云煤能源股价报3.85元，较前一交易日下跌0.02元，跌幅0.52%。当日成交量为14.38万手，成交额达 0.55亿元。 云煤能源属于煤炭行业，公司主要从事煤炭采选、煤化工及相关产品的生产和销售。公司业务涵盖原煤 开采、洗选加工、焦炭生产等多个环节。 风险提示：投资有风险，入市需谨慎。 公司近日公告完成闲置资产处置，将安宁分公司部分设备以1.22亿元价格转让给湖南省富安再生资源管 理有限公司，较评估价溢价5005万元，预计带来约4100万元处置收益。2025年一季度公司实现营业收入 12.81亿元，归母净利润为-9159万元。 8月8日主力资金净流出812.10万元，近五日主力资金累计净流出1540.23万元。 ...

证券代码：600792 证券简称：云煤能源 公告编号：2025-036 云南煤业能源股份有限公司 关于处置安宁分公司部分闲置资产的进展公告 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。 一、交易概述 云南煤业能源股份有限公司（以下简称公司）于 2025 年 3 月 10 日召开第九 届董事会战略委员会 2025 年第一次会议、第九届董事会第二十八次临时会议， 审议通过《关于拟公开挂牌转让公司安宁分公司部分闲置资产的议案》，会议同 意公司通过公开挂牌方式对公司安宁分公司部分闲置资产进行转让，经北京中同 华资产评估有限公司评估，本次转让涉及的干熄焦生产线 188 项机器设备评估价 值为 876.19 万元（含税）、备煤及炼焦生产线 461 项机器设备评估价值为 3,000.92万元（含税）及化产、机动等生产线881项机器设备评估价值为3,341.50 万元（含税），评估价值合计 7,218.61 万元（含税），具体内容详见临时公告（公 告编号：2025-010）。公司以北京中同华资产评估有限公司的评估结果为依据， 确定本次处置的 ...

Market Overview - The coke sector increased by 0.73% on August 6, with Shanxi Coking Coal leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Individual Stock Performance - Shanxi Coking Coal (600740) closed at 4.09, up 1.49% with a trading volume of 391,000 shares and a turnover of 160 million yuan [1] - Shaanxi Black Cat (601015) closed at 3.77, up 1.07% with a trading volume of 372,100 shares and a turnover of 140 million yuan [1] - Yunwei Co. (600725) closed at 3.31, up 0.91% with a trading volume of 145,500 shares and a turnover of 47.89 million yuan [1] - Antai Group (600408) closed at 2.35, up 0.86% with a trading volume of 534,000 shares and a turnover of 125 million yuan [1] - Yunmei Energy (600792) closed at 3.89, up 0.78% with a trading volume of 256,600 shares and a turnover of 99.71 million yuan [1] - Meijin Energy (000723) closed at 4.64, up 0.43% with a trading volume of 458,900 shares and a turnover of 212 million yuan [1] - Yutailong (601011) closed at 2.78, down 0.36% with a trading volume of 303,600 shares and a turnover of 84.48 million yuan [1] Fund Flow Analysis - The coke sector saw a net inflow of 48.49 million yuan from main funds, while retail funds experienced a net outflow of 36.71 million yuan [1] - Main fund inflows for Shanxi Coking Coal amounted to 26.12 million yuan, while retail funds had a net outflow of 13.35 million yuan [2] - Meijin Energy had a main fund inflow of 16.78 million yuan, with retail funds seeing a net outflow of 1.55 million yuan [2] - Shaanxi Black Cat recorded a main fund inflow of 12.27 million yuan, with retail funds experiencing a net outflow of 12.54 million yuan [2] - Yunmei Energy had a main fund inflow of 3.04 million yuan, while retail funds saw a net outflow of 6.06 million yuan [2]

证券代码：600792 证券简称：云煤能源 公告编号：2025-035 云南煤业能源股份有限公司 高级管理人员减持股份计划公告 本公司董事会、全体董事及相关股东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： 高级管理人员持股的基本情况 截至本公告披露日，云南煤业能源股份有限公司（以下简称公司）总法律顾 问、首席合规官李宏武先生持有公司股份 89,900 股，占公司现有股份总数的 0.0081%，上述股份通过集中竞价方式取得。 减持计划的主要内容 自本公告发布之日起 15 个交易日后 3 个月内，李宏武先生拟通过集中竞价 方式减持其所持有的公司无限售条件流通股合计不超过 22,400 股，约占公司股 份总数的 0.0020%。若减持计划实施期间公司有派息、送股、资本公积金转增股 本、增发、配股等除权除息事项，上述拟减持股份数量将相应进行调整。 股东名称 李宏武 股东身份 控股股东、实控人及一致行动人 □是 □否 直接持股 5%以上股东 □是 □否 董事、监事和高级管理人员 √是 □否 其他： 持股数量 89,900股 持股比例 0. ...

证券代码：600792 证券简称：云煤能源 公告编号：2025-034 云南煤业能源股份有限公司 关于独立董事任职到期辞职的公告 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个别及连带责任。 一、独立董事离任的基本情况 云南煤业能源股份有限公司（以下简称公司）董事会于2025年7月25日收到 公司独立董事龙超先生的书面辞职报告，因其连续担任公司独立董事职务即将届 满六年，根据《上市公司独立董事管理办法》的规定，龙超先生申请辞去公司独 立董事、董事会薪酬与考核委员会委员、董事会提名委员会主任委员职务。截至 本公告披露日，龙超先生未持有公司股份。 2025年7月26日 2 | | | | 原定任期 | | 是否继续在 | 是否存在未 | | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 离任职务 | 离任时间 | 到期日 | 离任原因 | 公司及控股 | 履行完毕的 | | | | | | | 子公司任职 | 公开承诺 | | | 独立董事、董 事会薪酬与 考核委员会 | 选举产生 新任 ...

Core Viewpoint - The coal sector is expected to benefit from a new round of anti-involution and capacity reduction measures initiated by the National Energy Administration, aimed at stabilizing coal supply and optimizing industry order [2][3][9]. Group 1: Policy Announcement - The National Energy Administration issued a notification on July 10, 2025, regarding the organization of coal mine production situation checks to promote stable and orderly coal supply [2][5]. - The notification indicates that the coal supply-demand situation has been generally loose this year, with prices continuously declining, leading some coal enterprises to produce beyond their announced capacity, disrupting market order [3][4]. Group 2: Inspection Scope and Requirements - The inspection will cover coal mines in eight provinces, including Shanxi, Inner Mongolia, and Anhui, focusing on whether the annual coal output exceeds announced capacity and if production plans are reasonable [5][6]. - Violations will be categorized and dealt with according to the nature and severity, with corrective actions mandated for companies exceeding production limits [6][7]. Group 3: Market Reaction and Investment Outlook - Following the announcement, the coal sector saw a significant increase, with a rise of over 6% on July 22, 2025, although it experienced a slight decline the following day [9][10]. - Analysts suggest that the anti-involution measures will help stabilize supply-demand relationships and optimize industry order, with high-quality coal companies still showing strong attributes such as high barriers to entry and cash flow [2][9]. - The current proportion of loss-making companies in the coal industry stands at 53.6%, significantly higher than 35% in 2016, indicating a pressing need for the anti-involution actions to restore profitability [9][11]. Group 4: Price Trends and Future Expectations - As of July 21, 2025, the price of Qinhuangdao 5500 kcal thermal coal was 642 RMB/ton, reflecting a week-on-week increase of 12 RMB/ton, and a rebound of 27 RMB/ton from the yearly low [10]. - Analysts predict that with improved demand and more rational supply releases, coal prices are expected to rise further, creating a safer and more sustainable development environment for the industry [10][11].

Market Overview - The Shanghai Composite Index increased by 0.25% as of 10:28 AM, with a trading volume of 719.64 million shares and a transaction amount of 851.33 billion yuan, representing a decrease of 4.39% compared to the previous trading day [1]. Industry Performance - The top-performing industries included: - Steel: Increased by 0.86% with a transaction amount of 158.33 billion yuan, up by 85.57% from the previous day, led by Shengde Xintai with a rise of 15.68% [1]. - Pharmaceutical and Biological: Increased by 0.84% with a transaction amount of 709.46 billion yuan, down by 9.15%, led by Hite Bio with a rise of 15.41% [1]. - Comprehensive: Increased by 0.79% with a transaction amount of 12.55 billion yuan, down by 13.25%, led by Nanjing Xinbai with a rise of 10.06% [1]. - The worst-performing industries included: - National Defense and Military Industry: Decreased by 1.16% with a transaction amount of 300.68 billion yuan, down by 29.35%, led by Guolian Aviation with a drop of 13.35% [2]. - Building Materials: Decreased by 0.79% with a transaction amount of 205.27 billion yuan, up by 0.84%, led by Fujian Cement with a drop of 6.63% [2]. - Coal: Decreased by 0.58% with a transaction amount of 162.42 billion yuan, up by 275.67%, led by Yunmei Energy with a drop of 3.68% [2].

Group 1 - Yunmei Energy (600792) experienced a trading halt today with a turnover rate of 2.74% and a transaction amount of 116 million yuan, showing a fluctuation of 8.58% [2] - The stock was listed on the Shanghai Stock Exchange due to a daily price deviation of 9.55%, with a net buying amount of 42.67 million yuan from brokerage seats [2] - The top five brokerage seats accounted for a total transaction of 57.49 million yuan, with a buying amount of 50.08 million yuan and a selling amount of 7.41 million yuan, resulting in a net buying of 42.67 million yuan [2] Group 2 - The largest buying brokerage was Kaiyuan Securities Co., Ltd. with a purchase amount of 15.30 million yuan, while the largest selling brokerage was Guotai Junan Securities Co., Ltd. with a selling amount of 1.84 million yuan [2] - The stock saw a net inflow of 65.71 million yuan from main funds today, with a significant single net inflow of 70.93 million yuan and a large single net outflow of 5.22 million yuan [2] - Over the past five days, the net inflow of main funds amounted to 43.70 million yuan [2] Group 3 - On April 26, the company released its Q1 report, showing a total revenue of 1.281 billion yuan, a year-on-year decrease of 31.31%, and a net profit of -91.59 million yuan [2] - On July 12, the company announced its half-year performance forecast, expecting a net profit between -168 million yuan and -160 million yuan [3]

Market Overview - The Shanghai Composite Index increased by 0.34% with a trading volume of 739.68 million shares and a transaction value of 1029.299 billion yuan, representing a 13.06% increase compared to the previous trading day [1]. Industry Performance - The top-performing industries included: - Non-ferrous metals: increased by 1.95% with a transaction value of 694.11 billion yuan, up 140.82% from the previous day, led by Haixing Co., which rose by 10.03% [1]. - Steel: increased by 1.22% with a transaction value of 95.99 billion yuan, up 55.16%, with Baogang Co. leading at 7.46% [1]. - Coal: increased by 1.10% with a transaction value of 59.30 billion yuan, up 106.68%, led by Yunnan Coal Energy, which rose by 10.05% [1]. - The industries with the largest declines included: - Beauty and personal care: decreased by 0.64% with a transaction value of 33.30 billion yuan, up 33.79%, led by ST Meigu, which fell by 2.51% [2]. - Automotive: decreased by 0.40% with a transaction value of 534.76 billion yuan, down 11.82%, led by Shanghai Wumao, which fell by 6.40% [2]. - Public utilities: decreased by 0.38% with a transaction value of 182.71 billion yuan, down 7.78%, led by New Zhonggang, which fell by 6.02% [2]. Summary of Key Industries - Basic chemicals: increased by 0.98% with a transaction value of 561.78 billion yuan, up 48.89%, led by Fumiao Technology, which rose by 20.02% [1]. - Defense and military: increased by 0.93% with a transaction value of 421.97 billion yuan, up 52.43%, led by Tianqin Equipment, which rose by 12.53% [1]. - Computer: increased by 0.70% with a transaction value of 1224.38 billion yuan, up 16.05%, led by Xiling Information, which rose by 15.60% [1].

Core Viewpoint - The coal sector showed strong performance in early trading, with several companies reaching their daily price limits due to rising coal prices in the market [1] Group 1: Market Performance - Yunmei Energy reached its daily price limit, while Dayou Energy, Shanxi Coking Coal, Huaibei Mining, Lu'an Environmental Energy, and Pingmei Shenma also experienced price increases [1] - As of July 16, the "CCTD Bohai Rim thermal coal spot reference prices" for three specifications (5500K, 5000K, 4500K) were reported at 635, 570, and 504 yuan/ton respectively [1] Group 2: Price Changes - Daily price increases for the three specifications were 3 yuan/ton each, while weekly price changes were 14, 19, and 18 yuan/ton respectively [1]