| 证券代码:000723 | | --- | | 债券代码:127061 | 证券代码：000723 证券简称：美锦能源 公告编号：2026-014 债券代码：127061 债券简称：美锦转债 山西美锦能源股份有限公司 关于共同发起设立股权投资基金的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 风险提示： 1、本次对外投资的产业基金筹备过程中存在可能因合伙人未能缴足认缴资 金等原因，导致基金未能足额募集的风险，实际募集及各方缴付出资情况存在不 确定性。 2、投资基金具有投资周期长、流动性较低等特点，公司作为基金的有限合 伙人承担的风险敞口以投资额为限，本次投资无保本及最低收益的承诺。本次投 资基金在投资过程中将受行业周期、监管政策、宏观经济、投资标的经营管理等 多种因素的影响，可能出现无法实现预期收益、出现亏损或不能及时有效退出风 险。 一、基本情况 山西美锦能源股份有限公司（以下简称"公司"）与宁波联创永浚私募基金 管理有限公司、宁波市商毅软件有限公司、上海佳妮佳瑞企业管理咨询合伙企业 （有限合伙）、厉冉、重庆宗申投资有限公司、嘉兴东裕投资有限 ...

煤炭ETF（515220）业绩比较基准为中证煤炭指数收益率，管理人为国泰基金管理有限公司，基金经理 为吴中昊，成立（2020-01-20）以来回报为173.17%，近一个月回报为6.21%。 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月27日，截止午间收盘，煤炭ETF（515220）涨1.45%，报1.186元，成交额3.12亿元。煤炭ETF （515220）重仓股方面，中国神华截止午盘涨0.29%，陕西煤业涨0.60%，兖矿能源涨1.53%，中煤能源 涨3.29%，山西焦煤涨1.12%，华阳股份涨1.55%，美锦能源涨2.99%，潞安环能涨2.61%，淮北矿业涨 0.52%，平煤股份涨0.92%。 来源：新浪基金∞工作室 ...

证券日报网讯2月25日，美锦能源（000723）在互动平台回答投资者提问时表示，截至2025年9月30日， 公司股东人数是233951户。最新股东人数情况请以公司后续披露的定期报告为准。 ...

企查查APP显示，近日，内蒙古汇锦储能科技有限公司成立，注册资本2000万元，经营范围包含：储能 技术服务；太阳能发电技术服务；发电技术服务；风力发电技术服务等。企查查股权穿透显示，该公司 由美锦能源（000723）全资子公司内蒙古美锦新能源有限公司等共同持股。 （原标题：美锦能源等在内蒙古成立储能科技公司） ...

格隆汇2月24日丨美锦能源(000723.SZ)在投资者互动平台表示，公司目前暂未涉及煤制烯烃及食品相关 业务。公司当前围绕既有资源禀赋和产业基础，持续推进产业链协同发展，并结合国家产业政策和行业 发展趋势，审慎研究相关延伸方向。 ...

Group 1 - The coal ETF (515220) experienced a decline of 1.12%, closing at 1.151 yuan with a trading volume of 303 million yuan [1] - Major holdings in the coal ETF showed mixed performance, with China Shenhua down 2.42%, Shaanxi Coal and Chemical Industry down 2.44%, and Yanzhou Coal Mining down 0.80%, while Shanxi Coking Coal increased by 0.28% [1] - The coal ETF's performance benchmark is the CSI Coal Index return, managed by Guotai Asset Management, with a return of 172.28% since its inception on January 20, 2020, and a return of 6.49% over the past month [1]

Core Viewpoint - Meijin Energy is actively working on its H-share listing while adhering to regulatory rules and considering its operational status, capital market environment, and overall strategy [2] Group 1 - The company has stated that any updates regarding the H-share listing should be based on the announcements already disclosed [2] - Meijin Energy emphasizes its commitment to strictly follow legal and regulatory obligations for information disclosure [2] - Investors are encouraged to monitor the company's future announcements for further developments [2]

Core Viewpoint - Meijin Energy (000723) confirmed that its production operations and information disclosure are normal, and it does not face any delisting risks according to relevant laws and regulations [1] Group 1 - The company is committed to strictly adhering to regulatory requirements for information disclosure [1]

Group 1 - The coal sector experienced a significant upward movement on February 9, with notable stocks such as New Dazhou A hitting the daily limit, while others like Baotailong, Zhengzhou Coal Electricity, Meijin Energy, Liaoning Energy, and Huadian Energy also saw gains [2]

Core Insights - In 2025, nearly 80% of listed coal companies in China will independently publish annual ESG reports, achieving a record high disclosure rate, which is a 21% increase compared to 2024 [1] - Despite a global cooling trend in ESG development, Chinese coal enterprises are enhancing their ESG information disclosure as part of their ongoing transformation efforts, aligning with the ESG principles [1] - The significant increase in disclosure rates indicates that ESG concepts have taken root in the coal industry and are becoming an internal driving force for corporate transformation and upgrading [1] ESG Ratings Improvement - The importance of ESG principles is growing for coal companies, with key areas of focus including green mining and clean coal utilization for sustainable development [2] - According to Wind ESG rating data, the proportion of AA-rated companies in the coal sector increased from 2.9% in 2024 to 4.55% in 2025, while A-rated companies rose from 2.9% to 11.36%, and BBB-rated companies increased from 11.8% to 38.64% [2] - The Wind ESG rating system categorizes companies from AAA to CCC, reflecting their long-term sustainability and short-term risk profiles [2] Company-Specific ESG Ratings - China Shenhua (601088) maintains an AA rating, indicating high management standards and low ESG risks, while several other companies like China Coal Energy (601898) and Jinneng Holding (000723) received A ratings [3] - A total of 17 coal companies received BBB ratings, indicating average ESG risk levels, while 20 companies were rated BB or B, suggesting a need for improvement in sustainability capabilities [3] Industry Diversification Trends - A key characteristic of A-rated coal companies is their diversified operations, transitioning from traditional coal dominance to comprehensive energy suppliers [4] - China Coal's social responsibility report highlights its expansion into coal, electricity, coal chemical, and mining equipment manufacturing, alongside initiatives in renewable energy [4] - In 2025, coal consumption in China is projected to decline for the first time in recent years, with only the coal chemical sector showing moderate growth [4] Joint Ventures and Unique Entities - Notable joint ventures like Jinneng Holding and South Gobi are recognized for their unique positioning in the market, combining resources and logistics capabilities [5] Guidance for Transformation - ESG serves as a strategic indicator for coal companies, providing insights into their transformation during challenging times [7] - Companies like Anyuan Coal Industry, despite facing losses, are actively enhancing their ESG disclosures and transitioning to technology-focused enterprises [7] - Meijin Energy, despite losses, maintains a leading ESG score, emphasizing the long-term potential of hydrogen energy transition over short-term financial setbacks [7] Future Directions - As coal production capacity shifts to central and western regions, coal companies will face increasing pressure for transformation, necessitating exploration of resource continuity and new development strategies [8] - Companies are accelerating their investments in advanced computing, high-end materials, and modern finance, marking a shift towards new growth areas while adhering to ESG principles [8]