截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 中國神華能源股份有限公司 FF301 股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01088 | 說明 | H股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 3,377,482,000 | RMB | | 1 | RMB | | 3,377,482,000 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 3,377,482,000 | RMB | | 1 | RMB | | 3,377,482,000 | | ...

Group 1 - The core viewpoint of the news is that the China Hong Kong 300 upstream index has shown significant growth over the past month, three months, and year-to-date, indicating a positive trend in the market [1][2] - The China Hong Kong 300 upstream index has increased by 8.11% in the last month, 21.15% in the last three months, and 16.69% year-to-date [1] - The index is composed of securities selected based on the China Securities Industry Classification, reflecting the overall performance of various thematic securities listed on the Hong Kong Stock Exchange [1][2] Group 2 - The top ten holdings of the China Hong Kong 300 upstream index include China National Offshore Oil Corporation (28.21%), PetroChina Company Limited (13.54%), Zijin Mining Group (10.5%), and China Shenhua Energy Company (9.62%) [1] - The index's holdings are entirely composed of securities listed on the Hong Kong Stock Exchange, with the oil and gas sector representing 51.36% of the index [2] - The index undergoes adjustments every six months, with the next adjustment scheduled for the second Friday of June and December, and can also be adjusted under special circumstances [2]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 601088 | 中国神华 | 37.56 | -1.57% | 24.44万 | 9.24亿 | | 601898 | 中煤能源 | 11.69 | -0.93% | 23.10万 | 2.71亿 | | 600157 | 永泰能源 | 1.42 | -0.70% | 254.33万 | 3.63亿 | | 601225 | 陕西煤业 | 20.01 | -0.69% | 1 29.66万 | 5.95亿 | | 600925 | 示能股份 | 667 | -0.60% | 14.93万 | 7448.80万 | | eoleaa | 潞安环能 | 13.64 | -0.58% | 49.27万 | 6.81亿 | | 002128 | 电投能源 | 20.09 | -0.20% | 7.51万 | 1.51亿 | | 600971 | 恒源煤电 | 6.84 | -0.15% | 8.85万 | 6073.85万 | | 000571 | 新大 ...

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (74.71%), Gree Power Environmental (70.02%), and China Shenhua (66.91%) [1][2] - The largest increases in holding amounts over the last five trading days were seen in BYD Company (+135.40 billion), Yingfu Fund (+69.37 billion), and China Construction Bank (+25.49 billion) [1][2] - The largest decreases in holding amounts over the last five trading days were recorded for China Mobile (-18.92 billion), Pop Mart (-11.62 billion), and Agricultural Bank of China (-8.02 billion) [1][3] Group 1: Hong Kong Stock Connect Holding Ratios - China Telecom (00728) has a holding ratio of 74.71% with 10.37 billion shares [2] - Gree Power Environmental (01330) has a holding ratio of 70.02% with 283 million shares [2] - China Shenhua (01088) has a holding ratio of 66.91% with 2.26 billion shares [2] Group 2: Recent Increases in Holdings - BYD Company (01211) saw an increase of 135.40 billion in holding amount, with a change of 11.73 million shares [2] - Yingfu Fund (02800) experienced an increase of 69.37 billion, with a change of 27.46 million shares [2] - China Construction Bank (00939) had an increase of 25.49 billion, with a change of 31.67 million shares [2] Group 3: Recent Decreases in Holdings - China Mobile (00941) had a decrease of 18.92 billion, with a change of -2.20 million shares [3] - Pop Mart (09992) saw a decrease of 11.62 billion, with a change of -0.47 million shares [3] - Agricultural Bank of China (01288) experienced a decrease of 8.02 billion, with a change of -15.57 million shares [3]

资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 本文源自：金融界 从指数持仓来看，中证香港300资源指数十大权重分别为：中国海洋石油（28.08%）、中国石油股份 （13.56%）、紫金矿业（10.98%）、中国神华（9.65%）、中国石油化工股份（9.33%）、中国宏桥 （4.87%）、中煤能源（3.43%）、洛阳钼业（3.06%）、招金矿业（2.89%）、兖矿能源（2.47%）。 从中证香港300资源指数持仓的市场板块来看，香港证券交易所占比100.00%。 从中证香港300资源指数持仓样本的行业来看，石油与天然气占比51.36%、煤炭占比16.03%、贵金属占 比15.66%、工业金属占比15.53%、稀有金属占比0.91%、其他有色金属及合金占比0.52%。 金融界7月31日消息，上证指数低开低走， ...

Group 1 - The coal stocks in Hong Kong experienced a collective decline, with notable drops in several companies [1] - Green Leader Holdings fell nearly 8%, while China Coal Energy dropped over 4% [1] - Other companies such as South Resources, Mongolian Coking Coal, and Yancoal Australia also saw declines exceeding 3% [1] Group 2 - Specific stock performance includes: - Green Leader Holdings: -7.84% at a price of 0.094 with a market cap of 49.4685 million [2] - China Coal Energy: -4.23% at a price of 9.730 with a market cap of 129.007 billion [2] - South Resources: -3.92% at a price of 0.245 with a market cap of 1.88 million [2] - Mongolian Coking Coal: -3.76% at a price of 7.930 with a market cap of 8.226 billion [2] - Yancoal Australia: -3.18% at a price of 31.950 with a market cap of 42.188 billion [2] - China Shenhua: -2.30% at a price of 33.950 with a market cap of 674.536 billion [2]

（文章来源：每日经济新闻） 每经AI快讯，7月31日，港股煤炭股持续走低，中煤能源(01898.HK)跌超4%，兖矿能源(01171.HK)跌超 3%，中国神华(01088.HK)、南戈壁(01878.HK)等跟跌。 ...

港股煤炭股持续走低，中煤能源(01898.HK)跌超4%，兖矿能源(01171.HK)跌超3%，中国神华 (01088.HK)、南戈壁(01878.HK)等跟跌。 ...

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (00728) at 74.67%, Gree Power (01330) at 70.01%, and China Shenhua (01088) at 66.95% [1] - The companies with the largest increase in holding amounts over the last five trading days are BYD Company (01211) with an increase of 14.05 billion, E Fund (02800) with 6.93 billion, and China Life (02628) with 2.58 billion [1] - The companies with the largest decrease in holding amounts over the last five trading days are China Mobile (00941) with a decrease of 1.63 billion, Pop Mart (09992) with 859 million, and Anta Sports (02020) with 678 million [1] Hong Kong Stock Connect Holding Ratios - China Telecom (00728) holds 10.363 billion shares, representing 74.67% [1] - Gree Power (01330) holds 283 million shares, representing 70.01% [1] - China Shenhua (01088) holds 2.262 billion shares, representing 66.95% [1] - Other notable companies include Tianjin Chuangye Environmental Protection (01065) at 64.66% and Hongye Futures (03678) at 63.53% [1] Recent Increases in Holdings - BYD Company (01211) saw an increase of 14.05 billion in holding amount, with a change of 11.621 million shares [1] - E Fund (02800) increased by 6.93 billion, with a change of 26.992 million shares [1] - China Life (02628) increased by 2.58 billion, with a change of 11.086 million shares [1] - Other companies with significant increases include China Construction Bank (00939) and Hang Seng China Enterprises (02828) [1] Recent Decreases in Holdings - China Mobile (00941) experienced a decrease of 1.63 billion, with a change of 1.875 million shares [1] - Pop Mart (09992) decreased by 859 million, with a change of 334.77 thousand shares [1] - Anta Sports (02020) saw a decrease of 678 million, with a change of 727.23 thousand shares [1] - Other companies with notable decreases include Agricultural Bank of China (01288) and New China Life Insurance (01336) [1]

Group 1 - The stock price of China Shenhua reached 38.50 yuan as of July 30, 2025, with an increase of 1.80% compared to the previous trading day [1] - The trading volume on the same day was 1.269 billion yuan, with a fluctuation of 2.70% [1] - China Shenhua operates in the coal industry, covering coal production, electricity, railway transportation, and coal chemical sectors, making it a leading integrated energy enterprise in China with a complete industrial chain [1] Group 2 - Recent data shows that southbound funds have been continuously increasing their holdings in China Shenhua's Hong Kong stocks, with a market value increase of 20.889 billion HKD and an increase of 5.92 million shares as of July 28 [1] - On July 30, the net inflow of main funds into China Shenhua was 17.1458 million yuan [2]