从中证香港300上游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15.88%、工业金属 占比15.22%、贵金属占比15.08%、油气开采与油田服务占比1.05%、稀有金属占比0.88%、其他有色金 属及合金占比0.51%。 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。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 作者：行情君 数据统计显示，中证香港300上游指数近一个月上涨8.11%，近三个月上涨21.15%，年至今上涨 16.69%。 据了解，中证香港300主题指数系列从中证香港300指数样本中根据中证行业分类选取符合相应主题的证 券作为指数样本，反映了在香港交易所上市各主题证券的整体表现。该指数以2004年12月31日为基日， 以1000.0点为基点。 从指数持仓来看，中证香港300上游指数十大权重分别为：中国海洋石油（28.21%）、中国石油股份 （13.54%）、紫金矿业（10.5%）、中国神华（9.62%）、中国石 ...

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， ...

从指数持仓来看，上证能源行业指数十大权重分别为：中国石油（14.59%）、中国神华（14.15%）、 中国石化（12.7%）、陕西煤业（11.58%）、中国海油（9.18%）、广汇能源（3.63%）、兖矿能源 （3.37%）、中煤能源（3.24%）、潞安环能（2.5%）、淮北矿业（2.02%）。 金融界7月31日消息，上证指数低开低走，上证能源行业指数 (上证能源，000032)下跌1.76%，报 1846.97点，成交额139.24亿元。 数据统计显示，上证能源行业指数近一个月上涨4.12%，近三个月上涨6.54%，年至今下跌8.54%。 据了解，上证行业指数系列将沪市的全部样本按照行业分类标准划分为能源、原材料、工业等一级行 业，并选择各个行业对应的上市公司证券编制相应的行业指数，以反映上证行业指数在二级市场的整体 表现。该指数以2003年12月31日为基日，以1000.0点为基点。 从上证能源行业指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证能源行业指数持仓样本的行业来看，能源占比100.00%。 ...

Core Viewpoint - The China Securities Index Hong Kong 300 Energy Index has shown significant growth, with a 11.96% increase over the past month, 19.68% over the past three months, and a 6.93% increase year-to-date [1] Group 1: Index Performance - The China Securities Index Hong Kong 300 Energy Index is currently at 2656.17 points [1] - The index is designed to reflect the overall performance of different industries in the Hong Kong market, based on the China Securities Industry Classification Standards [1] Group 2: Index Composition - The index is composed entirely of securities listed on the Hong Kong Stock Exchange, with a 100% allocation [1] - The sector breakdown of the index includes: - Oil refining: 41.59% - Integrated oil and gas companies: 33.45% - Coal: 22.70% - Oilfield services: 1.55% - Coking: 0.72% [1] Group 3: Sample Adjustment - The index samples are adjusted biannually, specifically on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with temporary adjustments made in response to significant events affecting sample companies [2]

齐鲁晚报.齐鲁壹点记者陈丹 重大项目建设既是稳增长的"压舱石"，又是优化经济结构的重要抓手。今年以来，济宁市项目建设加速推进。 宁德时代（300750）新能源产业电池基地、恒旺年产绿色智能制造基地等一批科技含量高、技术性强、产业高优质 产业项目顺利投产，锻造发展新引擎，莱赛尔纤维等项目也在全力推进，大干实干的风潮遍布齐鲁大地。与此同 时，多条高速公路建设提前实现"双超半"目标，港航建设迎来新进展，区域路网铺就城市内畅外联之路。 优质产业项目 据了解，该项目项目投资8.6亿元，新上锌铝镁板材、盐酸洗等生产线20条，项目全部投产后，年产锌铝镁板材40 万吨、电镀铬板材20万吨、聚合氯化铁2.4万吨，实现年产值26亿元、利税4.7亿元，带动就业270人。 另一方面，恒旺年产3000台大中型工程机械绿色智能制造基地项目一期已建成投用，项目二期也将适时启动。公司 总经理刘小伟表示，绿色智能制造基地以智能技术驱动生产，以绿色工艺降耗减排，以全链协同优化资源，尽管是 重型机械生产企业，新建车间均达到"无尘"标准。同时，新厂房通过MES系统进行生产管理和调度执行，以更优方 案完成订单任务。随着新生产线逐步达产，大马力推土机、 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 专题：专题|2024年度A股董秘数据报告：1144位董秘年薪超百万 占比超21% 作为上市公司核心管理层关键成员，财务总监CFO的地位与作用至关重要。新浪财经《2024年度A股 CFO数据报告》显示，2024年A股上市公司财务总监CFO群体薪酬规模合计达42.70亿元，平均年薪为 81.48万元。 从煤炭行业看，2024年财务总监薪酬为1，382万元；从人均薪酬看，2024年煤炭行业财务总监人均薪酬 为53万元。 安源煤业财务总监为张海峰，年薪为57万，1982年9月出生，本科学历，高级会计师，中共党员。曾任 尚庄煤矿生产科科员，财务科科员，主办科员，副科长，丰城矿务局财务处科长，江西丰矿集团有限公 司财务部副部长，安源煤业集团股份有限公司财务证券部高级主管，主任会计师，副部长兼江西江能煤 矿管理有限公司财务总监，副部长（主持工作），部长，董事会秘书。现任安源煤业集团股份有限公司 党委委员，财务总监，丰城港华燃气有限公司董事长。 大有能源财务总监薪酬低于行业均值。值得注意的是，其因财务信息披露不准确领罚单。 2024年5月28日，大有能源披露《关于会计差错更正 ...

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。 ...

A股煤炭板块盘初走弱，潞安环能跌超6%，平煤股份跌超3%，兖矿能源、陕西煤业等跟跌。 ...

Investment Rating - The report initiates coverage of the coal industry with a "Recommended" investment rating, highlighting potential investment opportunities in companies such as China Shenhua, Shaanxi Coal, Yanzhou Coal, Shanxi Coal International, and Datong Energy [7]. Core Insights - The coal industry is expected to undergo a new round of value reassessment due to an expanding supply-demand gap, which is likely to push coal prices upward [7][6]. - Domestic coal production growth is slowing, with significant contributions from Xinjiang and Inner Mongolia, while Shanxi faces production declines due to regulatory constraints [3][4]. - The demand for coal remains relatively rigid, primarily driven by the power sector, which accounts for 55% of total coal consumption, alongside strong growth in chemical industry demand [4][6]. Supply Side Summary - Domestic raw coal production is projected to reach 4.76 billion tons in 2024, reflecting a year-on-year increase of 1.3%, significantly lower than the five-year compound growth rate of 4.36% [3]. - Xinjiang and Inner Mongolia are the main contributors to production increases, with expected increments of 8.1 million tons and 6.6 million tons respectively in 2024 [3][32]. - Shanxi's coal production is expected to decline by 6.9% in 2024 due to regulatory measures aimed at controlling overproduction [3][43]. Demand Side Summary - Total coal consumption in China is forecasted to reach 4.84 billion tons in 2024, up 1.7% year-on-year, with the power sector's coal usage increasing by 2.64% to 2.65 billion tons [4][6]. - The chemical sector shows robust growth in coal demand, with a year-on-year increase of 13.86%, while the construction materials sector is expected to see a decline of 5.05% [4][6]. - Coal exports are anticipated to rise significantly, with a projected increase of 49.1% year-on-year, reaching 6.66 million tons in 2024 [4]. Supply-Demand Outlook - The supply-demand gap is expected to widen over the next few years, with projected deficits of 0.63 million tons in 2025, 1.50 million tons in 2026, and 2.29 million tons in 2027 [6]. - Coal prices are likely to rise as domestic production growth is constrained by regulatory measures and the dual carbon goals of peak carbon emissions and carbon neutrality [6][7]. Company Focus and Profit Forecast - The report provides earnings per share (EPS) and price-to-earnings (PE) ratios for several companies, with China Shenhua rated as "Buy" and others currently un-rated [9].

Investment Rating - The investment rating for the coal industry is "Positive (Maintain)" [1] Core Views - The coal market is experiencing a rebound in prices for thermal coal and coking coal, indicating a favorable fundamental outlook [4][17] - The current price of Qinhuangdao Q5500 thermal coal is 653 CNY/ton, reflecting a 7.2% increase from the lowest price earlier this year [4][35] - The supply side remains constrained with a low operating rate of 81.3% among 442 coal mines in Shanxi, Shaanxi, and Inner Mongolia [4][25] - The demand for electricity coal is high due to the summer peak season, supporting price increases [4][25] - Coking coal prices have also surged, with the price of main coking coal at Jing Tang Port reaching 1680 CNY/ton, a 16.67% increase [4][26] Summary by Sections Investment Perspective - The coal market fundamentals are favorable, and it is time to position for growth as prices are expected to recover towards long-term contract prices around 670 CNY [4][17] - The price of coking coal is more influenced by supply and demand dynamics, with current prices indicating a recovery from previous lows [4][17] Market Performance - The coal index rose by 7.98%, outperforming the CSI 300 index by 6.29 percentage points [28] - Major coal companies have shown significant price increases, with Lu'an Energy up by 31.22% and Jinko Coal up by 18.83% [28] Key Indicators - The average PE ratio for the coal sector is 12.23, and the PB ratio is 1.26, indicating relatively low valuations compared to other sectors [29][32] - The port price for thermal coal has seen a slight increase, with Qinhuangdao Q5500 thermal coal price rising by 1.71% [35][38] Supply and Demand Dynamics - The operating rate of coal mines is at a low level, which may lead to further price increases as supply tightens [4][25] - The demand for non-electric coal remains strong, with methanol production rates at historical highs [4][25] Investment Recommendations - Four main investment lines are suggested: 1. Cycle logic: Jin控煤业 and 兖矿能源 for thermal coal 2. Dividend logic: 中国神华 and 中煤能源 for dividend potential 3. Diversified aluminum elasticity: 神火股份 and 电投能源 4. Growth logic: 新集能源 and 广汇能源 [5][18]