Affected by the epidemic and the international environment, the downward pressure on the national economy is great. Ensuring energy security is the basis of economic growth. Therefore, it is the core consensus of the industry to give full play to the role of coal ballast, ensure the safety of the energy industry and comprehensively serve the national economic growth; In the first quarter of 2022, the industrial output value and profit data increased significantly; Energy technology enterprises have made major moves in terms of technological innovation, market expansion and financing, and the industry as a whole is developing at a high speed.
market research
Governmental meetings and opinions
The article makes an important discussion on energy and double carbon work.
The article points out that it is necessary to correctly understand and grasp the peak carbon neutralization. Promoting carbon peak and carbon neutrality is a major strategic decision made by the Party Central Committee after careful consideration. It is our solemn commitment to the international community and an inherent requirement for promoting high-quality development. Recently, there have been some problems in practical work. Some have engaged in "carbon charging", some have engaged in "one size fits all" and campaign "carbon reduction", and even "switching off and power rationing", which do not meet the requirements of the Party Central Committee. Green low-carbon development is a complex project and long-term task for the comprehensive transformation of economic and social development. The adjustment of energy structure and industrial structure cannot be achieved overnight, let alone divorced from reality. If the gradual withdrawal of traditional energy is not based on the safe and reliable replacement of new energy, it will have an impact on economic development and social stability. Reducing pollution and carbon is an organic part of economic structure adjustment, which should be established first and then broken, and overall planning.
The article points out that we should adhere to the principles of national overall planning, saving first, two wheel drive, internal and external unimpeded, and risk prevention. The Central Committee of the Communist Party of China has issued opinions on carbon neutralization and approved the action plan for carbon peak. To achieve the goal of carbon peak and carbon neutralization, we should be unswerving, but it is impossible to accomplish its work in one battle. We should adhere to seeking progress while maintaining stability and gradually achieve it. Based on the national conditions, coal is our basic national conditions, and the realization of carbon peak must be based on this reality. While doing a good job of clean and efficient utilization of coal, we will accelerate the flexibility transformation of coal-fired power units, develop renewable energy, promote the optimal combination of coal and new energy, and increase the consumption capacity of new energy. We should pay close attention to tackling key green and low-carbon technologies and accelerate the popularization and application of advanced technologies. We should conduct scientific assessment, improve the "dual control" system of energy consumption, create conditions to realize the transformation from "dual control" of energy consumption to "dual control" of total carbon emissions and intensity as soon as possible, and accelerate the formation of an incentive and restraint mechanism for reducing pollution and carbon. All relevant departments in all regions should coordinate the work of "double control" and "double carbon" to prevent simple layer by layer decomposition. To ensure energy supply, achieve multi-objective balance, and increase energy supply through multiple channels, large enterprises, especially state-owned enterprises, should take the lead in maintaining supply and stabilizing prices, and never allow the recurrence of major events such as "power rationing" in large areas. We should deepen the energy revolution, promote the reform of energy consumption, supply, technology and system, strengthen international cooperation, and accelerate the construction of an energy power.
Interpretation of the State Council executive meeting on energy
Ensure energy security. We will implement local responsibilities for coal production, adjust the policy of increasing coal mine nuclear production capacity, and speed up the handling of procedures for guaranteeing the supply of coal mines. Another batch of hydropower, coal power and other energy projects will be started.
May press conference of the national development and Reform Commission
The press conference made it clear that we should take coal as the "anchor" to ensure the supply and price stability of energy. By improving the coal production, supply, storage and marketing system and strengthening the market expectation management, we will guide the coal price to operate within a reasonable range, stabilize the electricity price through stabilizing the coal price, and then stabilize the overall energy cost.
The national development and Reform Commission will closely monitor the changes in coal market prices, immediately remind and interview those who are found to exceed the reasonable range, and, if necessary, take measures such as investigation and notification to guide coal prices to return to the reasonable range; Those suspected of driving up prices will be transferred to relevant departments for investigation and punishment according to law.
Coal is an important basic energy related to the national economy and the people's livelihood. Coal power accounts for about 60% of the power generation in the whole society. To stabilize the energy consumption cost of enterprises, we must base ourselves on the basic national conditions of coal, and do a good job in ensuring the supply and price of coal. Next, the national development and Reform Commission, together with relevant departments, will take effective measures to ensure a reasonable and sufficient coal supply and keep prices within a reasonable range.
The fifth integrity work conference of the State Council
We should grasp the overall situation, shoulder the responsibility of ensuring national food and energy security, and maintain the stability of the industrial chain and supply chain. At present, the external environment is becoming increasingly complex and severe. The prices of energy, grain, raw materials and other bulk commodities are rising rapidly, and the supply chain of the international industrial chain is impacted Based on the reality of China's coal based energy resources, we should release the domestic high-quality coal production capacity as soon as possible, cancel the production restriction index, and start the mature new production capacity projects as soon as possible to ensure safe production. At the same time, take precautions and speed up the construction of new power generation projects. We should make overall plans, strengthen coordination, open up "arteries" such as transportation backbone networks and ports, unblock "capillaries", ensure smooth international and domestic logistics and supply of living materials, maintain the stability of the supply chain of the industrial chain and meet the needs of consumers. Doing these jobs well is also a test of the complex situation and administrative ability.
The National Energy Administration recently released the viewpoint of coal mine intellectualization
Recently, lujunling, chief economist of the national energy administration, introduced in an interview that more than 70% of the country's first demonstration coal mines will be completed by the end of the year. It is expected that the construction will be completed by the end of 2023. It will drive nearly 400 coal mines nationwide to carry out intelligent upgrading and transformation from point to area. At present, 813 intelligent mining faces have been built, and the effect of reducing personnel, increasing safety and improving efficiency is increasingly apparent, And played an important role in the safe production and supply of coal last winter and this spring.
In addition, zhangjianhua, Secretary of the leading Party group and director of the national energy administration, published an article entitled "comprehensively building a modern energy system to promote the high-quality development of energy in the new era" in the current affairs report. In terms of improving the scientific and technological innovation ability of the energy industry, he pointed out that at present, a new round of scientific and technological revolution and industrial reform is poised to take place, major disruptive technologies are emerging, and the transformation of scientific and technological achievements is accelerating. The core of the previous two industrial revolutions is the transformation of energy technology. The biggest feature of the new round of scientific and technological revolution and industrial transformation will be the close integration of new energy and Internet technology. We should attach great importance to the important role of energy technology reform, adhere to innovation driven development, accelerate the energy technology revolution, and strive to improve the modernization of the energy industry chain. First, strive to achieve self-reliance in energy science and technology and enhance the anti risk ability of the industrial chain. Second, consolidate and enhance the competitiveness of the energy industry chain. Based on the advantages of China's new energy industry, we will accelerate breakthroughs in green and low-carbon energy technologies and forge a long board of energy technology and equipment. Third, accelerate the digital and intelligent upgrading of the energy industry. We should accelerate the deep integration of modern information technology and the energy industry, promote the digitalization of energy infrastructure, build application scenarios and industrial models based on 5g and other technologies, realize the interaction of source, network, load and storage, multi energy synergy and complementarity, and intelligent regulation of energy demand, and promote the transformation and transformation of the energy system through pilot demonstration. In addition, efforts should also be made to improve the energy science and technology innovation system, integrate and optimize scientific and technological resources, implement systems such as "showing leadership" and "horse racing", and guide all kinds of social capital to invest in energy science and technology innovation.
People's Bank of China: increase the special re loan line for clean and efficient utilization of coal by 100billion yuan
With the approval of the State Council, the people's Bank of China, the national development and Reform Commission and the Energy Administration jointly issued a notice to clearly support the increase of 100billion yuan in the amount of special re loans for clean and efficient utilization of coal, which are specifically used in fields related to the development and use of coal and the enhancement of coal reserve capacity. Specific support areas include: first, coal safety production and reserve. Including modern coal mine construction, green and efficient technology application, intelligent mine construction, coal mine safety transformation, coal washing, coal reserve capacity construction and other projects. The second is the field of electricity and coal supply guarantee for coal power enterprises. Financial institutions shall give priority to supporting project loans for coal safety production and reserve. In the field of power and coal supply guarantee for coal power enterprises, the working capital loans issued by financial institutions for coal power enterprises to purchase coal can apply for special refinancing support as required.
After the increase of 100billion yuan, the total amount of special refinancing to support the clean and efficient utilization of coal will reach 300billion yuan, which will help further release the advanced coal production capacity, ensure the safe and stable supply of energy, and support the economic operation within a reasonable range.
Online activities and expert opinions
Seminar on coal industry policy and implementation of the 14th five year plan was held Online
On the afternoon of May 10, the China Coal Industry Association organized a seminar on coal industry policies and the implementation of the 14th five year plan through video in order to analyze, study and judge the operation situation of the national coal economy, accurately grasp the objective environment and existing problems of high-quality development of the industry, and provide decision-making reference for relevant national departments to adjust and improve coal industry policies and promote the implementation of enterprise assistance policies.
At present, the development of the national coal industry has several characteristics: first, China's coal supply and price stability has achieved remarkable results, and the national coal supply guarantee capacity has been greatly enhanced; Second, the change of international energy supply and demand situation has a great impact on China's coal imports, market expectations and the supply and demand of the southeast coastal coal market; Third, the situation of tight supply and demand in the coal market needs in-depth analysis and judgment; Fourth, the construction of large modern coal mines has laid an objective foundation for the implementation of coal elastic production capacity and coal mine elastic production; Fifth, the coal price regulation and supervision policy has played a key role in maintaining the market order and promoting the smooth operation of the market; Sixth, the good production and operation status of the enterprise provides an economic foundation for promoting transformation and upgrading and benefiting the employees in the mining area; Seventh, the national policy on clean and efficient utilization of coal and capacity construction has provided policy support for the high-quality development of enterprises; Eighth, the scientific dialectical relationship between the implementation of the carbon peak and carbon neutralization strategy and the development of the coal industry is becoming clearer and clearer, and the awareness of the role of coal in energy security is enhanced.
Video Conference on economic operation analysis of some large coal enterprises was held
On May 31, China Coal Industry Association and China coal transportation and Marketing Association organized and held a video conference on economic operation analysis of some large coal enterprises. Responsible comrades from 16 enterprises including national energy, China Coal Group, Jinneng holdings, Shaanxi coal group, Yitai group, Shanxi coking coal, Lu'an Group, Huayang Group, shanneng group, Kailuan Group, Jizhong energy, Henan energy, Huaihe energy, Huaibei group, Longmei group and Panjiang group attended the meeting.
The meeting pointed out that since March, in addition to the growth of chemical coal, the coal consumption of electric power, metallurgy, building materials and other industries has decreased year on year, and the tension between supply and demand in the coal market has slowed down. The profits of the coal industry grew rapidly, but from the perspective of structure, the output of large coal enterprises accounted for more than 2/3, and the profits accounted for only 1/3.
The meeting stressed that coal enterprises should improve their political position, stress politics and consider the overall situation, strengthen their confidence and determination to ensure the supply and price of coal, and give full play to the role of coal as a guarantee.
Academician wangguofa: the vision of intelligent coal mine will be realized
Interpretation of scientific and technological innovation plan - strengthening the driving force of scientific and technological innovation and promoting the clean, low-carbon and efficient development and utilization of coal
Trends of energy mining enterprises
National Bureau of Statistics: the total profit of mining industry in the first four months increased by 1.46 times year-on-year
According to the data recently released by the National Bureau of statistics, from January to April, industrial enterprises above Designated Size achieved a total profit of 2658.23 billion yuan, a year-on-year increase of 3.5%, and the growth rate was 5 percentage points lower than that from January to March. Among them, the mining industry realized a total profit of 543.57 billion yuan, a year-on-year increase of 1.46 times.
From January to April, the profits of the mining industry continued a high growth trend, in which the profits of the coal and oil and gas mining industries increased by 1.99 times and 1.38 times respectively. The profits of non-ferrous metal smelting and chemical industry in the raw material industry increased by 40.3% and 14.8% respectively.
Results of listed coal enterprises released in the first quarter
Affected by favorable factors such as strong demand in the domestic coal market and continuous rise in energy prices in the international market, the performance of listed coal enterprises in the first quarter was generally good. Public information shows that as of April 28, 18 listed coal enterprises have released their first quarter reports. Among them, the net profit of 11 listed coal enterprises increased by more than 100%, with the largest increase of more than 500%.
The industry leader China Shenhua Energy Co., Ltd. (hereinafter referred to as China Shenhua) has realized a net profit of nearly 19billion yuan. According to the first quarterly report of China Shenhua, the company achieved an operating revenue of 83.902 billion yuan, a year-on-year increase of 24.1%; The net profit was 18.957 billion yuan, a year-on-year increase of 63.3%.
It is estimated that the net profit attributable to the shareholders of the listed company in the first quarter will be 6.45 billion yuan to 7.13 billion yuan, an increase of 83.8% to 103.2% year-on-year. China Coal Energy said that in the first quarter, the prices of its main products were operating at a high level. The company made every effort to increase production and supply to ensure energy supply, continued to strengthen refined management, scientifically controlled costs and expenses, and confirmed that the investment income of joint-stock enterprises increased significantly year-on-year.
China's first corporate ESG disclosure guide was formally implemented, and the national energy group participated in the formulation
On June 1, led by China enterprise reform and Development Research Association, the group standard of enterprise ESG disclosure Guide (t/cerds 2-2022) was formally implemented with national energy group, China Shenhua and other units as the main drafters. The group standard is divided into three dimensions: environmental, social and governance, and has established a four-level indicator system for enterprise information disclosure and 118 specific indicators. This is the first enterprise ESG information disclosure guideline in China. The standard fully meets the demands of enterprise ESG construction and sustainable development, effectively combines with Chinese characteristics, and fills the gap in the field of ESG local disclosure standards.
In recent years, the group company has practiced the responsibility concept of "national energy, responsible power", established the CE · CE social responsibility system, actively carried out ESG exploration and practice, and actively participated in the formulation of standards and systems in the field of social responsibility management. In 2021, the group won the first batch of top ten ESG demonstration enterprises of central enterprises. China Shenhua and Longyuan Power were selected into the "central enterprise ESG · pioneer 50 index". China Shenhua's "ESG management information system construction" was also selected into the excellent cases in the ESG Blue Book of central enterprise listed companies (2021), setting up an advanced model in the energy industry.
Comprehensive standard system of unmanned transportation system for open pit production and operation was released for the first time in the coal industry
Recently, five standards in the technical specification for driverless transportation system in open pit mines, which was led by Yanbao energy, a national energy group, were included in the 2022 coal industry group standard formulation plan. The technical specification for driverless transportation system in open pit mines is the first comprehensive standard system for driverless transportation system comprehensively formulated around the production and operation of open pit mines in the coal industry. As the first demonstration unit in China to realize the unmanned transportation of 100 ton trucks in extremely cold environment, Yanbao energy of the national energy group, based on the advanced experience of the world's first "5g+ driverless" truck marshalling project under extremely cold conditions, Technical specification for driverless transportation system of open pit mine has been prepared.
In September, 2021, the "safety demonstration project of driverless truck marshalling in open pit mine in extremely cold complex climate environment" passed the acceptance of industry and national energy group experts in Baorixile open pit mine of Yanbao energy, the national energy group. While contributing to the "ten standards", the project has created "five firsts": "the world's first demonstration project of unmanned truck marshalling operation in extremely cold (-40 ° C) environment", "the world's first 5g SA independent networking open pit coal mine driverless project", "China's first unmanned transformation project of mining trucks above 200 tons", "China's first project of realizing all-weather three shift unmanned marshalling operation" "The first project in China to realize the marshalling operation of mining trucks without safety personnel". The achievements are reproducible and popularized, and fill many gaps in the field of unmanned mining equipment technology in extremely cold areas.
It is reported that huituo, which provides intelligent mining technology and services for Baorixile open pit mine of Dayan company, the national energy group, is a "national team" technology enterprise incubated by the Chinese Academy of Sciences. Its chief scientist Professor wangfeiyue is a pioneer in the field of international intelligent control and the founder of Chinese intelligent control. Supported by its world first parallel theory, huituo has developed an independent and controllable parallel mine operation system - "Yugong". As a smart mine operating system with all types of machines, multiple minerals and the whole scene, the R & D and application of the "Yugong" parallel mine operating system plays an important role in breaking through the "neck" problem of key technology. At present, it has been implemented and applied in more than 30 mines in the four major industries of coal, metallurgy, nonferrous metals and cement.
Improve asset benefit and build smart mine: deploy unified production dispatching command system in North open pit coal mine
Recently, the state power investment Inner Mongolia company thoroughly implemented the "2035 first-class strategy" of the group company, and joined hands with huituo to deploy the production dispatching command system in the construction of the north open pit coal mine, to help the construction of smart mines with scientific and technological innovation, and to promote the in-depth development of intelligent construction.
The intelligent production dispatching command system of North open pit coal mine is an all-round and multi-level unified dispatching command system integrating unmanned transportation and manned transportation. In the process of project promotion, relying on the self-developed "Yugong" parallel mine operation system, huituo creatively took the driverless mine card and open pit mine intelligent operation and monitoring system as the core of intelligent production of production and operation equipment of the whole mine, and realized the all-round dispatching management of unmanned transportation, manned transportation and manned and unmanned mixed operation, laying a solid foundation for the unmanned construction of the whole mine.
Shaanxi coal power Co., Ltd. was established, and the short-term poverty relief effect of coal power joint venture was obvious
On May 12, 2022, Shaanxi Coal Power Group Co., Ltd. was inaugurated and established. The newly established Shaanxi coal power group was renamed from Shaanxi Chang'an Power Co., Ltd.
The inauguration of Shaanxi coal power group is an important measure for Shaanxi coal power group to accelerate the promotion of clean, low-carbon, safe and efficient utilization of energy. In order to straighten out the management system and mechanism of the power sector, implement integrated operation and professional management, and boost the core competitiveness of the power sector.
According to the official website of Shaanxi coal power group, from February 8 to February 11, the operation and management of five home appliance plants of Datang Yuncheng Power Generation Co., Ltd., Datang Shimen Power Generation Co., Ltd., Datang Xinyang Power Generation Co., Ltd., Datang Xinyang Huayu Power Generation Co., Ltd. and Datang Lueyang Power Generation Co., Ltd. were successively transferred from Datang Group to Shaanxi coal power group, and Shaanxi coal realized the unification of control and management rights.
The intelligent application of the first 5g coal mine in China is upgraded again
Xinyuan coal mine, the first 5g+ intelligent mine in China, has jointly developed and completed the "intelligent operation management platform" with Huawei, which has been successfully applied in 2/3 teams of coal mines. This platform involves 31 business scenarios in three aspects, with more than 400 operators, marking another step in the intelligent process of Xinyuan coal mine.
At present, this platform has covered the patrol inspection work in many places, such as underground substation, hoist, ventilator, underground belt conveyor, fully mechanized mining face, power distribution room, water pump room, etc., so as to realize the whole process supervision and traceability of patrol inspection, online patrol inspection information, and automatic dispatch of patrol inspection tasks; With this platform, the standardized management of underground engineering can also be realized, and the acceptance process data can be included in the tunnel archives to provide an important basis for subsequent production operations.
China Mobile and China Unicom set up industry related Corps
In may2022, China mobile mining Corps was officially established. With the goal of "doing a good job in scale replication, expanding 5g grain production areas, and achieving comprehensive leadership in the mining industry", the Corps implements the requirements of national policy guidance. Relying on the 5g technology advantages of China Mobile, the Corps will build a digital economy industrial ecology through "connection + computing power + capability", empower the mining industry with faster response, higher efficiency and stronger combat power, help mining enterprises achieve safe production, reduce personnel and increase efficiency, and create a new chapter in smart mining.
On May 17, on the world telecommunication and information society day, China Unicom announced the establishment of nine major industry groups for key vertical industries, namely, equipment manufacturing, smart mining, smart steel, garment manufacturing, automobile manufacturing, smart medical care, smart legal affairs, smart emergency and smart transportation, which were respectively organized by the Shanghai, Shanxi, Shandong, Hebei, Zhejiang, Chongqing, Guangdong and Sichuan branches of China Unicom and Unicom Digital Technology Co., Ltd Ten units of Unicom Smart Network Technology Co., Ltd. are responsible for the establishment.
The white paper on informatization infrastructure construction of coal enterprises - version 2022 was officially released
With the rapid advancement of digital transformation of coal enterprises and intelligent construction of coal mines, the network capacity and computing capacity of traditional information infrastructure can no longer meet the actual needs of the development of coal enterprises in the new era.
The white paper on informatization infrastructure construction of coal enterprises - 2022 edition, jointly prepared by the informatization branch of China Coal Industry Association in conjunction with 13 units, including national energy group, China Coal Energy Group, Shandong energy group, Jinneng holding group, Shaanxi coal group, Shanxi Coking Coal Group, Kailuan Group, Huayang Group, Huaihe energy group, Huaibei Mining Group, China Pingmei Shenma Group, Henan energy group and Huawei, According to the application and development trend of the new generation information technology in the coal industry, combined with the practical experience of typical coal enterprises and coal mines, and on the premise of complying with the existing policies, standards and specifications, this paper puts forward the construction principles, overall framework, function and reliability requirements of the information infrastructure of coal enterprises based on the industrial Internet, which can be used as a reference for the top-level design of coal enterprises.
