Group 1 - The coke sector experienced a significant increase of 4.61% on January 7, with Shaanxi Black Cat leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] - Key stocks in the coke sector showed notable price increases, with Shaanxi Black Cat rising by 10.00% to a closing price of 4.07, and Antai Group increasing by 9.90% to 4.55 [1] Group 2 - The net inflow of main funds in the coke sector was 559 million yuan, while retail funds saw a net outflow of 360 million yuan [1] - Antai Group had the highest net inflow from main funds at 284 million yuan, accounting for 30.49% of its trading volume [2] - Shaanxi Black Cat also saw a significant net inflow of 125 million yuan, representing 23.07% of its trading volume [2]

1月7日，美锦能源盘中上涨2.04%，截至14:18，报4.99元/股，成交5.67亿元，换手率2.62%，总市值 219.73亿元。 资金流向方面，主力资金净流入2233.42万元，特大单买入5097.05万元，占比8.99%，卖出3644.43万 元，占比6.43%；大单买入1.29亿元，占比22.70%，卖出1.21亿元，占比21.33%。 截至9月30日，美锦能源股东户数23.40万，较上期减少5.91%；人均流通股18791股，较上期增加 6.29%。2025年1月-9月，美锦能源实现营业收入129.75亿元，同比减少9.71%；归母净利润-7.37亿元， 同比减少12.57%。 分红方面，美锦能源A股上市后累计派现19.76亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年9月30日，美锦能源十大流通股东中，国泰中证煤炭ETF（515220）位居第 二大流通股东，持股1.22亿股，相比上期增加7394.42万股。南方中证500ETF（510500）位居第五大流 通股东，持股4482.06万股，相比上期减少93.01万股。香港中央结算有限公司位居第六大流通股东，持 股3109.79万股 ...

（文章来源：证券日报） 证券日报网讯 1月6日，美锦能源在互动平台回答投资者提问时表示，公司高度重视节能减排与循环经 济建设，持续推进焦化生产过程中二氧化碳的合理利用。 ...

Core Viewpoint - The coke sector experienced a 2.53% increase on January 6, with Meijin Energy leading the gains, while the Shanghai Composite Index rose by 1.5% and the Shenzhen Component Index increased by 1.4% [1] Group 1: Market Performance - The closing price of Meijin Energy was 4.89, with a rise of 3.38% and a trading volume of 1.0608 million shares, amounting to a transaction value of 512 million yuan [1] - Baotailong closed at 3.37, up 3.06%, with a trading volume of 747,700 shares and a transaction value of 251 million yuan [1] - Antai Group's closing price was 4.14, increasing by 2.73%, with a trading volume of 841,900 shares and a transaction value of 346 million yuan [1] Group 2: Fund Flow Analysis - The coke sector saw a net inflow of 65.8893 million yuan from main funds, while retail funds experienced a net outflow of 27.0086 million yuan [1] - Antai Group had a main fund net inflow of 43.4414 million yuan, accounting for 12.56% of its total, while retail funds had a net outflow of 35.3499 million yuan, representing -10.22% [2] - Meijin Energy recorded a main fund net inflow of 30.8955 million yuan, which is 6.03% of its total, with retail funds showing a net outflow of 525.92 thousand yuan, or -1.03% [2]

Core Insights - The collaboration between Shanxi Province and South Korea is gaining momentum, with a series of investment promotion activities aimed at showcasing Shanxi's transformation and openness [1][15] - A themed seminar titled "Hand in Hand for Future Cooperation" was held to discuss new visions for industrial integration and development [2] Investment Promotion Activities - Shanxi's investment promotion delegation visited South Korea from December 28 to 31, 2025, to promote investment opportunities and showcase the province's new achievements [1] - The delegation included various activities such as promotional presentations, discussions, and visits to enhance cooperation between Shanxi and South Korean industries [1] Key Presentations and Discussions - Liu Yiyou, Deputy Director of Shanxi Investment Promotion Bureau, highlighted Shanxi's rich resources in cultural tourism and health, as well as its advancements in manufacturing and green transformation [4] - The meeting featured discussions on potential collaborations in sectors such as biomedicine, modern agriculture, and clean energy, emphasizing mutual benefits [4][5] Strategic Agreements - Shanxi Tianzi Industrial Co., Ltd. signed a strategic cooperation agreement with South Korea's Fengsheng Trading Co., Ltd. during the discussions [6] - The event facilitated multiple cooperation agreements and consensus between Shanxi and South Korean enterprises [6] Institutional Engagements - The delegation visited the 21st Century Korea-China Exchange Association, enhancing mutual trust and exploring further cooperation opportunities [8] - Meetings with various organizations, including SK Telecom and Incheon Creative Economy Innovation Center, focused on advancing industrial integration and digital economy collaboration [9][10] Innovative Projects and Future Prospects - The Incheon Creative Economy Innovation Center showcased successful startups in fields like aviation logistics and smart manufacturing, aligning with Shanxi's goals for innovation and openness [10] - A project roadshow featured innovative solutions from South Korean startups, indicating potential for future collaborations in the biopharmaceutical and environmental sectors [11][13] Outcomes and Future Directions - The visit resulted in increased confidence among Shanxi enterprises regarding international market expansion and collaboration [14] - Shanxi Tianzi Group's chairman expressed optimism about international development following the signing of a strategic agreement to export Shanxi red dates to South Korea [15] - The activities are seen as a significant step towards integrating Shanxi into global industrial and innovation chains, with expectations for continued cooperation under the China-South Korea Free Trade Agreement [15]

| 证券代码：000723 | 证券简称：美锦能源 | 公告编号：2026-001 | | --- | --- | --- | | 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2025年第四季度可转债转股情况公告 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。 特别提示： 3、转股价格：5.26元/股 4、转股期限：2022年10月26日至2028年4月19日 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管 指引第15号——可转换公司债券》等有关规定，山西美锦能源股份有限公司（以 下简称"公司"）现将2025年第四季度可转换公司债券转股及公司股份变动情况 公告如下： 一、"美锦转债"发行上市基本概况 1、可转债发行情况 经中国证券监督管理委员会"证监许可〔2022〕374 号"文核准，公司于 2022 年 4 月 20 日公开发行了 35,900,000 张可转换公司债券，每张面值 100 元，发行 总额 359,000.00 万元，初始转股价格为 13.21 元/股。 2、可转债上市情况 经深交所 ...

Core Viewpoint - Shanxi Meijin Energy Co., Ltd. has officially launched the Anhui Jun'an Equity Investment Fund, with a total scale of 1 billion yuan, marking a significant capital layout in emerging industries such as new energy and advanced manufacturing [1][3][15]. Group 1: Fund Details - The fund has been established with a total scale of 1 billion yuan, with Meijin Energy contributing 150 million yuan as a limited partner [1][3][15]. - The fund's investment period is set for four years, followed by a three-year exit period, with at least 70% of the investment focused on key industries in Ma'anshan City [4][16]. - The fund's management fee will be charged annually throughout its duration, and an investment decision committee will oversee its operations [4][16]. Group 2: Strategic Importance - This initiative represents an important step in Meijin Energy's strategic transformation and industrial layout beyond traditional coal and coke business [7][19]. - The company aims to leverage professional strategic partners' resources to promote collaborative development in advanced manufacturing and new energy sectors, aligning with national policy guidance and market demand [8][20]. - The investment in the fund is expected to create synergies with Meijin Energy's existing hydrogen energy business, facilitating the transition from a traditional coal and coke enterprise to a comprehensive energy service provider [13][25]. Group 3: Financial Performance - As of December 30, 2025, Meijin Energy's stock price slightly decreased by 0.21%, closing at 4.76 yuan, with a total market value of 20.961 billion yuan [3][15]. - For the first nine months of 2025, the company reported a revenue of 12.975 billion yuan, a year-on-year decrease of 9.71%, and a net profit attributable to shareholders of -737 million yuan, down 12.57% year-on-year [12][24].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000723 证券简称：美锦能源 公告编号：2025-138 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： 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《安徽浚安股权投资基金合伙企业（有限合伙）有限合伙协 议》，设立安徽 ...

| 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：2025-138 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 ...

Group 1 - The coke sector experienced a decline of 0.64% on December 29, with Antai Group leading the drop [1] - The Shanghai Composite Index closed at 3965.28, up 0.04%, while the Shenzhen Component Index closed at 13537.1, down 0.49% [1] - Major stocks in the coke sector showed mixed performance, with Meijin Energy rising by 0.63% and Antai Group falling by 4.09% [1] Group 2 - The net outflow of main funds in the coke sector was 35.39 million yuan, while retail investors saw a net inflow of 55.77 million yuan [1] - Detailed fund flow data indicates that Meijin Energy had a net inflow of 24.14 million yuan from main funds, while Antai Group faced a significant outflow of 44.09 million yuan [2] - Retail investors contributed positively to Antai Group with a net inflow of 55.65 million yuan, despite the overall negative trend in main and speculative funds [2]