Yankuang Energy Posts Higher Q2 2026 Coal Sales; Chemical Mix Shows Diverging Trends

Bulletin Express07-14

Yankuang Energy Group Company Limited released unaudited operating statistics for the second quarter of 2026, highlighting steady momentum in its core coal segment and a mixed performance across coal-chemical products. All percentage changes compare with the same period a year earlier unless stated otherwise.

Coal Business • Saleable coal production edged up 2.07% to 46.46 million tonnes, while sales volume climbed 6.29% to 44.61 million tonnes. • Self-produced coal accounted for 42.75 million tonnes of sales, up 5.74%. • Cumulatively for the first half, production slipped 2.05% to 88.02 million tonnes, but sales rose 4.75% to 84.13 million tonnes, indicating improved inventory turnover and distribution efficiency.

Coal-Chemicals Business • Methanol: Output was largely flat at 1.16 million tonnes (-1.05%), yet sales increased 4.42% to 1.15 million tonnes, reflecting stronger off-take. • Glycol: Production rose 18.79% to 0.11 million tonnes; sales surged 45.04% to 0.13 million tonnes, supported by the absence of last year’s plant overhaul and proactive market capture. • Acetic Acid: Production and sales advanced 19.22% and 27.11% respectively, reaching 0.28 million and 0.22 million tonnes. • Caprolactam: Output added 5.20% to 0.09 million tonnes; sales were stable at 0.09 million tonnes (+1.30%). • Full-Range Liquid Paraffin and Naphtha recorded double-digit output declines of 10.31% and 20.59%, mirroring softer demand; their sales dropped 2.27% and 21.54% respectively. • Urea saw the sharpest contraction, with production down 23.13% to 0.19 million tonnes and sales off 27.53% to 0.16 million tonnes.

Management noted that quarterly operational data are subject to macro-policy adjustments, market conditions, seasonality and maintenance schedules. Final figures will be detailed in forthcoming periodic reports.

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