Sxcoal, based on its exclusive coal mine capacity database, combined with national policy guidance and industry trends, is releasing 2025 China Coal Capacity Analysis and 2026-2030 Forecast, conducting in-depth analysis of the following core policies:

1. Release of safe and efficient capacity: Continuously promote the approval and construction of advanced capacity, and optimize the existing capacity structure;

2. Tightening of new mine approval: Strictly control the approval of mines with an annual production capacity of less than 900,000 t and with complex geological conditions, and ban new mine projects with a mining depth exceeding 1,000 m;

3. Advancement of capacity reserve system: Improve the capacity dynamic adjustment mechanism, and strengthen the intelligent production and environmental compliance;

4. Alignment with "dual carbon" targets: Balance the guaranteeing role of traditional energy and the need for green transformation, and its impact on coal capacity.

Starting with a review of coal supply-side reforms, the report elaborates on 2025 coal capacity by province, coal type, and status. Relying on multi-dimensional data modeling and policy outlook, the report accurately predicts the coal capacity landscape from 2026 to 2030, providing instructive decision support for industry participants.

The outline of the report is as follows.

1 Review of Coal Supply-side Reform in 2016-2025

1.1 Coal capacity aggregate reduction, structural optimization, production increase for guaranteeing supply, capacity change shifting from policy-driven to more flexibility in the future

1.2 Coal capacity closure in China

1.2.1 Overall capacity reduction during 2016-2025

1.2.2 Capacity closure in 2025 by mine status, province and coal type

1.3 Capacity increase in China

1.3.1 Overall capacity addition in 2019-2025

1.3.2  Capacity addition in 2025

1.4   Construction of advanced production capacity

  1.4.1  Advanced capacity construction during 2019-2025

  1.4.2  Under-construction advanced capacity in 2025 by province and coal type

1.5 Changes in China's coal industry brought by supply-side reform

1.5.1 Changes of individual mine size and capacity structure

1.5.2 Changes of coal mines' capacity utilization rates

1.5.3 Changes of industrial profitability

2 China's Coal Capacity Structure by End-2025

2.1 Total coal capacity by end-2025

2.1.1 Total coal capacity in China

2.1.2 Coal capacity by province

2.1.3 Effective coal capacity in China

2.2 Thermal coal capacity by end-2025

2.2.1 Thermal coal capacity in China

2.2.2 Thermal coal capacity under normal production and construction by province

2.2.3 Effective thermal coal capacity

2.3 Coking coal capacity by end-2025

2.3.1 Coking coal capacity in China

2.3.2 Coking coal capacity under normal production and construction by province

2.3.3 Effective coking coal capacity

3 Coal Production Capacity Forecast for 2026-2030

3.1 Forecast of coal capacity developing trends

3.2 Capacity closure forecast during 2026-2030

3.2.1 Overall capacity elimination in China

3.2.2 Thermal coal capacity elimination by province

3.2.3 Coking coal capacity elimination by province

3.3 Capacity increase forecast during 2026-2030

3.3.1 Capacity addition in China

3.3.2 Thermal coal capacity addition by province

3.3.3 Coking coal capacity addition by province

3.4 Total coal capacity forecast during 2026-2030 

3.4.1 Total coal capacity in China

3.4.2 Total coal capacity under normal production and construction by province

3.4.3 Total effective coal capacity in China

3.5 Thermal coal capacity forecast during 2026-2030 

3.5.1 Thermal coal capacity in China

3.5.2 Thermal coal capacity under normal production and construction by province

3.5.3 Effective thermal coal capacity

3.6 Coking coal capacity forecast during 2026-2030 

3.6.1 Coking coal capacity in China

3.6.2 Coking coal capacity under normal production and construction by province

3.6.3 Effective coking coal capacity