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]

Investment Overview - In the first half of the year, Inner Mongolia's investment in major energy projects reached 165.8 billion yuan, representing a year-on-year increase of 39% and accounting for 52% of the annual planned investment, achieving the "half-time, half-task" goal [2] Coal Industry - Two coal mine area overall plans were approved by the National Development and Reform Commission, with two coal mines starting construction and a total production capacity of 16 million tons per year [2] - One coal mine has been completed and put into production with a capacity of 1.5 million tons per year [2] - Thirteen coal mines with capacity reserves received approval from the National Energy Administration, and intelligent coal mine capacity accounts for 89% of the capacity of operating coal mines [2] Power Infrastructure - The ±800 kV UHVDC transmission project from Inner Mongolia to Beijing-Tianjin-Hebei has been approved [2] - In the first half of the year, 29 cross-municipality grid projects at 500 kV and 220 kV were approved, with 10 projects put into operation and 43 under construction [2] - The main grid of the Inner Mongolia East Power Grid has been successfully completed, and electrification projects for 580 remote pastoral households have commenced [2] Green Hydrogen Industry - Inner Mongolia has introduced nine policies to promote the construction and consumption of green hydrogen projects, extending the policy period for 40% of wind-solar hydrogen project grid-connected electricity to 2027 [3] - The 150,000 kW integrated wind-solar hydrogen demonstration project by Datang Duolun has been put into operation, successfully linking green hydrogen with coal chemical applications [3] - The hydrogen long-distance pipeline project from Damao Banner to Baotou City has started construction, and the demonstration project for hydrogen transportation from Ulanqab City to Beijing-Tianjin-Hebei has been approved [3] Energy Storage Industry - Inner Mongolia has introduced compensation policies for independent new energy storage power stations, stabilizing investment return expectations for enterprises [3] - In the first half of the year, 34 new energy storage projects were promoted to start construction, with an installed capacity of approximately 14.8 million kW [3] - As of the end of June, grid companies have paid a total of 16.6 million yuan in compensation to nine independent new energy storage power stations [3]