山西晋城：金融助力绿色低碳转型探索 驱车穿行于山西晋城的沁水盆地群山之间，太行山脉的轮廓在阳光中舒展。从高处远眺，沁水寺河瓦斯 发电有限公司的现代化厂房静静矗立在山谷间，格外醒目。远处，一条条银色管道穿梭于山脊与沟壑 间，将寺河矿井下抽采的煤层气源源不断输送至厂区。厂房内，燃气发动机平稳运转，空气中不见烟 尘，中控室电子屏上跳动的各项数据，清晰勾勒出这座资源型城市能源转型的轨迹。 晋城煤层气产业的蓬勃发展，离不开绿色金融政策的强力支撑。"近年来，中国人民银行联合有关部门 出台《关于发挥绿色金融作用服务美丽中国建设的意见》《关于进一步强化金融支持绿色低碳发展的指 导意见》等系列政策文件，2025年发布的《绿色金融支持项目目录（2025年版）》，明确将'煤层气地 面抽采、煤层气综合开发利用'列入绿色金融项目，为金融机构开展相关业务提供了清晰指引。政策红 利的持续释放，让晋城煤层气产业迎来了发展的黄金期。"中国人民银行晋城市分行行长宋晓瑞说。 煤层气俗称"瓦斯"，其主要成分甲烷的温室效应是二氧化碳的21倍，既是煤炭开采过程中的安全隐患， 也是威胁生态环境的"隐形杀手"。而在沁水寺河瓦斯发电有限公司的厂房里，这一昔日 ...

"以前，煤矿井下抽采的浓度在30%至45%之间的瓦斯都是通过地面直接燃烧的方式进行处理，不仅浪 费资源，还严重污染环境，而利用瓦斯发电则是最经济、高效、绿色的方式之一。"沁水寺河瓦斯发电 有限公司党支部书记武进伟向《金融时报》记者介绍时，话语中透着对技术路径的笃定。走进单元主控 室，电子屏幕上15个代表发电机的圆形图标整齐排列，实时刷新着各项生产数据。"我们自主研发的余 热循环发电技术改变了传统瓦斯发电的单一模式。"武进伟手指划过一个个数据节点时说，"瓦斯从储气 柜输送至燃机做功发电后，产生的高温尾气会被余热锅炉回收，然后余热会将水加热成蒸汽，再驱动蒸 汽轮机发电。同时，燃气发动机的缸套水通过换热后将热水用于本厂和矿区的洗浴和冬季供暖，实现燃 气、蒸汽联合循环利用。"目前，这项技术已将能源综合转化率提升至80%以上，氮氧化物排放控制达 到国际先进水平，让企业成为煤层气利用领域的绿色标杆。 沁水寺河的绿色实践，正是政策指引下金融活水精准滴灌的典型范例。作为金驹煤电化集团的全资子公 司，沁水寺河瓦斯发电有限公司在技术研发与产能扩张阶段曾面临不小的资金压力：煤层气产业周期 长、投入大、技术密集的特性，让传统融资模式 ...

上市企业：蓝焰控股（000968）,国新能源（600617）,天壕能源（300332）,新锦动力（300157）,准油股 份（002207）,陕天然气（002267）,山西焦化（600740）,华阳股份（600348）,中国石油（601857） 相关报告：智研咨询发布的《2026-2032年中国煤层气行业发展现状调查及前景战略分析报告》 根据国家统计局数据显示：2025年11月中国煤层气产量为15亿立方米，同比增长14%；2025年1-11月中 国煤层气累计产量为166.5亿立方米，累计增长7.4%。 2020-2025年1-11月中国煤层气产量统计图 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 数据来源：国家统计局，智研咨询整理 ...

证券日报网讯12月25日，蓝焰控股（000968）在互动平台回答投资者提问时表示，未来公司在做大做强 煤层气勘探开发利用主业的基础上，将积极探索煤层气产业链延伸发展，培养新的业务增长点。 ...

Core Viewpoint - The city of Jincheng in Shanxi Province is undergoing a significant transformation from a resource-based economy to a high-quality, innovative, and sustainable development model, focusing on technology, tourism, and ecological preservation [1][2][7]. Group 1: Economic Transformation - Jincheng's transformation is driven by technological innovation, aiming for high-end, intelligent, and green industrial upgrades, with a focus on creating a 100 billion yuan optical-mechanical-electrical industry cluster, which has seen an average annual growth of 42% over the past four years [2]. - The city is also developing a comprehensive coalbed methane industry chain, maintaining the highest production and growth in Shanxi Province for five consecutive years, with a gas storage capacity of 250 million cubic meters [2][3]. Group 2: Tourism and Cultural Development - Jincheng is positioning its cultural and tourism industry as a pillar of the economy, achieving significant growth in tourist numbers and revenue, with 15.97 million visitors and a ticket revenue of 261 million yuan in the first three quarters of 2025, marking increases of 34.17% and 60.90% respectively [4][5]. - The city is developing a comprehensive tourism and wellness space, aiming to become a nationally recognized destination, with plans for a 396 square kilometer ecological circle and various tourism integration projects [4]. Group 3: Innovation and Reform - The city has been recognized for its excellent business environment, implementing reforms that enhance project execution speed and improve service quality, with a focus on innovation-driven strategies that integrate research, industry, and finance [7][8]. - Jincheng has increased its investment in scientific research and development, with 211 high-tech enterprises established, supporting the transition to a more innovative economy [7]. Group 4: Rural Revitalization - Jincheng is advancing rural revitalization through over 880 key projects with investments exceeding 100 billion yuan, aiming to create over 200 model villages by 2027 [9][10]. - The city has improved rural living conditions significantly, with 79% of villages rated three stars or above, and high coverage rates for sanitation and infrastructure [10]. Group 5: Ecological Development - Jincheng is committed to ecological protection, achieving a record 259 days of good air quality in 2024 and implementing various pollution control and ecological restoration projects [11][12]. - The city has achieved a forest coverage rate of 40.3% and is actively pursuing low-carbon development goals, with a 3.8% reduction in energy consumption per unit of GDP in 2024 [12].

蓝焰控股公告，全资子公司与山西省自然资源厅签署了《山西省沁水盆地法中区块煤层气探矿权出让合 同》。法中区块位于山西省长治市沁源县，勘查面积297.9平方千米。探矿权期限为五年，最低勘查投 入每年每平方千米不低于5万元。合同金额为人民币2.01亿元，乙方应在收到征收机关缴款通知书之日 起30日内缴纳。 ...

Core Insights - The article highlights the significant advancements in coalbed methane (CBM) production in China, particularly at the Daqi Gas Field, which has achieved a daily gas production of 1.012 million cubic meters, marking a 56% year-on-year increase [2] - The article emphasizes the strategic focus of China National Petroleum Corporation (CNPC) on coalbed methane development, showcasing innovative technologies that have propelled production and efficiency [2][6] Group 1: Production Achievements - The Daqi Gas Field has consistently surpassed production milestones, achieving daily outputs of over 700, 800, 900, and 1,000 million cubic meters throughout the year, demonstrating a robust upward trend in production capacity [2] - The field has reached an annual production capacity of 300,000 tons of oil equivalent, playing a crucial role in alleviating natural gas supply-demand imbalances and ensuring national energy security [2] Group 2: Technological Innovations - CNPC has developed key technologies such as "black gold target dense network fracturing" and "geological engineering integrated guidance," which have been instrumental in enhancing the scale of gas field development [2] - The company has successfully implemented a "large-scale fracturing penetration" approach, leading to the first commercial breakthrough in deep coalbed methane development with the Jishen 6-7 well, which achieved a daily gas production of 10.1 thousand cubic meters [6] Group 3: Research and Recognition - CNPC's research team has made significant contributions to the understanding of deep coalbed gas reservoirs, revealing a dual-phase gas storage model that supports efficient resource extraction [6] - The Daqi Gas Field has been recognized as a benchmark for coalbed methane development, with multiple high-yield wells achieving cumulative gas production exceeding 100 million cubic meters [8]

上市企业：蓝焰控股（000968）,国新能源（600617）,天壕能源（300332）,新锦动力（300157）,准油股 份（002207）,陕天然气（002267）,山西焦化（600740）,华阳股份（600348）,中国石油（601857） 相关报告：智研咨询发布的《2026-2032年中国煤层气行业发展现状调查及前景战略分析报告》 根据国家统计局数据显示：2025年10月中国煤层气产量为15.2亿立方米，同比增长3.5%；2025年1-10月 中国煤层气累计产量为151.4亿立方米，累计增长6.5%。 2020-2025年1-10月中国煤层气产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

Core Insights - The 21st International Coalbed Methane Symposium was held in Chengdu, China, focusing on coal mine gas management and utilization, with over 300 experts and representatives from various countries participating [1][3] - The event highlighted the importance of coal mine gas governance and efficient utilization in the context of global energy transition and low-carbon development [3] Group 1: Event Overview - The symposium was organized by the National Mine Safety Administration and co-hosted by the Emergency Management Department's Information Research Institute and Chengdu University of Technology [1] - Keynote speeches were delivered by prominent experts, including members from the Chinese Academy of Engineering and the Polish Central Mining Institute, discussing cutting-edge viewpoints and innovative practices [3] Group 2: Themes and Discussions - The conference featured discussions on topics such as "Frontier Research and Innovative Practices in Coal Mine Gas Extraction and Utilization Technology," "Utilization of Coal Mine Gas under the 'Dual Carbon' Background," and "Unconventional Natural Gas Exploration and Development" [3] - A notable presentation by the chairman of Beijing Junfa Technology Group focused on "Innovative Technology for Full Concentration Utilization of Coal Mine Gas," providing new pathways for addressing low-concentration gas utilization challenges [3] Group 3: Future Directions - The symposium served as a high-quality platform for international exchange in the coalbed methane sector, emphasizing the need for enhanced international cooperation to explore new models and pathways for gas governance and utilization [3] - The event aimed to contribute to the safe and high-quality development of coal mines and global methane reduction efforts through technological innovation and standard co-construction [3]

Core Viewpoint - China Coalbed Methane Group Limited plans to sell 100% equity of Qingshui Shuntai Energy Development Co., Ltd. to Shanxi Shenggang Energy Co., Ltd. for a cash consideration of 24.6093 million yuan [1][3] Company Overview - China Coalbed Methane is a Hong Kong-listed energy company primarily engaged in coalbed methane extraction, pipeline transportation, LNG liquefaction, storage, sales, and related engineering services [1] - The company has invested over 2 billion yuan in projects across Tianjin, Hebei, and Shanxi, establishing a complete industrial chain from coalbed methane extraction to LNG logistics and market application [1] Transaction Details - Shanxi Shenggang Energy, established in April 2020 with a registered capital of 5 million yuan, is the buyer of Qingshui Shuntai [1] - Qingshui Shuntai, founded in November 2006 with a registered capital of 240 million HKD, is primarily involved in the manufacturing and sales of liquefied coalbed methane [3] - The sale is motivated by Qingshui Shuntai's aging liquefaction equipment, high maintenance costs, and uncertain returns on technology upgrades, alongside a market oversupply of LNG leading to a significant price drop from 5,194 yuan per ton in September 2024 to 3,840 yuan per ton in September 2025 [3] Financial Implications - After the sale, China Coalbed Methane expects a net amount of approximately 23.9 million yuan, which will be allocated for R&D in hydrocarbon-based natural gas technology (10 million yuan), acquisition of a 17% stake in Wan Zhi Logistics (10.2 million yuan), and replenishing working capital (3.7 million yuan) [4] Industry Context - Shanxi has two leading coalbed methane companies: Shanxi Lanhua Coalbed Methane Co., Ltd., established in January 2010, and the newly unveiled Jincheng Coalbed Methane Investment and Development Group Co., Ltd. [5][6] - Jincheng Coalbed Methane aims to leverage local coalbed methane resources for industrial development, focusing on creating a comprehensive pipeline network to enhance gas delivery efficiency [6]