智通财经APP讯， 盘江股份(600395.SH)发布三季度主要生产经营数据，1-9月商品煤产量751.86万吨， 同比增长8.74%。 ...

Core Insights - The company, Panjiang Coal (600395), reported its third-quarter production and operational data on October 14, indicating a significant increase in coal production and sales for the first three quarters of the year [1] Production Data - The total coal production for the first three quarters reached 7.5186 million tons, reflecting a year-on-year increase of 8.74% [1] - The coal sales for the same period amounted to 7.5167 million tons, showing a year-on-year growth of 8% [1]

贵州盘江精煤股份有限公司 2025 年第三季度主要生产经营数据公告 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。 根据《上海证券交易所上市公司自律监管指引第 3 号——行业信息披 露指引》（第二号——煤炭和第三号——电力）要求，现将公司 2025 年第 三季度主要生产经营数据公告如下： 证券代码：600395 证券简称：盘江股份 编号：临 2025-047 以上生产经营数据为投资者及时了解公司生产经营概况之用，未经审 计，敬请广大投资者审慎使用并注意投资风险。 特此公告。 贵州盘江精煤股份有限公司董事会 2025 年 10 月 14 日 | 指标项目 | 2025 年 | 1-9 | 月 | 2024 | 年 1-9 | 月 | 变动比例（%） | | --- | --- | --- | --- | --- | --- | --- | --- | | 1.煤炭业务 | | | | | | | | | 商品煤产量（万吨） | | 751.86 | | | 691.44 | | 8.74 | | 商品煤销量（万吨） | | 75 ...

省级能源集团整合提速，煤电风光一体化重塑估值，能源资产重估行情启动。 当贵州、河南、四川三地的省级能源集团接连祭出战略性重组"大招"，一场横跨煤炭、电力、新能源领 域的并购风暴正加速蔓延。从西南深山的煤电联营到中原大地的化工布局，从长江上游的水电整合到资 本市场的市值飙升，地方国企的密集动作不仅刷新了行业整合力度，更在"双碳"目标与能源安全的双重 需求下，悄然重塑中国能源供给的底层格局。 这场斥资超5000亿的整合浪潮，究竟如何推进？又将给能源行业带来哪些深远改变？ 01 风暴起： 三省5000亿砸向能源整合，规模超预期 重组消息一出，上市公司集体"飘红" 2024年以来，省级能源行业整合从"零星试点"升级为"集体行动"，其中贵州、河南、四川三省的动作最 为迅猛——仅前三季度，三省能源集团并购规模就突破5000亿元，涉及煤炭产能10亿吨、电力装机近 8000万千瓦，无论是资金投入还是覆盖范围，都远超市场前期预判。 这场整合并非偶然，而是政策导向下的必然选择。国务院国资委2024年发布的《关于推进国有资本布局 优化和结构调整的意见》明确提出，到2025年中央企业与地方国企的战略性重组需覆盖70%以上重点行 业。 ...

Market Overview - The Shanghai Composite Index rose by 1.32% on October 9, with 23 out of 28 sectors experiencing gains. The top-performing sectors were non-ferrous metals and steel, with increases of 7.60% and 3.38% respectively. The coal industry ranked third in terms of gains, rising by 3.00% [2][3]. Fund Flow Analysis - The main funds in the two markets experienced a net outflow of 19.966 billion yuan. However, 12 sectors saw net inflows, with the non-ferrous metals sector leading with a net inflow of 5.361 billion yuan. The construction and decoration sector followed with a 2.17% increase and a net inflow of 1.868 billion yuan [2]. - The sectors with the largest net outflows included non-bank financials, which saw a net outflow of 6.725 billion yuan, and the automotive sector, which had a net outflow of 4.325 billion yuan. Other sectors with significant outflows included media, electronics, and banking [2]. Coal Industry Performance - The coal industry saw a 3.00% increase with a net inflow of 301 million yuan. Out of 37 stocks in this sector, 36 rose, and one hit the daily limit. The top stock in terms of net inflow was Yongtai Energy, with an inflow of 111 million yuan, followed by China Shenhua and New Dazhou A, with inflows of 56.399 million yuan and 27.092 million yuan respectively [3][4]. - The coal industry had several stocks with significant net outflows, including Shaanxi Coal, New集 Energy, and Panjiang Coal, with outflows of 61.551 million yuan, 13.266 million yuan, and 9.8342 million yuan respectively [3][4].

Market Overview - The Shanghai Composite Index rose by 1.32% on October 9, with 23 out of 28 sectors experiencing gains. The top-performing sectors were non-ferrous metals and steel, with increases of 7.60% and 3.38% respectively. The coal industry ranked third in terms of gains, rising by 3.00% [1]. Coal Industry Performance - The coal sector saw a net inflow of 301 million yuan, with 36 out of 37 stocks in the sector rising, including one hitting the daily limit. Only one stock declined [1]. - Among the coal stocks, the top net inflow was from Yongtai Energy, with 111 million yuan, followed by China Shenhua and New Dazhou A, with net inflows of approximately 56.4 million yuan and 27.1 million yuan respectively [1]. Key Stocks in Coal Sector - The following table summarizes the performance of key coal stocks: - Yongtai Energy: +4.29%, turnover rate 6.39%, net inflow 110.54 million yuan - China Shenhua: +2.44%, turnover rate 0.26%, net inflow 56.39 million yuan - New Dazhou A: +10.04%, turnover rate 5.91%, net inflow 27.09 million yuan - Shanxi Coking Coal: +3.45%, turnover rate 1.72%, net inflow 26.17 million yuan - Jiangxi Tungsten: +6.61%, turnover rate 3.92%, net inflow 23.90 million yuan [1]. Fund Flow Analysis - In the coal sector, 26 stocks experienced net inflows, with 12 stocks seeing inflows exceeding 10 million yuan. Conversely, the stocks with the highest net outflows included Shaanxi Coal, New集 Energy, and Panjiang Coal, with outflows of approximately 61.6 million yuan, 13.3 million yuan, and 9.8 million yuan respectively [1].

Group 1 - The core transaction of Panzhijang Co., Ltd. on September 30 involved a block trade of 2.663 million shares, amounting to 14.3536 million yuan, with a transaction price of 5.39 yuan per share [1][2][3] - In the last three months, Panzhijang Co., Ltd. has recorded a total of four block trades, with a cumulative transaction amount of 84.4707 million yuan [2][3] - The closing price of Panzhijang Co., Ltd. on the day of the transaction was 5.39 yuan, reflecting an increase of 2.47% for the day, with a turnover rate of 1.42% and a total trading volume of 163 million yuan [2][3] Group 2 - The latest margin financing balance for Panzhijang Co., Ltd. is 398 million yuan, which has increased by 22.9147 million yuan over the past five days, representing a growth rate of 6.11% [3] - The company was established on October 29, 1999, with a registered capital of 2.146624894 billion yuan [3]

Group 1 - The core point of the article highlights the recent trading activity of Panjiang Co., which saw a 2.47% increase in stock price, closing at 5.39 yuan, with a significant block trade occurring on September 30 [1] - The block trade involved a total volume of 2.663 million shares, amounting to 14.3536 million yuan, with a premium rate of 0.00% [1] - The buyer was Guangfa Securities Co., Ltd., while the seller was Guotai Junan Securities Co., Ltd. [1] Group 2 - Over the past three months, Panjiang Co. has recorded a total of four block trades, with a cumulative transaction amount of 84.4707 million yuan [1] - In the last five trading days, the stock has increased by 1.89%, with a net inflow of 447,900 yuan from main funds [1]

证券代码：600395 证券简称：盘江股份 编号：临 2025-046 贵州盘江精煤股份有限公司 第七届董事会 2025 年第九次临时会议决议公告 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。 为进一步加强公司市值管理工作，切实推动公司提升投资价值，会议 同意公司制定的《贵州盘江精煤股份有限公司市值管理制度》。 二、关于修改《贵州盘江精煤股份有限公司职工重大疾病救助保障机 制管理办法（试行）》的议案 表决结果：7 票同意，0 票反对，0 票弃权。 为构建多层次医疗保障体系，切实提升公司职工医疗保障水平，会议 同意对《贵州盘江精煤股份有限公司职工重大疾病救助保障机制管理办法 （试行）》部分条款进行修改。 特此公告。 贵州盘江精煤股份有限公司董事会 贵州盘江精煤股份有限公司（以下简称"公司"）第七届董事会 2025 年 第九次临时会议于 2025 年 9 月 30 日以通讯方式召开。会议由公司董事长 纪绍思先生主持，应参加会议董事 7 人，实际参加会议董事 7 人。会议符 合《公司法》和《公司章程》等有关规定，合法有效。 出席会 ...

Group 1 - On September 30, Panjiang Co., Ltd. executed a block trade of 2.663 million shares, with a transaction value of 14.3536 million yuan, accounting for 8.09% of the total transaction volume for that day [1][2] - The transaction price was 5.39 yuan, which was in line with the market closing price of 5.39 yuan [1][2]