| | | | 山西安泰集团股份有限公司2025 | | 年半年度报告摘要 | | | | | --- | --- | --- | --- | --- | --- | | 公司代码：600408 | | 公司简称：安泰集团 | | | | | 山西安泰集团股份有限公司 | | | | | | | 山西安泰集团股份有限公司2025 | | 年半年度报告摘要 | | | | | 第一节 | 重要提示 | | | | | | www.sse.com.cn | 来发展规划，投资者应当到 | 网站仔细阅读半年度报告全文。 | | | | | 不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | | | | | | | 本报告期不进行利润分配或公积金转增股本。 | | | | | | | 第二节 | 公司基本情况 | | | | | | 公司股票简况 | | | | | | | 股票种类 | 股票上市交易所 股票简称 | | 股票代码 | 变更 | | | 前股票简称 | | | | | | | A股 | 上海证券交易所 安泰集团 | | 600408 | | | | 联系人和联系方式 | 董事会秘书 ...

山西安泰集团股份有限公司2025 年半年度报告 公司代码：600408 公司简称：安泰集团 山西安泰集团股份有限公司 2025 年半年度报告 1 / 120 山西安泰集团股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性， 不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人李猛、主管会计工作负责人展振莲及会计机构负责人（会计主管人员）展振莲 声明：保证半年度报告中财务报告的真实、准确、完整。 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 本报告期不进行利润分配或公积金转增股本。 六、 前瞻性陈述的风险声明 √适用 □不适用 本报告中若涉及前瞻性描述不构成公司对投资者的实质性承诺，敬请投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 ...

特此公告 2025 年第二季度主要经营数据的公告 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。 根据上海证券交易所分行业信息披露指引的相关规定与要求，现将公司 2025 年第二季度主营业务经营情况公告如下： 2025 年第二季度（4-6 月），公司为第三方代加工焦炭 48.75 万吨，实现代 加工收入 1.13 亿元；生产 H 型钢产品 36.03 万吨，销售 34.72 万吨，实现产品 收入 10.25 亿元，平均售价为 2,952.62 元/吨（不含税）。 证券代码：600408 证券简称：安泰集团 编号：临 2025—033 山西安泰集团股份有限公司 山西安泰集团股份有限公司 二〇二五年八月二十九日 董 事 会 ...

Core Insights - The 2025 list of China's top 500 private enterprises was released, with a revenue threshold of 27.023 billion yuan, and the total revenue of these enterprises reached 4.305 trillion yuan, with a net profit of 180 billion yuan [1] Group 1: Company Performance - Nine companies from Shanxi province made it to the list, including Pengfei Group, Jincheng Steel Group, and Jin Nan Steel Group, among others [1][2] - The total revenue of the nine Shanxi companies amounted to 463.446 billion yuan, showing an increase compared to the previous year [3] - Pengfei Group ranked 88th nationally with a revenue of 110.406 billion yuan, marking a rise of four positions from last year, and is the only company from Shanxi to exceed the 10 billion yuan revenue mark [3][5] - Jincheng Steel Group achieved a revenue of 68.676 billion yuan, ranking 165th, and improved by 17 positions [5] - Jin Nan Steel Group reported a revenue of 65.86 billion yuan, ranking 176th, and had the fastest rise in rankings among Shanxi companies, moving up 41 positions [5] Group 2: Industry Insights - The majority of the nine listed companies are concentrated in the energy and steel sectors, with Longzhong Nanye Group being the only representative from the high-tech industry [2][3] - The 2025 list indicates that 72% of the companies belong to the secondary industry, and 66.4% are in manufacturing [7] - The private enterprises are actively investing in strategic emerging industries, with 309 companies reporting investments in 627 projects across various sectors, including new materials, new energy, and high-end equipment manufacturing [7] - The presence of Shanxi's key industry chain "chain leader" enterprises among the listed companies reflects the province's efforts in industrial transformation and upgrading [7]

Market Overview - The coke sector experienced a decline of 3.8% on August 27, with Antai Group leading the drop [1] - The Shanghai Composite Index closed at 3800.35, down 1.76%, while the Shenzhen Component Index closed at 12295.07, down 1.43% [1] Individual Stock Performance - Meijin Energy (000723) closed at 4.60, down 2.95%, with a trading volume of 708,700 shares and a turnover of 331 million yuan [1] - Yunmei Energy (600792) closed at 3.78, down 3.32%, with a trading volume of 239,100 shares and a turnover of 91.52 million yuan [1] - Yunwei Co. (600725) closed at 3.59, down 4.01%, with a trading volume of 1,068,700 shares and a turnover of 392 million yuan [1] - Baotailong (601011) closed at 2.86, down 4.03%, with a trading volume of 688,500 shares and a turnover of 201 million yuan [1] - Shaanxi Black Cat (601015) closed at 3.53, down 4.34%, with a trading volume of 403,900 shares and a turnover of 146 million yuan [1] - Shanxi Coking Coal (600740) closed at 3.98, down 4.56%, with a trading volume of 470,400 shares and a turnover of 191 million yuan [1] - Antai Group (600408) closed at 2.22, down 5.93%, with a trading volume of 426,100 shares and a turnover of 96.75 million yuan [1] Fund Flow Analysis - The coke sector saw a net outflow of 90.94 million yuan from main funds, while retail investors contributed a net inflow of 87.14 million yuan [1] - The detailed fund flow for individual stocks indicates that: - Yunmei Energy had a main fund net inflow of 34,900 yuan, with a retail net inflow of 399,340 yuan [2] - Shanxi Coking Coal experienced a main fund net outflow of 622,200 yuan, with a retail net outflow of 415,860 yuan [2] - Antai Group had a main fund net outflow of 3,351,700 yuan, with a retail net inflow of 42,340 yuan [2] - Shaanxi Black Cat faced a main fund net outflow of 17,784,900 yuan, but a retail net inflow of 2,071,290 yuan [2] - Yunwei Co. had a main fund net outflow of 17,914,100 yuan, with a retail net inflow of 1,996,540 yuan [2] - Baotailong saw a main fund net outflow of 22,064,000 yuan, but a retail net inflow of 2,306,090 yuan [2] - Meijin Energy had a main fund net outflow of 29,241,800 yuan, with a retail net inflow of 2,314,300 yuan [2]

证券之星消息，8月22日焦炭板块较上一交易日下跌0.22%，安泰集团领跌。当日上证指数报收于 3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。焦炭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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600725 云维股份 | | > 667.70万 | 7.84% | 29.30万 | 0.34% | -697.01万 | -8.18% | | 600408 安泰集团 | | -12.75万 | -0.23% | -160.79万 | -2.93% | 173.54万 | 3.17% | | 600792 云煤能源 | | -61.65万 | -0.94% | -37.19万 | -0.57% | 98.83万 | 1.51% | | 601015 陕西黑猫 | | -242.40万 | -2.75% | -358.54万 | -4.07% | 600.94万 | ...

Group 1 - The core viewpoint of the news is that Antai Group (600408) has shown a significant increase in net profit despite a decrease in total revenue, indicating potential resilience in its financial performance [1][3] - As of August 19, 2025, Antai Group's stock closed at 2.28 yuan, up 2.24%, with a turnover rate of 2.44% and a trading volume of 245,900 hands, amounting to 55.47 million yuan [1] - The company reported total revenue of 1.038 billion yuan for Q1 2025, a year-on-year decrease of 42.53%, while net profit attributable to shareholders was 57.68 million yuan, a year-on-year increase of 53.63% [1] Group 2 - Antai Group's financial ratios include a current ratio of 0.275, a quick ratio of 0.171, and a debt-to-asset ratio of 66.86%, indicating potential liquidity and leverage concerns [1] - The company has made investments in 15 enterprises and participated in 885 bidding projects, showcasing its active engagement in the market [2] - Antai Group holds 8 trademark registrations and 76 patents, along with 40 administrative licenses, reflecting its commitment to innovation and compliance [2]

Group 1 - The coke sector experienced a 1.5% increase on August 19, with Baotailong leading the gains [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] - Key stocks in the coke sector showed varying performance, with Baotailong closing at 2.82, up 2.92%, and Shanxi Coking Coal closing at 3.98, up 0.25% [1] Group 2 - The net inflow of main funds in the coke sector was 49.68 million yuan, while retail funds saw a net outflow of 38.79 million yuan [1] - Baotailong had a main fund net inflow of 19.96 million yuan, accounting for 12.37% of its total [2] - The overall fund flow in the coke sector indicates a mixed sentiment, with significant retail outflows despite some main fund inflows [2]

Core Viewpoint - The announcement details the progress of a lawsuit involving Shanxi Antai Group and its subsidiary, highlighting a court ruling that allows a new creditor to replace the original creditor in the case, which may facilitate debt resolution for the company and its stakeholders [1][2][3] Group 1: Legal Proceedings - The company received a civil ruling from the Beijing Financial Court, allowing Wuhu Xinjing to replace Minsheng Bank as the plaintiff in the lawsuit concerning the debt of Shanxi Xintai Steel Co., Ltd [3] - Wuhu Xinjing has signed an asset transfer agreement with Minsheng Bank, acquiring all related debts and guarantees, thus assuming the legal position in the lawsuit [3] Group 2: Implications for Debt Resolution - The lawsuit's progress is expected to assist Shanxi Xintai Steel in effectively resolving its debt issues, which is crucial for the financial health of the company [3] - This development may also mitigate litigation risks for the listed company and its controlling shareholders, potentially alleviating the risk of share freezes for the controlling shareholders [3] Group 3: Information Disclosure - The company commits to timely information disclosure regarding the case's developments, urging investors to stay informed and aware of investment risks [3]

事实与理由：芜湖信晋已与民生银行签订《资产转让协议》，将本案所涉的 全部债权及担保权利等依法转让给芜湖信晋。芜湖信晋作为合法债权受让人，依法 承继本案诉讼主体地位。 法院裁定：准许芜湖信晋替代民生银行作为本案原告参加本案诉讼，民生银行 退出本案诉讼。 新泰钢铁后续将与芜湖信晋对接商议有关债务化解方案。本次诉讼进展有助于 推动新泰钢铁进一步妥善化解自身的债务问题，同时，有助于化解上市公司及控股 股东等相关担保方的诉讼风险，化解控股股东的股份冻结风险。公司将根据案件 进展情况及时履行信息披露义务，敬请广大投资者关注并注意投资风险。 特此公告 山西安泰集团股份有限公司 证券代码：600408 证券简称：安泰集团 编号：临 2025—032 山西安泰集团股份有限公司 关于涉诉案件的进展公告 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法律责任。 山西安泰集团股份有限公司（以下简称"本公司"）于 2025 年 2 月 7 日披露了 《关于公司及控股股东涉及诉讼的公告》（编号：临 2025—002 号），并于 2025 年 6 月 27 日披露了 ...