证券代码：600403 证券简称：大有能源 编号：临 2026-004 号 河南大有能源股份有限公司 2025 年第四季度经营数据公告 二〇二六年一月三十一日 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》（第二号—煤炭）要求，河南大有能源股份有限公司（以下简 称"公司"）特披露 2025 年第四季度主要经营数据如下： | 项 | 目 | 2025 | 年 10-12 | 月 | 2024 | 年 10-12 | 月 | 变动比例（%） | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 商品煤产量（万吨） | | | 276.88 | | | 242.61 | | | 14.13 | | 商品煤销量（万吨） | | | 260.43 | | | 242.41 | | | 7.43 | | 煤炭销售收入（万元） | | | 92,939.98 | | | 101,592.48 | | | -8.52 | | 煤炭销售成本（万元） | | | 113,914.94 | | | 108,998.02 | | ...

Group 1 - The core viewpoint of the news is that coal stocks in the A-share market experienced a significant increase, with several companies reaching their daily limit up, indicating strong market performance despite broader market trends [1] - Panjiang Coal and Electricity Co. (盘江股份) forecasts a net profit increase of 205.30% to 264.83% by 2025, which is a strong indicator of future growth potential [1] Group 2 - Notable stock performances include Panjiang Coal and Electricity Co. rising by 10.06% with a total market capitalization of 11.7 billion, and Yunmei Energy (云煤能源) increasing by 10.05% with a market cap of 5.35 billion [2] - Other companies such as Dayou Energy (大有能源) and Shaanxi Black Cat (陕西黑猫) saw increases of over 6%, with market caps of 17.8 billion and 9.64 billion respectively [2] - The overall trend in the coal sector is positive, as indicated by the MACD golden cross signal formation, suggesting a favorable outlook for these stocks [2]

Group 1 - Panjiang Coal Industry Co., Ltd. reached the daily limit increase in stock price [1] - Yunmei Energy saw a stock price increase of over 9% [1] - Other companies such as Xindazhou A, Dayou Energy, Baotailong, Hengyuan Coal Power, and Shaanxi Black Cat also experienced stock price increases [1]

Group 1 - Daya Energy's stock price increased by 5.42% to 7.39 CNY per share, with a trading volume of 433 million CNY and a turnover rate of 2.54%, resulting in a total market capitalization of 17.668 billion CNY [1] - Daya Energy, established on January 15, 1998, and listed on October 9, 2003, primarily engages in coal mining, wholesale coal trading, and coal washing and selection, with coal accounting for 90.75% of its revenue [1] Group 2 - Guotai Fund's Guotai Zhongzheng Coal ETF (515220) increased its holdings in Daya Energy by 11.6526 million shares in Q3, bringing its total holdings to 19.0658 million shares, representing 0.8% of the circulating shares, with an estimated floating profit of approximately 7.245 million CNY [2] - The Guotai Zhongzheng Coal ETF (515220) was established on January 20, 2020, with a current size of 8.64 billion CNY, yielding 4.38% year-to-date and ranking 3385 out of 5549 in its category [2] Group 3 - The Guotai Zhongzheng 1000 Enhanced Strategy ETF (159679) holds 71,300 shares of Daya Energy, accounting for 0.7% of the fund's net value, with an estimated floating profit of about 27,100 CNY [4] - The Guotai Zhongzheng 1000 Enhanced Strategy ETF (159679) was established on February 9, 2023, with a current size of 70.7422 million CNY, achieving a year-to-date return of 10.47% and ranking 1554 out of 5549 in its category [4]

证券之星消息，1月27日河南国企改革板块较上一交易日下跌0.82%，大有能源领跌。当日上证指数报收 于4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。河南国企改革板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000949 | 新乡化纤 | 2356.71万 | 3.47% | 1165.07万 | 1.72% | -3521.78万 | -5.18% | | 000719 | 中原传媒 | 1041.58万 | 11.49% | -174.92万 | -1.93% | -866.66万 | -9.56% | | 600020 | 中原高速 | 265.00万 | 3.86% | 375.28万 | 5.47% | -640.28万 | -9.33% | | 002431 | 棕榈股份 | -314.48万 | -2.15% | -312.66万 | -2.14% | ...

Market Overview - The coal mining sector experienced a decline of 2.41% on January 27, with Dayou Energy leading the drop [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Individual Stock Performance - Jiangte Equipment (600397) closed at 11.05, up 1.01% with a trading volume of 646,600 shares and a transaction value of 716 million [1] - Dayou Energy (600403) closed at 7.01, down 4.76% with a trading volume of 608,900 shares and a transaction value of 429 million [2] - Huabei Mining (600985) closed at 12.15, down 0.57% with a trading volume of 284,300 shares and a transaction value of 346 million [1] - Yongtai Energy (600157) closed at 1.67, down 0.60% with a trading volume of 7,670,500 shares and a transaction value of 1.273 billion [1] Capital Flow Analysis - The coal mining sector saw a net outflow of 631 million from institutional investors, while retail investors had a net inflow of 174 million [2] - Major stocks like Shaanxi Coal and Chemical (601225) had a net inflow of 25.7 million from institutional investors, but a net outflow of 64.4 million from retail investors [3] - Zhongmei Energy (601898) experienced a net inflow of 15.8 million from institutional investors, with a net outflow of 21.9 million from retail investors [3]

Market Overview - The three major A-share indices opened lower on January 27, with the Shanghai Composite Index closing at 4139.9 points, up 0.18% [2] - The ChiNext Index rose by 0.71% to 3342.6 points, while the Sci-Tech 50 Index increased by 1.51% to 1555.98 points [2] Trading Activity - A total of 1928 stocks rose, while 3450 stocks fell, with 91 stocks remaining flat [3] - The total trading volume was 28.949 billion yuan, a decrease of 3.533 billion yuan from the previous trading day [3] Sector Performance - Semiconductor stocks saw significant gains, with over 20 stocks hitting the daily limit or rising more than 10% [5] - Gold stocks also performed well, with several stocks reaching the daily limit or increasing by over 10% [5] - Coal and basic metal sectors experienced notable declines, with major coal stocks dropping over 4% [6] Market Sentiment and Predictions - Financial analysts suggest that the A-share market may continue to experience fluctuations in the short term due to increased overseas uncertainties and pressure at previous high levels [7] - The current market is viewed as a short-term adjustment risk, with expectations for continued upward movement in the medium term [7] - Long-term perspectives indicate that the current market trend is still in its mid-stage, with potential for a "slow bull" market to continue [8][9] Investment Recommendations - Analysts recommend focusing on sectors such as technology, particularly AI and robotics, as well as industries benefiting from price increases like chemicals and non-ferrous metals [8][9] - Short-term investment opportunities are suggested in power equipment and photovoltaic sectors, which are supported by market demand and policies [10]

Group 1 - The core point of the article is that Daya Energy announced the shareholding status of its controlling shareholder, Yima Coal Industry Group, which holds approximately 1.478 billion shares, accounting for 61.81% of the total share capital of the company [1] - Following the release of the announcement, Yima Coal has pledged and re-pledged shares, with a total of approximately 739 million shares pledged, representing 49.98% of its holdings in the company and 30.89% of the total share capital [1] Group 2 - Local state-owned assets are beginning to "bottom out" by purchasing foreclosed properties, acquiring over 60 units in the Nansha District of Guangzhou at a unit price of around 6,000 to 7,000 yuan, while the average listing price for second-hand houses in the same community exceeds 20,000 yuan [1]

Market Overview - The Shanghai Composite Index rose by 0.33% on January 23, with 23 out of the 28 sectors experiencing gains. The top-performing sectors were electric power equipment and non-ferrous metals, with increases of 3.50% and 2.73% respectively. Conversely, the communication and banking sectors saw declines of 1.52% and 0.90% respectively [1] Capital Flow Analysis - The main capital flow showed a net outflow of 8.576 billion yuan across the two markets. However, 12 sectors recorded net inflows, with the electric power equipment sector leading with a net inflow of 12.323 billion yuan, followed by non-ferrous metals with a net inflow of 5.432 billion yuan [1] Coal Industry Performance - The coal industry experienced a decline of 0.76%, with a net outflow of 483 million yuan. Among the 37 stocks in this sector, 16 rose while 16 fell. The top stock for net inflow was Shaanxi Coal and Chemical Industry, with an inflow of 57.68 million yuan, followed by Shanxi Coking Coal and Haohua Energy with inflows of 44.82 million yuan and 4.14 million yuan respectively [2] Individual Stock Movements in Coal Sector - Notable stocks with significant net outflows included Dayou Energy, with an outflow of 189.23 million yuan, followed by Electric Power Investment Energy and China Shenhua with outflows of 75.26 million yuan and 72.08 million yuan respectively. The data indicates that 13 stocks in the coal sector had net outflows exceeding 10 million yuan [2][3]

河南大有能源股份有限公司 关于控股股东部分股份解除质押及再质押的 公 告 证券代码：600403 证券简称：大有能源 编号：临 2026-003 号 （一）本次股份解除质押基本情况 | 股东名称 | 义煤公司 | | --- | --- | | 本次解质股份（股） | 246,173,300 | | 占其所持股份比例（%） | 16.66 | | 占公司总股本比例（%） | 10.30 | | 解质时间 | 2026年1月22日 | | 持股数量（股） | 1,477,659,766 | | 持股比例（%） | 61.81 | | 剩余被质押股份数量（股） | 492,346,600 | 1 | | 是否 为控 | 本次质押股 | 是否为 限售股 （如是， | 是否补 | 质押起始日 | 质押到期日 | 质权人 | 占其所 持股份 | 占公司 总股本 | 质押融 资资金 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 名称 | 股股 | 数（股） | 注明限 | 充质押 | | | | 比例 | 比例 | 用 ...