登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600403 证券简称：大有能源 编号：临2025-052号 河南大有能源股份有限公司 关于间接控股股东战略重组事项的进展公告 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个别及连带责任。 河南大有能源股份有限公司（以下简称"公司"）于2025年9月26日披露了《河南大有能源股份有限公司 关于间接控股股东战略重组的提示性公告》（临2025-043号），河南省委、省政府决定对河南能源集团 有限公司（以下简称"河南能源集团"）和中国平煤神马控股集团有限公司（以下简称"平煤神马集团"） 实施战略重组。 近日，公司收到间接控股股东河南能源集团书面通知。2025年11月7日，河南省人民政府国有资产监督 管理委员会（以下简称"河南省国资委"）与河南能源集团、平煤神马集团已签署《战略重组框架协 议》。根据协议约定，河南省国资委拟以其持有的河南能源集团100%股权按照经评估的公允价值对平 煤神马集团增资，增资完成后，河南能源集团将成为平煤神马集团的全资子公司。 本次战略重组尚需履行审计、评估 ...

11月11日，大有能源盘中上涨2.06%，截至10:06，报8.42元/股，成交4.02亿元，换手率2.04%，总市值 201.31亿元。 资金流向方面，主力资金净流出2621.05万元，特大单买入2171.00万元，占比5.40%，卖出2937.57万 元，占比7.31%；大单买入5911.96万元，占比14.70%，卖出7766.44万元，占比19.31%。 大有能源今年以来股价涨186.39%，近5个交易日跌1.52%，近20日涨70.10%，近60日涨117.01%。 今年以来大有能源已经17次登上龙虎榜，最近一次登上龙虎榜为11月6日，当日龙虎榜净买入-162.20万 元；买入总计7878.39万元 ，占总成交额比5.98%；卖出总计8040.59万元 ，占总成交额比6.10%。 大有能源所属申万行业为：煤炭-煤炭开采-动力煤。所属概念板块包括：国资改革、融资融券、基金重 仓、中盘、年度强势等。 截至9月30日，大有能源股东户数3.93万，较上期增加2.84%；人均流通股60796股，较上期减少2.76%。 2025年1月-9月，大有能源实现营业收入31.11亿元，同比减少19.67%；归母净利润- ...

Core Viewpoint - Daya Energy announced a strategic restructuring involving its indirect controlling shareholder, Henan Energy Group, and China Pingmei Shenma Group, which is expected to enhance operational efficiency and market positioning [2] Group 1: Strategic Restructuring - On November 7, 2025, the Henan Provincial Government's State-owned Assets Supervision and Administration Commission signed a framework agreement for the strategic restructuring between Henan Energy Group and Pingmei Shenma Group [2] - The agreement stipulates that the Henan Provincial Government intends to increase capital in Pingmei Shenma Group using the 100% equity it holds in Henan Energy Group, based on assessed fair value [2] - Following the completion of this capital increase, Henan Energy Group will become a wholly-owned subsidiary of Pingmei Shenma Group [2] Group 2: Impact on Daya Energy - The strategic restructuring does not currently involve any major asset restructuring for the listed company, Daya Energy [2] - There will be no significant impact on the normal production and operational activities of Daya Energy as a result of this restructuring [2] - The controlling shareholder and actual controller of Daya Energy will remain unchanged following this strategic move [2]

证券代码：600403 证券简称：大有能源 编号：临 2025-052 号 河南大有能源股份有限公司 关于间接控股股东战略重组事项的进展公告 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个别及连带责任。 公司将密切关注该事项的进展情况，并按照相关法律法规的规定， 及时履行信息披露义务。 特此公告。 河南大有能源股份有限公司董事会 二〇二五年十一月十一日 2 河南大有能源股份有限公司（以下简称"公司"）于 2025 年 9 月 26 日披露了《河南大有能源股份有限公司关于间接控股股东战略重组 的提示性公告》（临 2025-043 号），河南省委、省政府决定对河南能 源集团有限公司（以下简称"河南能源集团"）和中国平煤神马控股 集团有限公司（以下简称"平煤神马集团"）实施战略重组。 近日，公司收到间接控股股东河南能源集团书面通知。2025 年 11 月 7 日，河南省人民政府国有资产监督管理委员会（以下简称"河南 省国资委"）与河南能源集团、平煤神马集团已签署《战略重组框架 协议》。根据协议约定，河南省国资委拟以其持有的河南能源集团 10 ...

Core Viewpoint - Dayou Energy (600403) experienced a significant drop, reaching the daily limit down, with a trading volume of 1.317 billion yuan and a turnover rate of 6.64% [2] Trading Activity - The stock was listed on the Shanghai Stock Exchange's watchlist due to a daily decline of 11.01%, with net selling from the Shanghai-Hong Kong Stock Connect amounting to 9.511 million yuan [2] - The top five trading departments accounted for a total transaction of 1.59 billion yuan, with a net selling of 1.622 million yuan [2] - The Shanghai-Hong Kong Stock Connect was the second-largest buying and the largest selling department, with buying and selling amounts of 13.065 million yuan and 22.576 million yuan, respectively [2] Fund Flow - The stock saw a net outflow of 88.3432 million yuan in main funds today, with large orders contributing to a net outflow of 51.9726 million yuan and 36.3706 million yuan, respectively [2] - Over the past five days, the main funds experienced a net outflow of 221 million yuan [2] Financial Performance - The latest margin trading data shows a total margin balance of 14.5 million yuan, with a financing balance of 14.4 million yuan and a securities lending balance of 1.1787 million yuan [3] - In the last five days, the financing balance decreased by 27.3054 million yuan, a decline of 15.93%, while the securities lending balance increased by 101,400 yuan, an increase of 9.41% [3] - The third-quarter report indicated that the company achieved a revenue of 3.111 billion yuan, a year-on-year decline of 19.67%, and a net profit of -1.122 billion yuan [3]

Group 1: Market Overview - The A-share coal sector has seen significant gains, with stocks like Antai Group and Baotailong hitting the daily limit, driven by increased winter coal demand and supply constraints [1] - The coal price is expected to continue rising due to a tightening supply side and increasing demand as winter approaches, potentially reversing the current oversupply situation [1][3] Group 2: Demand Drivers - The La Niña phenomenon is predicted to lead to a colder winter, increasing coal demand for heating by over 15% [2] - Abnormal weather patterns have already activated coal demand, with northern regions experiencing early heating needs and southern regions facing high temperatures [2] - Coastal power plants have seen a more than 15% year-on-year increase in daily coal consumption, with average daily power generation from coal-fired plants rising by 10.7% [2] Group 3: Supply Constraints - The National Energy Administration's checks on coal mine overproduction have led to a gradual reduction in supply, with August's coal output down 3.2% year-on-year [3] - The total coal production for the year is expected to decrease by 50 million tons, with December's supply gap projected to reach 15 to 20 million tons, the largest monthly gap of the year [4] Group 4: Leading Companies - China Shenhua has significant coal reserves, with 3.436 billion tons of coal resources and a mining lifespan exceeding 50 years, supported by high-quality coal from its core mining area [6] - Shaanxi Coal's coal resources amount to 1.7931 billion tons, with over 70 years of mining potential, primarily consisting of high-quality coal suitable for various industries [6] - Yanzhou Coal Mining Company has a robust production capacity of 160 million tons per year, with a projected 2024 coal output of 142 million tons, reflecting a year-on-year increase [7]

Core Viewpoint - Dayou Energy (600403) experienced a significant increase of 5.96% in stock price, with a trading volume of 1.839 billion yuan and a volatility of 20.64% on the trading day [2] Group 1: Stock Performance - The stock's turnover rate was 8.47%, and it was listed on the Shanghai Stock Exchange's "Dragon and Tiger List" due to its daily volatility reaching 20.64% [2] - Over the past six months, the stock has appeared on the Dragon and Tiger List 11 times, with an average price increase of 7.48% the day after being listed and an average increase of 23.49% in the following five days [2] Group 2: Capital Flow - The stock saw a net outflow of 28.995 million yuan in principal funds today, with a significant outflow of 26.091 million yuan from large orders [2] - In the last five days, the total net outflow of principal funds reached 94.124 million yuan [2] Group 3: Financing and Earnings - As of November 4, the latest margin trading balance for the stock was 173 million yuan, with a financing balance of 172 million yuan and a securities lending balance of 1.0824 million yuan [3] - The financing balance decreased by 6.6797 million yuan over the past five days, representing a decline of 3.75%, while the securities lending balance decreased by 41,600 yuan, a decline of 3.70% [3] - The company's third-quarter report indicated a total revenue of 3.111 billion yuan for the first three quarters, a year-on-year decrease of 19.67%, and a net profit of -1.122 billion yuan [3]

Market Performance - The Henan state-owned enterprise reform sector rose by 1.26% compared to the previous trading day, with Palm Shares leading the gains [1] - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] Key Stocks in Henan State-Owned Enterprise Reform Sector - Palm Shares (002431) closed at 3.10, up 9.93% with a trading volume of 1.2 million shares and a transaction value of 361 million [1] - Dayou Energy (600403) closed at 9.06, up 5.96% with a trading volume of 2.0 million shares and a transaction value of 1.839 billion [1] - Garlic Source Electric (002358) closed at 5.94, up 5.51% with a trading volume of 837,700 shares and a transaction value of 490 million [1] Fund Flow Analysis - The main funds in the Henan state-owned enterprise reform sector experienced a net outflow of 2.98 million, while retail investors saw a net inflow of 12.1 million [2][3] - Palm Shares had a main fund net inflow of 1.12 million, but a net outflow from retail and speculative funds [3] ETF Information - The 500 Quality Growth ETF (product code: 560500) tracks the CSI 500 Quality Growth Index and has seen a decrease of 3.03% over the last five days [5] - The ETF's current price-to-earnings ratio is 17.66, with a recent net inflow of 319,000 [5]

Market Overview - The Shanghai Composite Index rose by 0.23% on November 5, with 20 out of 28 sectors experiencing gains, led by the power equipment and coal industries, which increased by 3.40% and 1.39% respectively [1] - The main funds in the market saw a net outflow of 8.638 billion yuan, while 11 sectors had net inflows, with the power equipment sector leading at 14.608 billion yuan [1] Coal Industry Performance - The coal industry saw a 1.39% increase with a net inflow of 1.092 billion yuan, comprising 37 stocks, of which 34 rose and 2 hit the daily limit [2] - Notable stocks in the coal sector included: - Baotailong, with a net inflow of 411 million yuan and a rise of 9.92% - Yongtai Energy and Zhongmei Energy, with net inflows of 166 million yuan and 90.29 million yuan respectively [2] - The top three stocks with the highest net outflows were Zhengzhou Coal Electricity, Dayou Energy, and Yunmei Energy, with outflows of 42.48 million yuan, 28.99 million yuan, and 15.66 million yuan respectively [2][3] Fund Flow in Coal Sector - The coal sector's fund flow data indicated that 23 stocks had net inflows, with 6 stocks receiving over 50 million yuan in net inflows [2] - The detailed fund flow for key stocks in the coal industry included: - Baotailong: 410.56 million yuan - Yongtai Energy: 166.07 million yuan - Zhongmei Energy: 90.29 million yuan [2]

Group 1 - The coal mining sector increased by 1.07% on November 5, with Dayou Energy leading the gains [1] - The Shanghai Composite Index closed at 3969.25, up 0.23%, while the Shenzhen Component Index closed at 13223.56, up 0.37% [1] - Dayou Energy's stock price rose by 5.96% to 9.06, with a trading volume of 2.026 million shares and a transaction value of 1.839 billion [1] Group 2 - The coal mining sector saw a net inflow of 722 million in main funds, while retail investors experienced a net outflow of 446 million [2][3] - Major stocks in the coal mining sector showed varied performance, with some stocks like Yungtai Energy and China Shenhua experiencing significant net inflows from main funds [3] - The trading volume and transaction values for various coal mining stocks indicate active market participation, with notable figures such as 1.839 billion for Dayou Energy and 1.075 billion for China Shenhua [1][2]