以下文章来源于地球知识局 ，作者地球知识局 地球知识局 . 人文+地理+设计，全球视野新三观。 合作请联系：xiaobaibai_9999（注明品牌和需求） 但和东北不一样的是， 华北西北的煤，比东三省要多得多 。按比例看，东三省的煤其实还不到全国的百分之二，那华北西 北能占多少呢？ 本文来自微信公众号： 地球知识局 （ID：diqiuzhishiju） ，文字：澄澈，编辑：卡皮巴猫，头图来自：视觉中国（图为甘 肃玉门老城区，一位身穿工作服的石油工人从废弃的建筑前走过） 矿坑塌陷、企业倒闭、林场停产、人口外流…… 之前，我们讲了东北的30座资源枯竭城市。这批城市里除了极个别幸运儿，似乎都逃不出矿竭城衰的宿命。 但中国资源枯竭的城市，又何止东北一处。华北和西北这两北地区，共同组成了 辽阔的北方模式 。相比东北老铁高度一致 的"铁锈带叙事"，他们的命运可谓冰火交加。 本期我们将聚焦北方21座资源枯竭城市，看看他们如何与时代赛跑，又如何在泥沼中求生。 一、煤海沉浮，命途多舛 这21座城市里， 有16个煤炭枯竭，3个有色金属枯竭，2个石油枯竭 ，煤炭占了绝对比例。而且跟东北老铁一样，煤炭组的 命运也是相当惨。 如果把 ...

矿坑塌陷、企业倒闭、林场停产、人口外流…… 之前，我们讲了东北的30座资源枯竭城市。这批城市里除了极个别幸运儿，似乎都逃不出矿竭城衰的宿命。 但中国资源枯竭的城市，又何止东北一处。华北和西北这两北地区，共同组成了辽阔的北方模式。相比东北老铁高度一致的"铁锈带叙事"，他们的命运可 谓冰火交加。 本期我们将聚焦北方21座资源枯竭城市，看看他们如何与时代赛跑，又如何在泥沼中求生。 一、煤海沉浮，命途多舛 这21座城市里，有16个煤炭枯竭，3个有色金属枯竭，2个石油枯竭，煤炭占了绝对比例。而且跟东北老铁一样，煤炭组的命运也是相当惨。 如果不算黑吉辽和蒙东，华北和西北这四个区占比高达四分之三。其中晋陕蒙宁一个区就占了54.6%，是华南贫煤区的104倍。而16座北方煤炭枯竭城 市，就分布在这片黑色的富矿带上。 他们大致可以分成两条"煤带"，一个在黄河几字弯，一个在黄淮海。这些煤城的品位、储量和开采难度迥然不同，命运也是天差地别。 黄河几字弯是一条超级煤带，宁东、神东、晋北、晋中、陕北、黄陇六大亿吨级基地依次排开，全国一半的煤都是从这儿挖出来的。 煤挖得又多又狠，枯竭城市当然也少不了，比如塞上双子煤城—石嘴山和乌海。 但和 ...

Core Viewpoint - The report highlights the financial performance and operational challenges faced by Shanxi Tond Chemical Co., Ltd. during the first half of 2025, including a significant decline in revenue and net profit, while also outlining the company's strategic initiatives in biodegradable plastics and energy projects. Financial Performance - The company's operating revenue for the reporting period was approximately 255.64 million yuan, a decrease of 19.32% compared to the previous year [5][19]. - The net profit attributable to shareholders was approximately 5.01 million yuan, reflecting a substantial decline of 87.45% year-on-year [5][19]. - The total assets at the end of the reporting period were approximately 4.62 billion yuan, down 1.72% from the previous year [6]. Business Overview - The primary business of the company includes the research, production, and sales of civil explosives, with key products such as emulsified ammonium oil explosives and on-site mixed explosives [7][10]. - The company is recognized as a leading enterprise in the domestic civil explosive industry, with a comprehensive industrial chain [10][15]. Strategic Initiatives - The company is actively pursuing transformation and upgrading by entering the "new energy and new materials" sectors, particularly through the establishment of a new production line for biodegradable plastics (PBAT) and its raw material BDO [7][10]. - The PBAT project is positioned as a significant initiative under the national "14th Five-Year Plan" to support emerging industries, with a production capacity of 60,000 tons of PBAT and 240,000 tons of BDO [7][10]. Industry Context - The civil explosive industry is experiencing a downturn, with production and sales values declining by 2.71% and 1.56% respectively [8]. - The demand for civil explosives is closely linked to fixed asset investment in the secondary industry, with significant applications in mining and infrastructure projects [10][11]. Regulatory Environment - The company must comply with various regulations governing the production and sale of civil explosives, ensuring safety and operational standards are met [14][21]. - Recent policies emphasize the need for innovation and digital transformation within the industry, aiming to enhance safety and efficiency [12][11].

Group 1: Green Hydrogen and Ammonia Project - The first batch of green ammonia from the 1.52 million tons green ammonia project in Chifeng has been successfully launched, marking the official production of the first phase of 320,000 tons [2] - The project integrates wind and solar power generation, water electrolysis for hydrogen production, and green ammonia synthesis, addressing renewable energy consumption challenges [2] - The project aims to achieve 100% green electricity connection and dynamic coupling of wind-solar storage with hydrogen and ammonia production [2] Group 2: Inner Mongolia's Industrial Development - Inner Mongolia is leveraging national industrial transfer opportunities to develop new production capabilities, focusing on building a modern chemical industry system [3] - In the first half of the year, fixed asset investment in Inner Mongolia increased by 14.8%, with the secondary industry investment growing by 15.3% [3] Group 3: Coal-based Chemical Projects - The Baofeng Energy coal-to-olefins project in Ordos has a total investment of 67.3 billion yuan, with an annual production capacity of 3 million tons of olefins, accounting for 23.4% of the national total [6] - The project has set multiple industry records in capacity scale, construction period, equipment replacement, and energy consumption costs, showcasing advanced technology levels [6] Group 4: Modern Coal Chemical Industry in Ordos - Ordos has established multiple circular industrial chains, including coal-to-oil, coal-to-gas, and coal-based new materials, promoting the coupling of modern coal chemical with green hydrogen and carbon capture technologies [7] - The city is advancing 23 modern coal chemical projects, expected to add 10 million tons of new capacity [7] Group 5: New Energy and Chemical Integration - The Shanghai Port has achieved its first batch of green methanol refueling, which can reduce greenhouse gas emissions by 70% [10] - Inner Mongolia is actively promoting the coupling of coal chemical with renewable energy, with significant investments in new energy projects [10] Group 6: Policy and Environmental Optimization - Inner Mongolia has implemented a series of policies to optimize the business environment, enhancing support for key industrial projects [14] - The region is focusing on developing modern coal chemical and fine chemical industries, aiming for a green, fine, and circular modern coal chemical industry chain [14]

Group 1 - The project has a total investment of 30 billion yuan, with an annual output value of 60 billion yuan, and can drive the upstream and downstream industry chain output value by over 50 billion yuan [2] - The produced propylene is essential for modern organic synthesis and is primarily used in polypropylene, acrylic acid, epoxy propane, and butanol [2] - Zhongjing Petrochemical is the world's largest producer of biaxially oriented polypropylene (BOPP) films, with five soft packaging production bases and 18 world-class production lines [2] Group 2 - The project is a showcase of high-end petrochemical industry innovation in China, collaborating with top international technology firms to achieve breakthroughs in key technologies [3] - The project has set records for the largest capacity and smallest footprint in the global polypropylene industry, enhancing energy efficiency by 40% and reducing carbon emissions by 30% [3] - The facility will utilize a significant amount of by-product hydrogen to produce new chemical materials, including BDO, which is used in lithium batteries and biodegradable plastics [4] Group 3 - The total investment for the BDO production project is 18 billion yuan, with an expected annual output value exceeding 60 billion yuan, aiming for full production within three years [4] - The project is projected to reduce industry chain costs by approximately 2.5 billion yuan annually [4]