证券代码：600725 证券简称：云维股份 公告编号：临 2025-054 云南云维股份有限公司 关于重大资产重组进展的公告 1 2025 年 1 月 18 日、2025 年 2 月 18 日、2025 年 3 月 18 日、2025 年 4 月 18 日、 2025 年 5 月 17 日、2025 年 6 月 18 日、2025 年 7 月 12 日、2025 年 8 月 13 日、 2025 年 9 月 11 日、2025 年 10 月 11 日、2025 年 11 月 11 日披露了《关于重大资 产重组进展的公告》（详见公司临 2025-002、003、004、019、022、026、030、 035、042、048、052 号公告）。公司于 2025 年 6 月 14 日披露了《云维股份关 于发行股份及支付现金购买资产暨关联交易事项无法在规定期限内发出召开股 东大会通知的专项说明》（详见公司临 2025-024 号公告），由于本次交易相关 方尚需就本次交易的条款等相关事项进行进一步决策，公司无法在首次董事会决 议公告日后的 6 个月内发出召开审议本次交易相关事项的股东大会通知。截至本 公告披露之日，公 ...

云维股份公告称，拟通过发行股份及支付现金购买云南电投等持有的云南能投红河发电有限公司100% 股权，构成关联交易及重大资产重组，不导致实控人变更。公司股票于2024年12月9日起停牌，12月23 日起复牌。截至公告披露日，交易相关工作正推进，各方未签正式协议，需履行内部决策并经监管批 准，能否实施存在重大不确定性。 ...

Core Viewpoint - The coking coal sector experienced a slight increase of 0.12% on December 10, with Antai Group leading the gains, while the overall market showed mixed results with the Shanghai Composite Index down by 0.23% and the Shenzhen Component Index up by 0.29% [1] Coking Coal Sector Performance - Antai Group closed at 4.88, up by 1.46% with a trading volume of 1.3252 million shares and a transaction value of 650 million yuan [1] - Shanxi Coking Coal closed at 3.88, up by 0.26% with a trading volume of 147,600 shares and a transaction value of 57.1645 million yuan [1] - Meijin Energy closed at 4.80, up by 0.21% with a trading volume of 507,800 shares and a transaction value of 24.3 million yuan [1] - Baotailong closed at 3.57, unchanged with a trading volume of 472,700 shares and a transaction value of 169 million yuan [1] - Yunmei Energy closed at 4.20, down by 0.24% with a trading volume of 249,300 shares and a transaction value of 104 million yuan [1] - Shaanxi Black Cat closed at 3.87, down by 0.26% with a trading volume of 244,800 shares and a transaction value of 94.6699 million yuan [1] - Yunwei Co. closed at 3.59, down by 0.83% with a trading volume of 131,500 shares and a transaction value of 47.2622 million yuan [1] Capital Flow Analysis - The coking coal sector saw a net outflow of 72.9341 million yuan from main funds, while retail funds experienced a net inflow of 19.1218 million yuan [1] - The detailed capital flow for individual stocks shows that Yunwei Co. had a net inflow of 2.9502 million yuan from retail investors, while it faced a net outflow of 30,100 yuan from main funds [2] - Shanxi Coking Coal experienced a net outflow of 5.4695 million yuan from main funds but had a net inflow of 4.0735 million yuan from retail investors [2] - Yunmei Energy had a significant net outflow of 13.0670 million yuan from main funds, with a net inflow of 11.0040 million yuan from retail investors [2] - Antai Group faced a net outflow of 19.9106 million yuan from main funds, while retail investors contributed a net inflow of 2.98723 million yuan [2]

（文章来源：证券日报） 证券日报网讯 12月5日，云维股份在互动平台回答投资者提问时表示，公司重大资产重组事宜请以公司 公告为准。截至11月30日公司股东户数约为3.20万户。 ...

证券日报网讯12月5日，云维股份（600725）在互动平台回答投资者提问时表示，红河电厂及小龙潭煤 矿的盈利未算在公司的定期报告中。 ...

（文章来源：每日经济新闻） 云维股份（600725.SH）12月5日在投资者互动平台表示，尊敬的投资者您好，红河电厂及小龙潭煤矿 的盈利未算在公司的定期报告中。感谢您的关注。 每经AI快讯，有投资者在投资者互动平台提问：你好，问一下收购红河电厂及小龙潭煤矿的季度及年 度盈利是否算在云维季度和年度报告中了？ ...

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]

Core Points - The company, Yunnan Yunwei Co., Ltd., will hold a Q3 2025 performance briefing on December 8, 2025, from 11:00 to 12:00 [2][4] - The briefing will be conducted in an interactive online format via the Shanghai Stock Exchange Roadshow Center [3][4] - Investors can submit questions from December 1 to December 5, 2025, and the company will address common concerns during the briefing [2][5] Summary by Sections Meeting Details - The performance briefing is scheduled for December 8, 2025, from 11:00 to 12:00 [4] - The location for the meeting is the Shanghai Stock Exchange Roadshow Center [4] - The meeting will be held in an online interactive format [3] Participation Information - Investors can participate online through the Shanghai Stock Exchange Roadshow Center [4] - Questions can be submitted via the Roadshow Center's website or through the company's email before the deadline [2][5] - The company will respond to commonly asked questions during the briefing [3][5] Contact Information - Contact person for inquiries is Zhang Panying, reachable at phone number 0871-65656808 or via email 174724126@qq.com [5]

Group 1 - The core viewpoint of the news is that the coke sector experienced a rise of 1.95% on November 28, with Yunwei Co., Ltd. leading the gains [1] - On the same day, the Shanghai Composite Index closed at 3888.6, up by 0.34%, while the Shenzhen Component Index closed at 12984.08, up by 0.85% [1] Group 2 - In terms of capital flow, the coke sector saw a net inflow of 25.6967 million yuan from main funds, while speculative funds experienced a net outflow of 33.8512 million yuan, and retail investors had a net inflow of 8.1545 million yuan [2] - Detailed capital flow for individual stocks in the coke sector is provided in a table [2]

证券代码：600725 证券简称：云维股份 公告编号：临 2025-053 云南云维股份有限公司 关于召开 2025 年第三季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： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 12 月 01 日（星期一） 至 12 月 05 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 174724126@qq.com 进行提问。公司将在说明会上对投 资者普遍关注的问题进行回答。 云南云维股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入 地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 12 月 08 日 （星期一） 11:00-12:00 举行 2025 年第三季度业绩 说明会，就投资者关心的问题进行交流。 （二） 会议召开地点： ...