来源：金融界 最近三个交易日，20日-22日，山煤国际分别获融资买入0.12亿元、0.17亿元、0.15亿元。 融券方面，当日融券卖出0.07万股，净买入0.14万股。 8月22日，沪深两融数据显示，山煤国际获融资买入额0.15亿元，居两市第1280位，当日融资偿还额0.24 亿元，净卖出933.67万元。 ...

证券之星消息，截至2025年8月22日收盘，山煤国际(600546)报收于10.23元，上涨0.0%，换手率 0.91%，成交量17.95万手，成交额1.83亿元。 8月22日的资金流向数据方面，主力资金净流出2487.27万元，占总成交额13.62%，游资资金净流入 1423.45万元，占总成交额7.8%，散户资金净流入1063.82万元，占总成交额5.83%。 近5日资金流向一览见下表： 资金流向名词解释：指通过价格变化反推资金流向。股价处于上升状态时主动性买单形成的成交额是推 动股价上涨的力量，这部分成交额被定义为资金流入，股价处于下跌状态时主动性卖单产生的的成交额 是推动股价下跌的力量，这部分成交额被定义为资金流出。当天两者的差额即是当天两种力量相抵之后 剩下的推动股价上升的净力。通过逐笔交易单成交金额计算主力资金流向、游资资金流向和散户资金流 向。 | 指标 | 山煤国际 | 煤炭行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 202.81亿元 | 528.66亿元 | 14 33 | | 净资产 | 205.59亿元 | 457.62亿元 | 13 ...

证券代码：600546 证券简称：山煤国际 公告编号：临 2025-029 号 山煤国际能源集团股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： 会议召开时间：2025 年 9 月 1 日（星期一）下午 15:00-16:00。 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/）。 会议召开方式：上证路演中心网络互动。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半年度的经营 成果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范 围内就投资者普遍关注的问题进行回答。 投资者可于 2025 年 8 月 25 日(星期一)至 8 月 29 日(星期五)16:00 前登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 smzqb@smgjny ...

8月21日，沪深两融数据显示，山煤国际获融资买入额0.17亿元，居两市第1183位，当日融资偿还额0.35 亿元，净卖出1761.47万元。 融券方面，当日融券卖出5.12万股，净卖出0.21万股。 来源：金融界 最近三个交易日，19日-21日，山煤国际分别获融资买入0.26亿元、0.12亿元、0.17亿元。 ...

Group 1 - The core point of the news is that Shanmei International has experienced a net sell-off in financing activities over the recent trading days, indicating a potential decline in investor confidence [1][2][3] Group 2 - On August 20, Shanmei International had a financing buy-in amount of 0.12 billion, ranking 1329th in the market, with a financing repayment amount of 0.34 billion, resulting in a net sell-off of 21.5463 million [1] - Over the last three trading days (August 18-20), Shanmei International received financing buy-ins of 0.48 billion, 0.26 billion, and 0.12 billion respectively [1] - On the same day, the company had a securities lending sell-out of 0.045 million shares, with a net sell-out of 0.045 million shares [2]

Investment Rating - The industry investment rating is maintained at "Overweight" [2] Core Viewpoints - The combination of "logistics package" and "volume-price linkage" is driving the increase in industry concentration, forcing intermediaries out of the market and enhancing the sensitivity of coal prices [5] - The "logistics package" mechanism significantly reduces comprehensive logistics costs, creating sustainable advantages in delivery certainty and cost, while raising entry barriers for small coal operators [5] - The "volume-price linkage" mechanism strengthens scale premiums, allowing large mining and trading enterprises to gain larger discounts, while smaller entities face profit margin compression [5] - The weakening of intermediary roles is expected to enhance coal price sensitivity, with a clear trend of price reversal under the backdrop of supply contraction expectations [5] - The report emphasizes the importance of evaluating the effectiveness of "anti-involution" policies and their impact on liquidity and risk preferences to seize coal investment opportunities [5] Summary by Sections Policy Focus on Cost Reduction and Efficiency - National policies are continuously promoting the development of logistics package models [14] - The logistics package model is seen as a core strategy to reduce overall logistics costs through integrated services [7] Strengthening Long-term Contract Barriers - Long-term contract policies are reinforcing scale barriers, putting pressure on intermediaries [16] - The proportion of railway coal in total coal shipments has increased significantly in 2023 compared to 2022 [21][20] Volume-Price Linkage Trading Pilot - The introduction of volume-price linkage trading mechanisms is expected to benefit large market players significantly [25] - The rapid decrease in port coal inventories contrasts with weak net inflows, indicating a structural tightening in supply [24][23] - The Taiyuan Coal Trading Center has initiated a volume-price linkage trading mechanism to enhance market liquidity and efficiency [27] Investment Recommendations - The report recommends focusing on elastic stocks in the coal sector, highlighting specific companies likely to benefit from the current market dynamics [10]

截至2025年8月20日 13:06，中证国有企业红利指数(000824)上涨0.27%，成分股南钢股份(600282)上涨6.04%，华域汽车(600741)上涨4.49%，厦门银行 (601187)上涨2.53%，中国银行(601988)上涨2.52%，华菱钢铁(000932)上涨2.50%。国企红利ETF(159515)红盘蓄势，最新价报1.15元。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | eolala | 中远海控 | 1.18% | 2.36% | | 000937 | 冀中能源 | 0.00% | 2.00% | | 600546 | 山煤国际 | -0.49% | 1.47% | | 000983 | 山西焦煤 | -0.97% | 1.46% | | 601699 | 潞安环能 | -0.67% | 1.44% | | 600971 | 恒源煤电 | -0.43% | 1.40% | | 601328 | 交通银行 | 0.40% | 1.33% | | 600153 | 建发股份 | -0.80% | 1.30% | | ...

Core Viewpoint - Shanxi Coal International's stock closed at 10.2 yuan, down 1.16%, with a trading volume of 20.77 million shares and a transaction amount of 2.12 billion yuan [1] Financial Performance - For Q1 2025, the company reported total operating revenue of 4.502 billion yuan, a year-on-year decrease of 29.17% [1] - The net profit attributable to shareholders was 255 million yuan, down 56.29% year-on-year [1] - The non-recurring net profit was 269 million yuan, a decrease of 55.38% year-on-year [1] - Current ratio stands at 0.967, quick ratio at 0.852, and debt-to-asset ratio at 50.86% [1] Capital Flow - Main funds saw a net outflow of 19.8264 million yuan, accounting for 9.36% of the transaction amount [1] - Large orders experienced a net outflow of 22.5636 million yuan, representing 10.65% of the transaction amount [1] - Small orders had a net inflow of 12.7287 million yuan, making up 6.01% of the transaction amount [1] Company Overview - Shanxi Coal International Energy Group Co., Ltd. was established in 2000 and is based in Taiyuan, primarily engaged in coal mining and washing [2] - The company has invested in 43 enterprises and participated in 4,901 bidding projects [2] - It holds 28 patents and has 2 administrative licenses [2]

证券之星消息，截至2025年8月19日收盘，山煤国际(600546)报收于10.2元，下跌1.16%，换手率 1.05%，成交量20.77万手，成交额2.12亿元。 8月19日的资金流向数据方面，主力资金净流出1982.64万元，占总成交额9.36%，游资资金净流入 709.76万元，占总成交额3.35%，散户资金净流入1272.87万元，占总成交额6.01%。 近5日资金流向一览见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 该股主要指标及行业内排名如下： | 指标 | 山煤国际 | 煤炭行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 202.21亿元 | 523.66亿元 | 14 33 | | 净资产 | 205.59亿元 | 458.02亿元 | 13 33 | | 净利润 | 2.55亿元 | 8.75亿元 | 14 33 | | 市盈率(动) | 19.83 | 1.82 | 14 33 | | 市净率 | 1.31 | 2.18 | 22 33 | | 毛利率 ...

序号股票简称PE(TTM)PE(静)市净率总市值(元)8山煤国际10.428.911.20202.21亿行业平均 13.2912.371.66523.66亿行业中值13.4911.791.10134.87亿1新集能源7.277.071.05169.16亿2中煤能源 8.678.231.021589.71亿3电投能源8.898.251.21440.47亿4淮北矿业8.927.270.82352.82亿5晋控煤业 8.928.071.18226.62亿6陕西煤业9.319.282.152075.70亿7兖矿能源9.668.962.071291.82亿9平煤股份 11.408.540.84200.76亿10恒源煤电12.527.800.6783.64亿11昊华能源12.5710.450.88108.29亿12华阳股份 13.4211.790.93262.27亿 山煤国际能源集团股份有限公司的主营业务是煤炭生产业务、煤炭销售和物流业务。公司的主要产品是 自产煤、洗精煤。 最新一期业绩显示，2025年一季报，公司实现营业收入45.02亿元，同比-29.17%；净利润2.55亿元，同 比-56.29%，销售毛利率33.1 ...