【三晋能源转型观察】分析师手记：由晋能控股集团看传统能源企业如何提 “智”扩“绿”

Core Viewpoint - Jin Energy Holding Group is advancing the clean and efficient utilization of traditional energy alongside the large-scale development of renewable energy under the guidance of the "dual carbon" goals, aiming for high-quality development [1] Group 1: Digital and Intelligent Transformation - Digital and intelligent technologies are rapidly empowering various aspects of coal production, including mining, washing, scheduling, and safety management [2] - The introduction of a digital twin technology at the Temple River Mine allows for a three-dimensional visualization of the mine, enhancing operational transparency [2] - The establishment of a "neural system" at the San Yuan Coal Industry integrates hundreds of sensors and automated devices, creating a comprehensive intelligent control system [2][9] Group 2: Technological Innovations in Mining - The deployment of shield tunneling machines at Zhao Zhuang Coal Industry and Ta Shan Coal Industry marks a significant technological advancement in mining equipment [5] - These machines enhance safety and reduce labor intensity by enabling parallel operations for excavation, waste removal, and support [5] - Jin Energy Holding Group has constructed 89 intelligent mines, with 21 mines achieving underground 5G network communication [9] Group 3: Green Transformation and Resource Utilization - The transformation of traditional mines into eco-friendly sites is evident, with significant improvements in aesthetics and environmental management [10] - The introduction of green mining techniques at San Yuan Coal Industry has led to the recovery of 2.4 million tons of coal resources and the utilization of 160,000 tons of solid waste [10] - The company aims to increase green mining capacity from 1.4 million tons per year to 1.8 million tons by the end of 2027 [10] Group 4: Chemical Sector's Green Transition - The chemical sector is transitioning from relying on coal to utilizing it as a raw material, exemplified by the conversion of high-sulfur coal into methanol at Huayu Company [11] - A zero wastewater discharge project has been implemented, producing 936,600 tons of desalinated water annually and achieving significant waste reduction [11] Group 5: Renewable Energy Development - The construction of a 5 million kilowatt photovoltaic power project in the Jinbei coal mining subsidence area is a key initiative for ecological restoration and regional green transformation [12] - The project is expected to generate 27 billion kilowatt-hours of electricity annually, benefiting multiple regions including Beijing and Tianjin [12] Group 6: Strategic Vision and Future Goals - Jin Energy Holding Group is committed to a diversified strategy that integrates coal, renewable energy, and chemical sectors to create a complementary industrial ecosystem [14] - The company is focused on high-end, intelligent, and green development, aiming to build a world-class modern comprehensive energy enterprise [14]