Producer · Senior · Coal · China
Last updated 21 June 2026
Data compiled from public filings — information only, not investment advice. AI‑assisted; see methodology.
Portfolio Aggregate · 4 projects
Portfolio mode — asset rows are for context only; tab totals use the company aggregation.
China Shenhua — Coal Segment
Portfolio
Project information
As at 31 December 2025
Description
As at 31 December 2025
China Shenhua's consolidated coal-mining business, among the world's largest, across the Shendong, Zhunge'er, Baorixile, Shengli, Dayan, and Baotou mining areas in Inner Mongolia, Shaanxi, and Shanxi. 2025 commercial coal production was 332.1 million tonnes and coal sales were 430.9 million tonnes. Reserves rose in 2025 on the Hangjin Energy acquisition (Dayan and Tarangaole) and the Xinjie Taigemiao South verification.
Portfolio Aggregate
Multiple effective dates
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Reserves & resources — detail
As at 31 December 2025
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China Shenhua — Coal Chemical Segment
Portfolio · Other
Project information
As at 31 December 2025
Description
As at 31 December 2025
China Shenhua's coal-chemical business, converting coal into olefins and polymers through entities including Baotou Coal Chemical, and advancing a modern coal-chemical demonstration project. 2025 polyethylene sales were 373.9 thousand tonnes (up 12.6%) and polypropylene sales were 349.8 thousand tonnes (up 11.5%).
Portfolio Aggregate · Processing facilities
As at 31 December 2025
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China Shenhua — Power Segment
Portfolio · Power Renewables
Project information
As at 31 December 2025
Description
As at 31 December 2025
China Shenhua's power generation business, comprising coal-fired and renewable generation integrated with its mines, including mine-mouth power plants. 2025 gross power generation was 220.20 billion kWh and power output dispatch was 207.00 billion kWh; the Group added 259 thousand kW of renewable capacity during the year.
Portfolio Aggregate · Processing facilities
Multiple effective dates
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China Shenhua — Transportation (Railway, Port & Shipping)
Portfolio · Other
Project information
As at 31 December 2025
Description
As at 31 December 2025
China Shenhua's integrated transportation network linking its mines to customers, comprising self-owned railways (Baoshen, Shenshuo, Ganquan), ports (Huanghua, Tianjin Coal Dock, Zhuhai Coal Dock, total ship-loading capacity ~270 Mt/year), and shipping. 2025 railway turnover was 313.0 billion tonne-kilometres, Huanghua Port loaded 217.0 Mt, and shipping volume was 111.3 Mt.
Portfolio Aggregate · Processing facilities
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Operating · 6 projects
Baorixile Mines
District
Project information
As at 31 December 2025
Description
As at 31 December 2025
The Baorixile mining area in Inner Mongolia, an open-pit coal operation held through China Energy Baorixile Energy.
Mining metrics
Multiple effective dates
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Dayan Mines
District
Project information
As at 31 December 2025
Description
As at 31 December 2025
The Dayan mining area in Inner Mongolia, acquired in 2025 as part of the Hangjin Energy transaction (together with the Tarangaole mining area).
Mining metrics
Multiple effective dates
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Shendong Mines
District
Project information
As at 31 December 2025
Description
As at 31 December 2025
The Shendong mining area, China Shenhua's largest coal-producing complex spanning the Shaanxi-Inner Mongolia border, featuring large-scale high-efficiency underground longwall operations.
Mining metrics
Multiple effective dates
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Shengli Mines
District
Project information
As at 31 December 2025
Description
As at 31 December 2025
The Shengli mining area in Inner Mongolia, a large open-pit coal operation held through China Energy Beidian Shengli Energy, integrated with mine-mouth power generation.
Mining metrics
Multiple effective dates
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Zhunge'er Mines
District
Project information
As at 31 December 2025
Description
As at 31 December 2025
The Zhunge'er mining area in Inner Mongolia, a large open-pit coal complex.
Mining metrics
Multiple effective dates
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Baotou Mines
District
Project information
As at 31 December 2025
Description
As at 31 December 2025
The Baotou mining area in Inner Mongolia, a smaller coal-producing operation within the Group's portfolio.
Mining metrics
As at 31 December 2025
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Assumptions
- The projects listed here reflect the information captured in this workspace and are not necessarily a complete picture of the company's portfolio. For authoritative figures, refer to the company's official filings.
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How to read this tab
- The tables below list unit codes most often used in the Energy Metals sector for this company. MetalPilot stores contained metal or product in the codes below; grade and tonnage use separate fields. In side-by-side comparison views (stock page Portfolio tab, watchlist By sector), heterogeneous source units are converted to each commodity's preferred display unit (for example Moz Au, kt Cu, MMbbl oil) before summing; the same canonical codes appear in project data.
What the Portfolio tab shows
- The Portfolio tab presents a project-level view of the company's reported assets, built from publicly disclosed information (technical reports, annual filings, MD&A, investor presentations, MRMR / R&R statements, NI 43-101 / NI 51-101 / SEC S-K 1300 / SEC S-K 1200 / JORC / SAMREC / PERC / PRMS / COGEH filings, and similar primary sources).
- Figures are grouped by project type (mining, oil & gas, royalty, stream, processing facility, development, portfolio aggregate) and are shown alongside the headline reserve base, headline production, headline grade / quality, cost benchmarks, estimated lifetime, commercial terms (for royalties / streams), operational capacity (for processing) and a single-figure rating where the underlying data supports one.
- Each data table on the Portfolio tab is followed by ONE Assumptions footnote describing the modelling choices for that table; KPI stat-card assumptions appear in the bottom block instead. All legal and section disclaimers are merged into a single disclaimer list at the bottom of the Portfolio tab.
Concepts in your sector — Energy metals (uranium)
- U₃O₈ vs U metal. Reserves are usually in lb or t U₃O₈; multiply by ~0.848 for U metal. Fuel-cycle contracts may quote kgU as UF₆ (schema: kgu).
- % U₃O₈ vs ppm U₃O₈. Athabasca grades can exceed 10%; ISR deposits often 0.05–0.5%. The schema preserves the source unit.
- ISR vs conventional. ISR tonnage is often m³ leach solution, not rock mass — cost structure differs from underground/open-pit.
Portfolio tab — table guide
- Portfolio KPIs — company-level headline numbers aggregated from the featured projects (project counts, attributable annual production by commodity, attributable resource base by commodity, last filing date, operator share). USD value lines multiply attributable volumes by the resolved snapshot price.
- Portfolio snapshot — one-screen summary of the portfolio: counts by type and status, country mix, reporting standards used, operator share, primary commodity, attributable annual production summary and attributable resource base summary.
- Mining — one row per mining project, with columns for project name, location, status, primary commodities, production (with rating), reserves & resources (with rating), grade (with rating), costs and estimated lifetime. Multi-commodity projects emit one summary row per commodity.
- Royalty — one row per royalty interest held by the company. Columns cover the underlying project, operator, commodity, commercial terms (rate, type, cap, area-of-interest), attributable production, attributable reserves and estimated lifetime.
- Stream — one row per metal stream held by the company. Each row shows the underlying project, the streamed commodity, the headline stream percentage, the ongoing per-ounce / per-tonne payment, and attributable production / reserves.
- Processing facilities — one row per midstream / processing facility (pipeline, fractionator, LNG train, storage cavern, refinery, smelter, mill, heap-leach pad, CPP, etc.). Columns include nameplate capacity, contracted capacity, feedstock commodities and operational footprint.
- Development — projects in development status or in a pre-production lifecycle phase. The production column is re-labelled 'Targeted production (rating)' to highlight that the figures are plans, not actuals.
- Portfolio Aggregate — a single company-level row used when the company itself publishes a portfolio rollup (e.g. company-wide 2P barrels across all properties).
- Reserves & resources — detail — a leaf-category pivot showing every reserve and resource category disclosed across the projects.
- NPV (grouped) — all NPV rows captured from the filings, grouped by commodity, resource category, development status and pricing case. Each NPV figure is shown with its discount rate, basis (before-tax / after-tax), currency and value scale.
Ownership / Working interest
- Ownership percentage means the company's working-interest share of the asset: its slice of the project before royalties and before government take. It is shown on a 0–100 scale.
- Mines, oil and gas fields, and processing facilities — this is how much of the asset belongs to the company under that working-interest idea. One hundred percent is fully owned; a lower number usually means partners share the rest.
- Royalties and streaming agreements — the percentage is often not the story; what matters economically is usually the royalty or stream rate, shown elsewhere alongside these figures.
- Oil and gas — read this as gross working interest only. Do not treat it as net production or net wells after royalties; when filings distinguish gross from net, that shows up in how the resource numbers themselves are labelled.
- Below 100% — the short summary for each project names other owners and their stakes when the source says who they are.
- NRI vs WI (O&G). Working interest (WI) is the obligation to pay a share of costs; net revenue interest (NRI) is the share of revenue after royalties and overriding-royalty interests. A 100% WI well rarely produces 100% NRI; typical onshore U.S. NRI is 75–87.5% of WI depending on the lease royalty.
- Operator vs non-operator. The operator runs day-to-day operations; non-operating partners pay their WI share of costs but do not run the asset. Some Portfolio rows show operator share where disclosed.
Unit codes, conversion cheat sheets, cost benchmarks (AISC, C1–C3), reporting standards (NI 43-101, JORC, SEC S-K 1300) and resource/reserve category definitions live in the full terminology & units reference.
Each table lists the numeric band for scores 1–5 (production and resource base; grade where applicable for mining commodities) using the same thresholds as project rating stat cards. Only commodities that appear on featured projects for this document are listed.
Thermal coal
Copper uses kt Cu bands (Mlb Cu when lb-scale copper resources appear on featured projects). Lithium grade uses hard-rock % Li₂O bands unless brine-style extraction or brine units appear on featured projects.
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