证券之星消息，1月29日焦炭板块较上一交易日上涨2.27%，山西焦化领涨。当日上证指数报收于 4157.98，上涨0.16%。深证成指报收于14300.08，下跌0.3%。焦炭板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600740 | 山西焦化 | 4.75 | 7.95% | 247.95万 | 11.70 Z | | 600792 | 云煤能源 | 4.38 | 3.55% | 72.94万 | 3.17亿 | | 601015 | 陕西黑猫 | 4.43 | 2.55% | 197.65万 | 8.74 Z | | 600725 | 云维股份 | 4.90 | 2.30% | 58.52万 | 2.87亿 | | 601011 | 宇泰降 | 3.63 | 1.97% | 152.12万 | 5.49 Z | | 000723 | 美锦能源 | 5.02 | 0.00% | 166.57万 | 8.41亿 | | 600408 | 安泰集团 | 3.93 | - ...

Group 1 - The company, Yunwei Co., Ltd. (stock code: 600725), has not yet established a financial shared service center and is currently planning related work [1]

Core Viewpoint - The coking coal sector experienced a significant increase of 5.79% on January 28, with Shanxi Coking Coal leading the gains, reflecting positive market sentiment in this industry [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4151.24, up by 0.27%, while the Shenzhen Component Index closed at 14342.9, up by 0.09% [1] - Key stocks in the coking coal sector showed notable price increases, with Shanxi Coking Coal rising by 10.00% to a closing price of 4.40, and Shaanxi Black Cat increasing by 9.92% to 4.32 [1] Group 2: Trading Volume and Capital Flow - The coking coal sector saw a net inflow of 4.12 billion yuan from main funds, while retail investors experienced a net outflow of 2.96 billion yuan [1] - The trading volume for Shanxi Coking Coal reached 1.1099 million shares, with a total transaction value of 4.74 billion yuan [1] Group 3: Individual Stock Analysis - Shanxi Coking Coal had a main fund net inflow of 950.59 million yuan, accounting for 20.07% of its trading volume, while retail investors had a net outflow of 530.89 million yuan [2] - Shaanxi Black Cat reported a main fund net inflow of 1.25 billion yuan, representing 22.33% of its trading volume, with retail investors showing a net outflow of 8.21 million yuan [2]

Core Viewpoint - The report highlights the growth trends in China's coke industry, projecting a steady increase in production and emphasizing the importance of strategic investment in this sector [1]. Industry Overview - According to the National Bureau of Statistics, China's coke production in December 2025 is expected to reach 40 million tons, reflecting a year-on-year growth of 1.9% [1]. - The cumulative coke production in China for the year 2025 is projected to be 500 million tons, with a cumulative growth rate of 2.9% [1]. Companies Involved - Listed companies in the coke industry include International Industry (000159), Meijin Energy (000723), Blue Flame Holdings (000968), Shanxi Coking Coal (000983), Changchun Gas (600333), Antai Group (600408), and Yunwei Co., Ltd. (600725) [1]. Research Report - The report titled "Investment Strategy Analysis and Development Prospects of China's Coke Industry from 2026 to 2032" was published by Zhiyan Consulting, a leading industry consulting firm in China [1].

Market Overview - The coke sector experienced a slight decline of 0.03% on January 26, with Antai Group leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Individual Stock Performance - Yunnan Coal Energy (600792) closed at 4.22, up 1.20% with a trading volume of 277,600 shares [1] - Yunwei Co. (600725) closed at 4.68, up 1.08% with a trading volume of 360,100 shares [1] - Shaanxi Black Cat (601015) closed at 4.04, up 1.00% with a trading volume of 547,600 shares [1] - Shanxi Coking Coal (600740) closed at 4.14, up 0.98% with a trading volume of 128,100 shares [1] - Meijin Energy (000723) closed at 4.95, down 0.60% with a trading volume of 773,200 shares [1] - Baotailong (601011) closed at 3.44, down 1.43% with a trading volume of 678,900 shares [1] - Antai Group (600408) closed at 4.07, down 2.16% with a trading volume of 599,800 shares [1] Capital Flow Analysis - The coke sector saw a net outflow of 47.89 million yuan from main funds, while retail investors contributed a net inflow of 52.84 million yuan [1] - The detailed capital flow for individual stocks shows that Yunnan Coal Energy had a main fund net inflow of 17.49 million yuan, while Antai Group experienced a net outflow of 25.50 million yuan [2] - Meijin Energy had a significant retail net inflow of 13.79 million yuan, indicating strong interest from individual investors [2]

Core Viewpoint - The coking coal sector experienced a 0.94% increase on January 23, with Meijin Energy leading the gains. The Shanghai Composite Index closed at 4136.16, up 0.33%, while the Shenzhen Component Index closed at 14439.66, up 0.79% [1]. Group 1: Coking Coal Sector Performance - Meijin Energy (000723) closed at 4.98, with a rise of 2.26% and a trading volume of 1.21 million shares, amounting to a transaction value of 599 million yuan [1]. - Baotailong (601011) closed at 3.49, increasing by 1.16% with a trading volume of 582,900 shares, resulting in a transaction value of 201 million yuan [1]. - Yunwei Co. (600725) closed at 4.63, up 0.65%, with a trading volume of 384,900 shares and a transaction value of 178 million yuan [1]. - Shanxi Coking Coal (600740) remained unchanged at 4.10, with a trading volume of 256,500 shares and a transaction value of 105 million yuan [1]. - Shaanxi Black Cat (601015) closed at 4.00, unchanged, with a trading volume of 486,100 shares and a transaction value of 193 million yuan [1]. - Yunmei Energy (600792) closed at 4.17, down 0.24%, with a trading volume of 287,200 shares and a transaction value of 119 million yuan [1]. - Antai Group (600408) closed at 4.16, down 0.24%, with a trading volume of 840,900 shares and a transaction value of approximately 346 million yuan [1]. Group 2: Fund Flow Analysis - The coking coal sector saw a net outflow of 103 million yuan from main funds, while retail investors contributed a net inflow of 151 million yuan [1]. - Baotailong (601011) had a main fund net inflow of over 3.66 million yuan, with retail investors contributing a net inflow of 4.05 million yuan [2]. - Yunwei Co. (600725) experienced a main fund net outflow of 1.12 million yuan, while retail investors had a net outflow of 42,870 yuan [2]. - Yunmei Energy (600792) faced a main fund net outflow of 9.01 million yuan, but retail investors had a net inflow of 877.83 million yuan [2]. - Shanxi Coking Coal (600740) saw a main fund net outflow of 12.36 million yuan, with retail investors contributing a net inflow of 1.26 million yuan [2]. - Shaanxi Black Cat (601015) had a main fund net outflow of 13.75 million yuan, while retail investors had a net inflow of 1.72 million yuan [2]. - Antai Group (600408) experienced a significant main fund net outflow of 34.22 million yuan, but retail investors had a net inflow of 4.23 million yuan [2]. - Meijin Energy (000723) saw a main fund net outflow of 35.93 million yuan, with retail investors contributing a net inflow of 66.91 million yuan [2].

证券日报网讯1月22日，云维股份（600725）在互动平台回答投资者提问时表示，截至2026年1月20日， 公司股东户数约为3.42万户。 ...

Market Overview - The coke sector experienced a decline of 1.69% on January 21, with Antai Group leading the losses [1] - The Shanghai Composite Index closed at 4116.94, up 0.08%, while the Shenzhen Component Index closed at 14255.12, up 0.7% [1] Individual Stock Performance - Major stocks in the coke sector showed varied performance, with Antai Group falling by 5.79% to a closing price of 4.07 [1] - Other notable declines included: - Yunnan Coal Energy down 3.17% to 3.97 - Shaanxi Black Cat down 3.54% to 3.81 - Baotailong down 1.49% to 3.31 [1] Trading Volume and Capital Flow - The total net outflow of main funds in the coke sector was 61.71 million yuan, while retail investors saw a net inflow of 80.30 million yuan [1] - The detailed capital flow for individual stocks indicated significant outflows for: - Yunnan Coal Energy with a net outflow of 16.90 million yuan - Shanxi Coking Coal with a net outflow of 15.57 million yuan [2] - Retail investors showed a positive net inflow in several stocks, including: - Yunnan Coal Energy with 13.03 million yuan - Shaanxi Black Cat with 17.88 million yuan [2]

证券代码：600725 证券简称：云维股份 公告编号：临 2026-003 云南云维股份有限公司 关于控股股东变更名称及住所 住所：云南省昆明市西山区日新中路 616 号云能大厦 经营范围：电力、煤炭等能源的投资及管理；环保、新能源等电力能源相关 产业、产品的投资及管理；参与油气资源及管网项目的投资；其他项目投资、经 营；与投资行业相关的技术服务、投资策划及其咨询管理，信息服务。 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个别及连带责任。 云南云维股份有限公司（以下简称"公司"）于近日收到控股股东云南省能 源投资集团有限公司的通知，其名称由"云南省能源投资集团有限公司"变更为 "云南省能源集团有限公司"，住所由"云南省昆明市西山区日新中路 616 号云 南能投集团集控综合楼"变更为"云南省昆明市西山区日新中路 616 号云能大厦"， 有关工商变更登记手续已办理完成，并取得由云南省市场监督管理局换发的《营 业执照》。除上述名称及住所变更外，其他工商登记内容未发生变化，变更后的 《营业执照》主要信息如下： 名称：云南省能源集团有限公司 ...

Core Viewpoint - The coking coal sector experienced a slight increase of 0.21% on January 20, with Shaanxi Black Cat leading the gains, while the overall market indices showed a decline [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4113.65, down 0.01% - The Shenzhen Component Index closed at 14155.63, down 0.97% [1] Group 2: Coking Coal Sector Stocks - Shaanxi Black Cat (601015) closed at 3.95, up 2.33% with a trading volume of 796,400 shares and a turnover of 313 million yuan - Antai Group (600408) closed at 4.32, up 2.13% with a trading volume of 1,496,200 shares - Yunmei Energy (600792) closed at 4.10, up 0.99% with a trading volume of 297,000 shares - Shanxi Coking Coal (600740) closed at 4.02, up 0.25% with a trading volume of 285,500 shares - Meijin Energy (000723) closed at 4.73, unchanged with a trading volume of 753,200 shares - Baotailong (601011) closed at 3.36, down 1.47% with a trading volume of 567,700 shares - Yunwei Co. (600725) closed at 4.46, down 2.19% with a trading volume of 346,900 shares [1] Group 3: Capital Flow Analysis - The coking coal sector saw a net outflow of 54.59 million yuan from main funds, while retail funds experienced a net outflow of 18.54 million yuan - Speculative funds had a net inflow of 73.13 million yuan [1] - Shaanxi Black Cat had a main fund net outflow of 15.48 million yuan, with a retail net outflow of 27.69 million yuan [2] - Antai Group experienced a main fund net outflow of 12.19 million yuan, with speculative funds seeing a net inflow of 48.75 million yuan [2] - Shanxi Coking Coal had a significant main fund net outflow of 31.69 million yuan, while retail funds had a net inflow of 16.99 million yuan [2]