CHINA COAL ENERGY(01898)
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中煤能源(01898) - 截至2025年10月31日止股份发行人的证券变动月报表


2025-10-31 08:40
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 截至月份: 2025年10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: 中國中煤能源股份有限公司 呈交日期: 2025年10月31日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 601898 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 9,152,000,400 | RMB | | | 1 RMB | | 9,152,000,400 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 9,152,000,400 | RMB | | | 1 RMB | | 9,152,000,400 | ...
中煤能源的前世今生:2025年三季度营收1105.84亿行业第三,高于行业平均2.91倍
Xin Lang Cai Jing· 2025-10-31 07:38
Core Viewpoint - China Coal Energy Company, established in 2006 and listed in 2008, is a large energy enterprise engaged in coal production, trade, coal chemical industry, and mining equipment manufacturing, with rich coal resources and advanced mining technology [1] Financial Performance - In Q3 2025, China Coal Energy reported revenue of 1105.84 billion, ranking third among 18 companies in the industry, with the top two being China Shenhua at 2131.51 billion and Shaanxi Coal at 1180.83 billion [2] - The net profit for the same period was 152.03 billion, also ranking third, with China Shenhua leading at 469.22 billion and Shaanxi Coal at 199.32 billion [2] Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 45.82%, lower than the previous year's 47.08% and below the industry average of 49.56%, indicating strong solvency [3] - The gross profit margin for Q3 2025 was 25.95%, up from 25.18% year-on-year and above the industry average of 23.03%, reflecting strong profitability [3] Leadership - The chairman, Wang Shudong, has extensive experience in the coal and electricity industry, holding various leadership roles and possessing a strong background in strategic planning and management [4] - The CEO, Zhao Rongzhe, has a solid background in financial management and capital operations, contributing to the company's financial health [4] Shareholder Information - As of June 30, 2015, the number of A-share shareholders increased by 11.68% to 295,800, with an average holding of 30,900 circulating A-shares, a decrease of 10.46% [5] - By September 30, 2025, major shareholders included China Securities Finance Corporation and Guotai Junan CSI Coal ETF, with notable changes in holdings among the top ten shareholders [5] Business Highlights - The company experienced significant improvement in Q3 performance, with coal production at 101.58 million tons, a slight decrease of 0.7% year-on-year, while self-produced coal sales increased by 1.1% [6] - The cost of coal production was 257.67 yuan per ton, down 10.1% year-on-year, showcasing cost advantages [6] - Non-coal business recovery was noted, with sales of major products like polyolefins and urea showing positive growth [6] - The company is enhancing its smart mining capabilities, with 18 mines passing smart mining assessments, and plans for the Li Bi mine to enter trial operation by the end of 2026 [6] Future Projections - According to Open Source Securities, the company is expected to achieve net profits of 163.7 billion, 181.3 billion, and 186.2 billion from 2025 to 2027 [6] - According to招商证券, projected revenues for the same period are 1630.6 billion, 1722.3 billion, and 1792.5 billion, with net profits of 168.3 billion, 177.7 billion, and 188.3 billion [7]
中国中煤能源股份有限公司关于参与出资央企战新基金的公告


Shang Hai Zheng Quan Bao· 2025-10-31 07:12
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:601898 证券简称:中煤能源 公告编号:2025-033 中国中煤能源股份有限公司关于参与出资央企战新基金的公告 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: ● 本公告全文已于本公告日刊登于上海证券交易所网站、香港联合交易所有限公司网站、本公司网站、 中国证券报、上海证券报、证券时报和证券日报。 ● 投资标的名称:央企战略性新兴产业发展基金有限责任公司(简称"央企战新基金"或"基金") ● 投资金额:中国中煤能源股份有限公司参与并以自有资金出资人民币100,000万元认购央企战新基金 份额。 ● 资金来源:公司自有资金。 ● 审议情况:本次交易不构成关联交易,不构成《上市公司重大资产重组管理办法》规定的重大资产重 组。根据《中国中煤能源股份有限公司章程》(简称"《公司章程》")等相关规定,本次交易无需提交 公司董事会和股东会审议。 一、本次交易概述 (一)基本情况 注册地址:北京市西城区车公庄大街4号18幢1层16-20室 法定代表人:黄杰 公 ...
10月30日这些公告有看头
Di Yi Cai Jing· 2025-10-30 14:08
Major Events - Vanke A's largest shareholder, Shenzhen Metro Group, plans to provide a loan of up to 2.2 billion yuan to the company for repaying bond principal and interest, with a term of no more than 3 years and an interest rate reduced by 66 basis points from the 1-year LPR [2] - ST Chuangxing's chairman, Liu Peng, has been arrested on criminal charges, but the company states that this matter is unrelated to its operations, and the board is functioning normally [2] - Shannon Chip's chairman, Fan Yongwu, resigned for personal reasons, and Huang Zewei has been elected as the new chairman, holding over 10% of the company's shares [3] - China Coal Energy has invested 1 billion yuan in a state-owned strategic emerging industry fund, which has a total size of 51 billion yuan, aimed at expanding its industrial cooperation ecosystem [4] - Da'an Gene's board has authorized management to sell part of its stock assets, with a limit of 1% through centralized bidding and 2% through block trading [5][6] - Kaineng Health plans to acquire several subsidiaries from Yuaneng Group to strengthen its investment in the cell industry [6] - David Medical's subsidiary has received a medical device registration certificate for a disposable lung nodule positioning puncture needle [7] Financial Performance - Sairus reported a Q3 net profit of 2.371 billion yuan, a decrease of 1.74% year-on-year, with a revenue of 48.133 billion yuan, up 15.75% [8] - Upwind New Materials achieved a Q3 net profit of 30.6473 million yuan, a 49.66% increase year-on-year, with revenue of 496 million yuan, up 23.73% [9] - Youzu Network's Q3 net profit surged by 4466.74% to 26.1999 million yuan, with revenue of 331 million yuan, up 11.99% [10] - Zhongji Xuchuang's Q3 net profit increased by 124.98% to 3.137 billion yuan, with revenue of 10.216 billion yuan, up 56.83% [11] - SAIC Group's Q3 net profit reached 2.083 billion yuan, a 644.88% increase, with revenue of 169.403 billion yuan, up 16.19% [12] - China Life's Q3 net profit was 126.873 billion yuan, a 91.5% increase, with revenue of 298.66 billion yuan, up 54.8% [13] - Pingtan Development's Q3 net profit grew by 1970.63% to 16.1449 million yuan, with revenue of 287 million yuan, up 11.78% [14] - Huatai Securities reported a Q3 net profit of 5.183 billion yuan, a decrease of 28.11%, with revenue of 10.909 billion yuan, down 6.94% [15] - Yanzhou Coal's Q3 net profit was 2.288 billion yuan, down 36.60%, with revenue of 38.259 billion yuan, down 0.26% [16] - Dongwu Securities' Q3 net profit increased by 50.56% to 1.003 billion yuan, with revenue of 2.846 billion yuan, up 38.39% [17] - Dongxing Securities' Q3 net profit surged by 112.67% to 780 million yuan, with revenue of 1.361 billion yuan, up 35.79% [18] - CMB Securities reported a Q3 net profit of 3.686 billion yuan, a 53.45% increase, with revenue of 7.723 billion yuan, up 64.89% [19] - Agricultural Bank's Q3 net profit was 81.349 billion yuan, up 3.66%, with revenue of 1809.81 billion yuan, up 4.30% [20] - Industrial and Commercial Bank's Q3 net profit reached 101.805 billion yuan, up 3.29%, with revenue of 2018.86 billion yuan, up 2.42% [21] - Shenghe Resources reported a Q3 net profit increase of 748.07% [22] - Ingrity Media's Q3 net profit was 442.85 million yuan, up 167.91%, with revenue of 1.919 billion yuan, up 29.70% [23] - China Duty Free's Q3 net profit decreased by 28.94% to 452 million yuan, with revenue of 11.711 billion yuan, down 0.38% [24] - Luzhou Laojiao's Q3 net profit was 3.099 billion yuan, down 13.07%, with revenue of 6.674 billion yuan, down 9.80% [25] - Longi Green Energy reported a Q3 net loss of 834 million yuan, with revenue of 18.101 billion yuan, down 9.78% [26] - New Hope's Q3 net profit was 512.55 million yuan, down 99.63%, with revenue of 28.879 billion yuan, up 4.51% [27] - Wealth Trend's Q3 net profit increased by 76.93% to 77.1855 million yuan, with revenue of 65.3534 million yuan, up 4.31% [28] - Hunan Silver's Q3 net profit was 96.3611 million yuan, up 47.51%, with revenue of 4.065 billion yuan, up 98.68% [29] - Spring Airlines' Q3 net profit decreased by 6.17% to 1.167 billion yuan, with revenue of 6.469 billion yuan, up 6.01% [30] - Litong Electronics reported a Q3 net profit of 165 million yuan, up 1432.90%, with revenue of 946 million yuan, up 57.09% [31] - Baosteel's Q3 net profit increased by 130.31% to 3.081 billion yuan, with revenue of 81.064 billion yuan, up 1.83% [32] - Giant Star Technology's Q3 net profit was 882 million yuan, up 18.96%, with revenue of 4.129 billion yuan, down 5.80% [33] - Wanda Film's Q3 net profit increased by 319.92% year-on-year [34] - COSCO Shipping's Q3 net profit decreased by 29% [35] - PetroChina's Q3 net profit was 42.29 billion yuan, down 3.9%, with revenue of 719.16 billion yuan, up 2.3% [36] - JA Solar reported a Q3 net loss of 3.553 billion yuan [37] - BOE Technology's Q3 net profit was 1.355 billion yuan, up 32.07%, with revenue of 53.270 billion yuan, up 5.81% [38] - BYD's Q3 net profit was 7.823 billion yuan, down 32.60%, with revenue of 194.985 billion yuan, down 3.05% [39] - Guotai Junan's Q3 net profit increased by 40.60% to 6.337 billion yuan, with revenue of 22.019 billion yuan, up 136.00% [40] - Jianghuai Automobile reported a Q3 net loss of 661 million yuan, with revenue of 11.513 billion yuan, up 5.54% [41] - Zhezhong Co. reported a Q3 net profit of 206 million yuan, up 5282.88%, with revenue of 232 million yuan, down 21.33% [42] - Yonghui Supermarket reported a Q3 net loss of 469 million yuan, with revenue of 12.486 billion yuan, down 25.55% [43] Shareholding Changes - Ruisheng Intelligent's shareholder plans to reduce its stake by up to 3% [44] - SF Holding adjusted its share repurchase plan to a total amount of not less than 1.5 billion yuan and not more than 3 billion yuan [45] - Changying Precision adjusted its share repurchase price limit to 50 yuan per share [46] Major Contracts - Trina Solar signed a sales contract for over 1 GWh of energy storage products with a European customer [47]
规模510亿元战略基金启动,投早、小、长期、硬科技
Sou Hu Cai Jing· 2025-10-30 10:38
Core Insights - The establishment of the Central Enterprise Strategic Emerging Industry Development Special Fund (referred to as "Central Enterprise Emerging Fund") aims to enhance investment in strategic emerging industries, with a total fundraising of 51 billion yuan [3][4] - The fund has a total duration of 15 years, including a 5-year investment period and an 8-year management exit period, with a possible 2-year extension [3][4] - The fund's primary investment focus includes artificial intelligence, high-end equipment, quantum technology, and future industries such as future energy, future information, and future manufacturing [3] Fund Structure and Contributions - The fund has 15 contributors, with China Reform Holdings Corporation Limited (China Reform) being the largest shareholder, contributing 15 billion yuan and holding a 29.4% stake [3] - Other contributors include state-owned enterprises such as China Mobile (6 billion yuan), Sinopec (5 billion yuan), and China National Offshore Oil Corporation (3 billion yuan), among others [3] - The total scale of various central enterprise venture capital funds established this year is approaching 100 billion yuan, focusing on technology attributes and emerging fields [4] Policy and Investment Strategy - The fund is part of a broader initiative to support the development of strategic emerging industries as mandated by the central government [4] - The investment strategy emphasizes early-stage, small-scale, long-term investments in hard technology, creating a new model of integration between industry and finance [4][6] - Recent policy measures aim to address concerns regarding state-owned capital's risk tolerance and investment willingness, establishing a lifecycle assessment mechanism for venture capital funds [7][8] Market Impact and Collaboration - State-owned capital is expected to stimulate market-oriented funds' investment enthusiasm, particularly in larger financing projects where state capital can lead the investment [8] - Central enterprises possess rich application scenarios for collaboration, as evidenced by recent procurement orders in the robotics sector [8]
中煤能源(601898) - 中国中煤能源股份有限公司关于参与出资央企战新基金的公告


2025-10-30 10:18
证券代码:601898 证券简称:中煤能源 公告编号:2025-033 中国中煤能源股份有限公司 关于参与出资央企战新基金的公告 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: 一、 本次交易概述 (一)基本情况 公司参与出资央企战新基金,该基金为公司制,公司作为股东认购 100,000 万元的基金份额,占比 1.96%。本次交易总额人民币 100,000 万元,资金来源为 公司的自有资金。 1 本公告全文已于本公告日刊登于上海证券交易所网站、香港联合交易所有 限公司网站、本公司网站、中国证券报、上海证券报、证券时报和证券日 报。 投资标的名称:央企战略性新兴产业发展基金有限责任公司(简称"央企 战新基金"或"基金") 投资金额:中国中煤能源股份有限公司参与并以自有资金出资人民币 100,000 万元认购央企战新基金份额。 资金来源:公司自有资金。 审议情况:本次交易不构成关联交易,不构成《上市公司重大资产重组管 理办法》规定的重大资产重组。根据《中国中煤能源股份有限公司章程》(简 称"《公司章程》")等相关规 ...
中煤能源拟出资10亿元认购央企战新基金
Zhi Tong Cai Jing· 2025-10-30 09:53
Core Viewpoint - China Coal Energy (601898) has invested 1 billion RMB in a state-owned enterprise's strategic new industry fund, acquiring a 1.96% stake, which aligns with national strategic initiatives to promote the development of nine key new industries [1] Group 1 - The total transaction amount is 1 billion RMB, sourced from the company's own funds [1] - The investment aims to support the development of strategic new industries and future industries, emphasizing the importance of long-term, patient, and strategic capital [1] - The fund will focus on nine key new industry sectors related to central enterprises, facilitating the integration of innovation and industrial chains [1] Group 2 - The investment aligns well with the company's main business, allowing for broader access to industrial and financial platforms [1] - The transaction will not affect the company's normal cash flow or the development of its main business, ensuring no harm to the interests of the company and its shareholders [1]
中煤能源(01898)拟出资10亿元认购央企战新基金
智通财经网· 2025-10-30 09:52
智通财经APP讯,中煤能源(01898)公布,公司参与出资央企战新基金,该基金为公司制,公司作为股东 认购10亿元的基金份额,占比 1.96%。本次交易总额人民币10亿元,资金来源为公司的自有资金。 本次交易旨在落实国家战略部署,推动央企战新产业和未来产业发展,突出长期资本、耐心资本、战略 资本的核心价值。通过基金投资布局与中央企业发展相关的九大战新产业领域,探索未来产业新赛道, 围绕产业链部署创新链、围绕创新链布局产业链,促进产业链创新链深度融合。该基金投资领域与公司 主营业务协同性强,可通过基金接入更广泛的产融平台,有助于公司拓宽产业合作生态圈。本次交易的 资金来源为公司自有资金,不会影响日常资金正常周转需要,不会影响主营业务的正常发展,不存在损 害公司及全体股东利益的情形。 ...
中煤能源(01898.HK)拟参与出资央企战新基金
Ge Long Hui· 2025-10-30 09:43
格隆汇10月30日丨中煤能源(01898.HK)公告,公司参与出资央企战新基金,该基金为公司制,公司作为 股东认购100,000万元的基金份额,占比1.96%。本次交易总额人民币100,000万元,资金来源为公司的 自有资金。 本次交易旨在落实国家战略部署,推动央企战新产业和未来产业发展,突出长期资本、耐心资本、战略 资本的核心价值。通过基金投资布局与中央企业发展相关的九大战新产业领域,探索未来产业新赛道, 围绕产业链部署创新链、围绕创新链布局产业链,促进产业链创新链深度融合。该基金投资领域与公司 主营业务协同性强,可通过基金接入更广泛的产融平台,有助于公司拓宽产业合作生态圈。本次交易的 资金来源为公司自有资金,不会影响日常资金正常周转需要,不会影响主营业务的正常发展,不存在损 害公司及全体股东利益的情形。 ...
中煤能源:出资10亿元参与央企战新基金
Xin Lang Cai Jing· 2025-10-30 09:32
中煤能源10月30日公告,公司以自有资金10亿元认购央企战略性新兴产业发展基金有限责任公司份额, 占比1.96%。该基金规模510亿元,主要投资战略性新兴产业。公司表示,这将有助于拓宽产业合作生 态圈,资金来源为自有资金,不会影响主营业务发展。 ...