格隆汇12月19日丨华阳股份(600348.SH)在投资者互动平台表示，公司密切关注行业技术发展趋势，钠 离子固态电池已纳入公司规划。 ...

山西华阳集团新能股份有限公司 2025 年第三次临时股东会资料 山西华阳集团新能股份有限公司 2025 年 12 月 29 日 | | | 山西华阳集团新能股份有限公司 2025 年第三次临时股东会会议须知 一、公司负责股东会的程序安排和会务工作，出席会议人员应当听从 公司工作人员安排，共同维护好大会秩序。 二、为保证股东会的正常秩序，除出席会议的股东或者股东代理人、 董事、董事会秘书、其他高级管理人员、见证律师以及董事会邀请的人员 以外，公司有权拒绝其他人员进入会场。对于影响股东会秩序和损害其他 股东合法权益的行为，公司将按规定予以制止。 三、出席股东会的股东、股东代表应当持身份证或者营业执照复印件、 授权委托书和证券账户卡等证件办理签到手续。会议开始后，会议登记终 止。未签到登记的股东原则上不能参加本次股东会。 四、股东和股东代理人参加股东会，应当认真履行其法定义务，不得 影响会议的正常程序。否则，大会主持人可以劝其退场。 五、股东和股东代理人参加股东会，依法享有发言权、质询权、表决 权等各项权利。 审议提案时，只有股东或者股东代理人有发言权，其他与会人员不可 提问和发言。每位股东和股东代理人发言原则上不 ...

证券日报网讯12月18日，华阳股份（600348）在互动平台回答投资者提问时表示，公司高性能碳纤维材 料可应用于航空航天、高端装备制造、风电新能源、新型氢能储能等领域。 ...

华阳股份（600348.SH）12月18日在投资者互动平台表示，新投产的七元矿井实现达产还需要时间过 渡，公司在核定能力范围内今年的产量较去年有所增加，请您关注公司年度报告。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：董秘，贵司常说严格按核准产能产煤，但新投产一 座，其他也有核增的，怎么不见产量销量明显增加？ ...

Group 1 - The core viewpoint of the article highlights Huayang Co., Ltd. (600348.SH) is collaborating with Zhongke Haina in the sodium-ion battery sector to advance the industrialization of anode and cathode materials and battery cells [2] - The company is actively monitoring technological developments in the industry and is committed to maintaining communication with leading enterprises across various fields [2] - Huayang Co., Ltd. aims to promote the application expansion of sodium-ion battery technology in diverse scenarios [2]

每经AI快讯，有投资者在投资者互动平台提问：您好！公司煤矿开采一直对标先进，何时用上机器人 等实现突破？ 华阳股份（600348.SH）12月18日在投资者互动平台表示，公司已在部分煤矿投用皮带智能巡检机器 人，实现了"无人巡查+远程监控"的智能巡检模式，提升了安全管控效率。 （文章来源：每日经济新闻） ...

Group 1 - The company has high-performance carbon fiber materials that can be applied in aerospace, high-end equipment manufacturing, wind power renewable energy, and new hydrogen energy storage fields [2]

Core Viewpoint - The coal prices have risen unexpectedly since the fourth quarter, with October thermal power generation increasing by 7.3% year-on-year, and inventory levels remaining lower than the same period last year, indicating a strong demand outlook for the coal sector into 2026 [1] Group 1: Industry Outlook - The coal price is expected to maintain a steady yet strong trend towards the end of the year and into 2026, driven by seasonal demand increases starting from late November [1] - The coal industry is entering a "dividend + cycle" phase, with high-quality coal companies benefiting from resource endowments and cost advantages, leading to robust profitability and high cash flow [1] - The anticipated exit of over 100 million tons of pre-approved production capacity by 2026 will lead to a contraction in domestic supply, while demand for thermal coal is expected to rebound [1] Group 2: Investment Strategy - Investment strategies suggested by Zhongtai Securities include focusing on high-dividend, low-valuation coal stocks, particularly those with strong dividend attributes [1] - Companies with growth in production capacity and significant profit elasticity should be prioritized, especially those showing resonance between alpha and beta [1] - Attention should be given to coking coal stocks that are expected to reverse from difficulties, as coal prices stabilize and profitability improves [1] Group 3: Performance Metrics - Among coal stocks, 22 have a dividend yield (TTM) exceeding 2%, with Jizhong Energy leading at 10.20%, followed by China Shenhua and Pingmei Shenma, both above 7% [1] - Despite a decline in performance for most coal stocks in the first three quarters, 14 stocks showed a quarter-on-quarter net profit increase in Q3, with SuNeng Co. nearly doubling its net profit [2][3] - Notable performers in Q3 include Jizhong Energy with a net profit of 0.59 billion and a 102.69% increase, and China Shenhua with a net profit of 144.11 billion and a 13.54% increase [3]

格隆汇12月17日丨华阳股份(600348.SH)在投资者互动平台表示,公司七元矿参与保供任务。泊里矿尚未 正式投产，不属于当前必须承担的"保供"任务主体。 ...

Core Viewpoint - Huayang Co., Ltd. is closely monitoring the development of sodium-ion battery technology and is steadily advancing its related business layout [1] Group 1: Company Strategy - The company emphasizes sustainable development as a priority in its operations [1] - It aims to enhance the core competitiveness of its sodium-ion battery industry through a combination of technological innovation and market validation [1] Group 2: Industry Context - Sodium-ion batteries are recognized as an emerging technology, with the industrialization process needing to balance technological maturity and market risks [1] - The company is focused on ensuring the reliability of its technological routes and the profitability of its projects [1]