in multiple fields. Chen Jian, the member of the Party Committee and Vice President of the group company, and Gou Wei, the member of the Party Group and Vice President of China Datang, attended the meeting.

中煤能源8月17日发布的公告显示，2026年7月份，中煤能源商品煤产量为1081万吨，同比下降2.2%，环比下降1.3%；商品煤销量为2063万吨，同比下降2.6%，环比下降3.9%。其中，自产商品煤销量为1114万吨，同比下降5.4%，环比增长2%。1-7月份，中煤能源商品煤累计产量为7276万吨，同比下降7.2%；商品煤销量为14033万吨，同比下降6.4%。其中，自产商品煤销量为7256万吨，同比下降8%。

The announcement released by China Coal Energy on August 17th shows that in July 2026, China Coal Energy's output of commercial coal was 10.81 million tons, a decrease of 2.2% compared to the previous year and a decrease of 1.3% compared to the previous month; the sales volume of commercial coal was 20.63 million tons, a decrease of 2.6% compared to the previous year and a decrease of 3.9% compared to the previous month. Among them, the sales volume of self-produced commercial coal was 11.14 million tons, a decrease of 5.4% compared to the previous year and an increase of 2% compared to the previous month. From January to July, China Coal Energy's cumulative output of commercial coal was 72.76 million tons, a decrease of 7.2% compared to the previous year; the sales volume of commercial coal was 140.33 million tons, a decrease of 6.4% compared to the previous year. Among them, the sales volume of self-produced commercial coal was 72.56 million tons, a decrease of 8% compared to the previous year.

陕煤集团 8月18日，张掖市委常委、常务副市长张永刚一行到陕煤集团，与陕煤集团党委委员、副总经理袁广金座谈。张掖市发展改革委、市经济技术开发区，山丹县委、县政府，高台县委、县政府有关领导及相关部门负责人，陕煤集团企业管理部、规划发展部、陕煤股份、化工集团、电力集团、陕煤研究院相关负责人参加座谈。

Shanmei Group On August 18th, a delegation led by Zhang Yonggang, the vice mayor of Zhangye City and a member of the municipal committee, visited Shanmei Group and held a discussion with Yuan Guangjin, a member of the board of directors and the deputy general manager of Shanmei Group. Relevant leaders and department heads from the Development and Reform Commission of Zhangye City, the Economic and Technological Development Zone of Zhangye City, the Party Committee and Government of Shandan County, the Party Committee and Government of Gaotai County, as well as relevant responsible persons from the Enterprise Management Department, Planning and Development Department, Shanmei Co., Ltd., Chemical Group, Power Group, and Shanmei Research Institute of the Shanmei Group participated in the discussion.

8月18日，铜川市市长刘丽一行到陕煤集团，与集团党委书记、董事长张文琪座谈，双方就深化地企合作、推动区域高质量发展进行交流。铜川市政府一级巡视员刘正旺、市政府秘书长杨琨，陕煤集团党委委员、董事闵小建参加座谈。

On August 18th, Mayor Liu Li of Tongchuan City visited Shaanxi Coal Industry Group and held a meeting with the group's Party Secretary and Chairman Zhang Wenqi. The two sides exchanged views on deepening cooperation between the government and enterprises and promoting high-quality regional development. Tongchuan Municipal Government's First-level Inspector Liu Zhengwang, Municipal Government's Secretary-General Yang Kun, and Shaanxi Coal Industry Group's Party Committee Member and Director Min Xiaojian attended the meeting.

8月19日，陕煤集团党委书记、董事长张文琪到铁路物流集团调研。座谈会上，张文琪听取了铁路物流集团生产经营、重点工作推进及下一步工作安排等情况汇报，与铁路物流领导班子成员、相关部门及所属单位负责人深入交流。

On August 19th, Zhang Wenqi, the Party Secretary and Chairman of Shaanxi Coal Industry Group, conducted a visit to the Railway Logistics Group. At the meeting, Zhang Wenqi listened to reports on the group's production and operation, the progress of key tasks, and the arrangements for the next steps. He also had in-depth exchanges with the leaders of the railway logistics group, relevant departments, and the heads of affiliated units.

截至8月18日，陕煤运销集团华中办事处自产煤销量达2007.6万吨，同比增长9.4%，较去年提前27天突破2000万吨销量大关，经营成效显著。　

As of August 18th, the self-produced coal sales volume of the Huazhong Office of Shaanxi Coal Transportation and Marketing Group has reached 200.76 million tons, an increase of 9.4% compared to the previous year. It surpassed the 200 million ton sales mark 27 days earlier than last year, demonstrating remarkable operational results.

神东煤炭集团 2026年7月，国能神东煤炭集团正式接管国电电力国电建投内蒙古能源优先公司旗下的察哈素煤矿。矿井设计生产能力800万吨/年。本次资产整合源于国电电力转让国电建投股权至国家能源集团西部能源平台，是集团内部煤炭资产集约化布局关键举措。察哈素煤矿投产后，将大幅提升蒙西优质电煤供给能力，补充华北、华东沿海电厂煤源，配合神东原有13座自营骨干矿井，持续夯实国家能源安全保供底座。

Shendong Coal Group, July 2026: Guoneng Shendong Coal Group officially took over Chaahasu Coal Mine from Guodian Power, Guodian Investment and Construction Inner Mongolia Energy Priority Company. The mine has a designed production capacity of 8 million tons per year. This asset integration originated from Guodian Power transferring its equity in Guodian Investment and Construction to the National Energy Group's Western Energy Platform. It is a key measure for the group to achieve centralized and efficient allocation of coal assets. After the Chaahasu Coal Mine is put into operation, it will significantly enhance the supply capacity of high-quality coal for the western region of Inner Mongolia, supplement the coal sources for power plants in North China and the coastal areas of East China, and cooperate with the existing 13 self-operated key mines of Shendong to continuously strengthen the foundation for national energy security and supply.

华阳集团 按照《中华人民共和国公司法》《华阳新材料科技集团有限公司章程》规定，8月20日，华阳集团先后召开第三届董事会第十五次会议、2025年度股东会会议。董事会会议和股东会会议先后审议通过了华阳集团2025年度董事会工作报告、2025年度总经理工作报告、选举廖祥剑担任副董事长的议案等20余项相关议案。

According to the "Company Law of the People's Republic of China" and the "Articles of Association of Huayang New Materials Technology Group Co., Ltd.", on August 20th, Huayang Group successively held the 15th meeting of the 3rd Board of Directors and the 2025 Annual Shareholders' Meeting. The board meeting and the shareholders' meeting successively approved over 20 related proposals, including the 2025 Annual Report of the Board of Directors of Huayang Group, the 2025 Annual Report of the General Manager, and the proposal to elect Liao Xiangjian as the Vice Chairman.

8月18日，华阳集团党委书记、董事长王永革与中国煤科西安研究院党委书记、董事长付元举行工作会谈。双方围绕进一步深化务实合作、强化科技赋能、推动产业协同等进行深入交流。中国煤科西安研究院党委委员、总经理王皓，党委委员、副总经理姬亚东参加会谈。

On August 18th, Wang Yongge, the Party Secretary and Chairman of Huayang Group, and Fu Yuan, the Party Secretary and Chairman of Xi'an Research Institute of China Coal Science & Technology Corporation, held a working meeting. The two sides had in-depth discussions on further deepening practical cooperation, strengthening technological empowerment, and promoting industrial synergy. Wang Hao, a member of the Party Committee and General Manager of Xi'an Research Institute of China Coal Science & Technology Corporation, and Ji Yadong, a member of the Party Committee and Deputy General Manager, also participated in the meeting.

宁夏煤业 8月16日，在国家能源集团宁夏煤业400万吨/年煤间接液化示范项目一侧，费托合成尾气制LNG项目正向着年内中交目标冲刺，这套从废气中提取清洁能源的装置，每年可产出16万吨液化天然气，标志着宁夏煤制油迈入“油气联产”新阶段。

Ningxia Coal Industry, on August 16th, at the side of the 4 million tons/year coal indirect liquefaction demonstration project of National Energy Group Ningxia Coal Industry, the project for converting F-T synthesis tail gas into LNG is striving to meet the target of completion within the year. This device, which extracts clean energy from waste gas, can produce 160,000 tons of liquefied natural gas annually, marking that the coal-to-oil production in Ningxia has entered a new stage of "oil and gas co-production".

淮河能源集团 8月20日下午，淮河能源与淮南市政府会商会议在集团公司总部举行，双方围绕深化合作事项进行深入交流，共谋协同发展新篇章。淮南市委副书记、代市长欧冬林，集团公司党委书记、董事长韩家章出席并讲话，党委副书记、总经理钱四发介绍企业有关情况。

Huaihe Energy Group On August 20th, afternoon, a meeting for discussing cooperation matters between Huaihe Energy and the Huainan Municipal Government was held at the headquarters of the group. The two sides had in-depth exchanges on matters related to deepening cooperation and jointly planned a new chapter for coordinated development. Huainan Municipal Party Secretary and Acting Mayor Ou Donglin, the Party Secretary and Chairman of the Group Company Han Jiazhang attended and delivered speeches. The Deputy Secretary of the Party Committee and General Manager Qian Sifan introduced the relevant situation of the enterprise.

辽宁能源 8月18日发布的《辽宁能源煤电产业股份有限公司关于选举董事长及调整董事会专门委员会成员的公告》显示，辽宁能源公司董事会选举任长宏先生担任公司第十二届董事会董事长（法定代表人），任期自本次董事会审议通过之日起至第十二届董事会届满时止；增补任长宏先生为第十二届董事会战略委员会召集人。

The "Announcement on Election of Chairman and Adjustment of Members of Special Committees of the Board of Directors" released by Liaoning Energy on August 18th shows that the board of directors of Liaoning Energy elected Ren Changhong as the chairman (legal representative) of the 12th board of directors of the company. The term of office starts from the approval of this board of directors and lasts until the expiration of the 12th board of directors. Ren Changhong was also appointed as the convenor of the 12th board of directors' strategic committee.

甘肃能化 甘肃能化近日接受相关机构调研时介绍到，煤炭业务为公司核心板块，目前拥有11对生产矿井，核定年产能2314万吨，其中储备产能180万吨/年，天宝红沙梁矿井处于建设阶段。

Gansu Energy Chemical Company recently disclosed during a research visit by relevant institutions that the coal business is the core sector of the company. Currently, it has 11 production mines with an approved annual production capacity of 23.14 million tons. Among them, the reserve capacity is 1.8 million tons per year. The Tianba Hongsha Liang mine is under construction.

◆ 安全资讯

◆ Safety Information

全国 工业和信息化部、应急管理部13日对外发布《安全应急装备产业发展“十五五”规划》。规划提出到2030年，安全应急装备产业规模、技术水平、产品质量、应用深度和广度显著提升，重点领域产业规模达到1.4万亿元。

On the 13th, the Ministry of Industry and Information Technology and the Ministry of Emergency Management of the People's Republic of China jointly released the "15th Five-Year Plan for the Development of Safety Emergency Equipment Industry". The plan states that by 2030, the scale, technical level, product quality, application depth and breadth of the safety emergency equipment industry will have significantly improved, and the scale of key industries will reach 1.4 trillion yuan.

山西 2026年8月份山西省安全生产委员会接到临汾市2 座、长治市1 座、吕梁市1 座共计四座煤矿关于调整煤矿分类等级的报告，按照《山西省人民政府办公厅关于印发山西省煤矿分级分类安全监管监察办法的通知》（晋政办发〔2020〕22 号）第九条第二款和有关分类标准规定，经审核，同意阳泉煤业集团翼城山凹煤业有限公司由B类调整为D 类、山西鑫润煤业有限公司由C 类调整为D 类、山西通洲集团留神峪煤业有限公司由B 类调整为D 类、山西兴县华润联盛关家崖煤业有限公司由A 类调整为D 类。

In August 2026, the Safety Production Committee of Shanxi Province received reports from four coal mines in Linfen City (two), Changzhi City (one), and Luliang City (one) regarding the adjustment of coal mine classification levels. According to Article 9, Paragraph 2 of the "Notice of the Office of the Shanxi Provincial People's Government on Printing and Distributing the Measures for the Grading and Classification Safety Supervision and Inspection of Coal Mines in Shanxi Province" (Document No. 22 of 2020 of the Shanxi Provincial Government), and in accordance with the relevant classification standards, after review, it was approved to adjust the classification levels as follows: Yuncheng Shanyue Coal Industry Co., Ltd. of Yangquan Coal Industry Group from Class B to Class D, Shanxi Xinrun Coal Industry Co., Ltd. from Class C to Class D, Lishenwu Coal Industry Co., Ltd. of Shanxi Tongzhou Group from Class B to Class D, and Xingxian Huanchajia Ya Coal Industry Co., Ltd. of Shanxi Xingxian Huaxun Union in Changshan from Class A to Class D.

为压实企业安全生产主体责任，坚决杜绝变相超员作业，筑牢煤矿安全生产防线，近日，山西省应急管理厅对从严规范全省煤矿单班入井限员及特殊情形专项增员工作提出了进一步收紧管控标准、细化监管的要求。

In order to firmly implement the primary responsibility of enterprises for safety production, resolutely prevent disguised overstaffing operations, and build a solid safety defense line for coal mines, recently, the Emergency Management Department of Shanxi Province has put forward further tightened control standards and detailed supervision requirements for strictly regulating the single-shift entry limit personnel and special circumstances increase personnel work in all coal mines across the province.

陕西 为深入推进安全生产治本攻坚三年行动，进一步推动“八条硬措施”硬落实，警示煤矿企业严格落实安全生产主体责任，近期，陕西省应急管理厅公布4起煤矿行政处罚典型案例。

In Shaanxi Province, in order to further advance the three-year action for addressing the root causes of safety production issues and to further promote the implementation of the "eight tough measures", to remind coal mining enterprises to strictly fulfill their primary responsibilities for safety production, recently, the Shaanxi Provincial Emergency Management Department has released four typical cases of coal mining administrative penalties.

为督促煤矿企业严格落实安全生产主体责任，以案为鉴，深刻汲取教训，进一步增强依法办矿管矿意识，按照矿山安全“八条硬措施”等有关规定，现将国家矿山安全监察局陕西局2026年7月份开展煤矿安全监察执法查处的2起煤矿重大事故隐患典型执法案例进行公开警示。对延安市黄陵县某煤矿开展突击检查时，发现该矿存在“井下二盘区集中运输大巷、回风大巷仅掘至盘区中部情况下，已掘进综采工作面运输顺槽840m”的重大事故隐患。责令该矿停产整顿，对煤矿及主要负责人共计罚款200万元，并责成该矿对其他负有管理责任的有关人员从严开展内部追责问责。对咸阳市长武县某煤矿开展远程检查时，发现该矿“在具有冲击危险性的某综放工作面进行超定员作业，并将部分职工的人员位置标识卡放置在顺槽巷口”。责令该矿停产整顿，对煤矿及主要负责人共计罚款188万元，并责成该矿对其他负有管理责任的有关人员从严开展内部追责问责。

In order to urge coal mining enterprises to fully implement their primary responsibilities for safety production, learn from past cases, deeply absorb the lessons, and further enhance the awareness of operating and managing mines in accordance with the law, in accordance with relevant regulations such as the "Eight Hard Measures" for mine safety, the Shaanxi Bureau of the National Mine Safety Supervision Administration has now publicly disclosed and warned about two typical law enforcement cases of major accident hazards in coal mine safety supervision and law enforcement carried out by the bureau in July 2026. During a surprise inspection of a certain coal mine in Huangling County, Yan'an City, it was discovered that the mine had a major accident hazard of "the centralized transportation main alley and return air main alley in the second sub-area of the underground mine were only excavated to the middle of the sub-area, and the transportation branch roadway for the comprehensive mining face had been excavated for 840 meters". The mine was ordered to suspend production for rectification, and the coal mine and its main responsible person were fined a total of 2 million yuan, and the mine was instructed to strictly conduct internal accountability and investigation for other personnel with management responsibilities. During a remote inspection of a certain coal mine in Changwu County, Xianyang City, it was discovered that the mine "performed over-staffed operations in a certain comprehensive mining face with impact hazard, and placed the personnel location identification cards of some workers at the entrance of the transportation branch roadway". The mine was ordered to suspend production for rectification, and the coal mine and its main responsible person were fined a total of 1.88 million yuan, and the mine was instructed to strictly conduct internal accountability and investigation for other personnel with management responsibilities.

四川 为督促煤矿认真落实安全生产主体责任，以案为鉴深刻汲取教训，增强依法办矿管矿意识，国家矿山安全监察局四川局梳理了2026年第五批煤矿典型执法案例，现予公布。

Sichuan Province, in order to urge coal mines to earnestly fulfill their primary responsibilities for safety production, draw lessons from past cases, enhance the awareness of operating and managing mines in accordance with the law, the Sichuan Bureau of the National Mine Safety Supervision Administration has sorted out the fifth batch of typical law enforcement cases of coal mines in 2026. These cases are hereby announced.

宁夏 国家矿山安全监察局宁夏局会同自治区应急管理厅研判会商，结合宁夏煤矿当前安全生产实际，对煤矿状态和分类进行了动态调整，对纳入 2026 年监管监察名单的53处煤矿分类调整。

The Ningxia Branch of the National Mine Safety Supervision Bureau and the Emergency Management Department of the Autonomous Region jointly conducted a research and discussion. Based on the current actual safety situation of coal mines in Ningxia, they made dynamic adjustments to the status and classification of coal mines, and also adjusted the classification of 53 coal mines that were included in the 2026 supervision and inspection list.

◆ 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7月，国家铁路累计发送货物23.5亿吨，同比增长0.7%；日均装车18.7万车，同比增长2.1%。重点物资运输保障有力。1至7月，国家铁路发送煤炭12.16亿吨，其中电煤8.13亿吨，全国铁路直供电厂存煤均保持较高水平，有力支持了各地迎峰度夏。

According to the China National Railway Group Co., Ltd., from January to July this year, the national railway system has cumulatively transported 2.35 billion tons of goods, an increase of 0.7% year-on-year; the average daily loading volume was 187,000 cars, an increase of 2.1% year-on-year. The transportation of key materials was well guaranteed. From January to July, the national railway system transported 1.216 billion tons of coal, among which 813 million tons were thermal coal, and the coal reserves at direct power supply plants across the country remained at a high level, effectively supporting the peak load reduction efforts in various regions during the summer.

据“国家铁路局”微信号18日消息，1-7月份，全国铁路累计发送煤炭16.10亿吨、集装箱6.38亿吨、粮食3351万吨，同比分别增长2.4%、7.2%、3.4%，重点物资运输保障有力。

According to the official WeChat account of the "National Railway Administration" on the 18th, from January to July, the national railway system has cumulatively transported 1.61 billion tons of coal, 638 million tons of containers, and 33.51 million tons of grain, with year-on-year growth rates of 2.4%, 7.2%, and 3.4% respectively. The transportation of key materials has been well guaranteed.

截至8月18日，浩吉铁路开通运营以来，累计开行货物列车突破10万列、运输货物达5.5亿吨，其中7538万吨优质煤炭直达江西。今年以来，浩吉铁路公司紧盯市场需求，全力推动“总对总”营销和到达端营销，合作辐射57家电厂，累计发运电煤1216万吨，同比增长8.1%；创新物流总包增值服务，推动华润贺州、大唐江西电厂一体化物流项目落地，累计发运电煤27万吨，以“运输+”综合产品增加客户黏性，推动物流服务提质升级。

As of August 18th, since the opening and operation of the Haogui Railway, the total number of freight trains has exceeded 100,000, and the transported goods have reached 550 million tons. Among them, 753,800 tons of high-quality coal have been directly delivered to Jiangxi. This year, the Haogui Railway Company has closely followed market demands and fully promoted "total-to-total" marketing and arrival-end marketing. The cooperation has covered 57 power plants, with a cumulative shipment of 12.16 million tons of coal for electricity, an increase of 8.1%. It has innovated logistics total-package value-added services, promoted the implementation of the integrated logistics project of Hua Zhuang and Datang Jiangxi Power Plants, and cumulatively shipped 270,000 tons of coal. By adding "transportation+" comprehensive products, it has increased customer stickiness and promoted the improvement and upgrading of logistics services.

8月13日，国铁呼和浩特局单日装车14143车，本月已两次突破14000车大关，单日装车量再创历史新高。截至8月13日，该局今年货运量完成1.79亿吨，同比增长8.3%，其中，发运大宗货物1.46亿吨，同比增长6.9%。

On August 13th, the National Railway Harbin Bureau completed 14,143 trainloads in a single day. This month, it has already exceeded the 14,000 trainload mark twice, setting a new record for the single-day trainload volume. As of August 13th, the bureau's freight volume for the year has reached 179 million tons, an increase of 8.3% compared to the previous year. Among this, it has dispatched 146 million tons of bulk goods, an increase of 6.9% compared to the previous year.

8月15日上午10时36分，鄂尔多斯海勒斯壕铁路专用线上，运煤大列汽笛长鸣，整装待发。首列54节车厢，满载3800吨转龙湾煤矿优质煤炭发往位于乌兰察布的宏大电厂，标志着海勒斯壕集运站正式投用。继查汗淖营盘壕集运站之后，兖矿能源陕蒙区域煤炭外运铁路链条进一步完善，煤炭销售战略通道更加畅通。

At 10:36 am on August 15th, on the dedicated railway line of Hailershuohuo in Ordos, the coal transport train sounded its horn loudly, preparing to depart. The first train consisted of 54 carriages and was fully loaded with high-quality coal from Zhonglongwan Coal Mine, which was then sent to the Daheng Power Plant in Ulanqab. This marked the official operation of the Hailershuo Huo Collection and Transportation Station. Following the Chahan Naoyinghuo Collection and Transportation Station, the railway chain for coal transportation from Yanzhou Coal Industry to the Inner Mongolia region has been further improved, and the strategic channel for coal sales has become more.

港口 今年以来，连云港边检站累计查验进口煤炭船舶近50艘次，保障煤炭超150万吨，为企业节约通关时长1800余小时，有力畅通煤炭进口海上保供“大动脉”。

Port: Since the beginning of this year, the Lianyungang Border Inspection Station has inspected nearly 50 ships carrying imported coal, ensuring the import of over 1.5 million tons of coal. This has saved enterprises more than 1,800 hours in customs clearance, effectively facilitating the "main artery" for coal import supply at sea.