壹石通：拟3000万–5500万元回购公司股份 9月12日晚，壹石通（688733）发布公告称，公司拟以3000万-5500万元回购公司股份，回购价格不超过 40.69元/股。回购股份将用于员工持股计划或股权激励。 资料显示，壹石通成立于2006年1月，主营业务是先进无机非金属复合材料的研发、生产和销售。 所属行业：电力设备–电池–电池化学品 国药现代：全资子公司碳酸氢钠注射液通过一致性评价 9月12日晚，国药现代（600420）发布公告称，全资子公司国药集团容生制药有限公司收到国家药品监 督管理局核准签发的《药品补充申请批准通知书》，其碳酸氢钠注射液（10ml:0.84g）增加规格并通过 仿制药质量和疗效一致性评价。 资料显示，国药现代成立于1996年11月，主营业务是医药产品研发、生产与销售。 所属行业：医药生物–化学制药–化学制剂 新经典：股东拟减持不超过120万股公司股份 9月12日晚，新经典（603096）发布公告称，公司控股股东一致行动人、实际控制人之一陈李平计划通 过集中竞价和/或大宗交易方式减持不超过120万股公司股份，占公司总股本的0.78%。减持时间为2025 年10月14日至2026年1 ...

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。 | 运营指标 | 单位 | 2025 | 年 8 | 月 | 2024 | 年 8 | 月 | 同比变化（%） | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 本月 | | 累计 | 本月 | | 累计 | 本月 | 累计 | | 原煤产量 | 万吨 | 417 | | 3730 | 492 | | 3752 | -15.24 | -0.59 | | 商品煤销量 | 万吨 | 378 | | 3301 | 438 | | 3319 | -13.70 | -0.54 | 以上主要运营数据来自本公司初步统计，可能与公司定期报告披 露的数据有差异，仅供投资者及时了解公司生产经营状况，不对公司 未来经营状况作出预测或承诺，敬请广大投资者理性投资，注意投资 风险。 特此公告。 山西潞安环保能源开发股份有限公司董事会 2025 年 9 月 13 日 证券代码：601699 证券简称：潞安环能 ...

潞安环能（601699）(601699.SH)发布8月主要运营数据，当月原煤产量417万吨，同比下降15.24%；当 月商品煤销量378万吨，同比下降13.7%。 ...

智通财经APP讯，潞安环能(601699.SH)发布8月主要运营数据，当月原煤产量417万吨，同比下降 15.24%；当月商品煤销量378万吨，同比下降13.7%。 ...

潞安环能公告，2025年8月原煤产量为417万吨，同比下降15.24%，累计产量为3730万吨。8月商品煤销 量为378万吨，同比下降13.70%，累计销量为3301万吨。以上数据来自公司初步统计，可能与定期报告 披露数据有差异，仅供投资者及时了解公司生产经营状况。 ...

9月12日，潞安环能盘中上涨2.37%，截至11:29，报13.37元/股，成交2.49亿元，换手率0.64%，总市值 399.95亿元。 潞安环能所属申万行业为：煤炭-煤炭开采-焦煤。所属概念板块包括：动力煤、破净股、煤化工、山西 国资、中盘等。 截至8月10日，潞安环能股东户数7.10万，较上期减少8.97%；人均流通股42132股，较上期增加9.86%。 2025年1月-6月，潞安环能实现营业收入140.69亿元，同比减少20.31%；归母净利润13.48亿元，同比减 少39.44%。 分红方面，潞安环能A股上市后累计派现258.51亿元。近三年，累计派现145.05亿元。 机构持仓方面，截止2025年6月30日，潞安环能十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股4474.20万股，相比上期增加712.56万股。华泰柏瑞上证红利ETF（510880）位居第四大流 通股东，持股3519.77万股，相比上期减少717.75万股。华泰柏瑞沪深300ETF（510300）位居第八大流 通股东，持股2147.27万股，相比上期增加186.70万股。 责任编辑：小浪快报 资金流向方面，主力资金净 ...

%% %% research.95579.com 行业研究丨深度报告丨煤炭与消费用燃料 [Table_Title] 炭本溯源系列 3：中国煤炭成本十年变迁——刚 性抬升重塑安全边际 %% %% 1 丨证券研究报告丨 报告要点 [Table_Summary] 我们在"炭本溯源"系列报告前两篇中判断，中期来看，需求韧性叠加供给刚性共同支撑煤价 周期扁平化中枢稳定。然而短期供需错配下煤价仍会暴露波动风险，且较快较深的价格跌幅仍 会引发市场对煤价底→业绩底→股息底的担忧。因此作为"炭本溯源"系列第三篇，我们引入 对成本的研究，以期解决煤价安全边际问题。研究发现，随着人工成本、折旧费用及安全投入 的刚性增长，煤炭成本较 10 年前系统性抬升，当前现金成本曲线 90%分位对应港口动力煤价 格边际支撑约 550 元/吨，2015 年行业底部低价难再重现，盈利及股息安全边际得以夯实。 分析师及联系人 [Table_Author] 肖勇 赵超 叶如祯 SAC：S0490516080003 SAC：S0490519030001 SAC：S0490517070008 SFC：BUT918 SFC：BUY139 庄越 韦思宇 宋楚 ...

证券代码：601699 证券简称：潞安环能 公告编号：2025-044 山西潞安环保能源开发股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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法律责任。 重要内容提示： 会议召开时间：2025 年 9 月 19 日(星期五)上午 9:00-10:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 山西潞安环保能源开发股份有限公司（以下简称"公司"）已于 2025 年 8 月 28 日发布公司 2025 年半度报告，为便于广大投资者更 全面深入地了解公司 2025 年半度经营成果、财务状况等，公司计划 举行 2025 年半年度业绩说明会。 一、说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 09 月 11 日(星期四)至 09 月 18 日(星期 四)16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 或通过公司邮箱 l ...

Investment Rating - The report maintains an "Overweight" rating for the coal mining industry [5] Core Viewpoints - The report emphasizes that the performance pressure on coal companies has ended, and a recovery is expected, not just a rebound [3][8] - It anticipates that coal prices may peak by the end of the year, with a potential for upward movement due to supply constraints [3][8] Summary by Sections Market Overview - The CITIC Coal Index was at 3,459.14 points, up 0.10%, outperforming the CSI 300 Index by 0.91 percentage points [2][76] - Recent coal price trends show a slight recovery, with the price of Q5500 coal in major production areas experiencing increases [14][39] Financial Analysis of Coal Companies - The report identifies top performers in terms of cash flow and low debt levels among coal companies, highlighting companies like China Shenhua and Jinko Coal [3] - The report notes that the profitability of coal companies is likely to improve following the price lows observed in June [3] Key Areas of Analysis - **Thermal Coal**: The report indicates a rebound in thermal coal prices due to downstream demand for replenishment, with prices expected to rise during peak seasons [14][39] - **Coking Coal**: The report notes that coking coal prices are under pressure due to weak downstream demand, but there is still support for prices as the peak season approaches [41][55] - **Coke**: The report highlights that coke prices have seen a decline due to reduced demand from steel mills, with the first round of price reductions initiated by steel manufacturers [57][76] Investment Strategy - The report recommends stocks with high earnings elasticity, such as Lu'an Mining and Jinko Coal, and emphasizes the importance of monitoring domestic supply and import conditions [11][41] - It also suggests focusing on companies with strong performance records, such as Shaanxi Coal and Electric Power, and Huai Bei Mining [11][41]

Investment Rating - The industry investment rating is "Positive" [1] Core Viewpoints - The coal sector has shown resilience, with a slight increase in prices and a positive outlook for the second half of the year, suggesting a potential balance between supply and demand [6][23] - The report highlights the importance of positioning in high-dividend coal companies and those undergoing turnaround in coking coal and coke sectors [6][23] Summary by Sections Market Performance - As of September 5, 2025, the CITIC coal industry index rose by 0.1%, outperforming the CSI 300 index, which fell by 0.81%, resulting in a 0.91 percentage point advantage [2] - The highest weekly stock price increase was seen in Yunmei Energy, with a rise of 4.03% [2] Supply and Demand Data - Average daily coal sales for monitored enterprises were 6.67 million tons, a week-on-week increase of 0.9% but a year-on-year decrease of 1.9% [2] - The average daily coal production was 6.64 million tons, showing a week-on-week decrease of 0.1% and a year-on-year decrease of 1.7% [2] - Total coal inventory (including port storage) was 25.85 million tons, down 0.7% week-on-week and down 9.1% year-on-year [2] Price Trends - The price index for thermal coal (Q5500K) was 676 CNY/ton, reflecting a week-on-week increase of 0.75% [3] - The average price for coking coal at Jing Tang Port was 1550 CNY/ton, down 4.9% week-on-week [4] - The report notes fluctuations in prices across various coal types, with some showing declines while others have remained stable [4][5] Investment Recommendations - The report suggests that coal prices are expected to rebound in September, with long-term contract prices for different grades of coal being 674, 613, and 551 CNY/ton respectively [6][23] - Recommended companies for investment include major thermal coal firms such as China Shenhua, Shaanxi Coal, and others, as well as coking coal companies like Huabei Mining and Shanxi Coking Coal [6][23]