今日A股煤炭（核心股）板块午后震荡走高，陕西黑猫强势涨停，中煤能源、兖矿能源、兰花科创、大 有能源、云煤能源同步跟涨，板块联动效应显著，主力资金做多意愿较强，成为当日能源板块亮点。 煤炭（核心股）股最新权威利好消息 1. 地缘冲突助推煤价：中信证券3月2日研报指出，中东地缘冲突升级，有望推涨煤价，同时带动国内煤 化工（核心股）耗煤需求增加。 2. 政策托底行业发展：国家能源局2026年2月部署明确，煤炭（核心股）作为能源安全压舱石，推进保 供应、智能化、绿色化升级；七部门要求2026年煤矿智能化产能占比不低于60%。 3. 煤价稳步回升：截至3月3日，环渤海5500大卡动力煤现货报750-770元/吨，周涨幅明显；国家发改委 明确2026年动力煤价格中枢稳定在750-800元/吨，提升煤企盈利稳定性。 1. 煤炭（核心股）开采行业：开源证券研报指出，动力煤、炼焦煤价格上行，煤炭开采企业直接享受行 业景气度提升红利。 2. 煤化工（核心股）行业：中信证券研报提到，地缘冲突或带动国内煤化工耗煤需求增加，相关企业同 步受益。 3. 煤炭（核心股）运输行业：新浪财经行业周报显示，煤炭产量稳定、调运需求增加，带动煤炭运 ...

初春时节，记者来到贵州林华煤矿，只见工作人员在地面集控中心的电脑上点击启动按钮，位于地 下数百米的智能化采煤设备开始飞速运转，素有"工业粮食"之称的煤炭被源源不断地开采出来。 林华煤矿是贵州有序推进煤矿智能化改造的一个缩影。近年来，贵州省坚持因地制宜、先易后难原 则，大力推进5G、人工智能等新兴技术运用，推动贵州煤矿逐步实现从"传统开采"到"智能开采"的蝶 变，传统煤炭产业焕发出新的勃勃生机。 从"人控"到"数控"的跃升 走进位于贵州省金沙县的贵州林华矿业有限公司林华煤矿安全生产调度中心，只见墙上的巨大曲面 屏和室内电脑上，煤矿的各项设备数据、监控画面实时显示，矿井下的生产情况、设备运行状况一目了 然。 在林华煤矿安全生产调度中心的井下集控操控室，林华煤矿年轻员工范美杰和王程成在工位上操作 电脑，就可以启动井下的采煤机、皮带运输机等设备。 与"煤矿工人"给人的传统印象不同，范美杰不但衣着干净整洁，而且还拥有高等教育经历。"一开 始想着来煤矿工作肯定会下井。"范美杰说，工作后，才发现这个煤矿的工作环境早已今非昔比。 例如，通过工人佩戴的智能矿灯，就能实现人员定位、实时通话等功能，调度指挥更加方便快捷。 远程集控 ...

初春时节，记者来到贵州林华煤矿，只见工作人员在地面集控中心的电脑上点击启动按钮，位于地下数 百米的智能化采煤设备开始飞速运转，素有"工业粮食"之称的煤炭被源源不断地开采出来。 林华煤矿是贵州有序推进煤矿智能化改造的一个缩影。近年来，贵州省坚持因地制宜、先易后难原则， 大力推进5G、人工智能等新兴技术运用，推动贵州煤矿逐步实现从"传统开采"到"智能开采"的蝶变，传 统煤炭产业焕发出新的勃勃生机。 从"人控"到"数控"的跃升 走进位于贵州省金沙县的贵州林华矿业有限公司林华煤矿安全生产调度中心，只见墙上的巨大曲面屏和 室内电脑上，煤矿的各项设备数据、监控画面实时显示，矿井下的生产情况、设备运行状况一目了然。 在林华煤矿安全生产调度中心的井下集控操控室，林华煤矿年轻员工范美杰和王程成在工位上操作电 脑，就可以启动井下的采煤机、皮带运输机等设备。 与"煤矿工人"给人的传统印象不同，范美杰不但衣着干净整洁，而且还拥有高等教育经历。"一开始想 着来煤矿工作肯定会下井。"范美杰说，工作后，才发现这个煤矿的工作环境早已今非昔比。 "在煤矿工作也可以是'白领'！"贵州林华矿业有限公司执行董事、党委书记张锡兵说，该公司成立于 20 ...

在智能化引领下，陕西省煤炭生产保持稳定增长。2025年，陕西省原煤产量达8.05亿吨，同比增长 2.9%，产量位居全国第三。 原标题：陕西煤矿智能化产能占比达80% 记者2月24日从陕西省煤炭工业协会获悉，2025年该省煤炭行业智能化建设取得突破性进展，产业转型 升级步伐显著加快。该省煤矿智能化开采能力已达6亿吨，占生产煤矿总产能的80%，15处煤矿入选国 家首批智能化示范煤矿，入选数量居全国首位。 与此同时，产业融合与集约化发展同步推进。陕西煤矿单井平均规模显著提升，由2024年的245万吨/年 增至2025年的320万吨/年。陕煤集团榆林化学有限责任公司的大型煤炭分质清洁高效转化项目，正推动 现代煤化工向高端化、多元化、低碳化迈进。（王禹涵） 原标题：陕西煤矿智能化产能占比达80% 来源：科技日报 记者了解到，该省煤炭行业在保障能源安全供应的同时，实现了从"规模增长"向"质量效益"与"科技驱 动"的深刻转变。目前，陕西已建成24处以安全高效、高度智能化为特征的千万吨级及以上大型现代化 煤矿，其技术装备与创新能力行业领先。该省煤炭行业共有86项科研成果获中国煤炭工业科学技术奖。 这些技术突破正迅速转化为现实 ...

日前，"中国电力报"发表国家能源局煤炭司司长刘涛署名文章《以党的二十届四中全会精神为引领 不 断开创煤炭高质量发展新局面》，文章提出，锚定碳达峰目标任务，高水平推进煤炭清洁高效利用。实 现碳达峰，能源行业是主战场，煤炭清洁高效利用是重要途径，要加强煤炭开采、加工、利用全过程清 洁高效利用管理，推动生态文明建设在煤炭领域走深走实。加强矿区总体规划环评管理，严把煤矿项目 建设环保关，促进煤炭资源开发与生态环境保护相协调。深入实施煤炭清洁高效利用行动计划，研究修 订商品煤质量管理办法，提升洗选加工定制化水平。推动煤层气产业基地扩容提效，深化煤炭与煤层气 （煤矿瓦斯）共采，加强瓦斯资源化利用，稳步推进煤炭行业甲烷控排。积极推进煤炭与新能源融合发 展，支持资源枯竭矿区、采煤沉陷区积极发展光伏风电产业，创新矿区绿色能源开发利用方式，增强煤 炭绿色发展动能，为加快经济社会发展全面绿色转型提供有力支撑。 原文如下： 以党的二十届四中全会精神为引领 不断开创煤炭高质量发展新局面 国家能源局煤炭司司长 刘涛 党的二十届四中全会作出建设能源强国重大战略部署，明确提出加快建设新型能源体系，推动煤炭消费 达峰，加强化石能源清洁高效利用 ...

以党的二十届四中全会精神为引领 不断开创煤炭高质量发展新局面 国家能源局煤炭司司长 刘涛 全面推进煤炭清洁高效利用，绿色低碳发展取得新成效。研究制定煤炭洗选加工、煤炭与新能源融合发 展等政策措施，出台实施专项行动计划，坚持以减污降碳、提高能效为主攻方向，推进煤炭全生命周期 清洁高效利用水平快速提升。严格落实绿色环保办矿要求，积极推广充填开采、保水开采等绿色开采技 术，推动煤矿用能清洁替代，推动矿区全面绿色转型。加强煤炭质量源头管理，要求新建煤矿配套建设 选煤厂，因地制宜推广干法分选等技术工艺，煤矸石综合利用率、原煤入选率稳步提升。推动煤炭消费 集中化利用，稳步推进煤制油气和富油煤分质利用产业示范，建成全球最大清洁煤电煤炭利用体系。 加快推进煤层气（煤矿瓦斯）开发利用，资源环境安全综合效益充分显现。加大煤层气勘探勘探开发力 度，推动沁水盆地、鄂尔多斯盆地东缘等产业基地持续增储上产，2025年煤层气产量达到155亿立方 米、是2020年的2.3倍，成为天然气供应的重要补充。加大煤矿瓦斯防治技术装备创新和推广应用，推 动瓦斯抽采方式由井下向井上下联合转变，瓦斯利用范围由高浓度为主向全浓度转变，2025年瓦斯利用 量 ...

Core Viewpoint - Chuangli Group's stock price is experiencing high-level fluctuations due to the interplay between fundamental performance pressures and market expectations for intelligent transformation [1] Performance and Operational Situation - The company forecasts a net profit attributable to shareholders of between 100 million to 120 million yuan for 2025, representing a year-on-year decline of 43.96% to 53.30% [2] - The decline is primarily attributed to intensified industry competition leading to reduced gross margins and delays in the delivery of large-scale projects [2] - For the first three quarters of 2025, the net profit attributable to shareholders has already decreased by 38.36%, with gross margin dropping to 36.89% [2] - Accounts receivable reached 2.997 billion yuan, highlighting significant cash flow issues [2] - Despite these challenges, there is optimistic market sentiment regarding the company's collaboration with Huawei on smart mining solutions and the long-term opportunities presented by coal mine intelligent policies [2] Financial Situation - Since January 2026, the stock price has increased by 33.94%, with a price fluctuation range of 19.41% [3] - There is a notable divergence in capital flow, with significant net inflows and outflows observed on different dates, indicating varying risk preferences between institutional and retail investors [3] Technical Analysis - As of February 13, 2026, the stock price is oscillating between the upper Bollinger Band (8.42 yuan) and the lower band (7.51 yuan) [4] - The MACD indicator shows short-term divergence, while the KDJ line indicates a pullback pressure after being overbought [4] - The 20-day moving average support level is at 7.96 yuan, with a resistance level at 8.42 yuan, intensifying short-term volatility [4] Company Valuation - The current price-to-earnings ratio (TTM) is 32.91 times, which is above the industry average, indicating that the market has partially priced in transformation expectations [5] - In the context of a 0.96% decline in the machinery equipment sector, the company's performance remains relatively independent due to individual stock factors, with high valuation exacerbating volatility risks [5] - Overall, the high-level fluctuations in Chuangli Group's stock are a result of declining performance, transformation expectations, capital market dynamics, and technical pressures [5]

Core Viewpoint - The company is deepening its transformation into intelligent coal mining, but the 2025 profit forecast indicates a significant decline in net profit attributable to shareholders, alongside increasing industry competition and stock price volatility [1]. Group 1: Strategic Advancement - The company is continuously advancing its intelligent coal mining business, including a partnership with Huawei on smart mining solutions, though the effectiveness of this transformation will require time to validate [2]. - A strategic collaboration with Chongqing Chuanjiu Mining Construction Co., Ltd. in January 2026 may further integrate intelligent equipment resources and enhance long-term service capabilities [2]. Group 2: Performance and Operating Conditions - On January 23, 2026, the company released a profit forecast indicating a year-on-year decline in net profit attributable to shareholders of 43.96% to 53.30%, primarily due to intensified industry competition and project delivery delays [3]. - The official annual report has not yet been disclosed, and investors should pay attention to subsequent announcement timings [3]. Group 3: Industry Policy and Environment - Supportive policies for intelligent coal mining may present long-term opportunities, but short-term intense competition could impact order demand and stock performance [4]. - The stock price has experienced significant fluctuations, with a cumulative increase of 33.94% since January 2026, indicating notable capital divergence, necessitating attention to the interplay between fundamentals and transformation expectations [4].

Group 1 - The coal sector is experiencing an upward trend, with the coal ETF (515220) rising over 0.6% as of February 12 [1] - Northeast Securities highlights the establishment of policy guidance for the intelligent transformation of coal mines, emphasizing that large-scale and intelligent coal mines are key measures for capacity optimization [1] - The intelligentization of coal mines involves integrating modern technology with coal development, creating a smart system characterized by comprehensive perception, real-time interconnection, analytical decision-making, autonomous learning, dynamic forecasting, and collaborative control [1] Group 2 - The coal mine intelligentization market in China is projected to reach 586.8 billion yuan by 2024, with expectations to grow to approximately 1.41 trillion yuan by 2030 [1] - Currently, the penetration rate of intelligentization in coal mines is about 21.09%, with most existing intelligent coal mines at a primary stage of development [1] - Since 2016, supply-side reforms have gradually eliminated outdated production capacity, leading to a significant decrease in the number of coal mines and a notable increase in average output per mine [1] Group 3 - Capital expenditures of coal enterprises are significantly positively correlated with previous profits, and the sustained high profitability in recent years is expected to support high levels of capital expenditure, ensuring orders related to intelligentization [1] - Coal remains a dominant energy source in China, serving as a pillar of the country's energy system [1] - The coal ETF (515220) tracks the CSI Coal Index (399998), which selects listed companies primarily engaged in coal mining, processing, and related equipment manufacturing, covering areas such as thermal coal and coking coal to reflect the overall performance of related listed companies [1]

Core Viewpoint - The National Energy Administration has announced a list of pilot projects for the intelligent upgrade of coal mining technology, highlighting Shandong's innovative capabilities in this sector and providing practical experience for industry technological upgrades [1] Group 1: Project Highlights - Three projects from Shandong, including the "Thin Coal Seam Normalized Unmanned Mining Pilot Project" by Shandong Energy Zhaokang Group, have been selected, showcasing advancements in intelligent coal mining technology [1] - The projects aim to address key challenges in coal production, such as efficient mining of thin coal seams, optimization of coal selection processes, and ensuring the safety and reliability of power supply systems [1] Group 2: Technological Innovations - The Shandong Energy Zhaokang Group's project focuses on the development of unmanned intelligent mining technology and equipment to overcome issues related to traditional technology compatibility and low equipment collaboration [1] - The Gaozhuang Coal Industry project centers on a collaborative control system for the entire coal selection process, achieving intelligent linkage across all stages to enhance quality and efficiency in the washing and selection phase [1] - The Jining Energy Yiqiao Coal Mine project innovates with a "network relay protection" principle to tackle common challenges in power supply systems, establishing a benchmark for intelligent upgrades in industry power supply [1]