Group 1 - The coal stocks have shown significant gains, with Mongolian Coking Coal rising by 3.69% to HKD 8.42, China Coal Energy up by 2.85% to HKD 10.47, Yanzhou Coal Mining increasing by 2.85% to HKD 9.75, and China Shenhua Energy rising by 2.78% to HKD 37.6 [1] - According to a report from Founder Securities, the tightening of supply in the coal industry has become an investment theme, with the oversupply situation expected to gradually reverse, leading to a potential increase in coal prices [1] - As temperatures rise and electricity generation from thermal power plants increases, the average daily coal consumption at thermal power plants is rapidly increasing, indicating a potential improvement in the coal supply-demand balance [1] Group 2 - Guotai Junan believes that the impact of warm winter weather on total demand has passed, and electricity consumption is rapidly recovering, with coal demand starting to grow by over 1% since May [2] - The recent statements from the National Energy Administration regarding the "anti-involution" in the coal industry, combined with the pressure on profitability at the price level of 650 CNY/ton, are expected to constrain production, leading to a stable but declining total supply [2] - The combination of reduced imports and the current supply-demand fundamentals suggests that the bottom of the coal market may have been reached [2]

Group 1 - The core viewpoint of the article highlights a general increase in coal stocks in the Hong Kong market, driven by rising futures prices for coking coal and coke, alongside tightening supply due to stricter environmental inspections [1] - Coking coal futures rose over 5%, reaching 1292.5 yuan/ton, while coke futures increased by more than 2%, reaching 1775.5 yuan/ton [1] - The actual trading price of coal at the Bohai Rim ports increased by 23 yuan/ton this week, marking the highest weekly price increase recorded since last year [1] Group 2 - Major coal companies such as China Coal Energy, Yanzhou Coal Mining, and China Shenhua Energy saw stock price increases of 2.55%, over 2%, and approximately 2% respectively [1] - The tightening of supply is attributed to stricter safety and environmental inspections, leading to a structural shortage of mid-to-low calorific value quality resources at the Bohai Rim ports [1] - The market for thermal coal prices has been continuously rebounding, supported by factors such as increased arrival costs and peak summer demand [1]

Core Viewpoint - Mongolian Coal (00975) has issued a profit warning, expecting a loss of $15 million to $25 million for the first half of the year, a significant decline from a net profit of $133 million in the same period last year, indicating a shift from profit to loss due to falling sales prices of washed coking coal and one-time refinancing costs [1] Group 1: Financial Performance - The company anticipates a loss of $15 million to $25 million for the first half of 2025, compared to a net profit of $133 million in the same period last year, marking a year-on-year shift from profit to loss [1] - The decline in profit is primarily attributed to decreased sales prices of washed coking coal, leading to reduced revenue for the first half of 2025 compared to the same period in 2024 [1] Group 2: Operational Data - In the second quarter, the company's wholly-owned subsidiary Energy Resources LLC and its controlling subsidiary Khangad Exploration LLC mined a total of 3.4284 million tons of raw coal, representing a year-on-year decrease of 28% and a quarter-on-quarter decrease of 7% [1] - During the same period, the processing of raw coal reached 3.6057 million tons, with washed coking coal production at 2.1781 million tons, showing a quarter-on-quarter increase of 3% but a year-on-year decrease of 2% [1] - The total sales of washed coking coal for the second quarter amounted to 1.7397 million tons, reflecting a year-on-year decrease of 25% but a quarter-on-quarter increase of 9% [1]

Core Viewpoint - Mongolian Coal (00975) has issued a profit warning, expecting a loss of $15 million to $25 million for the first half of the year, a significant decline from a net profit of $133 million in the same period last year, indicating a shift from profit to loss due to falling sales prices of washed coking coal and one-time refinancing costs [1][1][1] Financial Performance - The company anticipates a loss of $15 million to $25 million for the first half of 2025, compared to a net profit of $133 million in the same period of 2024, marking a year-on-year transition from profit to loss [1][1][1] - The decline in profit is primarily attributed to decreased sales prices of washed coking coal, leading to reduced revenue for the first half of 2025 compared to the same period in 2024 [1][1][1] Operational Data - In the second quarter, the company's wholly-owned subsidiary Energy Resources LLC and its controlling subsidiary Khangad Exploration LLC mined a total of 3.4284 million tons of raw coal, representing a year-on-year decrease of 28% and a quarter-on-quarter decrease of 7% [1][1][1] - During the same period, the processing of raw coal reached 3.6057 million tons, with washed coking coal production at 2.1781 million tons, showing a quarter-on-quarter increase of 3% but a year-on-year decrease of 2% [1][1][1] - The total sales of washed coking coal for the second quarter amounted to 1.7397 million tons, reflecting a year-on-year decrease of 25% but a quarter-on-quarter increase of 9% [1][1][1]

智通财经APP获悉，蒙古焦煤(00975)早盘跌近4%，截至发稿，跌3.4%，报8.24港元，成交额2700.68万 港元。 消息面上，蒙古焦煤发布盈警，预计上半年亏损1500万至2500万美元，去年同期净利润为1.33亿美元， 同比由盈转亏。公告称，有关利润下降主要由于洗选焦煤销售价格下降导致集团2025年上半年产生的收 益较2024年同期减少及与债务再融资有关的一次性项目。 值得注意的是，蒙古焦煤此前公布二季度营运数据，全资附属Energy Resources LLC及控股附属公司 Khangad Exploration LLC合共开采原煤342.84万吨，同比减少28%，环比减少7%；期内加工焦煤原煤 360.57万吨，并生产洗选焦煤217.81万吨，环比增长3%，同比减少2%。第二季ER及KEX共售出洗选焦 煤173.97万吨，同比减少25%，环比增长9%。 ...

Major Events - Silver诺医药-B (02591) is set to conduct an IPO from August 7 to August 12, with an expected listing date of August 15 [1] - Boan Biotech (06955) plans to place 48 million shares at a discount of approximately 8.78%, aiming to raise about HKD 780 million [1] - Derin Holdings (01709) intends to raise HKD 653.3 million, focusing on the development of blockchain, RWA, and virtual asset businesses [1] - Fuhong Hanlin (02696) received FDA approval to initiate a Phase 1 clinical trial for HLX43, a PD-L1 targeted antibody-drug conjugate for thymic cancer treatment [1] - China Biopharmaceutical (01177) obtained NMPA approval for the Phase II clinical trial application of LM-24C5, a dual antibody targeting CEACAM5/4-1BB [1] Financial Reports - China Mobile (00941) reported a shareholder profit of HKD 84.235 billion, a year-on-year increase of 5.03% [1] - Manulife Financial-S (00945) announced a core profit of CAD 1.7 billion for the second quarter [1] - Swire Properties (01972) reported a basic profit attributable to shareholders of HKD 4.42 billion, a year-on-year growth of 15% [1] - Hutchison Whampoa (00013) posted a net profit of USD 455 million, a significant year-on-year increase of 1663.32% [1] - MGM China (02282) disclosed a net profit of HKD 2.383 billion, a year-on-year decrease of 11.25% [1] - SMIC (00981) reported a shareholder profit of USD 132 million for the second quarter, with a revenue guidance for the third quarter indicating a sequential growth of 5% to 7% [1] - Zai Lab (09688) achieved a total revenue of approximately USD 216 million for the first half of the year, reflecting a year-on-year growth of 15.35% [1] - Innovent Biologics (01801) reported total product revenue exceeding RMB 5.2 billion for the first half of the year, maintaining a strong growth rate of over 35% [1] - Pacific Basin Shipping (02343) announced a profit attributable to shareholders of USD 25.6 million, a year-on-year decrease of 56% [1] - Lee & Man Paper Manufacturing (02314) reported a net profit of HKD 811 million, a year-on-year increase of 0.7%, with an interim dividend of HKD 0.066 per share [1] - Swire Group reported a profit attributable to shareholders of HKD 815 million for the first half of the year, a year-on-year decrease of 79% [1] - Lee & Man Chemical Company (00746) reported a profit increase of 36.0% to HKD 327 million, with an interim dividend of HKD 0.195 per share [1] - Hua Hong Semiconductor (01347) reported a profit attributable to parent company owners of USD 7.952 million for the second quarter, a year-on-year increase of 19.2% [1] - Wharf Real Estate Investment (01997) reported a loss attributable to shareholders of HKD 2.406 billion, a year-on-year increase of 128.71%, with the first interim dividend of HKD 0.066 per share [1] - Dekang Agriculture (02419) issued a profit warning, expecting a year-on-year increase in fair value adjustments of biological assets to approximately RMB 1.1 billion to 1.4 billion [1] - Mongol Mining (00975) issued a profit warning, anticipating a net loss of approximately USD 15 million to 25 million for the first half of the year, marking a shift from profit to loss [1] - Dongfeng Motor Group (00489) issued a profit warning, expecting a decline in net profit attributable to the parent company of 90% to 95% for the first half of the year [1]

Group 1 - The core viewpoint of the article indicates that MONGOL MINING (00975) is expected to report a significant decline in net profit, projecting a net loss of approximately $15 million to $25 million for the first half of 2025, compared to a net profit of $132.9 million in the first half of 2024 [1] - The decline in profit is primarily attributed to a decrease in the selling price of washed coking coal, which has led to reduced revenue for the group in the first half of 2025 compared to the same period in 2024 [1] - Additionally, the company is facing one-time costs related to debt refinancing, which further impacts its financial performance [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部分內容所產生或因依 賴該等內容而引致的任何損失承擔任何責任。 本公告乃由Mongolian Mining Corporation（「本公司」，連同其附屬公司統稱「本集 團」）根據香港聯合交易所有限公司證券上市規則（「上市規則」）第13.09(2)(a)條及 證券及期貨條例（香港法例第571章）第XIVA部項下之內幕消息條文（定義見上市 規則）而作出。 本公司董事會（「董事會」）謹此通知本公司股東及潛在投資者，經對本集團截至二 零二五年六月三十日止六個月（「二零二五年上半年」）的未經審核綜合管理賬目及 目前可獲得的資料作出初步審閱後，與截至二零二四年六月三十日止六個月錄得 綜合淨利潤132.9百萬美元比較，預期本集團二零二五年上半年將錄得綜合淨虧損 介乎約15.0百萬美元至25.0百萬美元。 有關利潤下降主要由於洗選焦煤銷售價格下降導致本集團二零二五年上半年產生 的收益較二零二四年同期減少及與債務再融資有關的一次性項目。 本公司現正落實本集團截至二零二五年上半年止期 ...

FF301 致：香港交易及結算所有限公司 公司名稱: Mongolian Mining Corporation (於開曼群島註冊成立的有限責任公司) 呈交日期: 2025年8月6日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 不適用 | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00975 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 1,500,000,000 | USD | | 0.1 USD | | 150,000,000 | | 增加 / 減少 (-) | | | 0 | | | USD | | 0 | | 本月底結存 | | | 1,500,000,000 | USD | | 0.1 USD | | 150,000,000 | 本月底法定/註冊股本總額： USD 150,000,000 第 1 頁 共 10 頁 v 1 ...

Core Viewpoint - The China Securities Index for Hong Kong Stock Connect Energy Composite Index has shown significant growth, with a 7.12% increase over the past month, 17.31% over the past three months, and a 5.25% increase year-to-date [1]. Group 1: Index Performance - The China Securities Index for Hong Kong Stock Connect Energy Composite Index reported a value of 3323.71 points [1]. - The index is based on a sample of all securities classified under the China Securities Industry Classification Standard, reflecting the overall performance of different industry securities within the Hong Kong Stock Connect [1]. Group 2: Index Composition - The top ten weighted stocks in the index include: China Petroleum (14.55%), China Shenhua (14.48%), CNOOC (14.32%), Sinopec (14.25%), China Coal Energy (13.01%), Yancoal Australia (5.42%), China Oilfield Services (3.99%), Shougang Resources (1.89%), and Mongol Mining (1.61%) [1]. - The index is composed entirely of stocks listed on the Hong Kong Stock Exchange [2]. Group 3: Sector Allocation - The sector allocation within the index shows that coal accounts for 43.49%, integrated oil and gas companies for 28.79%, oil refining for 17.04%, oilfield services for 3.99%, coke for 3.50%, oil and gas extraction for 1.80%, and oil and gas circulation and others for 1.39% [2]. - The index samples are adjusted biannually, with adjustments occurring on the next trading day following the second Friday of June and December [2].