证券代码：600792 证券简称：云煤能源 公告编号：2025-059 ●云南煤业能源股份有限公司（以下简称公司）股票于2025年11月13日、2025 年11月14日、2025年11月17日连续三个交易日内收盘价格涨幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情 形。 ●经公司自查并向公司控股股东书面发函询证，除公司前期已披露的信息外， 本公司及控股股东均不存在应披露而未披露的重大事项。 ●公司2024年度及2025年1-9月份实现归属于公司股东的净利润均为负值。 ●公司生产经营未发生重大变化，敬请广大投资者注意投资风险，理性投资。 一、股票交易异常波动的具体情况 云南煤业能源股份有限公司 股票交易异常波动公告 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： 公司股票于2025年11月13日、2025年11月14日、2025年11月17日连续三个交 易日内收盘价格涨幅偏离值累计超过20%。根据《上海证券交易所交易规则》的 有关规定，属于股票交易异常波动情形。 二、公 ...

云煤能源公告称，公司股票于2025年11月13 - 17日连续三个交易日内收盘价格涨幅偏离值累计超20%， 属异常波动。经自查，公司生产经营正常，无应披露未披露重大事项。2024年净利润为 -6.62亿元， 2025年1 - 9月为 -0.18亿元，均为负值。公司存在多项待进展事项，如闲置资产转让、诉讼、董事会换 届、担保等。公司提醒投资者注意重大事项进展和二级市场交易风险。 ...

Core Viewpoint - The coking coal sector experienced a significant increase of 5.66% on November 17, with Antai Group leading the gains, while the overall stock indices showed a decline [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3972.03, down 0.46% - The Shenzhen Component Index closed at 13202.0, down 0.11% [1] Group 2: Coking Coal Stocks Performance - Antai Group (600408) closed at 6.89, up 10.06% with a trading volume of 4.13 million shares and a turnover of 2.701 billion yuan - Meijin Energy (000723) closed at 5.85, up 9.96% with a trading volume of 3.76 million shares and a turnover of 2.131 billion yuan - Yunmei Energy (600792) closed at 5.71, up 6.53% with a trading volume of 1.58 million shares and a turnover of 883 million yuan - Shaanxi Black Cat (601015) closed at 5.00, up 3.31% with a trading volume of 1.47 million shares and a turnover of 722 million yuan - Baotailong (601011) closed at 4.61, up 1.99% with a trading volume of 2.65 million shares and a turnover of 1.205 billion yuan - Shanxi Coking Coal (600740) closed at 4.59, up 1.32% with a trading volume of 701,100 shares and a turnover of 319 million yuan - Yunwei Co. (600725) closed at 4.06, unchanged with a trading volume of 294,600 shares and a turnover of 118 million yuan [1] Group 3: Capital Flow Analysis - The coking coal sector saw a net inflow of 142 million yuan from main funds, while retail funds experienced a net outflow of 20.34 million yuan - The main funds' net inflow and outflow for key stocks are as follows: - Meijin Energy: 436 million yuan net inflow, 20.45% of total - Baotailong: 47.23 million yuan net inflow, 3.92% of total - Shanxi Coking Coal: 38.06 million yuan net inflow, 11.92% of total - Yunmei Energy: 31.12 million yuan net inflow, 3.53% of total - Shaanxi Black Cat: 27.09 million yuan net inflow, 3.75% of total - Yunwei Co.: 17.55 million yuan net outflow, -14.83% of total - Antai Group: 42 million yuan net outflow, -15.54% of total [2]

Core Viewpoint - Yunmei Energy's stock price increased by 7.28% to 5.75 CNY per share, with a trading volume of 358 million CNY and a turnover rate of 5.89%, resulting in a total market capitalization of 6.382 billion CNY [1] Group 1: Company Overview - Yunmei Energy, established on January 20, 1997, and listed on January 23, 1997, is located in Anning Industrial Park, Anning City, Yunnan Province [1] - The company's main business involves producing coke from coal, generating gas or methanol from coke oven gas, and deep processing by-products like coal tar and crude benzene into chemical products [1] - Revenue composition includes: coke 79.41%, gas 8.19%, chemical products 7.73%, equipment manufacturing 3.20%, other (supplementary) 1.47%, and gas engineering 0.01% [1] Group 2: Shareholder Information - Guotai Fund's Guotai Zhongzheng Coal ETF (515220) is among the top ten circulating shareholders of Yunmei Energy, having increased its holdings by 10.361 million shares in Q3, totaling 17.3544 million shares, which is 1.64% of the circulating shares [2] - The ETF has a current scale of 11.413 billion CNY and has achieved a year-to-date return of 7.55%, ranking 3874 out of 4216 in its category [2] - Over the past year, the ETF has returned 6.04%, ranking 3498 out of 3956, and since its inception, it has achieved a return of 173.4% [2] Group 3: Fund Manager Information - The fund manager of Guotai Zhongzheng Coal ETF (515220) is Wu Zhonghao, who has been in the position for 3 years and 295 days [3] - The total asset size of the fund is 25.391 billion CNY, with the best return during his tenure being 79.09% and the worst being -13.83% [3]

Strong Individual Stocks - As of November 14, the Shanghai Composite Index fell by 0.97% to 3990.49 points, the Shenzhen Component Index decreased by 1.93% to 13216.03 points, and the ChiNext Index dropped by 2.82% to 3111.51 points. A total of 90 stocks in the A-share market hit the daily limit up [1] - The top three strong stocks based on current consecutive limit-up counts and daily trading data are: Guosheng Technology (603778), Jindike (688670), and Sanfu Outdoor (002780) [1] - Detailed data for the top 10 strong stocks includes: - Guosheng Technology (603778): 5 consecutive limit-ups, turnover rate of 28.87%, and a closing price of 15.1 - Jindike (688670): 3 limit-ups in 5 days, turnover rate of 8.56%, and a closing price of 2.7 - Sanfu Outdoor (002780): 2 consecutive limit-ups, turnover rate of 41.91%, and a closing price of 10.2 [1] Strong Concept Sectors - The top three concept sectors with the highest increase in A-shares are: Hainan Free Trade Zone, Horse Racing Concept, and Free Trade Port [2] - The detailed data for the top 10 concept sectors includes: - Hainan Free Trade Zone: increased by 4.63% - Horse Racing Concept: increased by 1.65% - Free Trade Port: increased by 1.59% [3]

云煤能源11月14日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 开源证券股份有限公司西安西大街证券营业部 | 6237.86 | | | 买二 | 东亚前海证券有限责任公司苏州分公司 | 1260.34 | | | 买三 | 国泰海通证券股份有限公司总部 | 853.09 | | | 买四 | 中信证券股份有限公司上海分公司 | 582.11 | | | 买五 | 华泰证券股份有限公司深圳前海证券营业部 | 527.08 | | | 卖一 | 国泰海通证券股份有限公司总部 | | 1689.48 | | 卖二 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券 | | 660.06 | | | 营业部 | | | | 卖三 | 瑞银证券有限责任公司上海花园石桥路证券营业部 | | 597.12 | | | | 云煤能源(600792)今日涨停，全天换手率6.24%，成交额3.51亿元，振幅9.39%。龙虎榜数据显示，营业 部席位合计净买入5600.99万元。 上交 ...

Core Viewpoint - The coking coal sector experienced a 2.47% increase on November 14, with Yunmei Energy leading the gains, while the overall Shanghai Composite Index fell by 0.97% [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3990.49, down 0.97% [1] - The Shenzhen Component Index closed at 13216.03, down 1.93% [1] - Key stocks in the coking coal sector showed significant price movements, with Yunmei Energy rising by 10.06% to a closing price of 5.36 [1] Group 2: Stock Performance - Yunmei Energy (600792) led the sector with a closing price of 5.36 and a trading volume of 693,100 shares, resulting in a transaction value of 351 million [1] - Antai Group (600408) also performed well, closing at 6.26 with a 10.02% increase and a trading volume of 2,126,400 shares, translating to a transaction value of 1.316 billion [1] - Other notable performers included Shaanxi Heimei (601015) with a 2.54% increase and a closing price of 4.84, and Meijin Energy (000723) with a 0.95% increase to 5.32 [1] Group 3: Capital Flow - The coking coal sector saw a net outflow of 287 million from main funds, while retail investors contributed a net inflow of 238 million [1] - The capital flow data indicates that Yunmei Energy had a main fund net inflow of 48.63 million, despite a retail net outflow of 22.11 million [2] - Antai Group experienced a significant main fund net outflow of 239 million, but had a retail net inflow of 171 million [2]

Core Viewpoint - Yunmei Energy's stock price increased by 10.06% to 5.36 CNY per share, with a trading volume of 301 million CNY and a turnover rate of 5.40%, resulting in a total market capitalization of 5.949 billion CNY [1] Group 1: Company Overview - Yunmei Energy, established on January 20, 1997, and listed on January 23, 1997, is located in Anning Industrial Park, Kunming, Yunnan Province [1] - The company's main business involves producing coke from coal, generating gas or methanol from coke oven gas, and deep processing by-products like coal tar and crude benzene into chemical products [1] - Revenue composition includes: coke 79.41%, gas 8.19%, chemical products 7.73%, equipment manufacturing 3.20%, other (supplementary) 1.47%, and gas engineering 0.01% [1] Group 2: Shareholder Information - Guotai Fund's Guotai Zhongzheng Coal ETF (515220) is among the top ten circulating shareholders of Yunmei Energy, having increased its holdings by 10.361 million shares to a total of 17.3544 million shares, representing 1.64% of circulating shares [2] - The estimated floating profit from this investment is approximately 8.5036 million CNY [2] Group 3: Fund Performance - Guotai Zhongzheng Coal ETF (515220) was established on January 20, 2020, with a current scale of 11.413 billion CNY [2] - Year-to-date return is 8.9%, ranking 3826 out of 4216 in its category; the one-year return is 5.42%, ranking 3473 out of 3955; and since inception, the return is 176.85% [2]

Group 1 - The coal mining and processing sector experienced a short-term surge, with Yunmei Energy hitting the daily limit up [1] - Other companies such as Dayou Energy and Antai Group also previously reached their limit up, indicating strong market interest [1] - Additional companies including Zhengzhou Coal Electricity, Baotailong, Shaanxi Black Cat, Liaoning Energy, and Shanxi Coking Coal saw increases in their stock prices [1]

Coal Industry - The price of thermal coal has risen significantly, surpassing 800 yuan per ton, marking a new high for the year as of November 13 [1][3] - The coal sector has shown strong performance, with key listed coal companies reporting a more than 20% increase in profits in Q3 compared to the previous quarter [3][4] - Factors contributing to the rise in coal prices include extreme weather conditions, with northern regions experiencing significant temperature drops, while southern regions faced higher than average temperatures [3][4] - The coal industry is expected to benefit from a dual attribute of dividends and cyclical characteristics, making it a favored asset for market funds [3] Ice and Snow Tourism Industry - The ice and snow tourism sector has seen a surge, with multiple stocks hitting the daily limit up, driven by events such as the "Qixing Mountain·Camel Cup" wilderness survival challenge [5][6] - The ice and snow industry in China is projected to exceed 1 trillion yuan by 2025, with continuous growth expected due to upcoming major winter sports events [7] - The tourism industry is currently benefiting from a combination of policy incentives and demand release, with recommendations to focus on leading companies in online travel agencies (OTA), comprehensive cultural tourism service providers, and ice and snow tourism leaders [7]