| 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 | 74.91万 | 0.91% | 5.79万 | 0.07% | -80.70万 | -0.98% | | 601011 | 宝泰隆 | 44.37万 | 0.12% | -155.32万 | -0.41% | 110.95万 | 0.29% | | 600740 山西焦化 | | -542.77万 | -3.10% | 1372.52万 | 7.85% | - -829.76万 | -4.75% | | 600408 安泰集团 | | -1738.52万 | -4.00% | 684.31万 | 1.58% | 1054.21万 | 2.43% | | 600792 云煤能源 | | -2407.34万 | -13.26% | -843.11万 | -4.64% | 3250.45万 | 17.90% | | 601015 陕西黑猫 ...

Core Insights - The coke sector experienced a significant increase of 4.37% on October 29, with Antai Group leading the gains [1] - The Shanghai Composite Index closed at 4016.33, up 0.7%, while the Shenzhen Component Index closed at 13691.38, up 1.95% [1] Sector Performance - Antai Group (600408) closed at 3.55, with a rise of 9.91% and a trading volume of 2.9828 million shares, totaling a transaction value of 1.041 billion [1] - Meijin Energy (000723) saw a closing price of 5.28, up 7.98%, with a trading volume of 3.9817 million shares and a transaction value of 2.102 billion [1] - Shaanxi Black Cat (601015) closed at 4.66, increasing by 3.10%, with a trading volume of 1.6032 million shares and a transaction value of 734 million [1] - Shanxi Coking Coal (600740) closed at 4.45, up 2.30%, with a trading volume of 1.0476 million shares and a transaction value of 462 million [1] - Baotailong (601011) closed at 4.02, with a slight increase of 1.01%, trading 2.5473 million shares for a total of 1.009 billion [1] - Yunnan Coal Energy (600792) closed at 4.79, up 0.84%, with a trading volume of 87580 shares and a transaction value of 417 million [1] - Yunwei Co. (600725) closed at 3.72, with a minor increase of 0.81%, trading 22770 shares for a total of 83.966 million [1] Capital Flow - The coke sector saw a net inflow of 408 million from main funds, while retail investors experienced a net outflow of 314 million [1] - Meijin Energy had a main fund net inflow of 4.05 billion, but retail investors saw a net outflow of 2.15 billion [2] - Antai Group experienced a main fund net inflow of 23.137 million, with retail investors also seeing a net outflow of 850.34 million [2] - Shanxi Coking Coal had a main fund net inflow of 18.4248 million, while retail investors faced a net outflow of 34.1216 million [2] - Shaanxi Black Cat recorded a main fund net inflow of 16.8386 million, with retail investors experiencing a net outflow of 2.44071 million [2] - Yunnan Coal Energy had a main fund net inflow of 6.0287 million, but retail investors faced a net outflow of 2.36912 million [2] - Yunwei Co. had a negligible main fund net outflow of 1.249 million, with retail investors also seeing a net outflow of 58.71 million [2] - Baotailong faced a significant main fund net outflow of 61.3759 million, while retail investors had a net outflow of 756.54 million [2]

山西焦化（600740.SH）2025 年三季报点评 25Q3 投资收益环比增加，业绩环比扭亏 2025 年 10 月 28 日 ➢ 事件：2025 年 10 月 27 日，公司发布 2025 年三季报，2025 年前三季度 营业收入 45.89 亿元，同比减少 15.84%；归属于母公司所有者的净亏损 5005.2 万元，上年同期净利润 2.53 亿元，由盈转亏。 ➢ 2025 年前三季度投资净收益同比下滑。2025 年前三季度公司归母净利润 同比由盈转亏，主要由于 1）焦化主业收入下滑；2）参股公司中煤华晋归母净利 润减少，公司确认的投资收益同比下降，2025 年前三季度公司确认投资净收益 9.18 亿元，同比下降 51.09%。 ➢ 25Q3 公司投资收益环比增加，业绩环比扭亏。25Q3 营业收入为 13.63 亿 元，同比下降 9.58%，环比下降 11.7%。归属于上市公司股东的净利润为 2755.91 万元，同比下降 59.89%，环比实现扭亏为盈。其中三季度确认投资净收益 3.17 亿元，同比下降 40.26%，环比增长 13.63%。 ➢ 25Q3 焦炭主业亏损额环比扩大。25Q3 公司实现焦 ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600408 | 安泰集团 | 3.23 | 9.86% | 229.08万 | 6.87 Z | | 601011 | 宝泰隆 | 3.98 | 6.13% | 289.87万 | 11.23亿 | | 601015 | 陕西黑猫 | 4.52 | 5.85% | 162.69万 | 7.05亿 | | 600792 | 云煤能源 | 4.75 | 2.15% | 97.87万 | 4.50亿 | | 600740 | 山西焦化 | 4.35 | 1.40% | 86.42万 | 3.68亿 | | 600725 | 云维股份 | 3.69 | 0.27% | 26.11万 | 9594.15万 | | 000723 | 美锦能源 | 4.89 | 0.00% | 71.17万 | 3.47 Z | 从资金流向上来看，当日焦炭板块主力资金净流入3.1亿元，游资资金净流出8471.57万元，散户资金净流 出2.26亿元。焦炭板块个股资金流向见下表： ...

Core Viewpoint - The company, Shanxi Coking Coal Group Co., Ltd., has released its third-quarter report for 2025, ensuring the accuracy and completeness of the information disclosed [1][2][7]. Financial Data - The third-quarter financial statements have not been audited [3]. - The report includes major accounting data and financial indicators, with specific details to be disclosed in the upcoming earnings presentation [3][9]. Shareholder Information - The company has provided details regarding the total number of ordinary shareholders and the top ten shareholders, although specific figures are not disclosed in the provided documents [5]. Investor Communication - An investor earnings presentation is scheduled for November 7, 2025, from 15:00 to 16:00, to discuss the third-quarter results and address investor questions [8][10]. - Investors can submit questions in advance through the designated channels before the presentation [11]. Board Meeting - The company's board of directors held a meeting on October 24, 2025, to review and approve the third-quarter report, which was subsequently disclosed on October 28, 2025 [15][16].

Core Viewpoint - Shanxi Coking (600740.SH) reported a significant decline in revenue and net profit for the first three quarters of 2025 compared to the previous year [1] Financial Performance - The total operating revenue for the first three quarters reached 4.589 billion yuan, representing a year-on-year decrease of 15.84% [1] - The net profit attributable to shareholders of the parent company was -50.052 million yuan, a sharp decline from a net profit of 253 million yuan in the same period last year [1] - The basic earnings per share stood at -0.0195 yuan [1]

每经头条（nbdtoutiao）——独家丨民营船王入主杉杉集团横生枝节 重整联合体浮现神秘组局人 （记者 曾健辉） 每经AI快讯，山西焦化（SH 600740，收盘价：4.29元）10月27日晚间发布公告称，公司第九届第二十 六次董事会会议于2025年10月24日在公司以现场和通讯方式召开。会议审议了《2025年第三季度报告》 等文件。 2024年1至12月份，山西焦化的营业收入构成为：焦化占比99.45%，其他业务占比0.55%。 截至发稿，山西焦化市值为110亿元。 ...

Group 1 - The core point of the article highlights Shanxi Coking's financial performance in Q3 2023, showing a significant decline in revenue and a net loss for the company [1] - For the first three quarters of 2025, the company's revenue was approximately 4.589 billion yuan, representing a year-on-year decrease of 15.84% [1] - The net profit attributable to shareholders was a loss of approximately 50.05 million yuan, with basic earnings per share reflecting a loss of 0.0195 yuan [1] Group 2 - As of the report date, Shanxi Coking's market capitalization stood at 11 billion yuan [1]

山西焦化股份有限公司 董事会薪酬与考核委员会工作细则 （2025 年 10 月） 第一章 总 则 第一条 为建立、健全山西焦化股份有限公司董事（不包括独立董 事）以及高级管理人员的薪酬与考核管理制度，完善公司治理结构，根 据《中华人民共和国公司法》、《上市公司治理准则》、《公司章程》 等规定，公司设立董事会薪酬与考核委员会，并制定本工作细则。 第二条 董事会薪酬与考核委员会是董事会下设的专门工作机构， 主要负责制定公司董事及高级管理人员的考核标准并进行考核，负责制 定、审查公司董事及高级管理人员的薪酬政策与方案。 第三条 本工作细则所称高级管理人员是指董事会聘任的总经理、 副总经理、财务总监、董事会秘书、总法律顾问、总工程师、总经理助 理等高级管理人员。 第二章 人员组成 第四条 薪酬与考核委员会成员由三名董事组成，其中包括两名独 立董事。 第五条 薪酬与考核委员会委员由董事长、二分之一以上独立董事 或者全体董事的三分之一提名，并由董事会选举产生。 第六条 薪酬与考核委员会设主任委员（召集人）一名，由公司独 立董事委员担任，负责主持委员会工作。 主任委员在独立董事委员内选举，并报请董事会批准产生。 第七条 薪 ...

山西焦化股份有限公司 董事会提名委员会工作细则 第一条 为规范山西焦化股份有限公司高级管理人员的选聘，优 化董事会组成，完善公司治理结构，根据《中华人民共和国公司法》、 《上市公司治理准则》、《公司章程》及其他有关规定，公司设立董 事会提名委员会，制定本工作细则。 第二条 董事会提名委员会是董事会下设的专门工作机构，主要 负责对公司董事、由董事会选聘的高级管理人员的人选、选择标准和 程序进行研究并提出建议。 第二章 人员组成 第三条 提名委员会成员由三名董事组成，其中包括两名独立董 事。 （2025 年 10 月） 第一章 总 则 第四条 提名委员会委员由董事长、二分之一以上独立董事或者 全体董事的三分之一提名，并由董事会选举产生。 第五条 提名委员会设主任委员（召集人）一名，由公司独立董 事委员担任，负责主持委员会工作。 主任委员在独立董事委员内选举，并报请董事会批准产生。 第六条 提名委员会任期与董事会任期一致，委员任期届满，连 选可以连任。期间如有委员不再担任公司董事职务，自动失去委员资 格，并由委员会根据本工作细则第三条、第四条、第五条的规定补选 委员，补足委员人数。 第三章 职责权限 第四章 工作程 ...