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山西美锦能源股份有限公司 关于控股股东股权结构变更的公告
Group 1 - The core point of the article is the change in the shareholding structure of Shanxi Meijin Energy Co., Ltd. due to the inheritance of shares following the death of a major shareholder [1][2] - The shareholding structure change involves the transfer of shares from Gao Fan'e to her children, resulting in a new distribution of ownership among them [1][2] - The actual controller of the company remains unchanged despite the internal shareholding adjustments, ensuring the company's independence and operational stability [2] Group 2 - Before the change, Yao Junliang held 25% of Meijin Group's shares, while other heirs held 12.5% each [1] - After the change, Yao Junliang's share increased to 27%, Yao Junhua's to 15%, and the other heirs now hold 14.5% each [1] - The registration procedures for the shareholding structure change have been completed as of the announcement date [1]
美锦能源(000723) - 关于控股股东股权结构变更的公告
2025-08-07 09:02
| | | 证券代码:000723 证券简称:美锦能源 公告编号:2025-089 山西美锦能源股份有限公司 关于控股股东股权结构变更的公告 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。 近日,山西美锦能源股份有限公司(以下简称"公司")收到公司控股股东 美锦能源集团有限公司(以下简称"美锦集团")关于其股权结构变更的通知, 具体情况如下: 一、控股股东股权结构变更基本情况 2025年8月7日 二、控股股东股权结构及与公司的控制关系 1、本次变更前,美锦集团的股权结构及与公司的控制关系示意图如下: 2、本次变更后,美锦集团的股权结构及与公司的控制关系示意图如下: 三、其他相关事项说明 特此公告。 山西美锦能源股份有限公司董事会 因美锦集团股东高反娥女士去世,其持有美锦集团的股份由其子女姚俊良、 姚俊花、姚俊杰、姚三俊、姚四俊、姚俊卿合法继承。本次变更前,姚俊良持有 美锦集团股权比例25%,姚俊花、姚俊杰、姚三俊、姚四俊、姚俊卿分别持有美 锦集团股权比例12.5%;本次变更后,姚俊良持有美锦集团股权比例27%,姚俊花 持有美锦集团股权比例15%,姚俊杰、姚三俊 ...
不产生实质性影响 美锦能源对股权质押问题作出回应
Xin Lang Cai Jing· 2025-08-06 10:49
Core Viewpoint - Investors have expressed concerns regarding the share pledge situation of Shanxi Meijin Energy Co., Ltd. (hereinafter referred to as "Meijin Energy"), with the company stating that the pledge risks are manageable and do not have a substantial impact on its operations and governance [1]. Summary by Relevant Sections Share Pledge Situation - The first major shareholder has pledged over 80% of its shares in Meijin Energy, with a total of 35,317,000 shares pledged, accounting for 2.15% of the total share capital [2]. - The pledged shares are primarily used as collateral for loans to support the liquidity of Meijin Group and its subsidiaries, specifically for the construction and operational funding of unproduced coal mines [1][2]. Financial Performance - For the first half of 2025, Meijin Group anticipates a net loss of between 480 million to 700 million yuan, compared to a loss of 683 million yuan in the same period last year [2]. - The net profit attributable to shareholders for the entire year of 2024 was a loss of 1.143 billion yuan, a significant decline from a profit of 289 million yuan in the previous year, marking a 495.31% decrease [4]. - In the first quarter of 2025, Meijin Energy reported a revenue of 3.983 billion yuan, down 5.02% from 4.193 billion yuan in the same period last year, with a net loss of 371 million yuan [5][6].
焦炭板块8月6日涨0.73%,山西焦化领涨,主力资金净流入4849.41万元
Market Overview - The coke sector increased by 0.73% on August 6, with Shanxi Coking Coal leading the gains [1] - The Shanghai Composite Index closed at 3633.99, up 0.45%, while the Shenzhen Component Index closed at 11177.78, up 0.64% [1] Individual Stock Performance - Shanxi Coking Coal (600740) closed at 4.09, up 1.49% with a trading volume of 391,000 shares and a turnover of 160 million yuan [1] - Shaanxi Black Cat (601015) closed at 3.77, up 1.07% with a trading volume of 372,100 shares and a turnover of 140 million yuan [1] - Yunwei Co. (600725) closed at 3.31, up 0.91% with a trading volume of 145,500 shares and a turnover of 47.89 million yuan [1] - Antai Group (600408) closed at 2.35, up 0.86% with a trading volume of 534,000 shares and a turnover of 125 million yuan [1] - Yunmei Energy (600792) closed at 3.89, up 0.78% with a trading volume of 256,600 shares and a turnover of 99.71 million yuan [1] - Meijin Energy (000723) closed at 4.64, up 0.43% with a trading volume of 458,900 shares and a turnover of 212 million yuan [1] - Yutailong (601011) closed at 2.78, down 0.36% with a trading volume of 303,600 shares and a turnover of 84.48 million yuan [1] Fund Flow Analysis - The coke sector saw a net inflow of 48.49 million yuan from main funds, while retail funds experienced a net outflow of 36.71 million yuan [1] - Main fund inflows for Shanxi Coking Coal amounted to 26.12 million yuan, while retail funds had a net outflow of 13.35 million yuan [2] - Meijin Energy had a main fund inflow of 16.78 million yuan, with retail funds seeing a net outflow of 1.55 million yuan [2] - Shaanxi Black Cat recorded a main fund inflow of 12.27 million yuan, with retail funds experiencing a net outflow of 12.54 million yuan [2] - Yunmei Energy had a main fund inflow of 3.04 million yuan, while retail funds saw a net outflow of 6.06 million yuan [2]
美锦能源:公司1000吨/年淀粉基电容炭产业化项目(一期)已建成并投入连续生产
Mei Ri Jing Ji Xin Wen· 2025-08-05 06:13
(文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:请问公司电容碳生产进行到什么阶段了? 美锦能源(000723.SZ)8月5日在投资者互动平台表示,公司1000吨/年淀粉基电容炭产业化项目(一 期)已建成并投入连续生产。该项目属于国内首台套产线,倍受用户市场和社会各界关注,不仅填补了 国内空白,还解决了"卡脖子"的技术难题。电容炭作为储能器件中关键核心电极材料,市场需求量大, 并呈快速增长态势。公司超级电容炭已进行批量生产,经测试主要技术指标和参数理想,产品质量达到 国际先进水平。公司正在积极推进市场开拓工作,并向目标客户送样检测,客户检测确认后逐步签订销 售合同。现在已有部分产品销售。产能释放和市场开发均按计划有序推进中。 ...
美锦能源(000723.SZ):公司1000吨/年淀粉基电容炭产业化项目(一期)已建成并投入连续生产
Ge Long Hui· 2025-08-05 04:39
格隆汇8月5日丨美锦能源(000723.SZ)在投资者互动平台表示,公司1000吨/年淀粉基电容炭产业化项目 (一期)已建成并投入连续生产。该项目属于国内首台套产线,倍受用户市场和社会各界关注,不仅填补 了国内空白,还解决了"卡脖子"的技术难题。电容炭作为储能器件中关键核心电极材料,市场需求量 大,并呈快速增长态势。公司超级电容炭已进行批量生产,经测试主要技术指标和参数理想,产品质量 达到国际先进水平。公司正在积极推进市场开拓工作,并向目标客户送样检测,客户检测确认后逐步签 订销售合同。现在已有部分产品销售。产能释放和市场开发均按计划有序推进中。 ...
煤炭行业周报:北港库存加速去化,焦炭第三轮提涨落地-20250804
Datong Securities· 2025-08-04 12:29
Investment Rating - The industry investment rating is optimistic [1] Core Viewpoints - The report indicates that the inventory at Beigang is rapidly decreasing, and the price of coke has seen a third round of increases, leading to a continued rise in coking coal prices [4][10] - The coal supply is constrained due to heavy rains and typhoons, which, combined with the high temperatures during peak summer demand, is expected to push coal prices higher [4][11] - The report highlights that the coal sector has underperformed the market index, with the Shanghai Composite Index experiencing a pullback after surpassing 3600 points [5][38] Summary by Sections Market Performance - The equity market showed a downward trend, with the coal sector significantly underperforming the index, as indicated by a weekly decline of 4.67% in the coal sector [5][10] - The average daily trading volume remained around 1.8 trillion yuan, with fluctuations in financing purchases [5][10] Thermal Coal - The price of thermal coal continues to rise, driven by supply constraints from adverse weather conditions and regulatory checks on coal production [10][11] - The average daily consumption of coal by southern power plants has increased, reflecting a rise in demand due to high temperatures [10][12] Coking Coal - The price of coking coal has also increased, supported by a recovery in steel mill profitability and ongoing inventory replenishment despite some marginal demand weakening [23][24] - The report notes that the third round of price increases for coke has been implemented, further stimulating demand for coking coal [23][24] Shipping Situation - The number of vessels at anchor in the Bohai Rim has decreased, while shipping rates have risen across various routes, indicating a tightening supply chain [31][32] Industry News - A cooperation agreement has been established between Shizuishan and Hami for coal resource supply, indicating a strategic move towards regional energy collaboration [34] - The International Energy Agency projects a slight increase in global coal demand in 2025, driven by consumption growth in emerging economies [34]
煤炭行业周报(8月第1周):神华拟收购集团资产,8月煤价有望上涨-20250803
ZHESHANG SECURITIES· 2025-08-03 11:22
Investment Rating - The industry investment rating is "Positive" [1] Core Viewpoints - Shenhua plans to acquire group assets, and coal prices are expected to rise in August. Domestic power plants maintain daily coal consumption, leading to continued price increases. The coal association has advocated for controlling production and improving quality, while the Central Financial Committee emphasized the need to regulate low-price competition and promote the orderly exit of backward production capacity. The coking coal sector may see marginal improvements in performance due to environmental factors affecting capacity utilization, with supply and demand gradually balancing in the second half of the year [6][42]. Summary by Sections Coal Market Performance - The coal sector declined, underperforming the CSI 300 index by 2.81 percentage points, with a drop of 4.56% as of August 1, 2025. Among 37 stocks, Chengzhi Co. had the smallest decline at 0.89% [2]. - Key monitored enterprises reported an average daily coal sales volume of 6.64 million tons from July 25 to July 31, 2025, a week-on-week decrease of 6.9% but a year-on-year increase of 0.1%. The total coal inventory was 28.87 million tons, down 5.5% week-on-week and up 15.1% year-on-year [2]. Price Trends - As of August 1, 2025, the price of thermal coal (Q5500K) in the Bohai Rim was 665 CNY/ton, up 0.15% week-on-week. The price of imported thermal coal was 763 CNY/ton, up 0.13% week-on-week. Prices at various ports, including Qinhuangdao and Huanghua, also saw increases [3]. - For coking coal, the main coking coal price at Jingtang Port was stable at 1,650 CNY/ton, while prices for metallurgical coke increased by 3.4% for first-grade and 3.94% for second-grade [4]. Supply and Demand Dynamics - The cumulative coal sales volume for key monitored enterprises was 146.43 million tons, a year-on-year decrease of 3.3%. Power and chemical industries saw coal consumption changes of -2.7% and +16.9% respectively [2][41]. - The chemical industry’s total coal consumption was reported at 21.39 million tons as of August 1, 2025, reflecting a year-on-year increase of 16.9% [41]. Investment Recommendations - The report suggests focusing on high-dividend thermal coal companies and turnaround coking coal companies. Key companies to watch include China Shenhua, Shaanxi Coal and Chemical Industry, and Yanzhou Coal Mining Company for thermal coal, and Huabei Mining and Shanxi Coking Coal for coking coal [6][42].
美锦能源(000723) - 关于共同发起设立股权投资基金的进展公告
2025-07-30 09:30
| | | 证券代码:000723 证券简称:美锦能源 公告编号:2025-088 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。 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、嘉兴东裕投资有限公司、安徽两 江新兴产业股权投资基金合伙企业(有限合伙)、安徽省人工智能主题投资基金 合伙企业(有限合伙)共同签署了《安徽浚安 ...
30日投资提示:天23转债提议下修
集思录· 2025-07-29 13:50
Group 1 - The board of Tian23 Convertible Bond proposed a down adjustment [1] - A shareholder of Aotewei plans to reduce their stake by no more than 1.37% [1] - Meijin Energy's largest shareholder, Meijin Energy Group, has pledged all of its shares, totaling 35.32 million shares, which accounts for 2.15% of its holdings and 0.80% of the company's total share capital [1] - As of July 28, 2025, Meijin Group's cumulative pledged shares represent 100% of its total holdings [1] - Haoyuan Convertible Bond and Huicheng Convertible Bond will not be forcibly redeemed [1] - Yinwei Convertible Bond and Guowei Convertible Bond will not undergo down adjustment [1]