煤炭产业破“卷”：告别规模竞赛，迈向清洁高效新格局

Core Viewpoint - The coal industry is undergoing a systematic upgrade driven by both policy and market forces, focusing on clean, efficient, and intelligent utilization in alignment with national "dual carbon" goals and energy security [1][10]. Policy and Regulatory Framework - The National Development and Reform Commission (NDRC) has released the "Benchmark Levels for Clean and Efficient Utilization of Coal (2025 Edition)," which aims to guide enterprises in upgrading coal utilization and eliminating outdated capacities [1][4]. - The policy emphasizes the need for a transition from quantity growth to quality improvement, promoting the development of coal as a clean and high-value product [1][2]. Industry Transformation Directions - The coal industry's transformation is centered around three core directions: clean utilization, intelligent technology, and high efficiency [1][10]. - The approach of "replacing advanced capacity with outdated capacity" signifies a shift from scale expansion to quality enhancement through technological and institutional innovation [2][3]. Regional Strategies - Different coal-producing provinces are implementing tailored strategies for transformation. Shanxi aims to transition from a coal province to an "energy strong province," while Shaanxi focuses on high-end coal chemical and circular economy development [5][8]. - Shanxi has successfully reduced the number of coal mines and stabilized its coal production capacity at 1.465 billion tons per year, while Shaanxi is categorizing and addressing low-efficiency capacities [7][8]. Clean and Efficient Utilization - The clean and efficient utilization of coal is seen as essential for the industry's survival and development, with policies being implemented to ensure compliance with environmental standards [10][14]. - The integration of coal with renewable energy sources is highlighted as a complementary strategy to enhance energy security and stability [13][14]. Technological Advancements - The industry is increasingly adopting intelligent technologies to improve operational efficiency and safety, with provinces like Shanxi and Shaanxi leading in smart coal mining initiatives [11][12]. - The establishment of industrial internet platforms and the promotion of digital transformation are key components of the industry's modernization efforts [11]. Economic Role of Coal - Coal is expected to transition from a mere energy supplier to a stabilizer and regulator in the national economy, supporting the intermittent nature of renewable energy sources [14]. - The value of coal in a green economic growth model will be realized through its foundational role in low-carbon industrial chains, such as coal chemical and new materials [14].