行业动态

Industry Trends

全国 国务院总理李强5月9日主持召开国务院常务会议。会议审议通过《中华人民共和国矿产资源法实施条例（草案）》。会议指出，《条例》进一步细化了矿业权管理和矿产资源开发利用各环节相关制度措施，要依法加强矿产资源全链条管理，科学确定战略性矿产资源目录，完善资源储备和应急制度，全面提高矿产资源安全保障水平。

Nationwide: On May 9th, Premier Li Qiang of the State Council presided over an executive meeting of the State Council. The meeting approved the "Regulations (Draft) for the Implementation of the Mineral Resources Law of the People's Republic of China". The meeting pointed out that the "Regulations" further refined the management of mining rights and the relevant systems and measures for the development and utilization of mineral resources in each link. It is necessary to strengthen the full-chain management of mineral resources in accordance with the law, scientifically determine the strategic mineral resources directory, improve the resource reserve and emergency systems, and comprehensively enhance the security level of mineral resources.

4月30日，国家标准化管理委员会发布2026年第21号国家标准公告，由国家矿山安全监察局提出并归口的国家标准《煤矿智能化体系架构要求》（GB/T 47461-2026）正式发布。

On April 30th, the National Standardization Administration Committee issued the 21st national standard announcement of 2026. The national standard "Requirements for the Intelligent System Architecture of Coal Mines" (GB/T 47461-2026), proposed and overseen by the National Mine Safety Supervision Bureau, was officially released.

5月13日从自然资源部了解到，2025年，我国非油气勘查连续五年实现正增长。全国新发现金、铁、煤炭、锂等矿种大中型矿产地达到200处，矿产资源“家底”进一步夯实。与此同时，锰、镍、锡等战略性新兴矿种的勘查投入大幅增长，反映出国家加快提升关键矿产资源自主保障能力的战略导向。

On May 13th, the Ministry of Natural Resources informed that by 2025, China's non-oil exploration activities will achieve consecutive five-year positive growth. A total of 200 medium-sized and large-scale mineral deposits of various types such as gold, iron, coal, and lithium will be newly discovered across the country, further strengthening the country's mineral resources base. At the same time, the exploration investment in strategic emerging mineral types such as manganese, nickel, and tin has significantly increased, reflecting the country's strategic orientation of accelerating the enhancement of its independent guarantee capacity for key mineral resources.

海关总署5月9日公布的数据显示，2026年4月份，我国进口煤炭3308.3万吨，较去年同期的3782.5万吨减少474.2万吨，下降12.5%；较3月份的3905.9万吨减少597.6万吨，下降15.3%。2026年1-4月份，我国累计进口煤炭14936.0万吨，同比下降2.1%。

Data released by the General Administration of Customs on May 9th shows that in April 2026, China imported 33.083 million tons of coal, a decrease of 4.742 million tons compared to 37.825 million tons in the same period last year, representing a decline of 12.5%; and a decrease of 5.976 million tons compared to 39.059 million tons in March, representing a decline of 15.3%. From January to April 2026, China's cumulative coal imports reached 149.360 million tons, a decrease of 2.1% year-on-year.

国家统计局11日发布的数据显示，4月份，煤炭开采和洗选业价格同比上涨3.1%，环比上涨1.9%。1-4月，煤炭开采和洗选业价格同比下降4.2%。

Data released by the National Bureau of Statistics on the 11th showed that in April, the prices of the coal mining and washing and selection industry rose by 3.1% year-on-year and by 1.9% month-on-month. From January to April, the prices of the coal mining and washing and selection industry decreased by 4.2% year-on-year.

国家统计局14日公布的数据显示，5月上旬，全国煤炭价格全面上涨。其中：无烟煤（洗中块）价格955.5元/吨，较上期上涨0.6%；山西优混（5500大卡）价格为823元/吨，较上期上涨5.5%；焦煤（主焦煤）价格为1552.5元/吨，较上期上涨3.5%；焦炭（准一级冶金焦）价格为1446.4元/吨，较上期持平。

Data released by the National Bureau of Statistics on the 14th shows that in the first ten days of May, the prices of coal across the country rose across the board. Specifically: The price of anthracite (washed medium lump) was 955.5 yuan per ton, up by 0.6% compared to the previous period; the price of high-quality mixed coal from Shanxi (5500 kcal) was 823 yuan per ton, up by 5.5% compared to the previous period; the price of coking coal (main coking coal) was 1552.5 yuan per ton, up by 3.5% compared to the previous period; the price of coke (first-class metallurgical coke) was 1446.4 yuan per ton, remaining unchanged compared to the previous period.

5月11日，郑州商品交易所发布《关于动力煤期货2705合约有关事项的公告》，经研究决定，调整动力煤期货2705合约的交易保证金标准为50%，涨跌停板幅度为10%。非期货公司会员或者客户单日开仓交易的最大数量为20手。

On May 11th, the Zhengzhou Commodity Exchange released the "Announcement on Relevant Matters Concerning the 2705 Contract of Power Coal Futures", after research, it was decided to adjust the trading margin standard of the 2705 contract of power coal futures to 50%, and the fluctuation limit to 10%. The maximum number of contracts that non-futures company members or clients can open for trading in a single day is 20.

据商务部市场运行监测系统显示，4月27日至5月3日，全国煤炭价格继续上涨，其中炼焦煤、动力煤、无烟块煤每吨1140元、787元和1128元，分别上涨0.5%、0.5%和0.2%。

According to the market operation monitoring system of the Ministry of Commerce, from April 27th to May 3rd, the prices of coal across the country continued to rise. Among them, the prices of coking coal, thermal coal and anthracite coal were 1,140 yuan, 787 yuan and 1,128 yuan per ton respectively, increasing by 0.5%, 0.5% and 0.2% respectively.

据商务部市场运行监测系统显示，5月4日至10日，全国煤炭价格继续上涨，其中炼焦煤、动力煤、无烟块煤每吨1144元、789元和1129元，分别上涨0.4%、0.3%和0.1%。

According to the market operation monitoring system of the Ministry of Commerce, from May 4th to 10th, the prices of coal across the country continued to rise. Among them, the prices of coking coal, thermal coal and anthracite coal were 1,144 yuan, 789 yuan and 1,129 yuan per ton respectively, increasing by 0.4%, 0.3% and 0.1% respectively.

内蒙古 内蒙古发改委消息，据各盟市上报的能源价格监测数据显示，2026年4月，内蒙古动力煤月度平均坑口价格为366.64元/吨，环比上涨2.01%，同比上涨12.65%。其中，东部褐煤平均坑口价格为324.43元/吨，环比价格持平，同比价格下降1.26%；鄂尔多斯地区动力煤平均坑口价格为440.50元/吨，环比价格上涨4.73%，同比价格上涨37.66%。

Inner Mongolia: According to the energy price monitoring data reported by each prefecture-level city by the Inner Mongolia Development and Reform Commission, in April 2026, the monthly average spot price of thermal coal in Inner Mongolia was 366.64 yuan per ton, up by 2.01% compared with the previous month and up by 12.65% compared with the same period last year. Among them, the average spot price of eastern lignite was 324.43 yuan per ton, with no change compared to the previous month and a decrease of 1.26% compared to the same period last year; the average spot price of thermal coal in Ordos region was 440.50 yuan per ton, up by 4.73% compared to the previous month and up by 37.66% compared to 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，4月25日-5月1日，从监测品种样本数据来看，内蒙古煤炭平均价格为688.72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787.89元/吨，环比持平，同比下降7.9%；动力煤发热量5000-5500大卡均价为542.41元/吨，环比下降0.3%，同比上涨0.4%；炼焦煤1/3焦煤均价为735.87元/吨，环比上涨0.8%，同比下降3.1%。

According to the important production materials market monitoring system of the Ministry of Commerce, from April 25th to May 1st, based on the sample data of the monitored varieties, the average price of coal in Inner Mongolia was 688.72 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 of anthracite was 787.89 yuan per ton, remaining unchanged compared with the previous period and decreasing by 7.9% compared with the same period last year; the average price of thermal coal with calorific value of 5000-5500 kcal was 542.41 yuan per ton, decreasing by 0.3% 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 735.87 yuan per ton, increasing by 0.8% compared with the previous period and decreasing by 3.1% compared with the same period last year.

截至5月7日，甘其毛都口岸累计进口煤炭1827.05万吨。现甘其毛都口岸蒙5#原煤市场报价1125元/吨，蒙3#精市场报价1200元/吨，蒙5#精煤市场报价1249元/吨。

As of May 7th, a total of 1827.05 million tons of coal have been imported through Ganqi Maodu Port. Currently, the market price for Mongolian 5# raw coal at Ganqi Maodu Port is 1125 yuan per ton, the market price for Mongolian 3# refined coal is 1200 yuan per ton, and the market price for Mongolian 5# refined coal is 1249 yuan per ton.

河北 近日，河北省发展改革委、省工信厅、省国资委、省市场监管局联合印发《河北省推进能源装备高质量发展实施方案（2026—2030年）》。方案提出，要推动煤炭装备智能化升级。围绕深部开采、智能掘进、智能综采、无人化辅助运输、清洁高效利用等方向，开展高端煤机装备技术攻关。重点研制适用于复杂地质条件的智能快速掘进成套装备、大功率防爆智能辅助运输装备、超大采高及特厚煤层智能化综采成套装备、千万吨级露天矿场连续开采装备。加快煤矿机器人、智能传感、故障诊断与远程运维系统研发应用。推广高效节能煤机产品，开展老旧设备更新改造。

Hebei: Recently, the Development and Reform Commission of Hebei Province, the Provincial Department of Industry and Information Technology, the Provincial State-owned Assets Supervision and Administration Commission, and the Provincial Market Supervision Administration jointly issued the "Implementation Plan for Promoting High-Quality Development of Energy Equipment in Hebei Province (2026 - 2030)". The plan states that efforts should be made to upgrade the intelligence of coal equipment. In terms of deep mining, intelligent tunneling, intelligent comprehensive mining, unmanned auxiliary transportation, and clean and efficient utilization, technological research will be carried out on high-end coal machinery equipment. Key research will be focused on developing intelligent rapid tunneling complete sets of equipment suitable for complex geological conditions, high-power explosion-proof intelligent auxiliary transportation equipment, ultra-large mining heiight and thick coal seam intelligent comprehensive mining complete sets of equipment, and continuous mining equipment for million-ton open-pit mines. The research and application of coal mine robots, intelligent sensors, fault diagnosis and remote operation systems will be accelerated. Energy-efficient coal machinery products will be promoted, and the renewal and renovation of old equipment will be carried out.

据商务部重要生产资料市场监测系统显示，2026年4月，石家庄市煤炭平均价格1068.13元/吨，环比下降0.9%。其中，无烟煤（2号，洗选块煤）1332.5元/吨，环比下降1.7%；烟煤（动力煤发热量5000-5500大卡）803.75元/吨，环比上涨0.3%。

According to the important production materials market monitoring system of the Ministry of Commerce, in April 2026, the average price of coal in Shijiazhuang City was 1,068.13 yuan per ton, down by 0.9% compared with the previous month. Among them, anthracite (2nd grade, washed lump coal) was 1,332.5 yuan per ton, down by 1.7% compared with the previous month; bituminous coal (with a calorific value of 5,000 - 5,500 calories) was 803.75 yuan per ton, up by 0.3% compared with the previous month.

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，4月27日-5月3日，湖南省煤炭市场销售均价1141.25元/吨，下跌0.1%，同比上涨7.8%。分品种看，无烟煤销售均价1427.5元/吨，持平，同比上涨4.5%；烟煤销售均价855元/吨，下跌0.3%，同比上涨11.9%。

Hunan: According to the monitoring data on the provincial production materials circulation market by the Hunan Provincial Commerce Department, from April 27th to May 3rd, the average selling price of coal in Hunan Province was 1,141.25 yuan per ton, down by 0.1%, and up by 7.8% compared to the same period last year. By type, the average selling price of anthracite was 1,427.5 yuan per ton, unchanged, and up by 4.5% compared to the same period last year; the average selling price of bituminous coal was 855 yuan per ton, down by 0.3%, and up by 11.9% compared to the same period last year.

宁夏 据商务部市场运行监测系统显示，4月20日-26日，宁夏煤炭价格686.67元/吨，持平。当前煤炭市场供需基本平衡，价格运行平稳。展望后市，随着电力行业逐步进入传统用煤淡季，终端采购需求趋于减弱，预计后期煤炭市场将呈现温和调整态势。

Ningxia: According to the market operation monitoring system of the Ministry of Commerce, from April 20th to 26th, the price of coal in Ningxia was 686.67 yuan per ton, remaining unchanged. Currently, the supply and demand in the coal market are basically balanced, and the price is running smoothly. Looking ahead, as the power industry gradually enters the traditional off-season for coal use, the demand for terminal purchases is expected to weaken. It is predicted that the coal market will show a moderate adjustment trend in the future.

甘肃 在甘肃省自然资源厅搭建的政企银合作平台赋能下，中国民生银行兰州分行近日向甘肃能源庆阳煤电有限责任公司（庆阳煤电）成功投放5000万元固定资产贷款，专项用于宁中煤田早胜煤矿探矿权资源价款缴纳。这是甘肃省首例将探矿权作为无形资产进行融资的标志性业务，有效缓解了矿业企业在探矿阶段的融资痛点。

Gansu: With the support of the government-enterprise-bank cooperation platform established by the Gansu Provincial Department of Natural Resources, the Lanzhou Branch of China Minsheng Bank recently successfully granted a 50 million yuan fixed asset loan to Gansu Energy Qingyang Coal Power Co., Ltd. (Qingyang Coal Power), specifically for the payment of the resource price of the early victory coal mine exploration rights in the Ningzhong coalfield. This is the first landmark business in Gansu Province that uses exploration rights as an intangible asset for financing, effectively alleviating the financing difficulties faced by mining enterprises during the exploration stage.

江西 据商务部重要生产资料监测系统显示，2026年4月，江西省煤炭价格为917.14元/吨，环比下跌3.6%。其中，炼焦煤1/3焦煤、无烟煤2号、动力煤发热量5000-5500大卡价格分别为1101.21元/吨、853.92元/吨、796.3元/吨，环比分别下跌7.5%、0.9%、0.7%。

Jiangxi: According to the important production materials monitoring system of the Ministry of Commerce, in April 2026, the price of coal in Jiangxi Province was 917.14 yuan per ton, down by 3.6% compared with the previous month. Among them, the prices of coking coal 1/3 coking coal, anthracite 2 grade, and thermal coal with calorific value of 5000-5500 calories were 1101.21 yuan per ton, 853.92 yuan per ton, and 796.3 yuan per ton respectively, down by 7.5%, 0.9%, and 0.7% respectively compared with the previous month.

四川 据商务部重要生产资料监测系统显示，4月20日-26日，四川省煤炭均价为909.93元/吨，环比上涨0.6%。其中，无烟煤、动力煤价格分别为884.27元/吨、934.65元/吨，环比分别上涨0.6%、0.5%。

Sichuan: According to the important production materials monitoring system of the Ministry of Commerce, from April 20th to 26th, the average price of coal in Sichuan Province was 909.93 yuan per ton, up by 0.6% compared with the previous period. Among them, the prices of anthracite and thermal coal were 884.27 yuan per ton and 934.65 yuan per ton respectively, rising by 0.6% and 0.5% respectively compared with the previous period.

贵州 安顺市工业和信息化局消息，安顺市在籍煤矿36处，设计生产能力合计为1488万吨/年。其中：生产煤矿12处，设计能力525万吨/年；联合试运转煤矿0处；技改建设煤矿3处，批复技改规模135万吨/年；长期停产停建煤矿21处，批复技改规模或设计能力828万吨/年。

Guizhou: According to the information from the Industrial and Information Technology Bureau of Anshun City, there are 36 registered coal mines in Anshun City, with a total designed production capacity of 14.88 million tons per year. Among them: 12 production coal mines have a designed capacity of 5.25 million tons per year; 0 coal mines are undergoing joint trial operation; 3 coal mines are undergoing technological renovation construction, with the approved technological renovation scale of 1.35 million tons per year; 21 coal mines are in long-term suspension and construction halt, with the approved technological renovation scale or designed capacity of 8.28 million tons per year.

云南 据商务部重要生产资料市场监测系统显示，4月20日-26日，云南省煤炭批发均价为1090.3元/吨，环比上涨1.5%。其中，炼焦煤批发均价为1550元/吨，环比上涨3.3%；无烟煤批发均价为1000元/吨，环比持平；动力煤批发均价为720.8元/吨，环比下跌0.3%。

Yunnan: According to the important production materials market monitoring system of the Ministry of Commerce, from April 20th to 26th, the average wholesale price of coal in Yunnan Province was 1,090.3 yuan per ton, up by 1.5% compared with the previous period. Among them, the average wholesale price of coking coal was 1,550 yuan per ton, up by 3.3% compared with the previous period; the average wholesale price of anthracite coal was 1,000 yuan per ton, unchanged compared with the previous period; the average wholesale price of thermal coal was 720.8 yuan per ton, down by 0.3% compared with the previous period.

据商务部重要生产资料市场监测系统显示，4月27日-5月3日，云南省煤炭批发均价为1087元/吨，环比下跌0.3%。其中，炼焦煤批发均价为1550元/吨，无烟煤批发均价为1000元/吨，环比均持平；动力煤批发均价为710.9元/吨，环比下跌1.4%。

According to the important production materials market monitoring system of the Ministry of Commerce, from April 27th to May 3rd, the average wholesale price of coal in Yunnan Province was 1,087 yuan per ton, down by 0.3% compared with the previous period. Among them, the average wholesale price of coking coal was 1,550 yuan per ton, the average wholesale price of anthracite coal was 1,000 yuan per ton, and both remained unchanged compared with the previous period; the average wholesale price of thermal coal was 710.9 yuan per ton, down by 1.4% compared with the previous period.

福建 根据商务部重要生产资料监测系统监测数据显示，4月27日-5月3日，福建省监测样本企业的煤炭市场价格平均为1295.51元/吨，环比下跌0.1%。其中，无烟煤市场价格为1231.02元/吨，环比上涨0.4%；烟煤市场价格为1327.75元/吨，环比下跌0.4%。

Fujian: According to the monitoring data of the important production materials monitoring system of the Ministry of Commerce, from April 27th to May 3rd, the average coal market price of monitoring sample enterprises in Fujian Province was 1295.51 yuan/ton, a decrease of 0.1% month on month. Among them, the market price of smokeless coal is 1231.02 yuan/ton, an increase of 0.4% month on month; The market price of bituminous coal is 1327.75 yuan/ton, a decrease of 0.4% compared to the previous period.

企业热点

Corporate Trends

国家能源集团 5月9日，国家能源集团召开数智国能建设工作推进会，深刻领会习近平总书记关于人工智能的重要论述，认真落实集团一季度经济活动分析会部署，系统总结近年来数智化工作，深入分析形势任务，研究部署下一阶段重点工作。集团公司总经理、党组副书记冯来法出席会议并讲话。

State Energy Group: On May 9th, State Energy Group held a promotion meeting for the construction of "Digital & Intelligent State Energy". They deeply*** on artificial intelligence, earnestly implemented the arrangements of the group's first-quarter economic activity analysis meeting, systematically summarized the digital and intelligent work in recent years, deeply analyzed the situation and tasks, and studied and arranged the key work for the next stage. Feng Laifa, the general manager and deputy secretary of the Party group of the group company, attended the meeting and gave a speech.

5月12日，国家能源集团与上海电气集团股份有限公司在京举行会谈，并签署战略合作框架协议。国家能源集团党组书记、董事长邹磊，上海电气党委书记、董事长吴磊出席会谈并共同见签。国家能源集团总经理、党组副书记冯来法，党组成员、总会计师刘敬山，上海电气党委副书记、总裁朱兆开，副总裁丘加友参加会谈及签约。刘敬山与丘加友代表双方签署协议。

On May 12th, the State Energy Group and Shanghai Electric Group Co., Ltd. held a meeting in Beijing and signed a strategic cooperation framework agreement. The Party Secretary and Chairman of the State Energy Group, Zou Lei, and the Party Secretary and Chairman of Shanghai Electric, Wu Lei, attended the meeting and jointly signed the agreement. The General Manager and Deputy Secretary of the Party Committee of the State Energy Group, Feng Laifa, and the Deputy Secretary and Chief Accountant of the Party Committee, Liu Jingshan, as well as the Vice President of Shanghai Electric, Zhu Zhaokai, and the Vice President, Qiu Jiaoyou, participated in the meeting and signing. Liu Jingshan and Qiu Jiaoyou represented both parties to sign the agreement.

5月14日，国家能源集团党组书记、董事长邹磊在总部会见中国农业银行党委书记、董事长谷澍一行。双方就进一步深化战略合作、强化能源与金融领域融合发展举行会谈。国家能源集团党组成员、总会计师刘敬山，中国农业银行党委委员、副行长王大军参加会谈。

On May 14th, State Energy Group's Party Secretary and Chairman Zou Lei met with a delegation from Agricultural Bank of China, led by its Party Secretary and Chairman Gu Shu. The two sides held a meeting to discuss further deepening strategic cooperation and strengthening the integrated development of energy and finance. State Energy Group's Party Member and Deputy General Manager Liu Jingshan, and Agricultural Bank of China's Party Committee Member and Vice President Wang Dajun attended the meeting.

中煤能源 中煤能源5月14日发布的公告显示，2026年4月份，中煤能源商品煤产量为1002万吨，同比下降9.3%，环比下降8.7%。4月份，中煤能源商品煤销量为2042万吨，同比下降3.2%，环比增长4.9%。其中，自产商品煤销量为1029万吨，同比下降7.6%，环比下降1.8%。1-4月份，中煤能源商品煤累计产量为4019万吨，同比下降9.5%；商品煤销量为7644万吨，同比下降10.3%。其中，自产商品煤销量为3999万吨，同比下降8.7%。

China Coal Energy: The announcement released by China Coal Energy on May 14th shows that in April 2026, the company's coal production was 10.02 million tons, a year-on-year decrease of 9.3% and a month-on-month decrease of 8.7%. In April, the company's coal sales volume was 20.42 million tons, a year-on-year decrease of 3.2% and a month-on-month increase of 4.9%. Among them, the self-produced coal sales volume was 10.29 million tons, a year-on-year decrease of 7.6% and a month-on-month decrease of 1.8%. From January to April, the company's cumulative coal production was 40.19 million tons, a year-on-year decrease of 9.5%; coal sales volume was 76.44 million tons, a year-on-year decrease of 10.3%. Among them, the self-produced coal sales volume was 39.99 million tons, a year-on-year decrease of 8.7%.

华阳集团 5月12日，华阳集团党委书记、董事长王永革与中创智领集团党委书记、董事长、郑煤机集团党委书记焦承尧就深化合作举行工作会谈。华阳集团党委常委、副总经理曹怀建，中创智领集团董事、郑煤机集团总经理孟贺超参加会谈。

Huayang Group: On May 12th, Wang Yongge, the Party Secretary and Chairman of Huayang Group, and Jiao Chengyao, the Party Secretary and Chairman of Zhongchuang Zhiling Group and the Party Secretary of Zhengmei Machinery Group, held a working meeting to deepen cooperation. Party Committee Vice Member and Deputy General Manager Cao Huaijian of Huayang Group, and Director Meng Hetao of Zhongchuang Zhiling Group and General Manager Meng Haichao of Zhengmei Machinery Group attended the meeting.

淮北矿业集团 近日，淮北矿业集团发布《“十五五”“人工智能+”行动方案》，全面部署以人工智能技术驱动产业转型升级，着力加快培育新质生产力，奋力打造行业领先的综合能源化工数智标杆企业。《方案》明确，到2027年建成企业级人工智能平台底座，打造3个以上AI应用示范场景；到2030年建成覆盖全集团的“云-边-端”协同智能算力网络，推动2个以上垂类模型深入应用，完成5个人工智能示范场景建设，实现“人工智能+”产业融合发展达行业先进水平。

Huabei Mining Group: Recently, Huabei Mining Group released the "‘15-16’ Artificial Intelligence Plus Action Plan", comprehensively deploying the use of artificial intelligence technology to drive industrial transformation and upgrading, focusing on accelerating the cultivation of new productive forces, and striving to build a leading comprehensive energy and chemical digital benchmark enterprise in the industry. The plan clearly states that by 2027, an enterprise-level artificial intelligence platform foundation will be established, and more than 3 AI application demonstration scenarios will be created; by 2030, a "cloud-edge-end" collaborative intelligent computing power network covering the entire group will be built, promoting the in-depth application of 2 more vertical models, completing the construction of 5 AI demonstration scenarios, and achieving the integrated development of the "artificial intelligence plus" industry at the advanced level of the industry.

陕煤集团 5月13日，陕煤集团党委书记、董事长张文琪在集团总部与来访的哈电集团董事长、党委书记黄伟，党委常委、副总经理陈辉一行座谈交流。陕煤集团副总经理、招投标管理中心主任宋召军参加。

Shanmei Group: On May 13th, the Party Secretary and Chairman of Shanmei Group, Zhang Wenqi, held a meeting and exchange with the visiting representatives of Harbin Electric Group, including Chairman and Party Secretary Huang Wei, Party Committee Vice Member and Deputy General Manager Chen Hui, at the group's headquarters. Shanmei Group's Deputy General Manager and Director of the Bidding and Tendering Management Center, Song Zhaojun, also attended the meeting.

5月13日，陕煤集团党委书记、董事长张文琪在集团总部会见来访的西安石油大学党委书记常江，党委副书记、校长王进富一行，双方就深化校企合作、推动产教融合进行座谈交流。陕煤集团党委委员、工会主席、职工董事李向东，党委委员、董事闵小建，西安石油大学党委委员、副校长张君涛参加座谈。

On May 13th, Zhang Wenqi, the Party Secretary and Chairman of Shaanxi Coal Industry Group, met with the visiting delegation led by Chang Jiang, the Party Secretary of Xi'an Petroleum University, as well as Wang Jinfu, the Party Deputy Secretary and President of the university. The two sides held a discussion and exchange on deepening the cooperation between the university and the enterprise and promoting the integration of education and production. Li Xiangdong, a member of the Party Committee and the Chairman of the Trade Union of Shaanxi Coal Industry Group, and Min Xiaojian, a member of the Party Committee and a Director, attended the meeting. Zhang Juntao, a member of the Party Committee and Vice President of Xi'an Petroleum University, also participated.

5月14日，陕煤集团党委书记、董事长张文琪在集团总部会见来访的中铁二十一局集团有限公司党委书记、董事长汪新立一行，双方就深化务实合作、推动协同发展进行座谈交流。陕煤集团副总经理、招投标管理中心主任宋召军，中铁二十一局副总经理马建军参加座谈。

On May 14th, Zhang Wenqi, the Party Secretary and Chairman of Shaanxi Coal Industry Group, met with Wang Xinli and his team from China Railway Secondiizhi Group Co., Ltd. at the group's headquarters. The two sides held a discussion and exchange on deepening practical cooperation and promoting coordinated development. Vice General Manager of Shaanxi Coal Industry Group and Director of the Bidding and Tendering Management Center, Song Zhaojun, and Vice General Manager of China Railway Secondiizhi Group, Ma Jianjun, also participated in the discussion.

5月14日，科大讯飞股份有限公司副总裁、云平台业务群总经理陈其山一行到访陕煤集团，与陕煤集团党委委员、董事闵小建进行座谈。双方围绕探索合作领域、培育新质生产力发展新路径进行交流。

On May 14th, Chen Qishan, the vice president and general manager of the Cloud Platform Business Group of iFLYTEK Co., Ltd., paid a visit to Shaanxi Coal Industry Group and held a discussion with Min Xiaojian, a member of the Party Committee and director of Shaanxi Coal Industry Group. The two sides exchanged views on exploring cooperation areas and developing new paths for the growth of new productive forces.

徐矿集团 5月14日，辽宁能源产业控股集团党委书记、董事长王皎一行到访徐矿集团。徐矿集团党委书记、董事长吴宁参加活动。

Xu Mining Group: On May 14th, the Party Secretary and Chairman of Liaoning Energy Industry Group Corporation, Wang Jiao, and his delegation visited Xu Mining Group. The Party Secretary and Chairman of Xu Mining Group, Wu Ning, participated in the event.

宁夏煤业 近日，在2025年中国煤炭市场高峰论坛上，宁夏煤业凭借卓越的煤炭运销能力、一体化协同优势及提质增效成效，荣获“2025年度最佳煤炭运销企业”称号，行业影响力再获权威认可。2025年宁夏煤业实现自产煤销量6341万吨，同比增加73万吨，创近4年新高。铁路运量完成7505万吨，刷新历史。化工煤采购量789万吨，同比增加189万吨，创历史新高。

Ningxia Coal Industry: Recently, at the 2025 China Coal Market Summit Forum, Ningxia Coal Industry was honored with the title of "Best Coal Transportation Enterprise of 2025" due to its outstanding coal transportation and marketing capabilities, integrated synergy advantages, and efficiency improvement achievements. Its industry influence has once again received authoritative recognition. In 2025, Ningxia Coal Industry achieved self-produced coal sales of 63.41 million tons, an increase of 730,000 tons compared to the previous year, reaching a new high in the past four years. The railway transportation volume reached 75.05 million tons, setting a new record. The purchase volume of chemical coal was 7.89 million tons, an increase of 1.89 million tons compared to the previous year, reaching a new high.

近日，自治区煤矿智能化等级认定名单公布，宁夏煤业所属金凤矿、枣泉矿、红柳矿等14对矿井分获国家级智能化示范矿井、高级及中级智能化煤矿，标志着宁夏煤业智能化建设水平迈入新阶段。

Recently, the list of coal mine intelligentization grades in the autonomous region was released. The Jinfeng Mine, Zaquan Mine, Hongliu Mine and other 14 coal mines under Ningxia Coal Industry were awarded as national-level intelligent demonstration mines, advanced and intermediate intelligent coal mines respectively. This indicates that the intelligentization construction level of Ningxia Coal Industry has entered a new stage.

冀中能源 冀中能源5月11日发布投资者关系活动记录表，对公司经营情况进行了说明，并回答了投资者的相关提问。2025年，公司原煤产量2681.79万吨，营业收入151亿元。2026年，公司计划完成原煤产量2700万吨，营业收入150亿元，与2025年基本持平。各矿区维持目前产量，不会有大的增量。

Jizhong Energy: On May 11th, Jizhong Energy released an investor relations activity record sheet, explaining the company's business situation and answering investors' relevant questions. In 2025, the company's raw coal production was 2681.79 million tons, with a revenue of 15.1 billion yuan. In 2026, the company plans to achieve a raw coal production of 27 million tons and a revenue of 15 billion yuan, which is basically the same as that in 2025. Each mining area will maintain the current production level and there will be no significant increase.

甘肃能化 甘肃能化在近日举行的业绩说明会上表示，公司将持续做强煤炭产业，巩固现有矿井生产效能，下属各矿保持平稳高效运行态势，加快推进煤炭产业增储上量，景泰白岩子90万吨/年煤矿顺利通过竣工验收，为公司产业发展筑牢了坚实的资源支撑，夯实了发展根基。

Gansu Energy Chemical: At the recent performance briefing held by Gansu Energy Chemical, the company stated that it will continue to strengthen its coal industry, enhance the production efficiency of existing mines, and ensure the stable and efficient operation of all its affiliated mines. It is accelerating the process of increasing coal reserves and expanding production capacity. The 900,000-ton-per-year coal mine in Baiyanzi, Jingta, has successfully passed the completion acceptance, providing a solid resource support for the company's industrial development and strengthening its foundation for growth.

安全资讯

Safety Information

全国 5月11日，国家矿山安全监察局发布关于做好2026年度矿山防汛安全工作的通知。通知提到，据预测，今年汛期我国极端天气气候事件偏多，北方地区暴雨洪涝风险突出。矿山安全监管部门要督促各类矿山深化隐患排查整治，同时，要深入重点矿区、重点矿山开展防汛安全督导检查、暗查暗访，对责任不落实、措施不到位、隐患不整改、险情不处置的，依法依规严肃追责问责。

Nationwide: On May 11th, the National Mine Safety Supervision Bureau issued a notice regarding the preparation for the 2026 annual mine flood prevention safety work. The notice stated that based on predictions, there will be an increase in extreme weather and climate events this year, and the risk of heavy rain and floods in the northern regions is particularly prominent. The mine safety regulatory authorities should urge all types of mines to deepen the investigation and rectification of hidden dangers. At the same time, they should conduct flood prevention safety supervision and inspection and undercover investigations in key mining areas and mines, and hold accountable those who fail to fulfill their responsibilities, have inadequate measures, fail to rectify hidden dangers, or fail to handle dangerous situations in accordance with the law and regulations.

5月9日，国家矿山安全监察局发布关于降低煤矿一级安全生产标准化等级的公告。按照《煤矿安全生产标准化管理体系考核定级办法》（矿安〔2024〕109号）有关规定，中国石化长城能源化工（宁夏）有限公司银星二号煤矿安全生产标准化等级已于2025年12月20日由一级降为二级；国家能源集团宁夏煤业有限责任公司双马一矿安全生产标准化等级已于2026年4月23日由一级降为二级。

On May 9th, the National Mine Safety Supervision Bureau issued a notice regarding the reduction of the first-level safety production standardization level for coal mines. According to the relevant provisions of the "Coal Mine Safety Production Standardization Management System Assessment and Rating Measures" (Ministry of Safety [2024] No. 109), the safety production standardization level of the Yinxiang No. 2 Coal Mine of China Petrochemical Changcheng Energy Chemical (Ningxia) Co., Ltd. was reduced from the first level to the second level on December 20, 2025; the safety production standardization level of the Shuangma No. 1 Mine of the National Energy Group Ningxia Coal Industry Co., Ltd. was reduced from the first level to the second level on April 23, 2026.

山西 近日，国家矿山安全监察局山西局、省应急管理厅联合印发通知，部署在全省范围内开展煤矿顶板管理专项整治行动。专项整治自即日起启动，至10月底结束，分四个阶段组织实施。采取动员部署和事故警示教育相结合、煤矿自查和上级公司全覆盖检查相结合、属地监管和国家监察相结合、省级抽查和交叉互检相结合的方式，全面排查整治顶板安全隐患。

Shanxi: Recently, the Shanxi Branch of the National Mine Safety Supervision Bureau and the Provincial Emergency Management Department jointly issued a notice, deploying a special rectification campaign for coal mine roof management across the province. The special rectification will commence immediately and conclude by the end of October, and will be implemented in four phases. It will adopt a combination of mobilization and deployment with accident warning education, coal mine self-inspection and comprehensive inspections by superior companies, local supervision and national supervision, as well as provincial random checks and cross-interchange inspections, to comprehensively identify and rectify roof safety hazards.

煤炭运输

Coal transportation

铁路 大秦铁路5月8日发布公告，2026年4月，公司核心经营资产大秦线完成货物运输量3116万吨，同比增长1.76%，增幅较3月份收窄了4.68个百分点。日均运量103.87万吨，较去年4月份的102.07万吨增加1.80万吨，增长1.76%。日均开行重车72.7列，其中，日均开行2万吨列车55.4列。2026年1-4月，大秦线累计完成货物运输量12802万吨，同比增长3.79%。降幅较前3月收窄0.68个百分点。

Railway: On May 8th, Datong Railway issued a notice. In April 2026, the company's core operating asset, the Datong Line, completed a cargo transportation volume of 311.6 million tons, an increase of 1.76% compared to the previous year. The growth rate narrowed by 4.68 percentage points compared to March. The average daily transportation volume was 103.87 million tons, an increase of 1.80 million tons from 102.07 million tons in April last year, representing a growth of 1.76%. The average daily number of heavy freight trains was 72.7, among which, the average daily number of 20,000-ton trains was 55.4. From January to April 2026, the Datong Line completed a cumulative cargo transportation volume of 128.02 million tons, an increase of 3.79% compared to the previous year. The decline rate narrowed by 0.68 percentage points compared to the previous three months.

5月7日0时30分起，太原局集团公司管内石太铁路展开为期23天的集中修施工，全面整治线路设备设施隐患，提升设备质量，为晋煤外运通道夯实基础。除石太铁路外，太原局集团公司管内曹西、侯西及侯月、太焦、京原铁路集中修施工也相继展开。

Starting at 0:30 on May 7th, the Taiyuan Railway Group Company began a 23-day concentrated maintenance operation on the Shangta Railway within its jurisdiction. The operation aims to comprehensively rectify potential hazards in the railway equipment and facilities, improve equipment quality, and lay a solid foundation for the transportation of coal from Shanxi Province. In addition to the Shangta Railway, the concentrated maintenance operations on the Caoxi, Houxi, Houyue, Taijiao and Jingyuan railways within the jurisdiction of the Taiyuan Railway Group Company have also been carried out successively.

连日来，中国铁路乌鲁木齐局集团有限公司精准把握当前煤炭运输需求旺盛契机，持续优化运输组织，扩大疆煤外运流向，提升运输服务质量，全力推动疆煤外运量稳步提升。截至5月10日，乌鲁木齐局集团公司今年已完成疆煤外运3609.25万吨，同比增长10.1%，持续为全国能源保供大局注入稳定运力动能。

Over the past few days, the China Railway Urumqi Bureau Group Co., Ltd. has accurately seized the opportunity of the current strong demand for coal transportation, continuously optimized transportation organization, expanded the transportation routes of Xinjiang coal, improved transportation service quality, and made every effort to steadily increase the volume of Xinjiang coal transportation. As of May 10th, the Urumqi Bureau Group has completed the transportation of 3609.25 million tons of Xinjiang coal this year, with a year-on-year increase of 10.1%. This has continuously provided stable transportation capacity support for the overall energy supply security of the country.

5月10日，中蒙甘其毛都至嘎舒苏海图跨境铁路项目中国段成功架设首片预制T梁，标志着中蒙第二条跨境铁路正式进入架梁施工阶段。计划2027年建成通车，届时将打通甘泉铁路与蒙古国南向铁路通道，年货运能力可达3000万吨，对深化中蒙互联互通、促进双边经贸合作意义重大。

On May 10th, the Chinese section of the cross-border railway project from Ganqi Maodu to Gashusuhuitai in China successfully erected the first prefabricated T-beam. This marks that the second cross-border railway between China and Mongolia has officially entered the stage of beam erection construction. The project is planned to be completed and opened to traffic in 2027. At that time, it will connect the Ganquan Railway with the southern railway of Mongolia, with an annual freight capacity of up to 30 million tons. It is of great significance for deepening the connectivity between China and Mongolia and promoting bilateral economic and trade cooperation.

“五一”期间，新朔铁路运输生产一线呈现一派繁忙景象。广大干部职工坚守岗位，以奋斗诠释劳动之美，全力确保能源保供“不掉链、不断档”。节日期间，公司货物运输完成270.5万吨，环比增加40.8万吨，同比增加15.1万吨；其中5月3日完成货物运输142列、58.6万吨，单日货运量创年内新高；5月5日，公司煤炭发运量完成126列，刷新年内天窗日煤炭单日运量最高纪录，交出了一份亮眼的“五一”保供答卷。

During the May Day holiday, the transportation production frontlines of the Xinshuo Railway witnessed a bustling scene. The vast number of staff members remained at their posts, using their efforts to showcase the beauty of labor, and made every effort to ensure the "no disruption and no shortage" of energy supply. During the holiday, the company completed 2.705 million tons of cargo transportation, an increase of 408,000 tons compared with the previous period and 151,000 tons compared with the same period last year. Among them, on May 3rd, 142 cargo trains were completed and 586,000 tons of goods were transported, setting a new high for the daily freight volume this year. On May 5th, the company's coal shipment volume reached 126 trains, breaking the previous record for the highest single-day coal transportation volume on a window day this year, and delivering an outstanding "May Day" supply guarantee report.

近期，为切实保障云南省能源安全稳定供应，中国铁路昆明局集团有限公司聚焦电煤运输保供核心任务，以“强攻坚、促协同”为抓手，细化举措、精准发力，全力打通电煤运输堵点，提升运输效率。截至5月9日，昆明局集团公司4月以来累计实现云南省内电煤装车40.5万吨，同比增加21.28万吨、增长110%；接卸电煤42.49万吨，同比增加4.18万吨、增长10.91%，有效满足电煤企业生产需求。

Recently, in order to effectively ensure the stable supply of energy in Yunnan Province, the Kunming Railway Bureau Group Co., Ltd. of China focused on the core task of ensuring the supply of electric coal transportation. By taking "strengthening efforts and promoting collaboration" as the main approach, they detailed the measures and exerted precise efforts to fully resolve the bottlenecks in electric coal transportation and improve transportation efficiency. As of May 9th, since April, the Kunming Railway Bureau Group Co., Ltd. has cumulatively achieved 405,000 tons of electric coal loading within Yunnan Province, an increase of 212,800 tons compared to the same period last year, representing a growth of 110%; and 424,900 tons of electric coal were received, an increase of 41,800 tons compared to the same period last year, representing a growth of 10.91%. This effectively met the production demands of electric coal enterprises.

日前，中煤建设集团新疆分公司建设的准东项目管理部铁路一环线快速装车站改造工程首次重载带煤运行成功。在平稳运行的119分钟内，共计106个集装箱、3340吨煤炭被高效装入列车，标志着新疆首套多斗式双溜槽快速装车系统正式投运。

Recently, the railway first-ring line rapid loading station renovation project of the Qiandong project management department of the Xinjiang Branch of China Coal Construction Group achieved its first successful heavy-load coal transportation operation. During the 119-minute smooth operation period, a total of 106 containers and 3,340 tons of coal were efficiently loaded onto the train, marking the official operation of the first multi-bucket dual-screw trough rapid loading system in Xinjiang.

港口 从国家能源集团黄骅港务公司获悉，今年4月，面对恶劣天气、泊位清淤等多重不利影响，国能黄骅港务主动作为、精准施策，实现煤炭卸车1931.8万吨，刷新历史同期纪录；完成煤炭装船1902.6万吨，创下历史同期新高，切实保障了能源供应“黄金通道”高效畅通、安全有序。

Port: According to the Huanghua Port Company of National Energy Group, in April this year, despite adverse conditions such as bad weather and dredging of berths, the company took proactive measures and implemented precise policies. As a result, 1931.8 million tons of coal were unloaded, setting a new historical record for the same period. 1902.6 million tons of coal were loaded, reaching a new high for the same period. This effectively ensured the efficient, smooth, and safe operation of the "golden channel" for energy supply.

近日，载满优质电煤的“中汇79”轮稳稳停靠国投湄洲湾港9^#泊位，煤炭通过封闭式皮带系统精准输送至堆场，然后经铁路直发江西上饶，全程实现“海铁联运无缝衔接”。这是国投湄洲湾港与上饶发电的首次合作，标志着闽赣两地“北煤南运、海铁联运”新通道正式贯通。

Recently, the "Zhonghui 79" vessel, fully loaded with high-quality coal, smoothly docked at the 9^# berth of Guotou Meizhou Bay Port. The coal was precisely transported to the storage area through a closed belt conveyor system, and then directly sent to Shangrao, Jiangxi Province by railway. The entire process achieved "seamless connection between sea and land transportation". This was the first cooperation between Guotou Meizhou Bay Port and Shangrao Power Plant, marking the official opening of a new channel for "northbound coal transportation to the south and sea-land transportation connection" between Fujian and Jiangxi provinces.

近日，河北海事局印发《新一轮支持黄骅港建设多功能综合性现代化大港若干举措》，明确三方面20项具体举措，全力赋能黄骅港建设多功能综合性现代化大港。

Recently, the Hebei Maritime Safety Administration issued the "Several Measures for the New Round of Supporting the Construction of Huanghua Port into a Multi-functional, Comprehensive and Modern Large Port", clearly outlining 20 specific measures in three aspects, to fully empower the construction of Huanghua Port into a multi-functional, comprehensive and modern large port.