转自：草原云 末伏天气下的二连浩特，碧空如洗。站在内蒙古能源集团新能源公司锡林郭勒中心大门口，向远处眺 望，250台超百米高的白色风机排成"海上舰队"。桨叶起舞，将滚滚绿电送入华北电网。 内蒙古能源集团新能源公司锡林郭勒中心周围的风电场 张奥光 摄 "过去'看天吃饭'，如今'知天而作'。"内蒙古能源集团新能源公司锡林郭勒中心安全生产科技部部长王 强指着控制室大屏说，风机每转一圈可发"绿电"70度，而其转与不转、转快与转慢，都依赖气象智慧预 知"先机"。 气象服务就是生产力 风电的"难点"在于，风力条件导致发电功率的波动。 根据历史气象数据，在二连浩特，风力条件适宜开展风能发电的时间长达7802小时。然而，一阵狂风或 一次静稳天气，其带来的发电能效波动，如若准备不及时，都可能波及电网安全。 同时，如能提早、准确掌握风力的大小，电力公司就能提前统筹风电与火电之间的发电计划，从而获得 更好的经济效益。 因此，国内外大型风电项目都非常重视气象数据服务。圈内流行这么一句话："气象服务就是生产力。" 自2024年，内蒙古气象局联合内蒙古能源集团等12家单位，组建全国首个"沙戈荒"新能源气象服务创新 联合体，开展风速、功率 ...

Group 1 - The core viewpoint of the article highlights a general increase in coal stocks in the Hong Kong market, driven by rising futures prices for coking coal and coke, alongside tightening supply due to stricter environmental inspections [1] - Coking coal futures rose over 5%, reaching 1292.5 yuan/ton, while coke futures increased by more than 2%, reaching 1775.5 yuan/ton [1] - The actual trading price of coal at the Bohai Rim ports increased by 23 yuan/ton this week, marking the highest weekly price increase recorded since last year [1] Group 2 - Major coal companies such as China Coal Energy, Yanzhou Coal Mining, and China Shenhua Energy saw stock price increases of 2.55%, over 2%, and approximately 2% respectively [1] - The tightening of supply is attributed to stricter safety and environmental inspections, leading to a structural shortage of mid-to-low calorific value quality resources at the Bohai Rim ports [1] - The market for thermal coal prices has been continuously rebounding, supported by factors such as increased arrival costs and peak summer demand [1]

来源：新浪港股 煤炭股早盘涨幅居前，兖矿能源（01171）上涨3.88%，报9.63港元；蒙古能源（00276）上涨2.99%，报 0.69港元；中国神华（01088）上涨2.76%，报36.46港元；中煤能源（01898）上涨2.39%，报10.27港 元。 ...

每经AI快讯，8月6日，港股煤炭股涨幅居前，截至发稿，中国神华 (01088.HK) 涨3.44%，报36.7港元； 兖矿能源 (01171.HK) 涨3.13%，报9.56港元；蒙古能源 (00276.HK) 涨2.99%，报0.69港元；中煤能源 (01898) 涨2.09%，报10.24港元。 ...

Group 1 - Coal stocks have shown significant gains, with China Shenhua rising 3.44% to HKD 36.7, Yanzhou Coal increasing 3.13% to HKD 9.56, Mongolian Energy up 2.99% to HKD 0.69, and China Coal Energy rising 2.09% to HKD 10.24 [1] - The fifth round of price increases for coking coal has been implemented, with major steel mills in East and North China raising procurement prices by CNY 50-55 per ton, leading to a cumulative increase of CNY 250-275 per ton [1] - Coking coal futures prices surged, with the main contract reaching a limit up and closing with a nearly 7% increase [1] Group 2 - Since early July, coal prices have risen by CNY 450 per ton or 37%, reaching the highest point since the beginning of the year [2] - Despite entering a demand off-season, steel mills maintain high operating rates and iron output, while market speculation has improved due to expectations of reduced competition [2] - The company anticipates that while coal price averages may decline in 2025, second-quarter profits are likely at a bottom, with expectations for steady recovery in the second half and long-term [2]

Group 1 - The core viewpoint of the article highlights a significant increase in coal stocks, driven by rising coking coal prices following a price adjustment by major steel mills in East and North China [1] - China Shenhua (01088) saw a rise of 3.44% to HKD 36.7, Yanzhou Coal (01171) increased by 3.13% to HKD 9.56, Mongolian Energy (00276) rose by 2.99% to HKD 0.69, and China Coal Energy (01898) gained 2.09% to HKD 10.24 [1] - The fifth round of coking coal price increases has been fully implemented, with cumulative price rises of 250-275 CNY/ton [1] Group 2 - Coking coal futures prices surged, with the main contract reaching a near 7% increase after a significant rise on Monday [1] - Guotai Junan noted that the National Energy Administration's stance on "anti-involution" in the coal industry, combined with a price pressure of 650 CNY/ton, is likely to lead to a stable yet declining total supply [1] - GF Securities reported that since early July, coal prices have risen by 450 CNY/ton or 37%, returning to the highest levels since the beginning of the year [1] Group 3 - Despite entering a demand off-season, steel mills maintain high operating rates and iron output, while market speculation has improved due to expectations of anti-involution [1] - The company anticipates that while the coal price center may decline in 2025, profits in the second quarter may have reached a bottom, with a steady recovery expected in the second half and medium to long term [1] - The sector's valuation and dividend yield are considered advantageous [1]

Group 1 - The core viewpoint of the news is that Inner Mongolia's energy major projects have accelerated, with significant investment growth in the first half of the year [1] - In the first half of the year, the total investment in major energy projects reached 165.8 billion yuan, a year-on-year increase of 39%, accounting for 52% of the annual planned investment [1][2] Group 2 - In the coal sector, two coal mining areas received approval from the National Development and Reform Commission, with two coal mines under construction and a total capacity of 16 million tons per year [2] - One coal mine has been completed and put into production with a capacity of 1.5 million tons per year, and 13 coal capacity reserve projects have been approved by the National Energy Administration [2] - The intelligent coal mine capacity accounts for 89% of the total coal production capacity [2] Group 3 - In terms of electricity infrastructure, the Mengxi to Beijing-Tianjin-Hebei ultra-high voltage corridor has been approved, and the "seven horizontal and one vertical" main grid of the Mengdong power grid has been successfully completed [2] - A total of 580 remote farming and pastoral households have started electrification projects [2] Group 4 - In the green hydrogen industry, nine policies to promote green hydrogen project construction and consumption have been introduced, extending the policy for 40% of wind and solar hydrogen project grid connection until 2027 [2] - The Datang Duolun hydrogen production project has been put into operation, successfully integrating green hydrogen with coal chemical applications [2] Group 5 - In the energy storage industry, a compensation policy for independent new energy storage power stations has been introduced, stabilizing investment return expectations for enterprises [2] - As of the end of June, grid companies have paid a total of 16.6 million yuan in compensation to nine independent new energy storage power stations, promoting the construction of 34 new energy storage projects with an installed capacity of 14.8 million kilowatts [2]

Group 1 - The core viewpoint of the article highlights a collective rise in Hong Kong coal stocks, driven by a significant asset injection plan by China Shenhua Energy's controlling shareholder, the State Energy Investment Group, aimed at resolving industry competition issues [1] - China Shenhua's acquisition is seen as a transition in the coal industry from "fragmented competition" to "oligopoly," with leading companies leveraging mergers to dominate the market [1] - The expected outcome of the transaction is an enhancement of China Shenhua's coal resource strategic reserves and integrated operational capabilities, further deepening the company's energy supply chain layout [1] Group 2 - Specific stock performance includes Huile Resources rising over 9%, Jinma Energy increasing over 7%, and several other coal stocks also showing gains, indicating positive market sentiment [1] - The article lists various coal stocks with their latest prices and percentage changes, showcasing the overall upward trend in the sector [1] - Analysts suggest that China Shenhua, as an "industry pricing anchor," will have increased influence over long-term coal prices and market coal prices following capacity expansion, potentially stabilizing coal price fluctuations [1]

Core Insights - Inner Mongolia's energy major projects have accelerated in 2023, with an investment of 165.8 billion yuan in the first half, representing a 39% year-on-year increase and achieving 52% of the annual investment plan [1] Group 1: Coal Industry - Two coal mining areas received approval from the National Development and Reform Commission, with two coal mines under construction, expected to produce a total capacity of 16 million tons per year [2] - One coal mine has been completed and put into operation, with a capacity of 1.5 million tons per year [2] - Thirteen coal production capacity reserve projects have been approved by the National Energy Administration, with 89% of coal production capacity in intelligent coal mines [2] Group 2: Power Infrastructure - The ultra-high voltage channel from Inner Mongolia to Beijing-Tianjin-Hebei has been approved, and the main grid framework of the Inner Mongolia East Power Grid has been successfully completed [2] - A project to electrify 580 remote farming and pastoral households has commenced [2] Group 3: Green Hydrogen Industry - Nine policies have been introduced to promote the construction and consumption of green hydrogen projects, extending the policy for 40% of wind and solar hydrogen project grid-connected electricity to 2027 [2] - The Datang Duolun hydrogen production project has been launched, successfully integrating green hydrogen with coal chemical applications [2] - The hydrogen pipeline from Damao Banner to Baotou City has begun construction, and the Inner Mongolia section of the hydrogen pipeline from Ulanqab to Beijing-Tianjin-Hebei has been approved [2] Group 4: Energy Storage Industry - New compensation policies for independent energy storage power stations have been introduced, stabilizing investment return expectations for enterprises [2] - As of the end of June, grid companies have paid a total of 16.6 million yuan in compensation to nine independent energy storage power stations, promoting the construction of 34 new energy storage projects with an installed capacity of 14.8 million kilowatts [2]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | | | 致：香港交易及結算所有限公司 公司名稱: 蒙古能源有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00276 | 說明 | 蒙古能源有限公司 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 15,000,000,000 | HKD | | 0.02 | HKD | | 300,000,000 | | 增加 / 減少 (-) | | | 0 | | | | HKD | | 0 | | 本月底結存 | | | 15,000,000,000 | HKD | | 0.02 | HKD | | 300,000,000 | 本月底法定/註冊股本總額： ...