CHINA COAL ENERGY(01898)
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中煤能源9月商品煤销量为1966万吨 同比减少20.1%
Zhi Tong Cai Jing· 2025-10-15 09:08
1-9月,商品煤产量为1.02亿吨,同比减少0.7%;商品煤销量为约1.9亿吨,同比减少7.4%。 中煤能源(601898)(01898)发布公告,于2025年9月,商品煤产量为1159万吨,同比减少2.6%;商品煤销 量为1966万吨,同比减少20.1%。 ...
中煤能源9月份商品煤销量1966万吨 同比下降20.1%
智通财经网· 2025-10-15 08:58
智通财经APP讯,中煤能源(601898.SH)公告,公司9月份商品煤产量1159万吨,同比下降2.6%;商品煤销 量1966万吨,同比下降20.1%。 ...
中煤能源(01898) - 2025年9月份主要生產经营资料公告
2025-10-15 08:57
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,幷明確表示,概不對因本公告全部或任何部份內容 而産生或因依賴該等內容而引致的任何損失承擔任何責任。 ( 於中華人民共和國註冊成立的股份有限公司 ) (股份代號:01898) (海外監管公告) 中國中煤能源股份有限公司(「本公司」)董事會及全體董事保證本公告內容 不存在任何虛假記載、誤導性陳述或重大遺漏,並對其內容的真實性、準確 性和完整性承擔法律責任。 2025 年 9 月份主要生產經營數據公告 此外,因受到諸多因素的影響,包括(但不限於)國家宏觀政策調整、國內 外市場環境變化、惡劣天氣及災害、設備檢修維護、安全檢查和煤礦地質條件變 化等,所公告生產經營數據在月度之間可能存在較大差異。 上述生產經營數據並不對本公司未來經營情況作出任何明示或默示的預測 或保證,投資者應注意不恰當信賴或使用以上信息可能造成投資風險。 公司將在本公告披露後適時召開月度生產經營資料說明會,具體參會事宜請 詢公司投資者熱線 010-82236028。 承董事會命 中國中煤能源股份有限公司 董事長、執行董事 王樹東 中國 北京 ...
港股异动 | 煤炭股多数上涨 节后煤价迅速止跌并反弹 旺季需求释放或打开煤价上行空间
智通财经网· 2025-10-15 03:58
Group 1 - The coal stocks have mostly risen, with Mongol Mining up 10.03% to HKD 13.6, Shougang Resources up 5.28% to HKD 2.99, and China Qinfa up 4.47% to HKD 3.04 [1] - Guosen Securities reports that coal prices are expected to rebound in the second half of 2025, improving coal company profits, with the fourth quarter showing potential for price increases due to tightening supply expectations [1] - After the holiday, coal prices quickly stopped falling and rebounded, indicating a sustained expectation of supply tightening, which raises the price floor for coal [1] Group 2 - Datong Securities notes that during the holiday period and after, continuous rain has affected coal supply, with maintenance on the Daqin Railway and the start of winter storage supporting short-term coal price strength [1] - For coking coal, downstream iron and steel production remains high, but coking enterprises are hesitant to raise prices, leading to a cautious outlook, while October remains a peak demand season [1] - The total inventory of coal, coke, and steel is at a low level, providing support for coal prices, with coking coal expected to continue a fluctuating trend in the short term [1]
中国中煤能源股份有限公司2025年中期A股利润分派实施公告
Shang Hai Zheng Quan Bao· 2025-10-14 19:05
Core Viewpoint - China Coal Energy Co., Ltd. has announced its mid-year cash dividend distribution plan for 2025, detailing the amount per share and the distribution process for different types of shareholders [1][2][3]. Dividend Distribution Details - The cash dividend per A-share is set at 0.166 yuan (before tax), with a net dividend of 0.1494 yuan for qualified foreign institutional investors (QFII) and Hong Kong Stock Connect investors [2][5]. - The total cash dividend distribution amounts to approximately 2.2 billion yuan, based on a total share capital of 13,258,663,400 shares, with 1.52 billion yuan allocated to A-share holders [5]. Relevant Dates - The cash dividend plan was approved at the annual general meeting on June 27, 2025, and subsequently ratified by the board on August 22, 2025 [3][5]. - The record date for shareholders to be eligible for the dividend is set for October 21, 2025 [4]. Distribution Method - Cash dividends for shareholders registered by the record date will be distributed through China Securities Depository and Clearing Corporation Limited, Shanghai Branch [7]. - Shareholders who have not completed designated transactions will have their dividends held by the clearing company until the transactions are completed [7]. Taxation Information - Individual shareholders and securities investment funds will not have personal income tax withheld at the time of dividend distribution, but will be taxed based on their holding period upon selling the shares [9]. - QFII shareholders will have a 10% corporate income tax withheld, resulting in a net dividend of 0.1494 yuan per share [10]. - For Hong Kong Stock Connect investors, a similar 10% tax rate applies, with the net dividend also being 0.1494 yuan per share [10].
中煤能源:2025年中期A股利润分派实施公告
Zheng Quan Ri Bao Zhi Sheng· 2025-10-14 12:43
证券日报网讯 10月14日晚间,中煤能源发布2025年中期A股利润分派实施公告称,2025年中期A股利润 分派方案为A股每股现金红利0.166元(含税),股权登记日为2025年10月21日,除权(息)日及现金红 利发放日均为2025年10月22日。 (编辑 任世碧) ...
中煤能源(601898) - 中国中煤能源股份有限公司2025年中期A股利润分派实施公告


2025-10-14 10:15
证券代码:601898 证券简称:中煤能源 公告编号:2025-029 中国中煤能源股份有限公司 2025年中期A 股利润分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示: (二) 分派对象: 截至股权登记日(2025 年 10 月 21 日)下午上海证券交易所收市后,在中国 证券登记结算有限责任公司上海分公司(简称"中国结算上海分公司")登记在册 的本公司全体 A 股股东。 每股分配比例 A 股每股现金红利0.166元(含税) 扣税后每股现金红利:自然人股东和证券投资基金的现金红利暂不扣缴个人所 得税,待实际转让股票时根据持股期限计算应纳税额;合格境外机构投资者 (QFII)股东的现金红利为每股 0.1494 元,沪股通香港联合交易所有限公司 (简称"香港联交所")投资者(包括企业和个人)的现金红利为每股 0.1494 元。 相关日期 | 股份类别 | 股权登记日 | 最后交易日 | 除权(息)日 | 现金红利发放日 | | --- | --- | --- | --- | --- | | A股 | ...
中煤能源(01898) - 海外监管公告-2025年中期A股利润分派实施公告


2025-10-14 10:00
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之內容概不負責,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份內容而產生 或因倚賴該等內容而引致之任何損失承擔任何責任。 ( 于中華人民共和國註冊成立的股份有限公司 ) (股份代號:01898) 海外監管公告 中国中煤能源股份有限公司 本公告乃根據香港聯合交易所有限公司證券上市規則第13.10B條而發表。 以下爲中國中煤能源股份有限公司於上海證券交易所網站刊發之《中國中煤能源股 份有限公司 2025 年中期 A 股利潤分派實施公告》。 承董事會命 中國中煤能源股份有限公司 董事長、執行董事 王樹東 中國 北京 2025 年 10 月 14 日 於本公告刊發日期,本公司的執行董事為王樹東、廖華軍和趙榮哲;非執行董事為徐倩; 獨立非執行董事為景奉儒、詹豔景和黃江天。 * 僅供識別 证券代码:601898 证券简称:中煤能源 公告编号:2025-029 2025 年中期 A 股利润分派实施公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性承担法律责任。 重要内 ...
煤炭行业2025年四季度投资策略:底部明确,反弹可期
Guoxin Securities· 2025-10-14 06:25
Core Viewpoints - The coal industry is expected to see a rebound in the fourth quarter of 2025, driven by a potential increase in coal prices and improved profitability for coal companies as supply constraints become evident [2][11][18]. Group 1: PE and PB Analysis - The coal sector has experienced a downward trend in both PE and PB after a period of rapid growth, with significant differentiation observed during two periods: 2014-2017 and mid-2024 to present [2][11]. - The current PE is at approximately the 65th percentile since 2005, while the PB is at about the 27th percentile, indicating a cyclical low for the sector [17][18]. Group 2: Supply Dynamics - Coal production in July and August 2025 saw a year-on-year decrease due to rainfall and regulatory checks, with an expected slight decline in total production for the year [3][37]. - The total coal production for 2025 is projected to be around 4.71 billion tons, reflecting a year-on-year decrease of 1.1% [3][37]. Group 3: Demand Outlook - Anticipated cold winter conditions are expected to boost demand in the winter months, with electricity consumption projected to grow by 5-6% year-on-year in 2025 [4]. - Chemical coal demand remains robust, with significant year-on-year increases in production for coal-based PVC, ethylene glycol, and methanol [4]. Group 4: Inventory and Price Trends - Inventory pressures across various segments have eased compared to the first half of the year, supporting a rebound in coal prices [5]. - The expectation of supply contraction is likely to elevate the price floor for coal, with seasonal demand potentially opening up upward price movement [5]. Group 5: Investment Recommendations - The report recommends several stocks based on their potential for rebound and growth, including Yanzhou Coal Mining Company, Jinneng Holding, and China Shenhua Energy [5].
煤炭股普涨 兖矿能源涨4% 中煤能源涨近2%
Ge Long Hui· 2025-10-14 03:58
Core Viewpoint - The coal sector in Hong Kong has seen a general increase in stock prices, driven by a recovery in Mongolian coal imports and a supportive supply-demand balance for coking coal [1][2]. Group 1: Market Performance - Coal stocks in Hong Kong experienced widespread gains, with Yanzhou Coal Mining rising by 4%, South Gobi and Green Leader Holdings increasing by 2.5%, and other companies like Yancoal Australia and Shougang Resources also seeing gains of over 2% [1][2]. - Specific stock price movements include Yanzhou Coal at 10.970 with a 3.98% increase, South Gobi at 2.450 with a 2.51% increase, and Green Leader Holdings at 0.083 with a 2.47% increase [2]. Group 2: Industry Insights - According to Zheshang Securities, the third quarter saw a rebound in Mongolian coal imports, which, along with a recovery in supply chain trade profits, indicates a potential for profit restoration in Mongolian coal trading enterprises [1]. - The report suggests that if the coal industry continues to enforce production checks, the tight supply-demand balance for coking coal may support prices [1]. - Zhongtai Securities noted that despite short-term pressures from poor mid-year performance and the tech sector's influence, there are new investment opportunities emerging in the coal sector, recommending active positioning to capitalize on these opportunities [1].