转自：CCTV4 当陕北的煤，炼出华中的钢；当新疆的气，温暖华北的冬；当塞北的风，点亮江南的灯……大西北的旷野和西北能源人的担当，撑起了绿色中国坚实而可靠 的能源"粮仓"。 2026年1月6日18:16 《大西北》第七集《能源脉动》 CCTV-4、央视频、央视网精彩继续！ 黄土地上的能源史诗 △纪录片《大西北》第七集《能源脉动》海报 这片厚重的黄土高原，是中国石油工业的摇篮。多部古书都有关于"石油"的记载。1907年，延长县打出了中国陆上第一口油井。延安时期，这里的"功臣油 矿"支撑了革命事业，"埋头苦干"的精神由此铸就。 从玉门、克拉玛依到塔里木、长庆，大西北不仅蕴藏着支撑国家能源安全的丰富资源，更走出了以铁人王进喜为代表的一代代建设者。他们的担当与奉献， 汇聚成中国能源脉动的强劲力量。 兰州石化： "争气油"与百个第一 在黄河之畔的兰州，矗立着共和国的"石化长子"——兰州石化。1958年，这里炼出了第一桶国产汽油，被称为"争气油"。98岁的功勋工程师胡菽兰，至今仍 记得当年为国拼搏的激情。她参与研发的国产航空燃油，结束了我国完全依赖进口航空燃料的历史。 在煤炭富集的宁夏宁东，一场改变中国能源结构的革命正在 ...

《石化化工行业稳增长工作方案(2025—2026年)》提出，扩大有效投资，促进转型升级，科学调控重大 项目建设;加强现代煤化工项目规划布局引导，防范煤制甲醇行业产能过剩风险；适度布局煤制油气、 煤制化学品项目，开展煤化工与新能源耦合、先进材料、技术装备、工业操作系统等产业化应用示范， 以及二氧化碳捕集、利用及封存工程示范。 然而，"碳多氢少"的先天不足使煤化工成为排碳大户。做好碳排放的"减法"，成为必然。 我国70%以上的合成氨、甲醇产能以煤为原料，43%的乙二醇产能采用煤化工路线。在合成氨和甲醇两 种产品纳入碳交易市场已进入倒计时的背景下，煤化工企业实现源头减碳、过程降碳、末端固碳及二氧 化碳资源化利用刻不容缓。 2025年11月11日，陕煤集团榆林化学有限责任公司400万吨/年碳捕集与封存(CCS)示范项目先导试验工 程榆碳1井首次注入成功，二氧化碳"捕集—输送—封存"项目全流程打通，填补了我国现代煤化工大规 模碳捕集与封存工程化应用领域的空白。该公司总经理段立波表示，项目为在西北地区构建国家级碳减 排示范基地提供了技术支撑与工程实践经验，助推煤化工行业低碳绿色发展。 在做好"减法"的同时，煤化工与新能源 ...

黄河东岸、毛乌素沙地西缘，一片规模宏大的现代化工业新城拔地而起，与远方的贺兰山遥遥相望。 走进宁东能源化工基地，巨型装置高耸林立、粗壮管道纵横交织，宛如钢铁森林。入夜时分，当璀璨灯光接连亮起，座座工厂流光溢彩，一幅立体的经济 热力图呈现眼前。 在这里，习近平总书记发出"社会主义是干出来的"伟大号召。这一振聋发聩的时代强音，激励亿万中国人民向着伟大复兴中国梦奋勇前进，更在宁东人耳 边时时回响，给宁东的发展增添了无穷动力。 国家能源集团宁夏煤业公司400万吨/年煤制油项目俯瞰图。（资料图片） 宁东人牢记总书记嘱托，立足中国式现代化新时代新征程，干字当头、踔厉奋进，紧抓新一轮科技革命和产业变革的历史机遇，因地制宜发展新质生产 力，加快构筑以先进煤化工为骨干的现代化产业体系，向新而行、向绿拓展、向优发展、向改革要效益，在高质量发展的道路上阔步前行。 实干筑基 因煤而建，因煤而兴。 走进宁东基地"科创宁东"展厅，一块黝黑发亮的"太西煤"跃入眼帘，十分醒目。这是宁东煤田的主力品种，也是一块"历史化石"，在不同时期、以不同形 态见证着宁东基地的发展。 煤炭是我国能源消费中占比过半的当家品种，储量主要集中在中西部地区，其中又 ...

Group 1 - The article highlights the recent achievements in the construction and development of the Ningdong Energy and Chemical Base, emphasizing the importance of coal-to-oil technology for national energy security [1] - The company has made significant advancements in independent research and development, including breakthroughs in Fischer-Tropsch synthesis catalysts and large-scale coal gasification [1] - The coal indirect liquefaction technology developed by the company has been recognized with a first-class National Science and Technology Progress Award in 2021, showcasing its replicable and promotable technology [1] Group 2 - The Ningxia Coal Industry Company of the National Energy Group has been awarded the title of "National Excellent Engineer Team" for its innovative development and industrialization of a 4 million tons/year coal indirect liquefaction technology [1] - The company is now focusing on high-end, diversified, and low-carbon development, moving beyond the single goal of "fuel oil replacement" to develop high-value-added new products [1] - The company aims to establish national and even world-class product standards and market influence in coal-based high-end wax, specialty solvents, and high-end lubricants, integrating the spirit of "practical work, dedication, innovation, and striving for excellence" into every aspect of its operations [2]

证券研究报告 | 2025年12月24日 2025年12月25日 国信煤炭观点：1）本次交易有利于增厚公司业绩。交易后公司 2024 年扣除非经常性损益后的基本每股收 益将提升至 3.15 元/股，增厚 6.10%。2025 年 1-7 月扣除非经常性损益后的基本每股收益将提升至 1.54 元/股，增厚 4.40%。此外根据业绩承诺，承诺的部分业绩在 2026-2028 年的合计为 29.6 亿元/45.5 亿元 /66.4 亿元，2027-2028 年增速分别为 54%、46%，为上市公司提供增长动能。2）本次交易巩固公司龙头地 位。本次交易后公司煤炭储量增加 97.7%，煤炭产量将提升至 5.12 亿吨，在全国原煤产量中占比约 10.8%， 进一步巩固行业龙头地位，同时增强产业链协同能力。公司是全球领先的以煤为基的综合能源企业，产运 销七板块业务协同，业绩稳定性强，股息回报丰厚，维持"优于大市"评级。。 评论： 巩固公司行业龙头地位，提升公司资产质量 巩固煤炭行业龙头地位。通过本次交易，中国神华的煤炭保有资源量将提升至 684.9 亿吨，增加 64.72%； 煤炭可采储量将提升至 345 亿吨，增加 97 ...

Core Viewpoint - The National Development and Reform Commission (NDRC) has revised and issued the "Benchmark and Baseline Levels for Clean and Efficient Utilization of Coal (2025 Edition)" to enhance the clean and efficient utilization of coal in line with national policies and the "dual carbon" goals [1][2][3]. Group 1: Policy and Framework - The "2025 Edition" aims to strengthen the leading role of benchmark levels and the constraint role of baseline levels in the coal industry, promoting a transition from low-end to high-end coal products [1][3]. - The document reflects the urgency of updating standards for clean and efficient coal utilization, as the proportion of coal in total energy consumption is projected to decrease from 56.7% in 2020 to 53.2% in 2024 [2][3]. Group 2: Key Updates and Adjustments - Compared to the previous "2022 Edition," the "2025 Edition" expands the applicable scope by adding two new areas: coal-to-natural gas and coal-to-oil, while also introducing new efficiency indicators for existing sectors [5][6]. - The updated indicators reflect recent national standards and policies, enhancing the constraints and guiding roles of the benchmark and baseline levels [6][7]. Group 3: Implementation and Support - The "2025 Edition" encourages enterprises to upgrade projects to meet benchmark levels, with a focus on categorizing management for new and existing projects [7][8]. - Specific timelines for upgrades are set, generally not exceeding three years, with a clear directive for projects failing to meet standards to be phased out [7][8]. - Financial and technical support mechanisms will be enhanced to facilitate the transition to cleaner and more efficient coal utilization, including funding, financial policies, and preferential policies for equipment and technology upgrades [8].

Core Insights - The article highlights the integration of ideological education with practical experiences in Ordos, Inner Mongolia, aiming to foster a sense of responsibility and connection to local development among students [2][4]. Group 1: Educational Initiatives - Inner Mongolia Minzu Normal University is breaking traditional educational boundaries by incorporating ideological education into real-world settings, allowing students to engage with local industries and rural areas [2]. - The "Walking Ideological Class" initiative provides immersive experiences that connect students with the region's economic transformation and cultural heritage [3][4]. Group 2: Industry Focus - The program emphasizes the coal-to-oil technology and carbon capture systems at the National Energy Group Yitai Coal-to-Oil Company, showcasing the shift from "black energy" to "green power" [2][3]. - Students are exposed to low-carbon technologies and new energy materials at the China University of Mining and Technology's Inner Mongolia Research Institute, reinforcing the commitment to developing a world-class modern coal chemical industry [3]. Group 3: Environmental Awareness - The initiative includes field studies in the Kubuqi Desert, where students learn about the integration of photovoltaic technology with water-saving agricultural systems, highlighting the ecological transformation from desertification to sustainable development [3]. - The program aims to instill a deep understanding of ecological protection and the importance of sustainable development among students [3].

新华财经太原12月9日电 从生产全流程的智能升级，到油品产量连续突破，再到市场开拓多点开花，作 为煤制油领域的标杆企业，潞安煤基清洁能源公司正跑出高质量发展的加速度。 科技赋能生产更"智慧" 近年来，潞安煤基清洁能源公司大数据、人工智能、物联网等新一代信息技术广泛应用，"智慧清能"建 设成果颇丰。 费托合成厂区内，管道蜿蜒，塔器直立。2024年，潞安煤基清洁能源公司为费托合成装置装上了"智慧 大脑"——APC智能控制系统。原本需要人工密切关注和调节的参数，现在系统可自动处理，降低了操 作人员的劳动强度。 在公司中控室大屏上，设备运行状态、运行数据、控制参数等信息一目了然，实现全维度可视化呈现。 据介绍，APC智能控制系统如同不知疲倦的"高级工程师"，通过多变量自动调节控制，自动寻找最佳运 行工况，使生产过程中的温度、压力、振幅等多个变量达到动态平衡，实现装置自动、连续、稳定控 制，始终处于"黄金"状态。 系统投用的效果立竿见影。潞安煤基清洁能源公司费托合成厂相关技术人员表示，投用APC智能控制系 统后，生产曲线从"波浪起伏"变为"直线平稳"。通过引入变频技术，当生产负荷降低时，系统还可以自 动下调机泵转速，减 ...

据介绍，该公司聚焦安全提升、效益增长、管理增效三大目标，系统推进智能化建设。通过全面部署 MES、安全管控、生产运营综合管控等系统，历经3年探索实践，形成了以装备智能化改造为支撑、过 程优化控制为核心、业务协同管理为主线、大数据模型应用为试点的智能化框架，构建成以数据要素驱 动的化工智能化生产体系，应用APC、PID整定等技术提升装置自动化水平与能效，并依托统一数据平 台推动流程再造与业务集成，有效提升了智能化运营和决策能力，为宁东基地内企业提供了可借鉴的转 型路径。 对此，宁东基地管委会相关负责人表示，下一步，宁东基地将持续推广落地先进技术、丰富典型应用场 景、优化数智服务生态，引导和支持更多基地企业积极参与到数转智改行动中，不断巩固和扩大智能工 厂培育成果。 在今年的培育工作中，宁东基地新培育认定"基础级"智能工厂17家，并推动包括宁夏惟远新能源有限公 司"年产2.5万吨聚维酮及乙烯化衍生品智能工厂"在内的7个工厂获评"先进级"智能工厂。最终，国家能 源集团宁夏煤业公司煤制油分公司的项目脱颖而出，获评"卓越级"。 中化新网讯 近日，工业和信息化部、国家发展改革委、国家数据局等6部门联合公布了2025年"卓 ...

Core Insights - Yancoal Energy's Future Energy has successfully integrated regional management for one year, focusing on strategic resource development and operational efficiency [1][2][3] Group 1: Operational Performance - The Jinjitan Coal Mine maintained stable and high production, with coal output increasing by 29,190 tons year-on-year in the first three quarters [1] - The coal-to-oil subsidiary achieved a production capacity of one million tons, marking its first successful operational year [1] - Key devices in Yulin Energy Chemical have set historical operational records, and the DMMn unit has turned profitable [1] Group 2: Management Integration - Future Energy has streamlined its management structure, reducing the number of institutions by 18% and technical positions by 35%, enhancing regional management efficiency [2] - The company has established over 90 operational guidelines and responsibilities to clarify management processes and improve integration [2] Group 3: Collaborative Development - Future Energy has broken down regional barriers and integrated technical resources, forming specialized committees to support project reviews and risk management [3] - The company has focused on optimizing production processes, resulting in a 33% reduction in "wave reduction stop" incidents and achieving historical operational highs in boiler and gasification units [3] Group 4: Innovation and Digital Transformation - Future Energy has implemented a collaborative innovation mechanism, completing several technical projects to support industrial upgrades [4][5] - The company invested 9.1 million yuan in 10 smart factory projects, enhancing automation and precision in chemical production [5] - The coal-to-oil subsidiary's advanced control project has increased automation rates to 98% and reduced key alarm rates by 80% [5] Group 5: Cultural and Community Engagement - Future Energy has integrated party building with production operations, launching educational initiatives to enhance employee engagement [6] - The company has created various community facilities and organized over 40 cultural and sports activities to foster a positive work environment [6]