永泰能源海则滩煤矿建设提速 重点项目助力煤电一体化战略落地

Core Insights - Yongtai Energy's key project, the Haizetang Coal Mine, is progressing well, with significant milestones achieved, laying a solid foundation for trial production in 2026 and full production in 2027 [1][2] Project Progress - The Haizetang Coal Mine construction began at the end of 2022 and is currently in the final phase of underground construction, with all four shafts completed and essential systems established [1] - Major breakthroughs include the use of two intelligent tunneling machines in September 2023, the erection of the heaviest main shaft frame in Asia, and the early completion of the main plant for the coal preparation plant [1] Resource and Location Advantages - The Haizetang Coal Mine covers an area of approximately 200 square kilometers with a resource reserve of 1.145 billion tons, primarily consisting of high-quality coking coal and thermal coal [2] - Proximity to the Haoji Railway, only 400 meters away, facilitates the transportation and sales of coal products, enhancing Yongtai Energy's market share and brand influence [2] Strategic Implications - The coal produced will not only be sold externally but will also supply Yongtai Energy's coal-fired power plants in Henan and Jiangsu, promoting synergy within the industry chain and cost control [2] - The expected trial production in the second half of 2026 is anticipated to significantly contribute to Yongtai Energy's economic benefits and cash flow, enhancing overall profitability and shareholder returns [2]