Core Viewpoint - The coking coal sector experienced a 2.27% increase on January 29, with Shanxi Coking Coal leading the gains, while the overall market showed mixed results with the Shanghai Composite Index rising by 0.16% and the Shenzhen Component Index falling by 0.3% [1] Group 1: Coking Coal Sector Performance - Shanxi Coking Coal (600740) closed at 4.75, up 7.95% with a trading volume of 2.4795 million shares and a transaction value of 1.17 billion [1] - Yunmei Energy (600792) closed at 4.38, up 3.55% with a trading volume of 729,400 shares and a transaction value of 317 million [1] - Shaanxi Black Cat (601015) closed at 4.43, up 2.55% with a trading volume of 1.9765 million shares and a transaction value of 874 million [1] - Yunwei Co. (600725) closed at 4.90, up 2.30% with a trading volume of 585,200 shares and a transaction value of 287 million [1] - Yutai Jiao (601011) closed at 3.63, up 1.97% with a trading volume of 1.5212 million shares and a transaction value of 549 million [1] - Meijin Energy (000723) remained unchanged at 5.02, with a trading volume of 1.6657 million shares and a transaction value of 841 million [1] - Antai Group (600408) closed at 3.93, down 2.72% with a trading volume of 762,100 shares and a transaction value of 302 million [1] Group 2: Capital Flow Analysis - The coking coal sector saw a net outflow of 53.5997 million from main funds, while retail funds experienced a net inflow of 17.4584 million [1] - Shanxi Coking Coal had a main fund net inflow of 122 million, but retail funds saw a net outflow of 86.6706 million [2] - Yunwei Co. had a main fund net inflow of 43.8864 million, with retail funds experiencing a net outflow of 33.044 million [2] - Yunmei Energy had a main fund net outflow of 9.3187 million, but retail funds saw a net inflow of 1.2962 million [2] - Shaanxi Black Cat experienced a main fund net outflow of 27.2503 million, while retail funds had a net inflow of 15.9837 million [2] - Antai Group had a significant main fund net outflow of 47.4988 million, but retail funds saw a net inflow of 46.0136 million [2] - Meijin Energy faced a main fund net outflow of 115 million, while retail funds had a net inflow of 75.557 million [2]

Core Viewpoint - The coking coal sector experienced a significant increase of 5.79% on January 28, with Shanxi Coking Coal leading the gains, reflecting positive market sentiment in this industry [1] Group 1: Market Performance - The Shanghai Composite Index closed at 4151.24, up by 0.27%, while the Shenzhen Component Index closed at 14342.9, up by 0.09% [1] - Key stocks in the coking coal sector showed notable price increases, with Shanxi Coking Coal rising by 10.00% to a closing price of 4.40, and Shaanxi Black Cat increasing by 9.92% to 4.32 [1] Group 2: Trading Volume and Capital Flow - The coking coal sector saw a net inflow of 4.12 billion yuan from main funds, while retail investors experienced a net outflow of 2.96 billion yuan [1] - The trading volume for Shanxi Coking Coal reached 1.1099 million shares, with a total transaction value of 4.74 billion yuan [1] Group 3: Individual Stock Analysis - Shanxi Coking Coal had a main fund net inflow of 950.59 million yuan, accounting for 20.07% of its trading volume, while retail investors had a net outflow of 530.89 million yuan [2] - Shaanxi Black Cat reported a main fund net inflow of 1.25 billion yuan, representing 22.33% of its trading volume, with retail investors showing a net outflow of 8.21 million yuan [2]

Core Viewpoint - The report highlights the growth trends in China's coke industry, projecting a steady increase in production and emphasizing the importance of strategic investment in this sector [1]. Industry Overview - According to the National Bureau of Statistics, China's coke production in December 2025 is expected to reach 40 million tons, reflecting a year-on-year growth of 1.9% [1]. - The cumulative coke production in China for the year 2025 is projected to be 500 million tons, with a cumulative growth rate of 2.9% [1]. Companies Involved - Listed companies in the coke industry include International Industry (000159), Meijin Energy (000723), Blue Flame Holdings (000968), Shanxi Coking Coal (000983), Changchun Gas (600333), Antai Group (600408), and Yunwei Co., Ltd. (600725) [1]. Research Report - The report titled "Investment Strategy Analysis and Development Prospects of China's Coke Industry from 2026 to 2032" was published by Zhiyan Consulting, a leading industry consulting firm in China [1].

沪指1月27日上涨0.18%，申万所属行业中，今日上涨的有8个，涨幅居前的行业为电子、通信，涨幅分 别为2.27%、2.15%。跌幅居前的行业为煤炭、农林牧渔，跌幅分别为2.27%、1.95%。煤炭行业位居今 日跌幅榜首位。 资金面上看，两市主力资金全天净流出463.99亿元，今日有5个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨2.27%，全天净流入资金89.01亿元，其次是通信行业，日涨幅为 2.15%，净流入资金为43.08亿元。 主力资金净流出的行业有26个，有色金属行业主力资金净流出规模居首，全天净流出资金145.23亿元， 其次是电力设备行业，净流出资金为113.67亿元，净流出资金较多的还有医药生物、基础化工、计算机 等行业。 煤炭行业今日下跌2.27%，全天主力资金净流出7.33亿元，该行业所属的个股共37只，今日上涨的有1 只；下跌的有35只。以资金流向数据进行统计，该行业资金净流入的个股有4只，净流入资金居首的是 中煤能源，今日净流入资金1886.45万元，紧随其后的是云维股份、辽宁能源，净流入资金分别为 1343.22万元、712.48万元。煤炭行业资金净流出个股 ...

证券代码：000723 证券简称：美锦能源 公告编号：2026-008 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 第一大股东部分股份解除质押的公告 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。 登录新浪财经APP 搜索【信披】查看更多考评等级 1、本次股份解除质押基本情况 ■ 2、股东股份累计质押基本情况 截至2026年1月23日，上述股东及其一致行动人所持质押股份情况如下： ■ 二、备查文件 特别风险提示： 山西美锦能源股份有限公司（以下简称"公司"）第一大股东美锦能源集团有限公司（以下简称"美锦集 团"）质押股份数量占其所持公司股份数量比例超过80%，请投资者注意相关风险。 一、股东股份解除质押基本情况 公司近日接到美锦集团通知，获悉美锦集团所持有公司的部分股份解除质押，具体事项如下： 1、股份解除质押登记证明； 2、深交所要求的其他文件。 特此公告。 山西美锦能源股份有限公司董事会 2026年1月26日 ...

证券日报网讯 1月26日，美锦能源在互动平台回答投资者提问时表示，公司当前专注于煤焦化工和氢能 两大主业。其中，氢能作为"十五五"规划明确的未来产业，整体仍处于示范应用和商业模式逐步成熟阶 段。公司正依托自身煤焦资源基础和"煤—焦—气—化—氢"一体化产业链优势，持续推进"碳氢协同"发 展路径，在夯实现有煤焦主业稳定经营的同时，探索氢能与传统产业在制氢、能源利用效率提升及减碳 降碳方面的协同融合，稳步推进制氢、储运、加氢及下游应用场景布局，并在部分环节已形成一定先发 和协同优势。氢能业务对公司业绩的影响将与行业发展进程、应用场景落地及商业化节奏密切相关，公 司将在注重风险可控和经济性的前提下，有序推进相关项目建设与运营，持续培育新的增长动能，稳步 释放长期内在价值。 （文章来源：证券日报） ...

（记者 王晓波） 截至本公告日，美锦集团累计质押股数约为15.96亿股，占其所持股份比例为96.96%。 每经头条（nbdtoutiao）——国际金价冲破5000美元！7年涨了280%，什么时候才见顶？专家：关键还 看美元，重点关注国际货币体系、降息和科技革命 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每经AI快讯，美锦能源1月26日晚间发布公告称，公司近日接到美锦集团通知，获悉美锦集团所持有公 司的部分股份解除质押，本次解除质押合计5000万股。 每日经济新闻 ...

Market Overview - The coke sector experienced a slight decline of 0.03% on January 26, with Antai Group leading the drop [1] - The Shanghai Composite Index closed at 4132.61, down 0.09%, while the Shenzhen Component Index closed at 14316.64, down 0.85% [1] Individual Stock Performance - Yunnan Coal Energy (600792) closed at 4.22, up 1.20% with a trading volume of 277,600 shares [1] - Yunwei Co. (600725) closed at 4.68, up 1.08% with a trading volume of 360,100 shares [1] - Shaanxi Black Cat (601015) closed at 4.04, up 1.00% with a trading volume of 547,600 shares [1] - Shanxi Coking Coal (600740) closed at 4.14, up 0.98% with a trading volume of 128,100 shares [1] - Meijin Energy (000723) closed at 4.95, down 0.60% with a trading volume of 773,200 shares [1] - Baotailong (601011) closed at 3.44, down 1.43% with a trading volume of 678,900 shares [1] - Antai Group (600408) closed at 4.07, down 2.16% with a trading volume of 599,800 shares [1] Capital Flow Analysis - The coke sector saw a net outflow of 47.89 million yuan from main funds, while retail investors contributed a net inflow of 52.84 million yuan [1] - The detailed capital flow for individual stocks shows that Yunnan Coal Energy had a main fund net inflow of 17.49 million yuan, while Antai Group experienced a net outflow of 25.50 million yuan [2] - Meijin Energy had a significant retail net inflow of 13.79 million yuan, indicating strong interest from individual investors [2]

南财智讯1月26日电，美锦能源公告，公司第一大股东美锦能源集团有限公司近日解除质押股份合计 5000.00万股。 ...

一、股东股份解除质押基本情况 | 证券代码：000723 | 证券简称：美锦能源 | 公告编号：2026-008 | | --- | --- | --- | | 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 关于第一大股东部分股份解除质押的公告 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。 特别风险提示： 山西美锦能源股份有限公司（以下简称"公司"）第一大股东美锦能源集团 有限公司（以下简称"美锦集团"）质押股份数量占其所持公司股份数量比例超 过80%，请投资者注意相关风险。 公司近日接到美锦集团通知，获悉美锦集团所持有公司的部分股份解除质押， 具体事项如下： | 股东名称 | 是否为控股股东或第一 | 本次解除质押 | 占其所持 | 占公司总 | 起始日 | 解除日期 | 质权人 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其一致行动人 | 股份数量（股） | 股份比例 | 股本比例 | | | | | 美锦 集团 | 是 | 11,279,16 ...