（文章来源：每日经济新闻） 每经AI快讯，8月15日，中国神华(601088.SH)公告称，公司拟通过发行A股股份及支付现金的方式购买 国家能源集团持有的国源电力100%股权、新疆能源100%股权、化工公司100%股权、乌海能源100%股 权、平庄煤业100%股权、神延煤炭41%股权、晋神能源49%股权、包头矿业100%股权、航运公司100% 股权、煤炭运销公司100%股权、电子商务公司100%股权、港口公司100%股权，并以支付现金的方式购 买西部能源持有的内蒙建投100%股权；同时，上市公司拟向不超过35名特定投资者发行 A 股股份募集 配套资金。本次交易预案已通过董事会审议，A股股票自2025年8月18日开市起复牌。 ...

人民财讯8月15日电，中国神华（601088）8月15日晚间公告，公司所属印尼南苏1号独立发电项目2号机 组顺利通过96小时试运行，正式移交生产。至此，印尼南苏1号独立发电项目2台350MW超临界燃煤发 电机组全部建成投产。 ...

Group 1 - The core viewpoint of the article highlights the performance of the China Securities Hong Kong 300 Energy Index, which has shown significant increases over various time frames, including a 5.62% rise in the past month, a 12.34% rise in the past three months, and a 6.61% rise year-to-date [1] - The China Securities Hong Kong 300 Industry Index series is designed to reflect the overall performance of different industries in the Hong Kong market, with the index based on a sample of all securities classified according to the China Securities industry classification standards [1] - The China Securities Hong Kong 300 Energy Index is fully composed of stocks listed on the Hong Kong Stock Exchange, with specific sector allocations including 41.25% in fuel refining, 32.54% in integrated oil and gas companies, 23.92% in coal, 1.57% in oilfield services, and 0.72% in coke [1] Group 2 - The index sample is adjusted biannually, with changes implemented on the next trading day following the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, but can be modified in the event of temporary adjustments due to changes in the underlying index samples [2] - Special events affecting sample companies, such as delistings or mergers, will lead to corresponding adjustments in the China Securities Hong Kong 300 Industry Index series [2]

中国经济网北京8月15日讯昨日，前海开源基金管理有限公司发布关于旗下基金调整长期停牌股票估值 方法的提示性公告。 根据《中国证券监督管理委员会关于证券投资基金估值业务的指导意见》(证监会公告[2017]13号)以及 中国证券投资基金业协会《关于发布中基协(AMAC)基金行业股票估值指数的通知》(中基协发[2013]第 13号)等有关规定，经前海开源基金管理有限公司(以下简称"本公司")与基金托管人协商一致，自2025年 8月13日起，以中基协AMAC行业指数为计算依据，对本公司旗下基金(ETF除外)所持有的"中国神 华"(证券代码：601088)，采用基金估值工作小组《关于停牌股票估值的参考方法》中的"指数收益法"进 行估值。 自"中国神华"复牌且其交易体现了活跃市场交易特征后，恢复采用交易所当日收盘价进行估值，届时不 再另行公告。敬请投资者予以关注。 ...

中国经济网北京8月15日讯昨日，汇丰晋信基金管理有限公司发布旗下基金持有的停牌股票采用指数收 益法进行估值的提示性公告。 根据《中国证券监督管理委员会关于证券投资基金估值业务的指导意见》(证监会公告[2017]13号)以及 中国证券投资基金业协会《关于发布中基协(AMAC)基金行业股票估值指数的通知》(中基协发[2013]13 号)的有关规定，经与托管行协商一致，汇丰晋信基金管理有限公司自2025年8月13日起对旗下基金所持 有的停牌证券中国神华(证券代码：601088)采用"指数收益法"进行估值。在上述停牌证券复牌且其交易 体现活跃市场交易特征后，本公司将恢复按市价估值方法进行估值，届时不再另行公告。 ...

Core Insights - The top three companies by Hong Kong Stock Connect holding ratios are China Telecom (74.81%), Gree Power Environmental (69.75%), and China Shenhua (68.33%) [1] - Xiaomi Group-W, Alibaba-W, and Tencent Holdings saw the largest increases in holding amounts over the last five trading days, with increases of +32.27 billion, +16.94 billion, and +11.40 billion respectively [1] - Kuaishou-W, WuXi Biologics, and Innovent Biologics experienced the largest decreases in holding amounts, with reductions of -29.14 billion, -16.60 billion, and -7.44 billion respectively [2] Group 1: Hong Kong Stock Connect Holding Ratios - China Telecom (00728) has a holding ratio of 74.81% with 10.384 billion shares [1] - Gree Power Environmental (01330) has a holding ratio of 69.75% with 0.282 billion shares [1] - China Shenhua (01088) has a holding ratio of 68.33% with 2.308 billion shares [1] Group 2: Recent Increases in Holdings - Xiaomi Group-W (01810) increased by +32.27 billion with a change of +60.65 million shares [1] - Alibaba-W (09988) increased by +16.94 billion with a change of +13.91 million shares [1] - Tencent Holdings (00700) increased by +11.40 billion with a change of +1.93 million shares [1] Group 3: Recent Decreases in Holdings - Kuaishou-W (01024) decreased by -29.14 billion with a change of -38.75 million shares [2] - WuXi Biologics (02269) decreased by -16.60 billion with a change of -53.86 million shares [2] - Innovent Biologics (01801) decreased by -7.44 billion with a change of -7.75 million shares [2]

Core Viewpoint - China Shenhua expects limited impact on coal production from the recent capacity verification by the energy bureau, which checks for over-extraction exceeding 10% [1] Group 1 - Investors inquired about the potential impact of the energy bureau's verification on China Shenhua's performance, especially in light of a significant increase in commodity futures prices by over 30% [1] - The company confirmed that it complies with coal mining production arrangements and anticipates that the capacity verification will have a limited effect on its coal output [1]

金融界8月14日消息，上证指数高开低走，上证 180 资源指数 (180资源，000026)下跌0.24%，报4150.73 点，成交额287.64亿元。 从上证 180 资源指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证 180 资源指数持仓样本的行业来看，原材料占比55.89%、能源占比44.11%。 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。若上证180指数 调整样本，或上证180指数中样本公司有特殊事件发生，导致其行业属性发生变化，该指数系列样本进 行相应的调整。 数据统计显示，上证 180 资源指数近一个月上涨8.89%，近三个月上涨13.73%，年至今上涨12.80%。 据了解，上证180主题指数系列是在上证180指数的基础上，分别选择符合基建、资源和运输等主题概念 的上 ...

港股煤炭股普遍走低，其中，金马能源跌近6%，兖矿能源、蒙古能源跌4.5%，中煤能源跌2.5%，中国 神华、兖煤澳大利亚跌1.5%。 消息上，双焦期货继续下挫。焦煤主力合约跌超5%，现报1225元/吨；焦炭主力合约跌4%，现报1712 元/吨。有分析指出，煤炭行业短期受制于政策与需求双杀，中长期面临能源革命替代，建议规避中小 型、高成本煤企。若参与反弹，需紧盯：1）冬季取暖季短期需求波动；2）稳经济政策下钢铁/化工阶 段性复产。(格隆汇) | 代码 | 名称 | 最新价 | 涨跌幅 へ | | --- | --- | --- | --- | | 06885 | 金马能源 | 1.460 | -5.81% | | 01171 | 兖矿能源 | 9.280 | -4.62% | | 00276 | 蒙古能源 | 0.630 | -4.55% | | 01303 | 汇力资源 | 0.285 | -3.39% | | 01898 | 中煤能源 | 10.180 | -2.49% | | 00065 | 弘海高新资源 | 0.580 | -1.69% | | 01393 | 恒鼎实业 | 0.064 | -1.54% ...

Core Viewpoint - The Hong Kong stock market is experiencing active performance in dividend-related concepts, with the Hong Kong Stock Connect Central Enterprise Dividend Index showing a year-to-date increase of 20.17% as of August 13 [1][2]. Group 1: Index and ETF Performance - The Hong Kong Stock Connect Central Enterprise Dividend Index (931233) has risen by 0.66% as of the latest report, with significant contributors including New China Life Insurance and China Overseas Grand Oceans Group [1]. - The Hong Kong Stock Connect Central Enterprise Dividend ETF Tianhong (159281) is currently being issued, with a management fee of 0.5% and a custody fee of 0.1% [1][2]. Group 2: Investment Value of the Index - The index reflects stable dividend levels and high dividend yields from centrally controlled enterprises, making it a favorable investment option within the Hong Kong Stock Connect framework [2]. - The investment value of the index is supported by four main factors: 1. High dividend assets are more attractive in a weak recovery market due to stable cash flows [2]. 2. Central enterprises are increasingly focusing on market performance and dividend expectations as part of their value management [2]. 3. The Hong Kong market has a higher emphasis on dividends compared to the A-share market, with significant differences in dividend ratios and yields [3]. 4. The long-term effectiveness of dividend investment strategies in the Chinese market is supported by historical data showing a 10% annualized return over the past decade [3]. Group 3: Market Comparisons - The Hang Seng Index's dividend yield is currently higher than that of the Shanghai Composite Index, with the Hang Seng High Dividend Yield Index at 6% compared to the 4.6% of the A-share market [3]. - The long-term dividend yield premium of Hong Kong dividend assets over long-term government bonds has remained positive since 2019, indicating a stronger performance compared to A-shares [3].