入冬以来，山东能源鲁西矿业鲁西煤矿锚定高质量发展目标，以"树标对标强基础、降本增效激活力、 技改创新提效能、产销协同稳增长"为主线，统筹推进生产优化、成本管控、技术革新与煤炭产销各项 工作，多点突破、多维发力，为企业稳健发展注入强劲动力。 对标提质+技改创新 筑牢洗选生产硬支撑 选煤厂持续深化洗选"树标、对标"行动，聚焦设备升级与现场标准化建设，精准发力补短板、提效能。 围绕重介系统运行关键环节，全面推进管路升级改造工程，对旋流器润湿管、入料分流器一段管道及弯 头的老旧管路进行系统性更换，将原有管路替换为内衬耐磨陶瓷片的专用管路，同步完成主厂房内设备 除锈刷漆作业，全方位提升生产现场标准化水平。改造后，洗选介耗显著下降至0.78kg/t以下，设备运 行稳定性与生产效率大幅提升，为洗选提质奠定坚实基础。 在技改创新领域，选煤厂深耕生产环节价值挖掘，两项技改革新成果落地见效。针对管路易损耗问题， 创新采用管路复合结构加固技术，通过在管路外侧安装钢制套管，构建"原管－水泥层－套管"三位一体 的复合防护结构，有效延长管路使用寿命，降低设备维修频次；聚焦煤泥分选精度提升，安装煤泥旋流 器管路动态分流装置，可根据原煤原生 ...

Core Viewpoint - The company, Shaanxi Black Cat, reported a significant decline in revenue and continued losses in the first half of the year, but management expects improved performance in the second half due to favorable industry policies and successful project operations [1] Financial Performance - In the first half of the year, the company achieved revenue of 5.234 billion yuan, a substantial decrease of 32.46% year-on-year [1] - The net profit attributable to shareholders was -462 million yuan, a year-on-year decline of 3.76% [1] - The net profit excluding non-recurring items was -521 million yuan, with a year-on-year decline of 10% [1] Reasons for Revenue Decline - The primary reason for the revenue decline was the continuous drop in coke prices, with product price reductions outpacing raw material price decreases, leading to a decline in gross margin [1] Strategic Focus for Recovery - The company plans to focus on two main areas to turn around its performance: adjusting production and sales of high-margin chemical products based on market dynamics, and continuing cost reduction and efficiency improvement initiatives [1] LNG Project Update - The LNG business became a major profit source, with total revenue of 302 million yuan in the first half, a year-on-year increase of 12.16%, and a gross margin of 58.31% [2] - The Inner Mongolia Black Cat LNG project entered trial production in May, with stable operational performance [1][2] Coal Mining Project Progress - The Yangxia Mining coal project is progressing as planned, with the main production system nearly completed and underground construction activities ongoing [2] - The coal produced is primarily non-stick coal, which has stable market demand for chemical production, power generation, and residential heating [2] Industry Environment - Coal prices have shown a slight increase, rising from 537 yuan/ton at the end of June to 553 yuan/ton [2] - The price fluctuations are influenced by supply-demand mismatches and market sentiment, with future trends dependent on changes in supply-demand dynamics [2] Financial Management and Strategy - To alleviate debt pressure, the company is adjusting its financing structure by replacing high-cost financing with low-cost options and utilizing equity financing channels [3] - The company aims to enhance its gross margin through a strategic path of "strengthening coke, supplementing coal, and refining chemicals" to improve its risk resilience [3]