国务院新闻办公室今日上午10时举行"高质量完成'十四五'规划"系列主题新闻发布会，请国家发展改革委党组成员、国家能源局局长王宏志等介 绍"十四五"时期能源高质量发展成就，并答记者问。 我国7月用电量首次突破1万亿千瓦时，相当于日本全年用电量总和 国家能源局局长王宏志表示， 我国7月份单月用电量首次突破1万亿千瓦时大关，相当于日本全年用电量总和。 王宏志介绍，刚刚过去的"七下八上"，全国经历了大范围高温、暴雨洪涝和台风等极端自然天气，同时我国经济持续回升向好，对能源保供 提出更高要求。 7月，我国单月用电量首次突破1万亿千瓦时大关，相当于日本全年用电量总和。现在迎峰度夏基本结束，我国电力供应平稳有序，全国范围 内没有发生大面积停电事故，可以说，能源保障"顶住了峰、兜住了底"。总体来看，我国能源供应保障能力与韧性已经达到较高水平。 五年来深化实施农村电网巩固提升工程 累计安排中央预算内投资250亿元 五年来，国家能源局深化实施农村电网巩固提升工程，累计安排中央预算内投资250亿元，带动农网完成投资超过8000亿元。进一步提升 油气管网互联互通水平和管道运输效率，为民生用气筑牢坚实保障。积极推进分布式新能源惠民开发 ...

吴庆文对客人一行的到访表示欢迎，对中国石化一直以来给予苏州经济社会发展的支持和帮助表示 感谢。他说，清洁低碳、安全高效的能源体系是经济社会高质量发展的重要支撑。中国石化是能源领域 的国家队，在推动发展方式绿色低碳转型和能源保供等方面为苏州发展提供了坚实保障。希望双方进一 步深化央地合作，坚持高端化、智能化、绿色化发展，在天然气供气和储备能力提升、加氢加气站建 设、新型储能装机、光伏充电等领域深化合作，增强绿色能源保障供给，筑牢夯实城市韧性安全底座， 打造更多标杆型项目，实现互利共赢。 8月22日，市委副书记、市长吴庆文会见了中国石化江苏石油分公司董事长、党委书记胡珣一行。 市委常委、副市长唐晓东，市相关板块和有关部门负责同志参加会见。 胡珣感谢苏州对中国石化发展的大力支持，在简要介绍在苏项目转型发展情况后，他表示，苏州营 商环境优越、创新氛围浓厚，一直是中国石化战略布局的重点区域。中国石化将积极践行央企责任，充 分发挥自身优势，主动对接苏州发展需求，持续深耕地方市场，围绕"油气氢电服"转型探索场景，加快 拓展网点布局，为更好提升民生福祉、助力苏州高质量发展贡献力量。 ...

中国煤炭工业协会数据显示，1—6月，规模以上工业原煤产量24.0亿吨，同比增长5.4%。6月份，规模 以上工业原煤产量4.2亿吨，同比增长3.0%，日均产量1404万吨。原煤生产平稳增长。在进口煤方面， 今年上半年，全国共进口煤炭2.22亿吨，同比下降11.1%。中国煤炭工业协会新闻发言人张宏表示，全 国煤炭生产继续保持稳定增长的态势，电煤供应稳定有序，电煤库存继续保持较高的水平，能够满足迎 峰度夏期间电煤的稳定供应和保障稳定。 全国煤炭智能开采产能占比首超50% 记者从中国煤炭工业协会了解到，全国智能开采产能占比历史性突破50%，1.6万余个高危岗位实现无 人化替代，这标志着煤矿安全高效发展进入新阶段。 中国煤炭工业协会日前公布今年上半年煤炭生产情况。数据显示，电煤供应稳定有序。 为应对煤炭产能持续释放，全国交通系统全力开启能源保供攻坚模式，最近新开通了新疆到江苏的煤炭 专列。 近日，一列满载3500吨新疆能源集团石头梅露天矿优质煤炭的专列跨越千里，顺利抵达江苏新海电厂， 专列的开通为华东地区能源安全注入"新疆力量"。 截至7月24日，在新疆铁路部门日均发运煤炭41万吨，累计外运煤炭5077.4万吨，同比增 ...

1. Report Type and Date - The report is a daily review of coke and coking coal, dated August 14, 2025 [1][2] 2. Research Team - The black metal research team includes researchers Zhai Hepan, Nie Jiayi, and Feng Zeren [3] 3. Market Performance 3.1 Futures Market - On August 13, the main contracts 2601 of coke and coking coal futures significantly declined, giving back most of the gains from the previous two trading days. The J2601 contract closed at 1737 yuan/ton, down 2.83%, with a trading volume of 35,677 lots and an open interest of 38,707 lots, an increase of 1,917 lots, and a capital inflow of 0.11 billion yuan. The JM2601 contract closed at 1245 yuan/ton, down 3.00%, with a trading volume of 2,684,599 lots and an open interest of 685,537 lots, a decrease of 33,409 lots, and a capital outflow of 10.86 billion yuan [5] 3.2 Spot Market - On August 13, the spot prices of quasi - first - grade metallurgical coke at Rizhao Port, Qingdao Port, and Tianjin Port were 1470 yuan/ton, with no change. The price in Tangshan was 1400 yuan/ton, also unchanged. The prices of low - sulfur main coking coal in different regions remained stable [8] 3.3 Technical Indicators - On August 13, the daily KDJ indicators of the coke and coking coal 2601 contracts showed divergent trends. The J and K values turned down, while the D value continued to rise. The daily MACD indicator of the coke 2601 contract changed from a golden cross the previous day to a death cross, and the daily MACD indicator of the coking coal 2601 contract showed a significant narrowing of the red column after a golden cross the previous day, nearly a death cross [8] 4. News and Policy 4.1 Coking Industry - On August 12, some coking enterprises in Shandong received oral notices of environmental production restrictions, requiring a 30% - 50% production cut from August 16 to early September. Specifically, from August 16 - 25, a 30% cut is required, from August 26 to September 3, a 50% cut, and production will resume on September 4 [10] 4.2 Coal Industry - On August 13, the National Mine Safety Administration held a press conference on the new version of the "Coal Mine Safety Regulations". The revision mainly includes significantly reducing the requirements for underground gas inspectors and inspection frequencies based on the actual coal mine operations, and relaxing some detailed requirements regarding the number of working faces to enterprise decision - making [10] 5. Fundamental Analysis 5.1 Coke - The coke production of independent coking plants has slowly recovered to a new high since mid - June, but the overall increase is still small. The coke production of steel mills has continued to decline, reaching a new low since early February. Port coke inventories have reached a new high since the end of May and tend to continue accumulating, while steel mills and coking plants have further reduced their inventories, reaching new lows since mid - December and early December last year respectively. The profit per ton of coke has been in the red for 12 consecutive weeks. The 5th round of spot price increase for coke was implemented on August 4, and the 6th round of price increase proposed on August 13 may be implemented the next day [10] 5.2 Coking Coal - From January to July, the year - on - year import volume of coal and lignite in China increased by 1.9 percentage points to - 13.0%. From January to June, the year - on - year import volume of coking coal in China still showed a large decline of - 7.4%. The inventories of refined coal and raw coal in mines have significantly decreased in the past 7 weeks, with declines of 50.8% and 32.1% respectively. The inventories of independent coking plants are hovering near a new high since early February, and the inventories of steel mills have continued to rise, reaching a new high since early February, while port inventories have reached a new low since early August last year. With the continuous increase in steel mill inventories and the cooling of coking plant replenishment, the spot price of coking coal is relatively strong [11] 6. Market Outlook - Affected by the production restrictions of steel enterprises in Tangshan, which boosted the profits of downstream finished products, and the superimposed production restrictions of coking enterprises in Shandong, although the recent increase in the spot prices of coke and coking coal has been relatively lagging, the futures market, especially the main 2601 contract, has risen significantly again. However, it failed to break through on August 13, and the market may shift to a mid - to - high - level oscillation in the future. Attention should be paid to changes in the stock market and risk appetite [11] 7. Industry News - The Ministry of Finance, the People's Bank of China, and the Financial Regulatory Administration issued the "Implementation Plan for the Fiscal Interest Subsidy Policy for Personal Consumption Loans", providing interest subsidies for personal consumption loans from September 1, 2025, to August 31, 2026 [12] - The National Energy Administration reported that in the first half of this year, the investment in key energy projects under construction and planned to start construction reached over 1.5 trillion yuan, a year - on - year increase of 21.6% [12] - Ningxia Coal Industry Company of the National Energy Group achieved good results from June to July, with commodity coal production of 10.567 million tons, sales of 11.1551 million tons, chemical product sales of 1.139 million tons, and railway transportation volume of 12.939 million tons, breaking the historical record for the same period [13] - China has basically formed a three - dimensional coal transportation pattern, with "seven vertical and five horizontal" coal railway trunk lines, coal - handling ports in the north and receiving ports in the south, and 33 UHV transmission lines [13] - In Xinjiang, the railway department's daily coal shipment reached 410,000 tons as of July 24, with a cumulative external shipment of 50.774 million tons, a year - on - year increase of 12.3% [13] - Jizhong Energy adjusted its coal prices due to factors such as over - production inspections and the peak season of thermal coal demand [13] - Yunnan Coal Group's raw coal production in the first half of the year reached 5.4001 million tons, a year - on - year increase of 36.18%, and the stripping volume increased by 65.98% year - on - year [13] - The Indian rupee has been weak against the US dollar, and the Indian central bank has sold at least $5 billion to support the rupee. The US dollar index has been oscillating above the 98 mark, and the RMB has shown resilience [13] - The EIA expects US coal production to be 473 million tons in 2025, a year - on - year increase of 1.8%, and to decrease to 445 million tons in 2026 [13] - In July 2025, Russia's coal exports to China by rail were 8.355 million tons, a month - on - month increase of 2.96% and a year - on - year increase of 5.28%. From January to July, the total was 58.15 million tons, a year - on - year increase of 9.88% [13] - Russia's trade surplus from January to June 2025 decreased by 18.39% year - on - year to $63.9 billion. Exports decreased by $13.3 billion to $195.5 billion, and imports increased slightly by $1.1 billion to $131.6 billion [13] - OPEC's monthly report shows that in July, OPEC +'s average crude oil production was 41.94 million barrels per day, an increase of 335,000 barrels per day from June. The global crude oil demand growth forecast for 2025 remains at 1.29 million barrels per day, and the forecast for 2026 is adjusted from 1.28 million barrels per day to 1.38 million barrels per day [14] - Australia's coal export value in June 2025 was 6.252 billion Australian dollars, a month - on - month increase of 35.91% and a year - on - year decrease of 16.51%. From January to June, the cumulative export value was 31.006 billion Australian dollars, a year - on - year decrease of 30.26% [14] - Canada's coal export volume in May 2025 was 3.4116 million tons, a year - on - year increase of 186.79% and a month - on - month increase of 5.97%. The export value was $645 million, a year - on - year increase of 203.24% [14] - In June, India's oil imports from Russia accounted for 45% of its total imports, up from 44% in May. India's total oil imports in June fell below 5 million barrels per day for the first time in five months, to 4.86 million barrels per day, a 2% month - on - month decrease [14] 8. Data Overview - The report provides data on metallurgical coke and coking coal spot prices, production and inventory of coking plants and steel mills, and related basis data [15][16][17]

Core Insights - The coal production in China has shown stable growth in the first half of the year, with a total output of 2.4 billion tons, marking a year-on-year increase of 5.4% [1] - The import of coal has decreased by 11.1% year-on-year, totaling 22.2 million tons in the same period [1] - The coal supply for electricity generation remains stable, with high inventory levels ensuring supply during peak summer demand [3] Group 1: Production and Supply - The industrial raw coal production in June reached 420 million tons, reflecting a 3.0% year-on-year increase, with an average daily output of 14.04 million tons [1] - The coal mining industry continues to maintain a stable growth trend, with the ability to meet electricity supply demands during peak periods [3] Group 2: Technological Advancements - The proportion of intelligent mining capacity in China has surpassed 50%, with over 16,000 high-risk positions replaced by automation, indicating a significant advancement in safety and efficiency [4][9] - The implementation of intelligent blasting solutions has reduced blasting frequency by 40%, minimizing geological disturbances [7] Group 3: Transportation Infrastructure - A comprehensive coal transportation network has been established, with new coal trains connecting Xinjiang to Jiangsu, enhancing energy security in Eastern China [10] - As of July 24, the average daily coal transportation from Xinjiang reached 410,000 tons, with a total of 50.77 million tons transported, reflecting a 12.3% year-on-year increase [12] - The Daqin Railway, known for its heavy load capacity, has been operating at full capacity, transporting an average of 1.05 million tons of coal daily since July [12]

Core Viewpoint - The successful delivery of 3,500 tons of high-quality coal from Xinjiang Energy Group to Jiangsu's Xinhai Power Plant marks the official opening of the "Xin Coal into Su" railway direct channel, enhancing energy security in East China during peak summer demand [1] Group 1: Transportation and Supply Chain - The new direct transportation method eliminates the previous reliance on "road-rail combined transport" or "rail-water combined transport," which involved time-consuming and costly transfers at nodes like Zhongwei and Xuzhou [1] - In the first half of 2025, Xinjiang Energy Group has already shipped over 300,000 tons of coal to Jiangsu and other East China provinces, with 90% of this being thermal coal [1] - The first dedicated train not only meets the peak electricity demand in Jiangsu this summer but also validates the economic viability and feasibility of ultra-long-distance railway direct transport, laying a solid foundation for achieving a normalized supply of 3 million tons annually [1] Group 2: Cost and Efficiency Improvements - The establishment of the new channel is attributed to collaborative efforts, including favorable freight policies from the National Railway Group, efficient support from the Lanzhou Bureau, and a rapid loading system at the mining area [1] - After the new channel's completion, the comprehensive cost to the plant has decreased by 20% compared to the beginning of the year, significantly improving transportation efficiency and providing a more economical and reliable energy supply solution for East China [1] Group 3: Future Plans - Xinjiang Energy Group plans to deepen cooperation with coal and power enterprises in East China and actively explore new multimodal transport models combining "railway + maritime transport" to enhance cross-regional energy allocation capabilities [1]

Core Viewpoint - The National Energy Group has implemented comprehensive measures to ensure coal supply and safety during severe rainfall in Inner Mongolia from July 23 to 27, 2023, demonstrating proactive disaster response and operational resilience [1][2][3] Group 1: Emergency Response and Safety Measures - The National Energy Group activated emergency plans across its coal production enterprises in the Ordos region to minimize the impact of heavy rainfall on coal mining and ensure supply during peak summer demand [1] - The Shenhua Group strictly followed the "three defenses" warning and response mechanism during the rainy season, employing a combination of human and machine patrols to monitor critical areas and risks continuously [2] - The company mobilized 3,192 personnel and 130 large machines for emergency repairs, ensuring rapid response to any incidents and maintaining communication with meteorological departments for accurate rainfall trend assessments [2] Group 2: Production and Supply Stability - As of July 26, the Group's subsidiary, Quanneng Group, produced 35.992 million tons of commercial coal year-to-date, with a daily average output exceeding 200,000 tons in July, surpassing the monthly plan by 14,000 tons [1] - The company has been actively adjusting marketing strategies and stabilizing supplier shipping plans to ensure coal transportation remains unaffected during the flood prevention period, achieving an average daily coal transportation of over 1 million tons in July [3] - The Baoshen Railway Group utilized intelligent monitoring technology to conduct over 600 video inspections of flood-prone areas, ensuring the safety and stability of equipment operations during the rainy season [3]

Core Viewpoint - The article highlights the challenges faced by China's energy sector due to extreme weather conditions, including high temperatures and heavy rainfall, and the measures taken by state-owned energy companies to ensure energy supply during peak demand periods [1][2][3][4]. Group 1: Energy Supply Challenges - Recent extreme weather has led to temperatures exceeding 40 degrees Celsius and significant rainfall in regions like Inner Mongolia, Hebei, Beijing, and Shanxi, impacting energy supply efforts [1]. - On July 16, the national maximum electricity load surpassed 1.5 billion kilowatts, marking a new historical record following previous peaks on July 4 and July 7 [1]. Group 2: Measures Taken by Energy Companies - The State Energy Group held a meeting on July 27 to strategize energy supply and flood prevention during peak summer demand [1]. - The State Energy Group's coal production, electricity generation, heating supply, and railway transport account for approximately 1/6, 1/8, 1/8, and 1/9 of the national totals, respectively [1]. - The Sichuan branch of the State Energy Group reported a coal stock availability of 34 days and achieved over 100 million kilowatt-hours of electricity generation for four consecutive days from July 23 to 26 [2]. Group 3: Infrastructure Enhancements - The State Grid Company has improved transmission capacity in Jiangsu, doubling the capacity of the Wuxi Wangting to Taike 220 kV line from 360,000 kilowatts to 720,000 kilowatts [3]. - The Three Gorges Group reported a peak generation of over 650 million kilowatts from its clean energy corridor, contributing significantly to the electricity supply in central and eastern China [3]. Group 4: Future Strategies - The State Power Investment Corporation emphasized the need for improved coal supply capabilities, enhanced equipment reliability, and better emergency response systems in its 2025 energy supply meeting [4].

Group 1: Safety Production and Risk Management - Jiangsu has published 796 safety risk items across 77 sectors, prompting 28.6 million production units to complete risk reports and identify 943,000 risks [2] - A total of 53,800 hidden dangers were reported by companies, with rewards amounting to over 41.8 million yuan for employees who identified these risks [2] - The province has implemented a special governance action targeting illegal activities in chemical and pharmaceutical production, resulting in 108 illegal actions being addressed [3] Group 2: Energy Supply and Infrastructure - Jiangsu's highest electricity load reached 152.8 million kilowatts, marking the third record-breaking peak this year, with an increase of 5.75 million kilowatts from the previous highest value [5] - The province has invested approximately 136.6 billion yuan in the energy sector in the first half of the year, reflecting a year-on-year growth of 29.8% [7] - The new coal power project in Jiangsu, with two 1 million kilowatt units, is expected to generate 10 billion kilowatt-hours annually, meeting the electricity needs of over 7 million residents in East China [6] Group 3: Agricultural Production and Resilience - Despite facing rare drought conditions, Jiangsu's summer grain production remained stable at 14.213 million tons, with a yield of 379.4 kg per mu [8] - The province has implemented various measures to enhance agricultural resilience, including the construction of high-standard farmland, which now totals 44.01 million mu, accounting for 82% of the permanent basic farmland [10] - Water management strategies have been enhanced, with 20.4 billion cubic meters of water being diverted to support summer crops [9]

Core Viewpoint - China Huaneng is focusing on high-quality development through technological innovation and actively contributing to national energy security while promoting low-carbon transportation and energy solutions [1][3][8] Group 1: Technological Innovations - The company has deployed 100 electric unmanned mining trucks powered entirely by photovoltaic green electricity, capable of carrying 90 tons over 60 kilometers [1] - Huaneng's compressed air energy storage project can store 2.8 million kilowatt-hours of electricity, sufficient to charge approximately 100,000 electric vehicles [2] - A new carbon capture solution developed by Huaneng is expected to reduce CO2 capture costs by over 40% [3] Group 2: Renewable Energy Projects - Huaneng's 1 million kilowatt wind power project in Turpan has achieved full capacity grid connection, utilizing innovative "anti-wind hub" technology [1] - The company is developing a multi-energy complementary energy base in Longdong, with a planned renewable energy capacity of 6 million kilowatts [7] - Huaneng's offshore floating photovoltaic platform "Yellow Sea No. 1" is designed to withstand waves up to 10 meters high [2] Group 3: Traditional Industry Upgrades - Huaneng is implementing large-scale equipment upgrades, including a new high-efficiency coal-fired power unit that reduces coal consumption by over 190,000 tons annually [5][6] - The company is also upgrading wind turbines to increase capacity, with a project expected to boost annual electricity generation by 267% [6] Group 4: Energy Supply and Demand - In 2024, Huaneng's electricity generation is projected to exceed 850 billion kilowatt-hours, with coal production reaching 110 million tons [8] - The company is committed to ensuring energy supply amidst extreme weather and high demand, maintaining a focus on both traditional and emerging industries [8]