“十五五”，绘就煤炭清洁高效利用“新图景”

Core Viewpoint - The coal industry in China is at a critical juncture as it approaches peak consumption, necessitating a shift towards technological innovation and green development to ensure clean and efficient utilization of coal resources [1][3][10]. Group 1: Industry Performance and Trends - During the "14th Five-Year Plan" period, China's coal production has consistently increased, with a total output reaching 4.78 billion tons in 2024, an increase of 880 million tons compared to 2020 [5]. - The coal mining sector has seen significant investment, with approximately 2.1 trillion yuan allocated, leading to the establishment of modern and intelligent coal mines [5][7]. - The coal transportation network has expanded, with coal railway shipments rising from 2.36 billion tons to 2.82 billion tons, enhancing the national coal distribution capacity [6]. Group 2: Structural Optimization and Technological Advancements - The number of coal mines has decreased from over 4,600 to around 4,300, while the average production capacity per mine has increased to over 1.4 million tons [7]. - The focus of coal production is shifting towards the central and western regions, with the four provinces of Shanxi, Shaanxi, Inner Mongolia, and Xinjiang projected to produce 3.9 billion tons in 2024, accounting for 81.6% of national output [7][8]. - The coal chemical industry is transitioning towards high-quality and efficient development, with a significant increase in the production of polyolefins, reaching 3.61 million tons over five years [8]. Group 3: Future Outlook and Strategic Goals - The coal industry is expected to reach a consumption peak around 2028, with a subsequent plateau period characterized by slight fluctuations in demand [10]. - Companies are encouraged to focus on green development and technological advancements to explore new growth avenues while maintaining energy supply responsibilities [10][11]. - The industry aims to enhance competitiveness by integrating upstream and downstream enterprises, with plans to establish two major industrial clusters by 2030 [11].