证券代码：600256 证券简称：广汇能源 公告编号：2025-061 广汇能源股份有限公司 关于协议转让控股子公司合金投资股权 完成股份过户登记的公告 股份有限公司（简称"九洲恒昌"） 。 （具体内容详见公司 2025-052、 公告内容） 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。 广汇能源股份有限公司（简称"公司"）今日收到由中国证券登 记结算有限责任公司深圳分公司出具的《证券过户登记确认书》，现 将情况公告如下： 一、本次协议转让股权基本情况 公司于 2025 年 6 月 30 日召开董事会第九届第十七次会议、监事 会第九届第十四次会议，审议通过了《广汇能源股份有限公司关于转 让控股子公司合金投资股权的议案》，同意将公司所持新疆合金投资 股份有限公司（简称"合金投资" ）无限售流通股股份 79,879,575 股 （占合金投资总股本 20.74%）以协议转让方式转让给九洲恒昌物流 二、股份过户登记情况 公司收到由中国证券登记结算有限责任公司深圳分公司出具的 《证券过户登记确认书》，确认了本次协议转让股权事项所涉及 ...

广汇能源股份有限公司（简称"公司"）今日收到由中国证券登 记结算有限责任公司深圳分公司出具的《证券过户登记确认书》，现 将情况公告如下： 一、本次协议转让股权基本情况 公司于 2025 年 6 月 30 日召开董事会第九届第十七次会议、监事 会第九届第十四次会议，审议通过了《广汇能源股份有限公司关于转 让控股子公司合金投资股权的议案》，同意将公司所持新疆合金投资 股份有限公司（简称"合金投资"）无限售流通股股份 79,879,575 股 （占合金投资总股本 20.74%）以协议转让方式转让给九洲恒昌物流 股份有限公司（简称"九洲恒昌"）。（具体内容详见公司 2025-052、 053、054 号公告及合金投资披露的《简式权益变动报告书》等相关 公告内容） 二、股份过户登记情况 证券代码：600256 证券简称：广汇能源 公告编号：2025-061 广汇能源股份有限公司 关于协议转让控股子公司合金投资股权 完成股份过户登记的公告 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。 公司收到由中国证券登记结算有限责任公司深圳分公司出 ...

在A股上市公司中，财务总监（CFO）往往拥有耀眼学历，但恒力石化（600346.SH）的刘雪芬以大专 学历书写了独特篇章。2024年，她以158.06万元年薪执掌这家营收超2360亿、总市值1080亿元的石化巨 头财务命脉，这一数字较A股CFO平均年薪（81.48万元）高出94%，彰显了实力对学历的超越。 专题：专题|2024年度A股CFO数据报告：美的集团钟铮年薪946万，比亚迪周亚琳896万 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 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。 声明：本文由AI大模型生成。市场有风险，投资需谨慎。数据来源于choice，截止2024年末，任期不满 1年的不参与统计。 资料显示，刘雪芬，1972年出生，中国国籍，无境外永久居留权，大专学历。曾任吴江丝绸试样厂出纳 会计；建设银行盛泽支行柜员、信贷员、会计主管；2004年4月至2012年4月任江苏恒力化纤股份有限公 司审计 ...

新疆合金投资股份有限公司 证券代码：000633 证券简称：合金投资 公告编号：2025-030 新疆合金投资股份有限公司 关于控股股东协议转让股权事项取得深圳证券交易所 合规性确认暨公司控制权拟发生变更的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、本次协议转让股权的基本情况 新疆合金投资股份有限公司（以下简称"公司"）于 2025 年 6 月 30 日收到 控股股东广汇能源股份有限公司（以下简称"广汇能源"）出具的告知函，广汇 能源与九洲恒昌物流股份有限公司（以下简称"九洲恒昌"）签署了《股份转让 协议》，拟通过协议转让的方式向九洲恒昌出让其持有的公司无限售流通股股份 控股股东将由广汇能源变更为九洲恒昌，公司实际控制人将由孙广信先生变更为 王云章先生。详细情况请见公司于 2025 年 7 月 1 日、2025 年 7 月 4 日在巨潮资 讯网上披露的《关于控股股东协议转让股权暨控制权拟发生变更的提示性公告》 《简式权益变动报告书》《详式权益变动报告书》及相关财务顾问核查意见（公 告编号：2025-027）。 二、本次协议转让股权的进展情况 ...

Investment Rating - The industry investment rating is "Positive" [1] Core Viewpoints - Shenhua plans to acquire group assets, and coal prices are expected to rise in August. Domestic power plants maintain daily coal consumption, leading to continued price increases. The coal association has advocated for controlling production and improving quality, while the Central Financial Committee emphasized the need to regulate low-price competition and promote the orderly exit of backward production capacity. The coking coal sector may see marginal improvements in performance due to environmental factors affecting capacity utilization, with supply and demand gradually balancing in the second half of the year [6][42]. Summary by Sections Coal Market Performance - The coal sector declined, underperforming the CSI 300 index by 2.81 percentage points, with a drop of 4.56% as of August 1, 2025. Among 37 stocks, Chengzhi Co. had the smallest decline at 0.89% [2]. - Key monitored enterprises reported an average daily coal sales volume of 6.64 million tons from July 25 to July 31, 2025, a week-on-week decrease of 6.9% but a year-on-year increase of 0.1%. The total coal inventory was 28.87 million tons, down 5.5% week-on-week and up 15.1% year-on-year [2]. Price Trends - As of August 1, 2025, the price of thermal coal (Q5500K) in the Bohai Rim was 665 CNY/ton, up 0.15% week-on-week. The price of imported thermal coal was 763 CNY/ton, up 0.13% week-on-week. Prices at various ports, including Qinhuangdao and Huanghua, also saw increases [3]. - For coking coal, the main coking coal price at Jingtang Port was stable at 1,650 CNY/ton, while prices for metallurgical coke increased by 3.4% for first-grade and 3.94% for second-grade [4]. Supply and Demand Dynamics - The cumulative coal sales volume for key monitored enterprises was 146.43 million tons, a year-on-year decrease of 3.3%. Power and chemical industries saw coal consumption changes of -2.7% and +16.9% respectively [2][41]. - The chemical industry’s total coal consumption was reported at 21.39 million tons as of August 1, 2025, reflecting a year-on-year increase of 16.9% [41]. Investment Recommendations - The report suggests focusing on high-dividend thermal coal companies and turnaround coking coal companies. Key companies to watch include China Shenhua, Shaanxi Coal and Chemical Industry, and Yanzhou Coal Mining Company for thermal coal, and Huabei Mining and Shanxi Coking Coal for coking coal [6][42].

Investment Rating - The investment rating for the coal mining industry is "Positive" [2] Core Viewpoints - The current phase is the early stage of a new upward cycle in the coal economy, driven by both fundamental and policy factors, making it an opportune time to invest in the coal sector during price corrections [11][12] - The supply side is tightening due to a decrease in coal mine capacity utilization rates, while demand is increasing, particularly in inland provinces [11][12] - The coal price has established a new support level, and high-quality coal companies are characterized by strong profitability, cash flow, return on equity (ROE), and dividends [11][12] Summary by Sections Coal Price Tracking - As of August 2, the market price for Qinhuangdao port thermal coal (Q5500) is 655 CNY/ton, up 10 CNY/ton week-on-week [3][28] - The price for coking coal at Jingtang port remains stable at 1650 CNY/ton [30] Supply and Demand Tracking - The capacity utilization rate for sample thermal coal mines is 90.9%, down 3.1 percentage points week-on-week [11][45] - Daily coal consumption in inland provinces increased by 44.4 thousand tons/day (+13.05%) [11][46] - The daily coal consumption in coastal provinces rose by 1.0 thousand tons/day (+0.45%) [11][46] Inventory Situation - As of July 31, coal inventory in inland provinces decreased by 1.20% week-on-week, while daily consumption increased [46] - Coastal provinces saw a 1.08% decrease in coal inventory week-on-week [46] Company Performance - The coal sector is characterized by high performance, cash flow, and dividends, with a focus on companies like China Shenhua, Shaanxi Coal and Energy, and others [12][13]

Investment Rating - The coal industry is rated as "stronger than the market" [7] Core Views - The coal prices have shown a continuous upward trend due to increased daily consumption and reduced inventory as the peak season approaches [5] - The global coal shipment volume to China reached 5.524 million tons, an increase of 1.096 million tons, while the coal arrival volume was 6.376 million tons, up by 1.31 million tons year-on-year [5] - The coal supply elasticity is limited due to strict capacity control under carbon neutrality policies and increasing mining difficulties, leading to a potential new normal of underproduction [5] Summary by Sections 1. Weekly Market Review - The coal index dropped by 4.67%, underperforming the Shanghai and Shenzhen 300 index by 2.92 percentage points [15] - Year-to-date, the coal index has decreased by 10.35%, while the Shanghai and Shenzhen 300 index has increased by 3.05% [15] 2. Thermal Coal 2.1 Key Indicators Overview - As of August 1, the Qinhuangdao 5500K thermal coal price was 663 CNY/ton, up by 1.5% week-on-week [3][30] - The average daily output of 462 sample mines was 5.474 million tons, down by 3.32% week-on-week [42] 2.2 Annual Long-term Price - The long-term price for Qinhuangdao thermal coal (Q5500) was 668 CNY/ton, a month-on-month increase of 0.3% [28] 2.3 Spot Prices - The domestic price for Qinhuangdao 5500K thermal coal increased by 10 CNY/ton week-on-week [30] - The price for Inner Mongolia's 5500K coal rose by 25.5 CNY/ton, while Shanxi's price increased by 32 CNY/ton [30] 2.4 Supply and Demand 2.4.1 Supply - The operating rate of coal mines in Shanxi, Shaanxi, and Inner Mongolia was 80.2%, down by 1.3 percentage points week-on-week [40] - The average daily output of thermal coal from 462 sample mines decreased by 3.32% week-on-week [42] 2.4.2 Demand - The daily consumption of the six major power plants increased slightly to 87.7 million tons, up by 0.63% week-on-week [46] - The inventory of these power plants decreased to 1,394.3 million tons, down by 0.26% week-on-week [46] 2.4.3 Inventory Management - The total inventory index for thermal coal was 192 points, down by 1.8% week-on-week [56] - The inventory at Qinhuangdao port dropped significantly to 535 million tons, down by 8.23% week-on-week [66] 3. Coking Coal 3.1 Key Indicators Overview - The price for coking coal at Jing Tang port remained stable at 1,680 CNY/ton [80] - The average daily output of coking coal from 523 sample mines was 77.7 million tons [80] 3.2 Spot Prices - The price for Shanxi's coking coal increased by 30 CNY/ton week-on-week, while prices in Henan and Anhui remained unchanged [81]

Investment Rating - The report maintains an "Accumulate" rating for the coal mining industry, indicating a positive outlook for the sector in the next 6 months [1]. Core Viewpoints - The report highlights that coal prices are on the rise due to inventory depletion and increased demand driven by high temperatures, suggesting a potential for further price increases [1]. - The average daily coal inflow to the four ports in the Bohai Rim decreased by 14.26% week-on-week, while the average daily outflow increased by 4.88%, indicating a tightening supply situation [1][25]. - The report emphasizes the importance of monitoring insurance capital inflows and suggests that resource stocks, particularly in the coal sector, are likely to be favored due to ongoing solid premium income growth [2][33]. Summary by Sections 1. Market Review - The Shanghai Composite Index fell by 1.06% during the week, while the coal sector index decreased by 2.13% [10]. - The average daily coal price at Qinhuangdao port rose by 10 CNY/ton to 663 CNY/ton [1][16]. 2. Supply and Demand Dynamics - Daily coal inflow to the Bohai Rim ports was 1.5396 million tons, down 25.61 tons week-on-week, while daily outflow was 1.8531 million tons, up 8.61 tons [25][28]. - The total coal inventory at the Bohai Rim ports decreased by 8.22% to 24.727 million tons [28]. 3. Price Trends - The report notes that the price of 5500 kcal thermal coal in Datong increased by 32 CNY/ton to 572 CNY/ton, while the price of 6000 kcal coal in Yanzhou rose by 20 CNY/ton to 950 CNY/ton [16]. - The coal price index for the Bohai Rim region increased by 1 CNY/ton to 665 CNY/ton [18]. 4. Recommendations - The report recommends focusing on elastic coal stocks, particularly Haohua Energy and Guanghui Energy, which are considered undervalued [2][33].

石油石化行业资金流向排名 沪指8月1日下跌0.37%，申万所属行业中，今日上涨的有14个，涨幅居前的行业为环保、传媒，涨幅分 别为0.88%、0.82%。跌幅居前的行业为石油石化、国防军工，跌幅分别为1.79%、1.47%。石油石化行 业位居今日跌幅榜首位。 石油石化行业今日下跌1.79%，全天主力资金净流出4.82亿元，该行业所属的个股共47只，今日上涨的 有20只；下跌的有23只。以资金流向数据进行统计，该行业资金净流入的个股有13只，其中，净流入资 金超千万元的有5只，净流入资金居首的是宇新股份，今日净流入资金4535.66万元，紧随其后的是齐翔 腾达、中国海油，净流入资金分别为2185.30万元、1831.30万元。石油石化行业资金净流出个股中，资 金净流出超3000万元的有5只，净流出资金居前的有中国石化、中国石油、广汇能源，净流出资金分别 为2.20亿元、1.08亿元、5402.54万元。（数据宝） | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600028 | 中国石化 | -5. ...

来源：金融界 主力资金净流出居前的分别为中国石化（2.05亿元）、中国石油（1.41亿元）、广汇能源（5285.52万 元）、*ST新潮（4782.2万元）、广聚能源（1224.13万元）。 序号代码名称最新价涨跌幅主力净流入主力净占比1002221东华能源10.290.292341.29万元8.61%2600938 中国海油25.94-0.841762.54万元2.08%3600688上海石化2.85-0.71340.59万元12.42%4300839博汇股份 12.673.681181.29万元5.62%5000059华锦股份5.260.57737.49万元8.16%6000637茂化实华4.161.96628.40万 元13.9%7000159国际实业5.671.07238.42万元3.67%8600759洲际油气2.390.0157.49万元0.75%9002778中 晟高科18.531.15-316.16万元-2.96%10603798康普顿11.550.79-412.82万元-8.35% 8月1日，石油行业下跌0.27%，今日主力资金流出4.18亿元，成分股10只上涨，8只下跌。 ...