China Shenhua Energy Company Limited released its major operational data for July 2026, showing mixed month-on-month softness against a solid year-to-date (YTD) trend following the consolidation of additional assets in April 2026.

Coal • Commercial coal production declined 3.1% year-on-year (YoY) in July to 43.40 million tonnes, while YTD output slipped 3.5% to 293.30 million tonnes. • Coal sales eased 4.5% YoY in July to 53.10 million tonnes, but the seven-month total inched up 0.8% to 353.30 million tonnes.

Transportation • Turnover on self-owned railways was broadly stable in July at 26.10 billion tonne-kilometres (-0.8% YoY) and expanded 5.7% YTD to 189.30 billion tonne-kilometres. • Huanghua Port’s loading volume retreated 6.2% YoY to 18.20 million tonnes in July, yet rose 2.6% YTD to 130.30 million tonnes. • Tianjin Coal Dock handled 3.40 million tonnes in July (-15.0% YoY), leaving YTD throughput flat at 25.80 million tonnes. • Shipping volume halved in July to 12.90 million tonnes (-53.4% YoY); cumulative volume was little changed at 154.90 million tonnes (-0.8% YoY). Shipment turnover fell 38.7% YoY in July to 16.30 billion tonne-nautical-miles, edging up 0.4% to 152.80 billion tonne-nautical-miles YTD.

Power • Gross power generation slipped 5.3% YoY in July to 27.22 billion kWh, yet advanced 3.6% to 163.86 billion kWh YTD. • Total power output dispatch mirrored this trend, down 5.5% YoY in July to 25.41 billion kWh, but up 3.5% to 153.49 billion kWh for the seven-month period.

Coal-Chemical Products • Polyolefin sales climbed 23.2% YoY in July to 2.02 million tonnes, taking YTD sales to 12.76 million tonnes, a 4.8% rise. • Oil product sales jumped 312.5% YoY in July to 0.99 million tonnes; YTD volume reached 5.91 million tonnes, up 372.82%, reflecting last year’s production shutdown for upgrades. • Methanol sales more than doubled YoY in July to 0.65 million tonnes and rose 12.1% YTD to 4.27 million tonnes. • Ethylene glycol sales grew 36.8% YoY in July to 0.26 million tonnes, contributing to a 30.7% YTD increase at 1.83 million tonnes.

Management highlighted that July performance was affected by factors such as weather conditions, equipment overhaul schedules and seasonal patterns. All comparative figures for 2025 have been restated to reflect the consolidation of newly acquired assets, ensuring consistency across reporting periods. Investors are cautioned that monthly operational data may diverge from figures in the company’s periodic reports due to inherent volatility in production and logistics.