Core Insights - The coke sector experienced a rise of 1.48% on December 2, with Antai Group leading the gains [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Sector Performance - Antai Group saw a closing price of 5.08, with a significant increase of 9.96% and a trading volume of 2.2625 million shares, amounting to a transaction value of 1.111 billion yuan [1] - Baotailong closed at 3.88, up 3.19%, with a trading volume of 1.4313 million shares and a transaction value of 0.555 billion yuan [1] - Shaanxi Heimei closed at 4.16, increasing by 1.96%, with a trading volume of 0.5297 million shares and a transaction value of 0.220 billion yuan [1] - Yunnan Coal Energy closed at 4.51, up 1.12%, with a trading volume of 0.3563 million shares and a transaction value of 0.160 billion yuan [1] - Yunwei Co. closed at 3.78, increasing by 0.80%, with a trading volume of 0.1433 million shares and a transaction value of 0.0538 billion yuan [1] - Shanxi Coking Coal closed at 4.02, up 0.25%, with a trading volume of 0.2153 million shares and a transaction value of 0.0862 billion yuan [1] - Meijin Energy closed at 5.17, slightly down by 0.19%, with a trading volume of 0.8513 million shares and a transaction value of 0.044017 billion yuan [1] Capital Flow - The coke sector saw a net inflow of 216 million yuan from main funds, while retail funds experienced a net outflow of 143 million yuan [1] - The main fund inflow for Antai Group was 209 million yuan, accounting for 18.84% of the total, while retail funds saw a net outflow of 152 million yuan [2] - Yunnan Coal Energy had a main fund inflow of 13.83 million yuan, representing 8.64%, with retail funds experiencing a net outflow of 10.79 million yuan [2] - Shaanxi Heimei had a main fund inflow of 3.94 million yuan, accounting for 1.79%, while retail funds saw a net outflow of 8.27 million yuan [2] - Meijin Energy had a minor main fund inflow of 0.94 million yuan, with retail funds experiencing a net outflow of 0.83 million yuan [2] - Yunwei Co. had a slight main fund outflow of 0.079 million yuan, while retail funds saw a net inflow of 0.3713 million yuan [2] - Baotailong experienced a main fund outflow of 0.40279 million yuan, with retail funds seeing a net inflow of 1.633 million yuan [2] - Shanxi Coking Coal had a main fund outflow of 0.79832 million yuan, while retail funds saw a net inflow of 0.45428 million yuan [2]

国内商品期货收盘，互有涨跌。BR橡胶涨约4%，沪银、纸浆等涨逾2%，焦煤、纯碱等涨逾1%，甲 醇、短纤等小幅上涨；沥青、铂等跌超2%，液化气、鸡蛋等跌超1%，PP、氧化铝等小幅下跌。 文 | 张阳阳 12月2日，A股三大指数集体下跌，截至收盘，上证指数跌0.42%，深证成指跌0.68%，创业板指跌 0.69%；北证50跌0.76%。沪深两市成交额约15934.3亿元，较前一个交易日缩量约2805.08亿元。全市场 1544只股票上涨、3740只股票下跌，其中54只涨停、7只跌停。 板块方面，福建国资、林业、预制菜，煤炭采选、机场、轻工制造等行业以及概念涨幅居前；有色· 锑、MLCC、锂矿、能源金属、贵金属、生物制品等行业以及概念跌幅居前。 上涨个股中，山西板块有2只个股涨幅在5%以上，其中安泰集团为领涨股，且于上午10时15分许触及涨 停板，最终涨幅达到9.96%；太钢不锈涨幅达到7.06%。 除安泰集团和太钢不锈，山西板块还有3只个股涨幅在1%以上，其中华阳股份涨幅为3.57%，锦波生物 涨幅为2.42%，永泰能源涨幅为1.23%。 下跌个股中，东杰智能为领跌股，较前一交易日下跌3.62%。此外，第二至第五 ...

Core Insights - The main focus of the article is on the significant inflow of capital into specific stocks as of December 2, with notable amounts recorded for various companies [1] Group 1: Capital Inflows - The top stock receiving capital inflow is Industrial Fulian, with an inflow of 844 million yuan [1] - Luxshare Precision follows with an inflow of 619 million yuan [1] - Pingtan Development and Shenghong Technology also show strong inflows of 546 million yuan and 544 million yuan respectively [1] Group 2: Other Notable Stocks - Other companies with significant capital inflows include: - Tianfu Communication with 358 million yuan [1] - BYD with 319 million yuan [1] - Aerospace Power with 297 million yuan [1] - Additional companies in the top inflow list include: - GoerTek with 287 million yuan [1] - Rongji Software with 276 million yuan [1] - Aerospace Development with 228 million yuan [1]

Core Insights - The coke sector experienced a 0.93% increase on December 1, with Baotailong leading the gains [1] - The Shanghai Composite Index closed at 3914.01, up 0.65%, while the Shenzhen Component Index closed at 13146.72, up 1.25% [1] Coke Sector Performance - Baotailong (601011) closed at 3.76, up 1.90%, with a trading volume of 724,700 shares and a transaction value of 269 million yuan [1] - Meijin Energy (000723) closed at 5.18, up 1.77%, with a trading volume of 1,075,400 shares and a transaction value of 558 million yuan [1] - Yunmei Energy (600792) closed at 4.46, up 1.59%, with a trading volume of 232,400 shares and a transaction value of 103 million yuan [1] - Shaanxi Black Cat (601015) closed at 4.08, up 0.99%, with a trading volume of 302,000 shares and a transaction value of 123 million yuan [1] - Shanxi Coking Coal (600740) closed at 4.01, unchanged, with a trading volume of 208,300 shares and a transaction value of 83.43 million yuan [1] - Antai Group (600408) closed at 4.62, down 1.07%, with a trading volume of 1,384,000 shares and a transaction value of 639 million yuan [1] - Yunwei Co. (600725) closed at 3.75, down 1.32%, with a trading volume of 177,000 shares and a transaction value of 66.64 million yuan [1] Fund Flow Analysis - The coke sector saw a net outflow of 5.7185 million yuan from main funds, while retail investors contributed a net inflow of 30.1792 million yuan [1] - Baotailong experienced a net outflow of 21.5245 million yuan from main funds, with a retail net inflow of 742,170 yuan [2] - Yunwei Co. had a net inflow of 272,730 yuan from main funds, while retail investors had a net outflow of 511,540 yuan [2] - Meijin Energy saw a net outflow of 238,110 yuan from main funds, with a retail net inflow of 541,110 yuan [2] - Shaanxi Black Cat had a net outflow of 980,990 yuan from main funds, with a retail net inflow of 310,290 yuan [2] - Antai Group experienced a net outflow of 1,540,570 yuan from main funds, while retail investors had a net inflow of 3,382,610 yuan [2]

第二条 公司和信息披露义务人暂缓、豁免披露临时报告，在定期报告、临时报 告中豁免披露中国证券监督管理委员会（以下简称"中国证监会"）和上海证券交 易所（以下简称"交易所"）规定或者要求披露的内容，适用本制度。 第三条 本制度所称的信息披露义务人包含实际控制人、控股股东、公司、董事、 高级管理人员、各部门负责人、各控股子公司负责人、公司派驻参股公司的董事、 监事、高级管理人员、持有公司 5%以上股份的其他股东及其一致行动人以及其他具 有信息披露职责的单位及人员（以下简称"信息披露义务人"）。 第四条 信息披露义务人应当真实、准确、完整、及时、公平地披露信息，不得 滥用暂缓或者豁免披露规避信息披露义务、误导投资者，不得实施内幕交易、操纵 市场等违法行为。 山西安泰集团股份有限公司 信息披露暂缓与豁免业务管理制度 第一章 总则 第一条 为规范山西安泰集团股份有限公司（以下简称"公司"）信息披露暂缓 与豁免行为，加强公司信息披露管理，督促公司及相关信息披露义务人依法合规履行 信息披露义务，根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公 司信息披露管理办法》《上市公司信息披露暂缓与豁免管理规定》《上海证券 ...

Core Viewpoint - Antai Group has signed two maximum guarantee contracts with Minsheng Bank Taiyuan Branch, providing a guarantee of up to 400 million yuan for its affiliate, Shanxi Xintai Steel Co., Ltd, which is currently in debt restructuring [1][2] Group 1: Guarantee Contracts - Antai Group has entered into guarantee contracts to support Shanxi Xintai Steel's debt obligations, with a maximum guarantee amount of 400 million yuan [1] - The original creditor, Minsheng Bank, initiated legal proceedings to recover debts from Shanxi Xintai Steel, which led to the transfer of the debt to Wuhu Xinjing Investment Partnership [1][2] - Wuhu Xinjing has agreed to a repayment plan with Shanxi Xintai Steel, allowing for a grace period for debt repayment while maintaining the original guarantee obligations [2] Group 2: Corporate Governance - The guarantee matter has been approved by the independent directors of Antai Group and will be submitted for review at the upcoming board meeting [2] - The board has requested authorization from the shareholders' meeting for the chairman and management to handle specific matters related to the guarantee [2] Group 3: Financial Overview - As of the announcement date, Antai Group has provided guarantees totaling approximately 324 million yuan, which represents 21.39% of the company's audited net assets as of the end of 2024 [2] - For the first half of 2025, Antai Group's revenue composition is as follows: 73.03% from section steel, 18.65% from coke processing and chemical products, 2.92% from power processing, 2.05% from scrap steel, and 1.68% from other sources [3] Group 4: Market Capitalization - Antai Group's market capitalization is reported to be 4.7 billion yuan [4]

山西安泰集团股份有限公司 信息披露管理制度 第一章 总则 第六条 除依法需要披露的信息之外，信息披露义务人可以自愿披露与投资者作 1 出价值判断和投资决策有关的信息，但不得与依法披露的信息相冲突，不得误导投 资者。 第二条 本制度所称"信息"是指所有对公司股票价格可能产生重大影响的信 息以及证券监管部门要求披露的信息。本制度所称"披露"是指在规定的时间内、 在规定的媒体上、以规定的方式向社会公众公布前述的信息，并按规定报送证券监 管部门和上海证券交易所（以下简称"上交所"）。本制度所称的信息直通披露（以 下简称"直通披露"），是指公司按照规定，通过上交所信息披露系统自行登记和 上传信息披露文件，并直接提交至上交所网站（http://www.sse.com.cn）及其他指 定媒体进行披露的信息披露方式。 第二章 信息披露的基本原则和一般规定 第三条 信息披露是公司的持续责任，公司应忠实诚信履行持续信息披露义务。 第四条 信息披露义务人应当及时依法履行信息披露义务，披露的信息应当真实、 准确、完整，简明清晰、通俗易懂，不得有虚假记载、误导性陈述或者重大遗漏。 信息披露义务人披露的信息应当同时向所有投资者披露，不得 ...

山西安泰集团股份有限公司 1 第七章 财务会计制度、利润分配和审计 第一章 总则 第二章 经营宗旨和范围 第三章 股份 第一节 股份发行 第二节 股份增减和回购 第三节 股份转让 山西安泰集团股份有限公司 章 程 目 录 第四章 股东和股东会 第五章 董事和董事会 章 程 二○二五年十一月二十八日 第一节 第一股东的一般规定 第二节 控股股东和实际控制人 第三节 股东会的一般规定 第四节 股东会的召集 第五节 股东会的提案与通知 第六节 股东会的召开 第七节 股东会的表决和决议 第一节 董事的一般规定 第二节 董事会 第三节 独立董事 第四节 董事会专门委员会 第六章 高级管理人员 第八章 通知与公告 第一节 通知 第二节 公告 第九章 合并、分立、增资、减资、解散和清算 第一节 合并、分立、增资和减资 第二节 解散和清算 第十章 修改章程 第十一章 附则 3 第一节 财务会计制度 第二节 内部审计 第三节 会计师事务所的聘任 第一章 总则 第一条 为维护山西安泰集团股份有限公司（以下称"公司"）、股东、职 工和债权人的合法权益，规范公司的组织和行为，根据《中华人民共和国公司 法》（以下简称《公司法》）、《中 ...

山西安泰集团股份有限公司 重大信息内部报告制度 （一）公司董事、高级管理人员； （二）公司各部门、各分公司、各子公司的负责人和联络人； （三）公司控股股东、实际控制人、持有公司 5%以上股份的股东及其一致行动人； （四）公司派驻所属子公司的董事、监事和高级管理人员； （五）其他有可能接触到重大信息的相关人员。 第四条 证券管理部门是公司信息披露的管理部门，报告义务人负有向公司证券 管理部门报告本制度规定的重大信息并提交相关文件资料的义务。 第五条 报告义务人应在本制度规定的第一时间内向公司证券管理部门履行信 息报告义务，并保证提供的相关文件资料真实、准确、完整，不带有重大隐瞒、虚 假陈述或引人重大误解之处。报告义务人对所报告信息的后果承担责任。 第一章 总则 第一条 为规范山西安泰集团股份有限公司（下称"公司"）重大信息内部报告 工作，明确公司内部各部门、各分、子公司信息报告义务人的职责与工作流程，保 证公司内部重大信息依法及时传递、归集和有效管理，确保公司及时、准确、真实、 完整地披露所有对公司股票交易价格可能产生较大影响的信息，根据《中华人民共 和国公司法》《中华人民共和国证券法》《上海证券交易所股票上市 ...

山西安泰集团股份有限公司 防止控股股东及关联方占用公司资金专项制度 第一章 总则 第一条 为防止山西安泰集团股份有限公司（以下简称"公司"）控股股东及关 联方占用公司资金，建立长效防范机制，根据《中华人民共和国公司法》《中华人 民共和国证券法》《上海证券交易所股票上市规则》《上海证券交易所上市公司自 律监管指引第 1 号——规范运作》《上市公司监管指引第 8 号——上市公司资金往 来、对外担保的监管要求》《公司章程》和内部控制制度，特制定《防止控股股东 及关联方占用公司资金专项制度》（以下简称"本制度")。 第二条 公司董事和高级管理人员对维护公司资金安全负有法定义务。 第三条 本制度所称资金占用包括经营性资金占用和非经营性资金占用。经营性 资金占用是指控股股东及其关联方通过采购、销售等生产经营环节的关联交易产生 的资金占用。非经营性资金占用是指公司代控股股东及关联方垫付工资、福利、保 险、广告等费用和其他支出；代控股股东及关联方偿还债务而支付的资金；有偿或 无偿直接或间接拆借给控股股东及关联方资金；为控股股东及关联方承担担保责任 而形成的债权，其他在没有商品和劳务对价情况下给控股股东及关联方使用的资金。 第 ...