证券代码：601898 证券简称：中煤能源 公告编号：2026-004 中国中煤能源股份有限公司 2026 年 2 月 12 日 | 指标项目 | 单位 | 2026 | 年 | 2025 | 年 | 变化比率（%） | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 月份 1 | 累计 | 月份 1 | 累计 | 月份 1 | 累计 | | 一、煤炭业务 | | | | | | | | | （一）商品煤产量 | 万吨 | 1,029 | 1,029 | 1,148 | 1,148 | -10.4 | -10.4 | | （二）商品煤销量 | 万吨 | 2,005 | 2,005 | 2,163 | 2,163 | -7.3 | -7.3 | | 其中：自产商品煤销量 | 万吨 | 1,057 | 1,057 | 1,039 | 1,039 | 1.7 | 1.7 | | 二、煤化工业务 | | | | | | | | | （一）聚烯烃 | | | | | | | | | 1.聚乙烯产量 | 万吨 | 6.6 | 6.6 | 6.7 | 6. ...

Group 1 - The core point of the article is that China Coal Energy (01898.HK) reported a decrease in coal production and sales for January 2026 compared to the previous year [1] Group 2 - The company's coal production in January 2026 was 10.29 million tons, representing a year-on-year decrease of 10.4% [1] - The total coal sales for the company were 20.05 million tons, which is a year-on-year decrease of 7.3% [1] - The self-produced coal sales amounted to 10.57 million tons, showing a year-on-year increase of 1.7% [1]

Core Viewpoint - China Coal Energy (601898) reported a decrease in both coal production and sales for January 2026, indicating potential challenges in the coal market [1] Group 1: Production and Sales Data - The company's coal production for January 2026 was 10.29 million tons, representing a year-on-year decrease of 10.4% [1] - The total coal sales amounted to 20.05 million tons, which is a year-on-year decrease of 7.3% [1] - Self-produced coal sales reached 10.57 million tons, showing a slight year-on-year increase of 1.7% [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，幷明確表示，概不對因本公告全部或任何部份內容 而産生或因依賴該等內容而引致的任何損失承擔任何責任。 2026 年 1 月份主要生產經營數據公告 （海外監管公告） 中國中煤能源股份有限公司（「本公司」）董事會及全體董事保證本公告內容 不存在任何虛假記載、誤導性陳述或重大遺漏，並對其內容的真實性、準確 性和完整性承擔法律責任。 | 指標項目 | 單位 | 2026 | 年 | 2025 | 年 | 變化比率（%） | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 月份 1 | 累計 | 月份 1 | 累計 | 月份 1 | 累計 | | 一、煤炭業務 | | | | | | | | | （一）商品煤產量 | 萬噸 | 1,029 | 1,029 | 1,148 | 1,148 | -10.4 | -10.4 | | （二）商品煤銷量 | 萬噸 | 2,005 | 2,005 | 2,163 | 2,163 | -7.3 | -7.3 | ...

Group 1 - The core point of the article is that China Coal Energy announced a decline in coal production and sales for January 2026, with a significant drop in commodity coal output and sales compared to the previous year [1] Group 2 - The coal business reported a commodity coal production of 10.29 million tons, a year-on-year decrease of 10.4% [1] - The sales volume of commodity coal was 20.05 million tons, reflecting a year-on-year decline of 7.3% [1] - Self-produced commodity coal sales reached 10.57 million tons, showing a slight year-on-year increase of 1.7% [1] Group 3 - In the coal chemical business, polyethylene production was 66,000 tons, which is a year-on-year decrease of 1.5% [1] - The sales volume of polyethylene was 68,000 tons, indicating a significant year-on-year increase of 41.7% [1] Group 4 - The output value of coal mining equipment was 770 million yuan, representing a year-on-year decline of 7.2% [1] - There may be discrepancies between this data and periodic reports, and significant variations could occur on a monthly basis [1]

Core Viewpoint - China Coal Energy announced a decline in both coal production and sales for January, indicating potential challenges in the coal industry [1] Production Summary - The coal production for January was 10.29 million tons, representing a year-on-year decrease of 10.4% [1] - The cumulative coal production for the year to date also stood at 10.29 million tons, reflecting the same year-on-year decline of 10.4% [1] Sales Summary - The coal sales for January reached 20.05 million tons, which is a year-on-year decrease of 7.3% [1] - The cumulative coal sales for the year to date were also 20.05 million tons, showing a year-on-year decline of 7.3% [1] - Among the sales, self-produced coal sales in January amounted to 10.57 million tons, marking a year-on-year increase of 1.7% [1] - The cumulative self-produced coal sales for the year to date were 10.57 million tons, also reflecting a year-on-year increase of 1.7% [1]

经济观察网 中煤能源（601898）（601898）近期披露了新增产能投产计划、行业政策影响及公司治理 动态。 行业政策现状 2026年国内煤炭市场预计供应增速放缓，但政策底部支撑明显，国家能源局反超产政策延续可能对煤价 形成区间博弈；同时，"双碳"政策推进可能限制煤炭需求增长，但煤化工领域需求有望提升。 公司结构与治理 公司项目推进 公司接受机构调研时表示，预计在2026年底或2027年新增煤炭产能640万吨/年，以及煤化工产能90万 吨/年。具体项目包括里必矿井、苇子沟煤矿改扩建工程，截至2025年8月工程进度分别为50.59%和 72.39%，预计2026年底投产。 以上内容基于公开资料整理，不构成投资建议。 公司于2026年1月30日完成第五届董事会专门委员会调整，未来需关注定期报告（如2025年年度报告） 的发布安排，以及可能的投资者调研活动。 ...

Group 1 - Funde Sino Life Insurance Co., Ltd. reduced its stake in China Coal Energy (01898) by 1.671 million shares at a price of HKD 11.93 per share, totaling approximately HKD 19.935 million [1] - After the reduction, Funde Sino's latest shareholding stands at approximately 1.601 billion shares, representing a holding percentage of 38.99% [1]

格隆汇2月11日丨根据联交所最新权益披露资料显示，2026年2月9日，中煤能源(01898.HK)遭Funde Sino Life Insurance Co.,Ltd.在场内以每股均价11.93港元减 持167.1万股，涉资约1993.5万港元。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | 持有權益的股份數目 佔已發行的有關事件的日 相關法 | | --- | --- | --- | --- | | | 原因 | 股份數目 | ねんばし題め船。 有投票權股 期(日/月/ 份權益 | | | | | 仿自分比 | | CS20260211E00004 | Funde Sino Life Insurance 1201(L) 1,671,000(L HKD 11.9300 | | 1,601,065,147(L) 38.99(L) 09/02/2026 | | | Co.,Ltd. | | | 减持后，Funde Sino Life Insurance Co.,Ltd.最新持股数目为1,601,065,147股，持股比例由39.03%下降至38.99%。 ...

香港联交所最新数据显示，2月9日，Funde Sino Life Insurance Co.,Ltd.减持中煤能源(01898)167.1万股， 每股作价11.93港元，总金额约为1993.503万港元。减持后最新持股数目约为16.01亿股，持股比例为 38.99%。 来源：智通财经网 ...