煤矿智能化建设

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山西华阳集团破解“抽掘采”瓶颈的实践之路
Xin Hua Cai Jing· 2025-09-24 07:00
随着煤矿智能化建设的深入推进,煤炭开采技术水平持续提升,"抽掘采"不平衡的矛盾愈发突出。为进一步提升瓦斯治理能力、助力安全高效生产,山西 华阳集团深入推广千米钻机应用,围绕"定得准、打得深、抽得出",持续加强自有队伍建设,强化定向钻机操作人员和技术管理骨干培养,不仅有效缓解 了采掘衔接紧张的局面,更为矿井瓦斯精准高效治理、实现本质安全提供了坚实保障。 师徒传帮带井下练真功 7月下旬,来自华阳集团8家单位的91名学员在以优异成绩完成2025年定向钻进技术专项培训后回到各自工作岗位,充实到各矿自有打钻队伍中。截至目 前,华阳集团共举办3期定向钻进技术专项培训,累计培养139名定向钻进技术专业人才,为瓦斯抽采工作持续注入动能。开元公司钻探工程队千米钻机机 长刘伟就是其中一员。 刘伟2024年参加华阳集团定向钻进技术培训,经过一年实操训练,已成为一名钻探工程队千米钻机机长。他还把自己的实操技巧、打钻经验细致传授给队 里的新职工,在2个月内将一位2024年8月入职的高校毕业生培养成了机长。 "学员返矿后,我们保持跟进,了解学员在实操、施工中出现的各类问题,及时联系重庆煤科院的老师,通过视频连线、学习群交流等多种渠道针对 ...
煤炭行业周报:主产地供应偏紧,旺季尾声动力煤价预计仍将上涨,看好需求恢复后焦煤价格再次回升-20250817
Shenwan Hongyuan Securities· 2025-08-17 11:25
Investment Rating - The report maintains a positive outlook on the coal industry, indicating an "Overweight" rating for the sector, suggesting it will outperform the overall market [2][34]. Core Insights - The coal prices are expected to rise due to tight supply conditions and recovering demand during the peak summer season. The report highlights that the average daily output of coal from the four ports in the Bohai Rim has increased, while the inventory levels have decreased, indicating a tightening supply [2][17]. - The report emphasizes the stability in thermal coal prices, with specific price increases noted for various grades of coal. For instance, the price for Q4500 thermal coal at Qinhuangdao port rose to 559 CNY/ton, reflecting a week-on-week increase [2][8]. - The report identifies key companies for investment, recommending stable, high-dividend stocks such as China Shenhua, Shaanxi Coal, and China Coal Energy, as well as undervalued stocks like Shanxi Coking Coal and Lu'an Environmental Energy [2][29]. Summary by Sections 1. Recent Industry Policies and Dynamics - The report discusses the successful trial operation of a major acetic acid production project in Xinjiang, which is expected to enhance the local coal chemical industry [7]. - It also mentions ongoing safety inspections in coal mines across various regions to ensure compliance with safety standards [7]. 2. Domestic Thermal Coal Prices - As of August 15, thermal coal prices have shown an upward trend, with specific increases noted in various regions. For example, the price for 5500 kcal weakly caking coal in Datong increased by 15 CNY/ton [8][11]. 3. International Oil Prices - Brent crude oil prices have decreased, with a reported price of 65.85 USD/barrel as of August 15, reflecting a decline of 1.11% [14]. 4. Bohai Rim Port Inventory - The report notes a decrease in coal inventory at Bohai Rim ports, with a total inventory of 23.635 million tons as of August 15, down 4.15% from the previous week [17][22]. 5. Domestic Coastal Freight Rates - Domestic coastal freight rates have increased, with an average rate of 39.24 CNY/ton reported as of August 15, marking a rise of 6.78% [24]. 6. Key Company Valuation Table - The report includes a valuation table for key companies in the coal sector, providing insights into their stock prices and market capitalizations as of August 15 [29].
中国神华稳健经营半年预盈236亿 迎峰度夏6月煤炭销量降幅已收窄
Chang Jiang Shang Bao· 2025-07-14 23:46
Core Viewpoint - China Shenhua, the largest coal production and sales enterprise in China, is expected to see a decline in net profit for the first half of 2025, primarily due to falling coal sales volume and prices, despite a generally stable operational performance [1][2]. Group 1: Financial Performance - For the first half of 2025, China Shenhua anticipates a net profit attributable to shareholders between 23.6 billion to 25.6 billion yuan, representing a year-on-year decline of 13.2% to 20.0% [1][2]. - The company's revenue for 2024 is projected at 338.375 billion yuan, with a slight year-on-year decrease of 1.4%, while net profit is expected to be 58.671 billion yuan, down 1.71% [2]. - The coal sales volume in June was 37.5 million tons, a year-on-year decrease of 4.3%, but the decline was significantly smaller compared to the overall first half of the year [1][5]. Group 2: Operational Strategy - China Shenhua has increased the proportion of long-term coal sales contracts to over 90%, which helps to mitigate the impact of market price fluctuations [4]. - The company is actively pursuing the integration of coal and power operations, with the acquisition of Hanjin Energy adding 10 million tons of new coal mines and 1,570 tons of operational coal mines [4]. - The company is focusing on high-quality development, emphasizing sales promotion, power generation, management efficiency, and operational effectiveness [2]. Group 3: Industry Context - The coal industry is experiencing a cyclical downturn, with prices declining over the past two years, leading to operational pressures for companies [2]. - Recent operational data indicates that the decline in coal sales volume has narrowed, with a significant increase in national electricity demand due to the summer peak [5]. - Analysts suggest that the combination of reduced hydropower output and a slowdown in wind and solar generation may create opportunities for thermal power generation, potentially supporting a rebound in coal prices [5]. Group 4: Technological Advancements - China Shenhua is advancing its coal mine automation initiatives, aiming for full automation by 2025, with several intelligent coal mines already established [6][7]. - The company has completed three national-level intelligent demonstration coal mines and plans to build an additional seven advanced intelligent coal mines by 2025 [7]. - In the power generation sector, the capital expenditure plan for 2025 is approximately 17.4 billion yuan, with multiple coal-fired power projects under construction [7].
光力科技(300480) - 300480光力科技投资者关系管理信息20250509
2025-05-09 09:30
Group 1: Financial Performance - The company reported its first loss since its listing in 2015, with a total impairment provision of CNY 113.87 million due to prudence regarding goodwill [1] - In Q1 2025, the company achieved profitability with a year-on-year growth [2] - A cash dividend of CNY 0.50 per 10 shares (before tax) is proposed for Q1 2025, pending approval at the annual shareholders' meeting [5] Group 2: Business Strategy and Market Position - The company is focusing on enhancing its semiconductor and IoT business, with plans to strengthen R&D and market expansion to maintain competitive advantages [2][3] - The company has established a dual circulation production and marketing model to support global development and respond to international trade tensions [2] - The company aims to leverage its technological capabilities in both semiconductor packaging and IoT safety monitoring to drive revenue growth and profitability [6] Group 3: Challenges and Responses - The decline in revenue in 2024 was primarily due to the impact of geopolitical tensions on the overseas semiconductor business [2] - The company is actively monitoring changes in U.S. tariff policies and coordinating with partners to mitigate impacts [2] - To address market challenges, the company plans to enhance overseas market development and expand its market share in IoT equipment [4][5] Group 4: Product Development and Innovation - The company is launching new products in the semiconductor sector, including various laser cutting machines and customized models based on the 8230 technology platform [3] - The integration of AI and large model technologies is being actively pursued in product development [4] - The company has successfully developed a one-piece reverse planetary roller screw electric cylinder, targeting specific industry needs [7]
煤矿智能化建设需避华而不实
Xin Hua She· 2025-05-06 08:34
部分煤矿智能化设备可靠性不足,高投入难以转化为高产出,个别煤矿遭遇智能化建设"摊派式""指标 式"要求,不利于智能化建设的平稳健康发展 从有序推广优质智能化设备、提高设备产品的有效性、夯实企业和相关职能部门的责任等方面,竭力破 除智能化建设过程中的各种阻碍,保障煤炭产业健康、平稳发展 文 |《瞭望》新闻周刊记者梁晓飞王劲玉 近日,《瞭望》新闻周刊记者集中走访多个煤矿了解到,大部分煤矿智能化建设水平显著提升:完备的 运输系统让"采煤不见煤"成为常态,井下少人化、减人化让矿工得以更安全有尊严地工作,开采效率提 升让稳产保供基础进一步夯实。 同时,部分煤矿智能化设备可靠性不足,高投入难以转化为高产出,个别煤矿遭遇智能化建设"摊派 式""指标式"要求,不利于智能化建设的平稳健康发展。 更高效、更安全、更智慧 记者走访山西多个煤矿发现,随着智能化建设加快,煤矿安全水平逐渐提高,能源稳产保供基础不断夯 实。截至目前,山西累计建成智能化采掘工作面超1500处,智能化煤矿超200座。 煤矿开采效率进一步提升。近日,山西焦煤集团汾西矿业双柳矿下组煤8206智能化综采工作面,顺利完 成安装与试运转,双柳矿步入单刀割煤量超千吨的高 ...