新集能源（601918）(601918.SH)披露2025年度业绩快报，2025年公司营业总收入123.43亿元，同比下降 3.02%;归属于上市公司股东的净利润20.64亿元，同比下降13.73%。 2025年度公司生产原煤2216.96万吨，商品煤1975.82万吨，销售商品煤1969.29万吨;全年累计发电146.08 亿度，上网电量137.91亿度。 ...

2025年度公司生产原煤2216.96万吨，商品煤1975.82万吨，销售商品煤1969.29万吨;全年累计发电146.08 亿度，上网电量137.91亿度。 智通财经APP讯，新集能源(601918.SH)披露2025 年度业绩快报，2025年公司营业总收入123.43亿元， 同比下降3.02%;归属于上市公司股东的净利润20.64亿元，同比下降13.73%。 ...

中煤新集能源股份有限公司 2025 年度经营数据公告 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法律责任。 证券代码:601918 证券简称:新集能源 编号:2026-008 1 经营指标 单位 2025 年度 上年同期 同比增 减(%) 原煤产量 万吨 2,216.96 2,152.22 3.01 商品煤产量 万吨 1,975.82 1,905.51 3.69 商品煤销量 万吨 1,969.29 1,887.20 4.35 其中：对外销量 万吨 1,299.67 1,309.63 -0.76 煤炭主营销售收入 万元 1,048,594.35 1,070,860.13 -2.08 其中：对外销售收入 万元 673,683.42 740,211.10 -8.99 煤炭主营销售成本 万元 635,577.14 646,137.82 -1.63 煤炭销售毛利 万元 413,017.21 424,722.31 -2.76 一、煤炭业务 公司电力业务全部在安徽地区，全部为火电。 本公告经营数据未经审计，请投资者注意投资风险并审慎使用。 特此公 ...

格隆汇1月12日丨新集能源(601918.SH)公布2025年度业绩快报，2025年度公司生产原煤2,216.96万吨， 商品煤1,975.82万吨，销售商品煤1,969.29万吨；全年累计发电146.08亿度，上网电量137.91亿度。2025 年度公司预计营业收入123.43亿元；预计利润总额30.71亿元；预计归属于上市公司股东的净利润20.64 亿元。 ...

格隆汇1月12日丨新集能源(601918.SH)公布2025年度业绩快报，2025年度公司生产原煤2,216.96万吨， 商品煤1,975.82万吨，销售商品煤1,969.29万吨；全年累计发电146.08亿度，上网电量137.91亿度。2025 年度公司预计营业收入123.43亿元；预计利润总额30.71亿元；预计归属于上市公司股东的净利润20.64 亿元。 ...

证券代码:601918 证券简称:新集能源 编号:2026-009 中煤新集能源股份有限公司 2025 年度业绩快报公告 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。 本公告所载 2025 年度主要财务数据为初步核算数据，未经会计 师事务所审计，具体数据以中煤新集能源股份有限公司（以下简称"公 司"）2025 年年度报告中披露的数据为准，敬请投资者注意投资风险。 一、2025年度主要财务数据和指标 1 单位：万元 项 目 本报告期 上年同期 增减变动 幅度（％） 营业总收入 1,234,312.45 1,272,717.61 -3.02 营业利润 304,314.63 372,874.38 -18.39 利润总额 307,123.07 372,640.44 -17.58 归属于上市公司股东的净利润 206,437.05 239,294.11 -13.73 归属于上市公司股东的扣除非 经常性损益的净利润 207,276.10 238,813.01 -13.21 基本每股收益（元） 0.797 0.924 -13.74 加权平均 ...

新集能源公告称，2025年度公司预计营业收入123.43亿元，同比降3.02%；利润总额30.71亿元，同比降 17.58%；归属于上市公司股东的净利润20.64亿元，同比降13.73%。2025年公司生产原煤2216.96万吨， 商品煤1975.82万吨，销售商品煤1969.29万吨；累计发电146.08亿度，上网电量137.91亿度。公告数据为 初步核算，具体以2025年年度报告为准。 ...

Core Viewpoint - The coal industry is entering a new upward cycle, with fundamental and policy factors aligning, making it an opportune time to invest in coal stocks [5] Price Trends - As of January 10, the market price for Qinhuangdao port thermal coal (Q5500) is 696 RMB/ton, an increase of 17 RMB/ton week-on-week [2] - The price for Shanxi-produced coking coal at Jingtang port remains stable at 1650 RMB/ton as of January 9 [3] - International thermal coal prices show mixed trends, with Newcastle NEWC5500 at 71.8 USD/ton (up 0.3 USD) and ARA6000 at 95.3 USD/ton (down 1.8 USD) [2] Supply and Demand Dynamics - The utilization rate for thermal coal mines is 90.3%, up 8.2 percentage points week-on-week, while coking coal mine utilization is at 85.34%, up 5.7 percentage points [3] - Coastal provinces show an increase in daily coal consumption by 29.90 thousand tons/day (+15.11%), while inland provinces see a decrease of 7.40 thousand tons/day (-1.81%) [4][5] - Chemical coal consumption has increased by 8.36 thousand tons/day (+1.13%) [4] Inventory Levels - As of January 8, coal inventory in coastal provinces decreased by 111.60 million tons (-3.17%), while inland provinces saw a larger drop of 409.00 million tons (-4.15%) [4] Investment Strategy - The coal sector is characterized by high performance, cash flow, and dividends, with a recommendation to invest in quality coal companies [7] - Companies such as China Shenhua, Shaanxi Coal, and others are highlighted for their stable operations and strong performance [7] - The coal market is expected to remain tight in the next 3-5 years, with a focus on the potential for price increases and valuation recovery [6][7]

Investment Rating - The report maintains a "Buy" rating for several key companies in the coal industry, including Shanxi Coking Coal, Lu'an Mining, Yancoal Energy, China Shenhua, Shaanxi Coal and Chemical Industry, and others [5]. Core Views - The coal market is expected to see strong marginal improvements in supply and demand, leading to a stabilization and potential increase in coal prices. The report anticipates that coal prices will continue to rise due to high electricity demand during the cold weather and a reduction in port inventories [6][8]. - The demand side remains resilient, with non-electric demand and electricity demand both expected to maintain high levels. The report highlights that steel production and chemical industry coal consumption are driving this demand [8]. - On the supply side, there are expectations of reduced coal production due to regulatory changes and potential capacity cuts in key mining regions, which could further tighten supply [8]. - The report suggests that investors should consider low-entry opportunities in the coal sector, focusing on companies with strong dividend yields and low valuations, as well as those with significant production capacity growth [8]. Summary by Sections 1. Core Views and Operational Tracking - The report emphasizes the importance of dividend policies and growth prospects for listed companies in the coal sector, indicating a focus on stable earnings and potential for future growth [12][14]. 2. Coal Price Tracking - The report provides detailed tracking of coal prices, including indices for thermal coal and coking coal, highlighting recent price movements and trends in both domestic and international markets [9][10]. 3. Coal Inventory Tracking - There is a focus on coal production levels and inventory status, with recent data showing a decrease in port coal inventories, indicating improved supply-demand dynamics [8][10]. 4. Downstream Performance in the Coal Industry - The report tracks downstream consumption patterns, including daily coal usage by power plants and trends in steel and cement prices, which are critical for understanding overall coal demand [9][10]. 5. Recent Performance of the Coal Sector and Individual Stocks - The report analyzes the recent performance of the coal sector, noting fluctuations in stock prices and market sentiment, while also providing forecasts for key companies [8][10].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为260.07万元。该股近5个交易日累 计上涨6.20%，主力资金合计净流出2250.76万元。 责任编辑：小浪快报 1月9日，新集能源收涨1.01%，收盘价为7.02元，发生1笔大宗交易，合计成交量37.1万股，成交金额 260.07万元。 第1笔成交价格为7.01元，成交37.10万股，成交金额260.07万元，溢价率为-0.14%，买方营业部为华泰 证券股份有限公司深圳益田路证券营业部，卖方营业部为华泰证券股份有限公司深圳益田路证券营业 部。 ...