Core Insights - Inner Mongolia's energy major projects have accelerated in 2023, with an investment of 165.8 billion yuan in the first half, representing a 39% year-on-year increase and achieving 52% of the annual investment plan [1] Group 1: Coal Industry - Two coal mining areas received approval from the National Development and Reform Commission, with two coal mines under construction, expected to produce a total capacity of 16 million tons per year [2] - One coal mine has been completed and put into operation, with a capacity of 1.5 million tons per year [2] - Thirteen coal production capacity reserve projects have been approved by the National Energy Administration, with 89% of coal production capacity in intelligent coal mines [2] Group 2: Power Infrastructure - The ultra-high voltage channel from Inner Mongolia to Beijing-Tianjin-Hebei has been approved, and the main grid framework of the Inner Mongolia East Power Grid has been successfully completed [2] - A project to electrify 580 remote farming and pastoral households has commenced [2] Group 3: Green Hydrogen Industry - Nine policies have been introduced to promote the construction and consumption of green hydrogen projects, extending the policy for 40% of wind and solar hydrogen project grid-connected electricity to 2027 [2] - The Datang Duolun hydrogen production project has been launched, successfully integrating green hydrogen with coal chemical applications [2] - The hydrogen pipeline from Damao Banner to Baotou City has begun construction, and the Inner Mongolia section of the hydrogen pipeline from Ulanqab to Beijing-Tianjin-Hebei has been approved [2] Group 4: Energy Storage Industry - New compensation policies for independent energy storage power stations have been introduced, stabilizing investment return expectations for enterprises [2] - As of the end of June, grid companies have paid a total of 16.6 million yuan in compensation to nine independent energy storage power stations, promoting the construction of 34 new energy storage projects with an installed capacity of 14.8 million kilowatts [2]

山西是我国重要的煤炭工业基地，煤炭产量长期占全国总产量的1/4以上。近20年来，内蒙古的煤炭工 业迅速崛起，形成了与山西"轮流"担当煤炭产量第一省的格局。 在山西等煤炭大省产量增长带动之下，一季度国内原煤产量大幅增长，国家统计局数据显示，2025年3 月份，中国原煤产量为44058.2万吨，同比增长9.6%；1-3月累计产量120260.1万吨，同比增长8.1%。全 国煤炭产量再创历史同期新高。 内蒙古和山西"煤炭产量第一省"的竞争还将继续。在2024年被内蒙古超过之后，山西今年一季度煤炭产 量大幅增长，增幅领先内蒙古17.2个百分点。 国家统计局数据显示，一季度内蒙古和山西规模以上企业煤炭产量（下同）分别为33074.0万和32540.7 万吨，分别增长1.9%、19.1%。另外两个煤炭大省陕西和新疆产量分别为18452.6万和14223.7万吨，分 别增长3.8%和12.4%。 虽然内蒙古一季度产量仍高于山西，但是山西的增速以及今年的计划目标让今年的第一之争变得胶着。 山西是我国重要的煤炭工业基地，煤炭产量长期占全国总产量的1/4以上。近20年来，内蒙古的煤炭工 业迅速崛起，形成了与山西"轮流"担当煤炭产 ...