中国煤炭工业协会：预计今年国内煤炭需求保持小幅增长

Group 1 - The core viewpoint of the report is that China's coal industry is expected to see a slight increase in demand in 2024, with a relatively balanced and loosening supply-demand situation throughout the year [1] - The report indicates that coal production is shifting towards the central and western regions of China, with Xinjiang expected to exceed 500 million tons in coal production for the first time in 2024, becoming a new highland for coal production [1] - The report forecasts that coal consumption in the power generation sector will continue to grow, driven by an increase in coal-fired power generation of approximately 100 billion kilowatt-hours this year [1] Group 2 - The report suggests that domestic coal production capacity is sufficient, with advanced production capacity in provinces like Shanxi, Shaanxi, Inner Mongolia, and Xinjiang expected to continue to be released, leading to stable growth in coal production by 2025 [2] - It is anticipated that coal imports may decline year-on-year in 2025 due to production supply conditions in major coal-exporting countries and international market price factors [2] - The report emphasizes the importance of deepening supply-side structural reforms as a key task for the coal industry in 2025, including modernizing coal mines and promoting the integration of upstream and downstream industries [2] Group 3 - The report advocates for improving the clean and efficient utilization of coal, promoting carbon reduction actions in the coal industry, and exploring low-carbon development paths for coal-based materials [3] - It calls for the establishment of a comprehensive coal market system, including improving long-term contract systems and price formation mechanisms, to ensure stable market operations and prevent market volatility [3]