云南煤业能源股份有限公司2025 年半年度报告 公司代码：600792 公司简称：云煤能源 云南煤业能源股份有限公司 2025 年半年度报告 1 / 184 云南煤业能源股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 公司全体董事出席董事会会议。 三、 本半年度报告未经审计。 四、 公司负责人李树雄、主管会计工作负责人戚昆琼及会计机构负责人（会计主管人员）杨四 平声明：保证半年度报告中财务报告的真实、准确、完整。 √适用 □不适用 本报告中所涉及的未来计划、发展战略等前瞻性陈述不构成公司对投资者的实质承诺，敬请 投资者注意投资风险。 七、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 八、 是否存在违反规定决策程序对外提供担保的情况 否 九、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十、 重大风险提示 五、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 六、 前瞻性陈述的风险声明 ...

【云煤能源：上半年净利润亏损1.63亿元】智通财经8月21日电，云煤能源(600792.SH)公告称，云煤能 源发布2025年半年度报告摘要，报告期内，公司实现营业收入25.68亿元，同比下降28.14%；归属于上 市公司股东的净利润亏损1.63亿元，持续亏损。 转自：智通财经 ...

Core Viewpoint - Yunmei Energy reported a significant decline in revenue and an increase in net loss for the first half of 2025 compared to the previous year [1] Financial Performance - The company's operating revenue for the first half of 2025 was 2.568 billion yuan, representing a year-on-year decrease of 28.14% [1] - The net loss attributable to shareholders of the listed company was 163 million yuan, an improvement from a net loss of 233 million yuan in the same period last year [1]

Group 1 - The coke sector experienced a 1.5% increase on August 19, with Baotailong leading the gains [1] - The Shanghai Composite Index closed at 3727.29, down 0.02%, while the Shenzhen Component Index closed at 11821.63, down 0.12% [1] - Key stocks in the coke sector showed varying performance, with Baotailong closing at 2.82, up 2.92%, and Shanxi Coking Coal closing at 3.98, up 0.25% [1] Group 2 - The net inflow of main funds in the coke sector was 49.68 million yuan, while retail funds saw a net outflow of 38.79 million yuan [1] - Baotailong had a main fund net inflow of 19.96 million yuan, accounting for 12.37% of its total [2] - The overall fund flow in the coke sector indicates a mixed sentiment, with significant retail outflows despite some main fund inflows [2]

Core Insights - The coke sector experienced a slight increase of 0.16% on August 18, with Antai Group leading the gains [1] - The Shanghai Composite Index closed at 3728.03, up 0.85%, while the Shenzhen Component Index closed at 11835.57, up 1.73% [1] Stock Performance - Antai Group (600408) closed at 2.23, with a rise of 1.36% and a trading volume of 261,600 shares, amounting to a transaction value of 58.28 million yuan [1] - Yunwei Co. (600725) closed at 3.33, up 0.91%, with a trading volume of 210,900 shares and a transaction value of 70.38 million yuan [1] - Meijin Energy (000723) closed at 4.62, increasing by 0.65%, with a trading volume of 694,800 shares and a transaction value of 322 million yuan [1] - Baotailong (601011) remained unchanged at 2.74, with a trading volume of 321,400 shares and a transaction value of 88.28 million yuan [1] - Shaanxi Heimao (601015) also remained unchanged at 3.57, with a trading volume of 242,000 shares and a transaction value of 87.06 million yuan [1] - Yunmei Energy (600792) closed at 3.74, down 0.27%, with a trading volume of 192,400 shares and a transaction value of 72.01 million yuan [1] - Shanxi Coking (600740) closed at 3.97, decreasing by 1.00%, with a trading volume of 279,900 shares and a transaction value of 112 million yuan [1] Capital Flow - The coke sector saw a net outflow of 12.17 million yuan from institutional investors, while retail investors contributed a net inflow of 9.70 million yuan [1] - The detailed capital flow for individual stocks shows that Yunwei Co. had a net inflow of 5.54 million yuan from institutional investors, while Antai Group had a net inflow of 4.89 million yuan [2] - Meijin Energy experienced a significant net outflow of 19.24 million yuan from institutional investors, despite a net inflow of 10.45 million yuan from retail investors [2]

Group 1 - The coke sector experienced a 1.2% increase on August 15, with Baotailong leading the gains [1] - The Shanghai Composite Index closed at 3696.77, up 0.83%, while the Shenzhen Component Index closed at 11634.67, up 1.6% [1] - Key stocks in the coke sector showed varied performance, with Baotailong closing at 2.74, up 1.86%, and Meijin Energy at 4.59, up 1.77% [1] Group 2 - The net inflow of main funds in the coke sector was 483,900 yuan, while retail funds saw a net inflow of 820,350 yuan [1] - Baotailong had a main fund net inflow of 10,283,300 yuan, representing 12.73% of its total, while retail funds saw a net outflow of 180,000 yuan [2] - Meijin Energy experienced a significant main fund net outflow of 9,038,800 yuan, which is -4.16% of its total [2]

Group 1 - The stock price of Yunmei Energy is reported at 3.85 yuan, down 0.02 yuan from the previous trading day, representing a decline of 0.52% [1] - The trading volume for the day was 143,800 hands, with a transaction amount of 55 million yuan [1] - Yunmei Energy operates in the coal industry, primarily engaged in coal mining, coal chemical production, and related product sales, covering various stages including raw coal mining, washing and processing, and coke production [1] Group 2 - The company recently announced the completion of idle asset disposal, transferring part of the equipment from its Anning branch to Hunan Fuan Resource Management Co., Ltd. for 122 million yuan, which is a premium of 50.05 million yuan over the assessed value, expected to generate approximately 41 million yuan in disposal gains [1] - In the first quarter of 2025, the company achieved operating revenue of 1.281 billion yuan, with a net profit attributable to the parent company of -91.59 million yuan [1] - On August 8, the net outflow of main funds was 8.121 million yuan, with a cumulative net outflow of 15.4023 million yuan over the past five days [1]

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 证券代码：600792 证券简称：云煤能源 公告编号：2025-036 企业类型：有限责任公司(自然人投资或控股) 统一社会信用代码：91430111748368630C 注册资本：800 万元 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 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 ...

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 ...

从资金流向上来看，当日焦炭板块主力资金净流出4713.26万元，游资资金净流出902.33万元，散户资金 净流入5615.58万元。焦炭板块个股资金流向见下表： 证券之星消息，8月7日焦炭板块较上一交易日下跌0.96%，安泰集团领跌。当日上证指数报收于 3639.67，上涨0.16%。深证成指报收于11157.94，下跌0.18%。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) | | --- | --- | --- | --- | --- | --- | | 600792 | 云煤能源 | 3.87 | -0.51% | 19.52万 | > 7507.55万 | | 600725 | 云维股份 | 3.29 | -0.60% | 10.92万 | 3585.99万 | | 000723 | 美锦能源 | 4.61 | -0.65% | 41.50万 | 1.91亿 | | 601011 | 宝泰隆 | 2.76 | -0.72% | 25.42万 | 6997.75万 | | 600740 | 山西焦化 | 4.05 | -0.98% | 23.1 ...