在江苏，华东地区重要的煤炭中转枢纽——华能太仓港近期单日煤炭接卸量最高超6.5万吨，堆场平均日堆存量突破90万吨，同比提升12%。靠泊海轮 平均候泊时间同比缩短了约两个小时，在港时间同比缩短超2.3小时。 央视网消息：受高温天气影响，多地用电负荷同比增长超10%，部分城市电网负荷创历史新高。记者联系了近百家能源生产和运输企业，了解目前关于 高温生产和保供的具体情况。 在内蒙古赤峰市的元宝山露天煤矿，记者看到上百台设备正开足马力生产，全力备战迎峰度夏。煤矿通过应用电铲远程操控与矿卡无人驾驶协同作业技 术，减少了现场作业人员数量。 在山西大同市塔山煤矿，硬岩掘进机以每天20多米的速度向前推进，最大程度释放产能。 中国电力企业联合会数据显示，截至6月5日，纳入中电联燃料统计的燃煤电厂煤炭库存超过1.2亿吨，较去年同期增加112万吨，库存可用天数30.5天， 较上年同期提高1.6天。 科学调度 护航电煤入厂"最后一公里" 能源保供离不开运输线的畅通。在高温天气下，能源企业科学调度、动态优化运力，确保煤炭运输通道安全畅通。 在甘肃，150余辆运煤车穿梭在干线公路，将煤炭送往川渝、河南、安徽等地的燃煤电厂。 入夏以来，新 ...

受高温天气影响，多地用电负荷同比增长超10%，部分城市电网负荷创历史新高。记者联系了近百家能源生产和运输企业，了解目前关于高温生产和保供的 具体情况。 在内蒙古赤峰市的元宝山露天煤矿，记者看到上百台设备正开足马力生产，全力备战迎峰度夏。煤矿通过应用电铲远程操控与矿卡无人驾驶协同作业技术， 减少了现场作业人员数量。 国家能源集团平庄煤业元宝山露天煤矿矿长 秦建民：6月份以来，煤炭日均产量超2万吨，达到稳产高产、安全高效的目标。 在山西大同市塔山煤矿，硬岩掘进机以每天20多米的速度向前推进，最大程度释放产能。 晋能控股煤业集团塔山煤矿生产技术部 吴芸：生产班可以由原来的每班18人精减至12人，检修班可以精减至11人，实现了减人提效，提高掘进效率、降低 劳动强度的目的。 中国电力企业联合会数据显示，截至2025年6月5日，纳入中电联燃料统计的燃煤电厂煤炭库存超过1.2亿吨，较去年同期增加112万吨，库存可用天数30.5 天，较上年同期提高1.6天。 中国电力企业联合会统计与数据中心主任 侯文捷：加强对电煤消耗及储备的监测预警和研判分析，及时掌握电煤库存、使用及运输的情况，保障发电企业 在迎峰度夏关键时期顶得上、发得 ...

Investment Rating - The report maintains an "Accumulate" rating for the coal mining industry [6]. Core Viewpoints - Coal prices are expected to remain stable with reduced volatility, as current prices are nearing the bottom and are likely to stabilize further [1]. - The demand for electricity coal is anticipated to seasonally increase due to the upcoming summer peak, supporting stable coal prices [4]. Summary by Sections Coal Price Trends - The average price of Qinhuangdao port's thermal coal (5500 kcal) was 609 RMB/ton, down by 2 RMB/ton (-0.29%) week-on-week [2]. - The average price of thermal mixed coal in Yulin, Shaanxi (5800 kcal) remained unchanged at 475 RMB/ton [2]. - Newcastle port's thermal coal FOB price (5500 kcal) was 67 USD/ton, a decrease of 0.18% [2]. Supply and Demand Dynamics - The operating rate of 110 sample washing plants was 60.6%, down by 1.0 percentage points week-on-week and down by 9.0 percentage points year-on-year, indicating a low level compared to the past five years [3]. - The capacity utilization rate of 247 blast furnaces was 90.65%, with a daily average pig iron output of 2.4174 million tons, stable week-on-week and up by 2.6% year-on-year [3]. Inventory Levels - As of June 6, coal inventory at Qinhuangdao port was 6.55 million tons, down by 2.96% week-on-week but up by 34.22% year-on-year [4]. - The total coal inventory in the Bohai Rim ports was 29.319 million tons, down by 4.10% week-on-week and up by 16.34% year-on-year [4]. Investment Recommendations - The report recommends stocks with a high proportion of long-term contracts and stable profitability, specifically China Shenhua and China Coal Energy [4].

"立夏"一过，时序便转入新的季节。内蒙古能源集团坚决落实国家能源安全战略，科学研判、超前谋划，统筹安全生产与能源保 供。所属各生产单位闻令而动，以高标准、严要求、实举措筑牢防线，以"时时放心不下"的责任感与使命感，优化运行调度，强化检修 维护，提升应急能力，夯实保供根基。 作为区域电力能源保供的主力军，长城发电公司严阵以待。走进厂房，就能看到运行人员穿梭在各类设备中间。锅炉旁，他们手持 红外测温仪，仔细检测每一处关键部位的温度，不放过任何一个过热隐患；汽轮机边，振动监测仪时刻收集相关数据，保障设备平稳运 行。这是运行部"零死角"排查的日常场景，他们通过对核心设备的"地毯式"巡检，让安全隐患无处遁形。"智慧化"也为能源保供注入强 大动力。DCS智能监控平台的搭建，让运行人员在集控室就能实时掌握机组负荷、煤耗等关键数据。一旦发现异常状况，远程诊断便迅 速启动，现场人员即刻响应，大大提升了运维效率。为避免燃煤供应紧张问题，运行部门和燃料部门紧密合作，优化掺配方案，合理调 整库存，保障机组"口粮"足量无虞。 TEXTERING ( 准大发电公司聚焦安全生产第一线，确保关键时期"供得上"，保供基础"打得牢"。运行部细化 ...

Core Viewpoint - The event "Beauty of Labor in a Century" photography exhibition celebrates the 100th anniversary of the All-China Federation of Trade Unions, showcasing the spirit of workers in the energy sector and highlighting the achievements of Yongtai Energy in power supply and coal production [2][3]. Group 1: Company Achievements - In 2024, Yongtai Energy achieved a revenue of 28.357 billion yuan, with a power generation of 412.60 billion kWh and coal production of 13.6801 million tons, exceeding all operational targets and setting historical records for both power generation and coal output [3]. - Yongtai Energy's total installed capacity is 9.18 million kW, with an additional 4 million kW in equity holdings, featuring high-capacity and technologically advanced power generation units [5]. - The company received recognition from the Jiangsu Provincial Development and Reform Commission for its outstanding contributions to power supply during peak summer demand [6]. Group 2: Employee Engagement and Culture - Yongtai Energy emphasizes employee welfare through initiatives like "sending warmth" and "sending coolness," enhancing employee sense of belonging [8]. - The company promotes innovation and skills development through technical competitions and cultural activities, fostering a vibrant corporate atmosphere [8]. Group 3: Future Plans and Strategic Focus - Yongtai Energy aims to strengthen its core coal and electricity business while accelerating the construction of the Haizetan coal mine to enhance production scale and efficiency [9]. - The company is committed to supporting the new energy system construction and optimizing its energy storage strategy to adapt to changing market demands [9].

Core Viewpoint - Shanxi and Inner Mongolia are in a competitive landscape for coal production, with Shanxi experiencing significant growth in Q1 2024, leading to a tight race for the top producer position [1][2][3] Group 1: Coal Production Data - In Q1 2024, Inner Mongolia produced 33,074 million tons of coal, while Shanxi produced 32,540.7 million tons, marking growth rates of 1.9% and 19.1% respectively [1][2] - Historical data shows that Inner Mongolia surpassed Shanxi in coal production in 2009 and has alternated as the top producer since then, with Shanxi holding the title from 2020 to 2023 [2] - For 2024, Shanxi's coal production is projected at 126,873.8 million tons, a decrease of 8,784.4 million tons from 2023, while Inner Mongolia's production is expected to reach 129,686.9 million tons, an increase of 8,587.6 million tons [2] Group 2: Economic Impact and Growth Factors - The significant increase in Shanxi's coal production in Q1 2024 is attributed to a low base from the previous year, where production fell by 18.9% [3] - The provincial government of Shanxi emphasized the importance of stabilizing coal production to support economic growth, aiming to enhance production capacity and ensure safety [3][4] - Shanxi's industrial output value increased by 7.7% in Q1 2024, driven by the recovery in coal production [2][3] Group 3: Future Projections and Plans - Shanxi plans to build 130 intelligent coal mines by 2025, targeting an annual coal production of 1.3 billion tons [4] - Inner Mongolia aims to approve new coal mining projects with a total capacity of over 30 million tons and achieve an annual production of over 1.2 billion tons by 2025 [4] Group 4: Market Conditions - National coal production and import levels have reached historical highs, leading to a surplus in supply and downward pressure on coal prices [5] - The coal mining sector's revenue decreased by 11.6% year-on-year, with coal extraction and washing industries seeing a 19.0% drop in revenue [5] - Companies are focusing on balancing production volume and pricing strategies to maximize overall benefits [5]

Core Viewpoint - The National Energy Group has achieved significant operational success in the first quarter of 2025, maintaining high coal production levels and increasing renewable energy output, while also expanding its logistics capabilities in non-coal transportation [1] Group 1: Coal Production - The National Energy Group's self-produced coal has maintained a daily production level of 50 million tons for 42 consecutive months, reaching a historical seasonal peak [1] - The market share of coal shipped from northern ports remains above 40% [1] Group 2: Electricity Generation - The total electricity generation reached 296.4 billion kilowatt-hours, with daily renewable energy generation increasing by 21% year-on-year [1] - Solar power generation continues to show leading growth rates [1] Group 3: Logistics and Transportation - The company has expanded its non-coal logistics operations, with year-on-year increases in non-coal transportation volumes: rail transport up by 7.8%, port transport up by 27.4%, and shipping transport up by 486.3%, all achieving historical seasonal highs [1]

筑牢安全根基，能源保供扎实推进 太仓电厂充分发挥能源保供"压舱石"作用，全面压紧压实全员安全生产责任，圆满完成"两节""两会"期间保供任务，深入开展春季安全 大检查和设备隐患排查治理，确保安全生产持续稳定局面。紧盯生产经营目标，加强与电网调度部门沟通，加大电量争取力度，深耕调峰 运行方式，深度调峰125台次，全力以赴抢发效益电。电厂1号机组获评江苏省火电机组能效水平AAAAA机组。 进一步提高设备稳定性和可靠性，积极开展3、4号机双机调停检修，严格执行安全、质量、进度三位一体管理体系，有序高效完成各 项检修工作，全面消除设备隐患，实现零缺陷机组启动目标；扎实完成卸船机S1、堆取料机D大修工作，重点解决制约卸船效率的"卡脖 子"问题，推动实现单船卸煤效率达7.25小时/万吨，同比提升14.2%，一季度卸煤效率高达10.15小时/万吨，刷新卸船作业效率记录。 强化党建引领，发展步伐蹄疾步稳 今年以来，华能太仓电厂吹响蓄势稳进的冲锋号角，紧盯目标、细化举措、压实责任、凝聚合力，着力在安全生产、转型发展、提质 增效等工作上下功夫，以"起步就是冲刺、开局就是决战"的姿态满弦开新局，聚力夺取首季"开门红"，奋力拼争全年" ...

编者按 回首2024~2025年供暖季，从地下千米的采煤现场到纵横万里的输气管道，从智能电网的精准调度到储 气库的调峰备战，每一个环节都是温暖抵达的必经之路，每一场奋战都是守护温暖的感人画面。 自今日起，本报开设《看得见摸得着的温暖答卷》专栏。本组报道中，记者以"一线故事"的形式，既记 录风雪中守护温暖的动人故事，也展示保供体系的创新实践，充分展现能源央企保供的责任担当、地方 保供的亮点做法。 "作为一名在煤矿一线工作了十几年的'老矿工'，能源保供是我们的一项常态化工作，尤其寒潮大雪来 袭时，能源保供都始终是我们的头等大事。无论是零下几十度的严寒，还是酷热难耐的夏天，我们都年 复一年、日复一日，坚守在百米地层深处。"神东煤炭补连塔煤矿综采一队队长刘欣文说，"记得2024年 冬天，寒潮来袭，气温骤降到零下20多度，我们队依然每天保持4万多吨的产量。" 能源保供的故事里，有看得见的汗水、摸得着的温度、读得懂的情怀。本组报道，愿与您共同见证这份 冬日里的中国温度。 中国发展改革报社记者 | 程晖 能源保供，一头连着国家经济的稳定运行，一头系着千家万户的冷暖。2024年保供形势复杂，极端天气 频发等因素均对电力供应安 ...

随着4月的到来,中国燃气控股有限公司(简称"中国燃气")为期120余天的冬季保供攻坚战正式收官。在又 一个寒潮频发的冬季大考中,中国燃气统筹全国八大区域资源,以"政企协同稳供应、科技赋能强保障、民 生服务筑底线、应急攻坚破难题、精神传承守初心"五大维度构建保供体系,累计向近6000万户家庭供应 天然气超120亿立方米,实现"零安全责任事故、零投诉、零舆情、零断供"的"四零"目标,用扎实行动诠释 了能源保供先锋的责任担当。 而面对近年来国际气价持续高位震荡、国内部分地区气价严重倒挂的严峻挑战,中国燃气经过深入沟通, 与全国多个省份各级政府建立"政府+企业"常态化保供协作机制,签订超150份长效保供协议,其中华北区 域保供协议签订率已超99%,有效缓解了燃气企业购销倒挂压力,助力冬季保供圆满收官。 国家发改委多次点赞保供协议"河北模式",要求全国各地政府学习河北等地的先进做法,通过保供协议增 强燃气企业的保供能力和保供信心。4月2日,央视《正点财经》栏目播出关于天然气供需的相关报道,内 容聚焦中国燃气与济南章丘当地政府签订的保供协议,点赞政企携手保民生的责任担当。 在西北区域,乌兰察布中燃、乌蒙中燃等项目公司通过 ...