证券之星消息，1月9日焦炭板块较上一交易日上涨0.02%，美锦能源领涨。当日上证指数报收于 4120.43，上涨0.92%。深证成指报收于14120.15，上涨1.15%。焦炭板块个股涨跌见下表： | 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 | = 509.99万 | 5.18% | -193.94万 | -1.97% | -316.05万 | -3.21% | | 600740 山西焦化 | | 380.53万 | 2.82% | -378.72万 | -2.81% | -1.81万 | -0.01% | | 600792 云煤能源 | | -1593.96万 | -11.71% | -30.07万 | -0.22% | 1624.04万 | 11.93% | | 601011 | 宇泰降 | -2439.87万 | -9.72% | -1.94万 | -0.01% | 2441 ...

| 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 | | --- | --- | --- | --- | --- | --- | --- | --- | | 600740 山西焦化 | | -1112.86万 | -6.39% | -120.91万 | -0.69% | 1233.77万 | 7.08% | | 600792 云煤能源 | | -1333.29万 | -6.72% | 631.10万 | 3.18% | 702.18万 | 3.54% | | 600725 云维股份 | | -1441.82万 | -15.04% | 149.62万 | 1.56% | 1292.20万 | 13.48% | | 601011 | 宝泰隆 | -2965.68万 | -8.22% | -232.79万 | -0.64% | 3198.47万 | 8.86% | | 601015 陕西黑猫 | | -4901.83万 | -7.23% | 590.23万 | 0.87% | 4311.60万 | 6.36% | | 60040 ...

Group 1 - Sumida plans to acquire 16.92% of Bluecore High-tech shares from its controlling shareholder, with a total transaction value of 403 million yuan, aiming to enhance its capabilities in energy, new storage, and shipbuilding sectors [1] - Sihuan New Materials' major shareholder plans to reduce its stake by up to 1.79%, equating to 144,450 shares [2] - Zhuhai Ming Technology's subsidiary will acquire 66,900 shares of Zhipu in its IPO, amounting to 7.77 million HKD [3] Group 2 - Maiwei plans to reduce its stake by up to 1.94%, totaling 5.4 million shares due to personal financial needs [4] - Shenling Environment will invest 50 million yuan in a private equity fund focused on data centers and related sectors [5] - Yingboer’s controlling shareholder intends to reduce its stake by up to 2%, totaling 611,930 shares [6] Group 3 - GAC Group reported a decline in December 2025 vehicle production and sales, with production down 20.23% and sales down 33.82% year-on-year [7] - Quanyuan Spring expects a net profit increase of 147.89% in 2025, driven by a 33.84% rise in mineral water sales [8] - Sinochem International anticipates a net loss for the entire year of 2025, with a net profit of -1.33 billion yuan as of Q3 2025 [9] Group 4 - Fulin Technology's shareholder plans to reduce its stake by up to 2%, equating to 24,442,100 shares [10] - Shichuang Securities received approval to issue up to 5 billion yuan in perpetual subordinated bonds [11] - Meibang Fashion's controlling shareholder plans to transfer 7.9% of its shares at a price of 1.76 yuan per share [12] Group 5 - Biyi Micro plans to transfer 1% of its shares through an inquiry transfer [13] - Gongda Koya signed a contract for a smart heating renovation project in Dongying District [14] - Jindi Group reported a significant decline in signed area and amount in December 2025, with a 60.81% drop in signed area year-on-year [15] Group 6 - Yijing Optoelectronics expects a net loss for 2025, with losses projected to exceed the previous year's audited net assets [16] - Zhizheng Co. elected Wang Qiang as chairman and appointed him as CEO [17] - Suwen Electric plans to acquire a 30% stake in Sinopec Wanbang for 748 million yuan [18] Group 7 - Anpei Long plans to raise up to 544 million yuan through a private placement [19] - Huizhong Co. renewed its strategic cooperation agreement with Avnet [20] - Fujia Co. plans to raise up to 700 million yuan through convertible bonds for various projects [21] Group 8 - Shaanxi Black Cat reported Q4 2025 coke sales of 1.23 million tons, with a revenue of 1.67 billion yuan [22] - Tianhong Co. plans to reduce its stake by up to 3% [23] - ST Sunshine's controlling shareholder is planning a change in control, leading to a stock suspension [24] Group 9 - Haitong Development proposed a cash dividend of 0.5 yuan per 10 shares for Q3 2025 [25] - Desai Xiwai's major shareholder plans to reduce its stake by up to 1.19% [26] - Guo New Energy expects a net loss for 2025 due to market fluctuations [27] Group 10 - Haitong Development's subsidiary plans to invest up to 900 million yuan in building multi-purpose heavy-lift vessels [28] - Tangrenshen reported a 8% increase in annual sales revenue for 2025, despite a decline in December sales [29] - Saiteng Co. plans to reduce its stake by up to 3% [30] Group 11 - Dazhong Mining plans to implement a lithium mining project with an investment of 3.688 billion yuan [31] - Liancheng Precision announced a share transfer agreement for 6.71% of its shares at a price of 15.12 yuan per share [32] - Tuo Jing Technology's shareholder plans to reduce its stake by up to 1.3% [33] Group 12 - Shuifa Gas expects a net loss for 2025 due to a legal dispute affecting its financials [34] - Tianhe Magnetic Materials plans to reduce its stake by up to 3% [35] - Huadian New Energy proposed a special dividend of 0.3 yuan per 10 shares [36] Group 13 - Wolong New Energy plans to sell a 100% stake in a subsidiary for 197 million yuan [37] - Bohai Automobile plans to acquire stakes in four companies for 2.728 billion yuan and raise up to 1.379 billion yuan in matching funds [38] - Hengshang Energy's shareholders plan to reduce their stakes by a total of 2.84% [39] Group 14 - Nanjing Chemical Fiber's major asset restructuring has been approved by the Shanghai Stock Exchange [40]

对此，记者求证了多位产业和行业人士。有煤矿人士告诉记者，上述消息属实，但对市场的实际影响不 大。 昨日，焦煤、焦炭期货多个合约涨停。此外，A股煤炭板块大涨，大有能源涨停，陕西黑猫回封涨停， 郑州煤电逼近涨停，潞安环能、山西焦煤、晋控煤业均涨超6%。 昨日夜盘时段，焦煤期货主力合约一度大涨8%，创去年11月以来新高；焦炭期货主力合约涨逾5%。截 至夜盘收盘，焦煤期货主力合约上涨6.95%，焦炭期货主力合约上涨3.52%。 有知情人士告诉记者："7号上午有市场消息称，陕西省榆林市政府在相关会议上通报称，根据国家发展 改革委等六部委联合印发的文件，因2024—2025年电煤保供落实不到位，核增产能的52处煤矿中，有26 处煤矿被调出保供名单并核减产能1900万吨；剩余26处煤矿核增产能暂予保留，后续将根据2026年度电 煤中长期合同签订和履约情况进一步调整保供名单并核减产能。" 根据公开信息，榆林市2024年原煤产量为6.24亿吨，预计2025年原煤产量为6.4亿吨。1900万吨产能仅占 2025年榆林原煤产量的3%，占2024年全国原煤产量的0.4%。 "即使消息为真，单从减产规模上看，实际影响也较为有限。但该消 ...

Group 1 - The core viewpoint of the news is that coking coal and coke futures have experienced significant price increases, with multiple contracts reaching their daily limit, indicating strong market demand and bullish sentiment in the coal sector [1][3][6] - The A-share coal sector saw substantial gains, with companies like Dayou Energy and Shanxi Coking Coal hitting their daily price limits, reflecting investor confidence in the coal market [1] - Coking coal futures main contracts surged by 8%, reaching a new high since November of the previous year, while coke futures also saw notable increases, with main contracts rising by 3.52% [3] Group 2 - A report indicated that the Yulin city government in Shaanxi province announced a reduction in coal production capacity by 1.9 million tons due to insufficient supply guarantees for electricity coal, affecting 26 out of 52 coal mines [4] - Despite the reduction in production capacity, industry insiders believe the actual market impact will be limited, as the reduced capacity represents only 3% of Yulin's projected coal output for 2025 [5] - The market is currently sensitive to positive news, which has overshadowed negative fundamental factors, leading to increased speculation about coal production and supply [5][6] Group 3 - Analysts noted that the recent price increases in black commodities, including coking coal, are driven by improved macroeconomic expectations and a recovery in steel mill profits, leading to increased raw material inventory replenishment [6][7] - The current inventory levels for steel mills and coking plants indicate that there is still room for replenishment, with iron ore and coking coal inventory days at 31.88 and 12.75 days, respectively [7] - The first quarter is typically a supply off-season, which may lead to a temporary supply-demand mismatch, potentially supporting prices in the short to medium term [7][8]

登录新浪财经APP 搜索【信披】查看更多考评等级 ■ 三、主要原材料采购价格变动情况（不含税） ■ 以上经营数据信息来源于公司报告期内统计数据，且未经审计，仅为投资者及时了解公司生产经营概况 之用，敬请广大投资者理性投资，注意投资风险。 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。 根据上海证券交易所《上市公司行业信息披露指引第十三号一化工》的规定，现将公司2025年第四季度 主要经营数据披露如下： 一、主要产品产量、销量及收入（不含税）情况 ■ 二、主要产品价格变动情况（不含税） ■ 陕西黑猫焦化股份有限公司 2025年第四季度主要经营数据公告 特此公告。 陕西黑猫焦化股份有限公司董事会 2026年1月8日 ...

转自：证券时报 人民财讯1月7日电，陕西黑猫(601015)1月7日公告，2025年第四季度焦炭产量129.88万吨、销量123.14 万吨，销售收入16.67亿元。焦炭平均单价1353.59元/吨，同比下降12.42%、环比增长13.79%。 ...

证券代码：601015 证券简称：陕西黑猫 公告编号：2026-001 陕西黑猫焦化股份有限公司 2025 年第四季度主要经营数据公告 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。 根据上海证券交易所《上市公司行业信息披露指引第十三号—化工》的规定， 现将公司 2025 年第四季度主要经营数据披露如下： | 主要产品 | 产量（万吨） | 销量（万吨） | 销售收入（万元） | | --- | --- | --- | --- | | 焦炭 | 129.88 | 123.14 | 166,676.65 | | 焦油 | 4.92 | 4.89 | 13,640.64 | | 粗苯 | 1.58 | 1.62 | 6,226.62 | | 甲醇 | 6.25 | 5.91 | 10,080.76 | | 合成氨 | 4.39 | 3.99 | 7,075.45 | | LNG | 3.13 | 2.85 | 9,992.98 | | BDO | 0.96 | 1.06 | 6,194.88 | | 精煤 | 7.36 | ...

格隆汇1月7日｜据陕西黑猫公告，2025年第四季度焦炭产量129.88万吨、销量123.14万吨，销售收入 16.67亿元；焦油产量4.92万吨、粗苯1.58万吨、甲醇6.25万吨。焦炭平均单价1353.59元/吨，同比下降 12.42%、环比增长13.79%；焦油2787.36元/吨，同比下降12.79%；粗苯3840.46元/吨，同比下降 27.26%；甲醇1706.05元/吨，同比下降2.20%。 ...

Group 1 - The coke sector experienced a significant increase of 4.61% on January 7, with Shaanxi Black Cat leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] - Key stocks in the coke sector showed notable price increases, with Shaanxi Black Cat rising by 10.00% to a closing price of 4.07, and Antai Group increasing by 9.90% to 4.55 [1] Group 2 - The net inflow of main funds in the coke sector was 559 million yuan, while retail funds saw a net outflow of 360 million yuan [1] - Antai Group had the highest net inflow from main funds at 284 million yuan, accounting for 30.49% of its trading volume [2] - Shaanxi Black Cat also saw a significant net inflow of 125 million yuan, representing 23.07% of its trading volume [2]