人工智能+煤炭

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煤炭行业周报:中美两国博弈,煤炭板块韧性强-20251014
Datong Securities· 2025-10-14 05:29
证券研究报告——煤炭行业周报 中美两国博弈,煤炭板块韧性强 【2025.10.6-2025.10.12】 行业评级:看好 核心观点 风险提示 终端需求大幅回落,板块轮动加快,板块突发利空。 请务必阅读最后一页免责声明 1 发布日期:2025.10.14 连续雨天影响,动力煤价表现偏强。双节期间及节后,雨天不 断,煤炭供给受到影响,大秦铁路检修、终端开启冬储和非电 煤旺季推进,短期看,预计共同支撑煤价走强。 煤炭行情走势图 供应整体平稳,焦煤价涨跌互现。本周,下游铁水产量仍维持 高位,焦企再次提涨的信心不足,多持观望态度,叠加 10 月 仍是需求旺季,预计对煤价仍有支撑。 数据来源:Wind 大同证券 大同证券研究中心 分析师:刘永芳 权益市场涨跌互现,煤炭大幅跑赢指数。中美两国相互博弈, 中国加强稀土相关物项出口管制,决定将反无人机技术公司等 外国实体列入不可靠实体清单,美国政府停摆期间,将多家中 国实体列入出口管制"实体清单",特朗普宣称自 11 月 1 日 起,对中国产品征收 100% 关税等,受此冲击,全球市场巨震, 美国三大指数大幅下跌,A 股和港股高位下挫,前期涨幅较高 的科技股遭到暴击,涨幅较低的 ...
抓住“人工智能+煤炭”新契机
Jing Ji Ri Bao· 2025-09-23 00:04
长期以来,煤炭企业面临安全生产风险高、生产效率有待提升、人力成本高昂等问题。在人工智能 技术赋能下,这些痛点问题有望逐一化解。地质勘探环节中,人工智能可对海量地质数据进行深度分 析,快速精准识别潜在煤炭储量区域,降低勘探成本,提高资源发现效率;煤矿采掘(剥)过程中,智能 设备与人工智能算法协同作业,能够根据实时地质条件自动调整开采参数,实现更高效、更安全开采, 减少资源浪费。 近日,国家发展改革委、国家能源局印发《关于推进"人工智能+"能源高质量发展的实施意见》提 出,聚焦地质勘探、煤矿采掘(剥)、煤炭洗选、生产调度、安全管控、设备管理等典型场景,融合应用 智能模型,实现生产过程智能控制与自主决策,助力少人无人化作业常态化运行,稳步推进减人、增 安、提效,进一步夯实煤炭在能源安全中的兜底保障作用。这为煤炭行业智能化转型锚定了方向,煤炭 企业迎来全新发展契机。 安全生产是煤炭行业的生命线。通过人工智能构建的安全管控体系,能实现24小时实时监测。借助 先进的图像识别和数据分析技术,系统可及时发现瓦斯泄漏、顶板坍塌等安全隐患,并迅速发出预警, 为工作人员争取宝贵的应对时间。智能机器人的应用,也能让危险区域巡检和作业 ...
中国工程院院士王国法解读《关于推进“人工智能+”能源高质量发展的实施意见》
Zhong Guo Dian Li Bao· 2025-09-22 00:57
Core Viewpoint - The release of the "Implementation Opinions" marks a strategic deepening of the "Artificial Intelligence +" initiative in the energy sector, particularly for the coal industry, which is crucial for ensuring energy security and transitioning towards high-end, intelligent, and green development [2][17]. Group 1: Opportunities for Coal Industry Transformation - The coal industry is positioned to leverage artificial intelligence for high-end, intelligent, and green transformation, ensuring energy security during the transition [3][5]. - The coal sector is identified as a key testing ground for the application of artificial intelligence in the real economy, with coal production expected to account for 66.6% of primary energy production and 55% of consumption from 2021 to 2024 [3]. - The implementation of AI in coal mining is seen as a critical opportunity to create a new "resource-energy-ecology" integrated smart ecosystem by 2035 [4]. Group 2: Technological and Operational Upgrades - The coal industry is transitioning from algorithm assistance to a "professional large model + multi-technology collaboration" approach, enhancing core processes like geological exploration and mining operations [7]. - The focus is on achieving intelligent control and autonomous decision-making in production processes, with an emphasis on reducing human involvement in operations [8]. - The coal sector is encouraged to innovate across the entire value chain, integrating mining, transportation, and processing to create a cohesive operational model [9]. Group 3: Addressing Challenges in AI Implementation - Establishing a unified data standard and comprehensive perception system is essential to overcome data sharing challenges within the coal industry [10]. - The development of reliable intelligent equipment is prioritized, with a focus on creating a smart hardware ecosystem that integrates algorithms into core mining machinery [11]. - The coal industry is urged to enhance collaboration through industrial internet technologies, enabling real-time data sharing and adaptive production processes [12]. Group 4: Long-term Development and Innovation Ecosystem - The coal industry's smart transformation requires a collaborative innovation ecosystem, integrating data, technology, and application to achieve systemic upgrades [13]. - There is a strong emphasis on cultivating interdisciplinary talent that combines mining expertise with artificial intelligence skills to support the industry's transition [14]. - Establishing ethical and safety standards for AI applications in coal mining is critical to ensure reliable and secure operations [15]. - A long-term development mechanism is necessary to create a sustainable cycle of value creation and benefit distribution within the coal sector [16].
行业周报:产地及进口煤存减量可能,否极泰来重视煤炭配置价值-2025-03-16
KAIYUAN SECURITIES· 2025-03-16 07:28
Investment Rating - The investment rating for the coal industry is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the potential for a rebound in coal prices and highlights the importance of coal allocation value amidst a possible reduction in domestic and imported coal stocks [1][3] - The coal market is currently experiencing a bottoming phase, with expectations for price stabilization and potential recovery driven by policy and fundamental changes [3][4] - The report outlines a "Coal Golden Era 2.0," suggesting that coal stocks are positioned for a resurgence due to favorable macroeconomic policies and increasing demand from various sectors [4][11] Summary by Sections Investment Logic - The coal sector is viewed as a stable dividend investment due to weak domestic economic performance and favorable international monetary policies, including a rate-cutting cycle in the U.S. [4][11] - The report identifies key coal stocks that are likely to benefit from this environment, including China Shenhua, Shaanxi Coal, and China Coal Energy, which have strong dividend potential [4][11] Market Indicators - The report notes that the coal market has shown a weekly increase of 4.84%, outperforming the CSI 300 index by 3.26 percentage points [9] - Key indicators such as the Qinhuangdao port price for Q5500 coal have seen slight declines, with current prices at 681 RMB/ton, down 7 RMB/ton from the previous week [17] Supply and Demand Dynamics - As of March 9, the operating rate of coal mines in Shanxi, Shaanxi, and Inner Mongolia is at 82%, indicating a stable supply situation [3][17] - Daily coal consumption by coastal power plants has increased to 1.937 million tons, reflecting a 0.89% week-on-week rise, supported by extended heating periods in certain regions [3][17] Price Mechanisms - The report discusses the impact of long-term contract pricing mechanisms, which have been effective since 2017, and how they contribute to price stability in the coal market [3][4] - The report also highlights the relationship between coal and oil prices, indicating that current oil prices provide a cost advantage for coal chemical production [4][11] Stock Recommendations - The report suggests a selection of coal stocks based on different investment themes: dividend logic (China Shenhua, Shaanxi Coal, China Coal Energy), cyclical logic (Pingmei Shenma, Huabei Mining), and growth logic (Guanghui Energy, Xinjie Energy) [4][11]