以煤为基延链补链强链 广汇能源锚定绿色低碳综合能源服务商

Core Viewpoint - The company, Guanghui Energy, is strategically leveraging its coal resources in Xinjiang to enhance its market position while transitioning towards green energy solutions, aligning with national carbon reduction goals [2][7]. Group 1: Coal Resource and Transportation - Guanghui Energy has invested in the Hongnao Railway, a 435-kilometer coal transportation line with an annual capacity exceeding 60 million tons, facilitating coal transport from Xinjiang to eastern China [2][3]. - The company holds significant coal reserves in Xinjiang, totaling 6.597 billion tons, with major mines like Baishihu and Malang contributing to its high-quality coal production [3][4]. - In the first half of 2025, Guanghui Energy's coal sales reached 27.6444 million tons, marking a 75.97% year-on-year increase, driven by the "Xinjiang coal transportation" strategy [4]. Group 2: Coal Chemical Industry Development - Guanghui Energy is focusing on enhancing the value of coal through modern coal chemical processes, aiming to transition from traditional coal sales to more value-added chemical products [5][6]. - The company has developed a project utilizing raw coal gas to produce high-end chemical products like ethylene glycol, showcasing its commitment to maximizing resource utilization [5][6]. Group 3: Green Energy Transition - The company is undergoing a strategic transformation towards green energy, with initiatives in hydrogen production and carbon capture, utilization, and storage (CCUS) [7][8]. - Guanghui Energy's hydrogen project has achieved stable operations, producing hydrogen and reducing carbon emissions significantly, with a total of 780 tons of CO2 emissions reduced through its operations [7]. - The CCUS project captures high-concentration CO2 from coal chemical processes for enhanced oil recovery, demonstrating the company's innovative approach to integrating traditional and green energy solutions [7][8]. Group 4: Natural Gas Operations - Guanghui Energy's natural gas operations, particularly at its offshore base in Jiangsu, support its overall energy strategy, allowing for flexible international trade and enhanced profitability [8]. - The company employs a "2+3" operational model for natural gas, which includes two gas transportation methods and three profit-generating strategies, enabling it to adapt to market changes effectively [8].