登录新浪财经APP 搜索【信披】查看更多考评等级 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，内蒙古电投能源股份有限公司（以下简称"公司"）收到中国证券监督管理委员会内蒙古监管局 （以下简称"内蒙古证监局"）下发的《关于对内蒙古电投能源股份有限公司采取出具警示函措施的决 定》〔2025〕18号（以下简称"《警示函》"），现将主要内容公告如下： 一、《警示函》内容 "内蒙古电投能源股份有限公司： 经查，你公司存在以下问题： 一、在2023年半年报中，未披露2023年非公开发行股票募集资金通过关联方国家电投集团财务有限公司 以委托贷款方式投向募投项目事项。 二、在2023年、2024年《半年度非经营性资金占用及其他关联资金往来情况汇总表》，2023年《非经营 性资金占用及其他关联资金往来情况汇总表》中，未披露与国家电投集团财务有限公司关联资金往来情 况。 公司上述行为违反了《上市公司信息披露管理办法》（证监会令〔第182号〕）第三条第一款、第十五 条第七项，《公开发行证券的公司信息披露内容与格式准则第3号--半年度报告的内容与格式》（证监 会公告〔202 ...

二、在 2023 年、2024 年《半年度非经营性资金占用及其他关联 资金往来情况汇总表》，2023 年《非经营性资金占用及其他关联资 金往来情况汇总表》中，未披露与国家电投集团财务有限公司关联资 金往来情况。 证券代码：002128 证券简称：电投能源 公告编号：2025043 内蒙古电投能源股份有限公司 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，内蒙古电投能源股份有限公司（以下简称"公司"）收到 中国证券监督管理委员会内蒙古监管局（以下简称"内蒙古证监局"） 下发的《关于对内蒙古电投能源股份有限公司采取出具警示函措施的 决定》〔2025〕18 号（以下简称"《警示函》"），现将主要内容 公告如下： 一、《警示函》内容 "内蒙古电投能源股份有限公司： 经查，你公司存在以下问题： 一、在 2023 年半年报中，未披露 2023 年非公开发行股票募集资 金通过关联方国家电投集团财务有限公司以委托贷款方式投向募投 项目事项。 内蒙古电投能源股份有限公司董事会 公司上述行为违反了《上市公司信息披露管理办法》（证监会令 〔第 182 号〕）第三条第一款、第 ...

Group 1 - The core revenue composition of Electric Power Investment Energy for the year 2024 is as follows: Non-ferrous metal smelting accounts for 53.22%, coal industry for 35.45%, coal power and thermal power for 5.8%, and renewable energy generation for 5.53% [1] Group 2 - On July 31, 2025, the Shenzhen Stock Exchange issued a regulatory letter to Inner Mongolia Electric Power Investment Energy Co., Ltd. (SZ 002128, closing price: 20.13 yuan) regarding violations identified in their 2023 semi-annual report [3] - The company failed to disclose the use of funds raised from a non-public stock issuance through a related party, State Power Investment Group Finance Co., Ltd., in the manner required by the disclosure standards [3] - The company did not report the related party fund transactions with State Power Investment Group Finance Co., Ltd. in the 2023 and 2024 semi-annual non-operating fund occupation and other related fund transactions summary tables [3]

Group 1 - Jiejia Weichuang expects a net profit of 1.7 billion to 1.96 billion yuan for the first half of 2025, representing a year-on-year increase of 38.65% to 59.85% [1] - Micron Biotech's CS231295 clinical trial application has been approved by the FDA for treating advanced solid tumors [1] - Sinopec anticipates a net profit of 20.1 billion to 21.6 billion yuan for the first half of 2025, a decrease of 39.5% to 43.7% year-on-year [2] Group 2 - High Energy Environment has obtained a loan commitment letter from a financial institution for share repurchase [2] - Electric Power Investment Energy received a warning letter from the Inner Mongolia Securities Regulatory Bureau for inadequate disclosure in its semi-annual report [3] - Zhejiang University Net New won a bid for an intelligent engineering project worth 94.2712 million yuan [5] Group 3 - Daodaoquan reported a net profit of 181 million yuan for the first half of 2025, a year-on-year increase of 563.15% [8] - New Light Optoelectronics expects a net loss of 19 million to 23 million yuan for the first half of 2025 [9] - Aihua Pharmaceutical's two probiotic powder registration applications have been accepted [10] Group 4 - Xinhui Electric's subsidiary signed a product sales framework contract for commercial and household robots [11] - Baida Precision Engineering's subsidiary obtained 134,500 square meters of industrial land use rights [12] - Haiyang Technology's chief engineer resigned for personal reasons [13] Group 5 - Tianhe Magnetic Materials received a project filing notice for a 12,000-ton magnetic material deep processing project [22] - Wanlima is the pre-selected unit for a procurement project worth 43.835 million yuan from China Southern Airlines [24] - Yipin Hong's subsidiaries obtained two drug registration certificates [25] Group 6 - Zhejiang Jiaoke's subsidiary signed new construction projects worth 4.783 billion yuan in the second quarter [27] - Shenglan Co. received approval for issuing convertible bonds [29] - Jimi Technology expects a net profit of 88.6622 million yuan for the first half of 2025, a year-on-year increase of 2062.33% [31] Group 7 - Dingtong Technology reported a net profit of 115 million yuan for the first half of 2025, a year-on-year increase of 134.06% [32] - Huaheng Biological is planning to list on the Hong Kong Stock Exchange [34] - Yuntian Lihui submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [36] Group 8 - Nanchip Technology expects a net profit of 108.8 million to 133.1 million yuan for the first half of 2025, a decrease of 35.09% to 47.03% year-on-year [43] - Anglikang's Mesobam injection has received a drug registration certificate [44] - Jida Zhengyuan's shareholder plans to reduce their stake by up to 0.998% [45]

Group 1 - The company received a warning letter from the Inner Mongolia Securities Regulatory Bureau regarding undisclosed information in its 2023 semi-annual report [1] - The report failed to disclose that the funds raised from the non-public offering of shares in 2023 were directed to project investments through a related party, State Power Investment Corporation Financial Co., Ltd. via entrusted loans [1] - The company did not disclose the related party transactions in the 2023 and 2024 "Summary Table of Non-Operating Fund Occupation and Other Related Fund Transactions" [1]

Core Viewpoint - The company received a warning letter from the Inner Mongolia Securities Regulatory Bureau regarding undisclosed financial transactions related to its non-public stock issuance [1] Group 1 - The company failed to disclose in its 2023 semi-annual report that funds raised from a non-public stock issuance were directed to investment projects through a related party, State Power Investment Corporation Financial Co., Ltd. via entrusted loans [1] - The company did not report the related party transactions in the 2023 and 2024 semi-annual summaries of non-operating fund occupation and other related fund transactions [1] - The 2023 summary of non-operating fund occupation and other related fund transactions also lacked disclosure of the financial interactions with State Power Investment Corporation Financial Co., Ltd. [1]

证券代码：002128 证券简称：电投能源 公告编号：2025043 内蒙古电投能源股份有限公司 关于公司收到内蒙古证监局警示函的公告 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，内蒙古电投能源股份有限公司（以下简称"公司"）收到 中国证券监督管理委员会内蒙古监管局（以下简称"内蒙古证监局"） 下发的《关于对内蒙古电投能源股份有限公司采取出具警示函措施的 决定》〔2025〕18 号（以下简称"《警示函》"），现将主要内容 公告如下： 一、《警示函》内容 "内蒙古电投能源股份有限公司： 经查，你公司存在以下问题： 一、在 2023 年半年报中，未披露 2023 年非公开发行股票募集资 金通过关联方国家电投集团财务有限公司以委托贷款方式投向募投 项目事项。 二、在 2023 年、2024 年《半年度非经营性资金占用及其他关联 资金往来情况汇总表》，2023 年《非经营性资金占用及其他关联资 金往来情况汇总表》中，未披露与国家电投集团财务有限公司关联资 金往来情况。 公司上述行为违反了《上市公司信息披露管理办法》（证监会令 〔第 182 号〕）第三条第一款 ...

Investment Rating - The report initiates coverage of the coal industry with a "Recommended" investment rating, highlighting potential investment opportunities in companies such as China Shenhua, Shaanxi Coal, Yanzhou Coal, Shanxi Coal International, and Datong Energy [7]. Core Insights - The coal industry is expected to undergo a new round of value reassessment due to an expanding supply-demand gap, which is likely to push coal prices upward [7][6]. - Domestic coal production growth is slowing, with significant contributions from Xinjiang and Inner Mongolia, while Shanxi faces production declines due to regulatory constraints [3][4]. - The demand for coal remains relatively rigid, primarily driven by the power sector, which accounts for 55% of total coal consumption, alongside strong growth in chemical industry demand [4][6]. Supply Side Summary - Domestic raw coal production is projected to reach 4.76 billion tons in 2024, reflecting a year-on-year increase of 1.3%, significantly lower than the five-year compound growth rate of 4.36% [3]. - Xinjiang and Inner Mongolia are the main contributors to production increases, with expected increments of 8.1 million tons and 6.6 million tons respectively in 2024 [3][32]. - Shanxi's coal production is expected to decline by 6.9% in 2024 due to regulatory measures aimed at controlling overproduction [3][43]. Demand Side Summary - Total coal consumption in China is forecasted to reach 4.84 billion tons in 2024, up 1.7% year-on-year, with the power sector's coal usage increasing by 2.64% to 2.65 billion tons [4][6]. - The chemical sector shows robust growth in coal demand, with a year-on-year increase of 13.86%, while the construction materials sector is expected to see a decline of 5.05% [4][6]. - Coal exports are anticipated to rise significantly, with a projected increase of 49.1% year-on-year, reaching 6.66 million tons in 2024 [4]. Supply-Demand Outlook - The supply-demand gap is expected to widen over the next few years, with projected deficits of 0.63 million tons in 2025, 1.50 million tons in 2026, and 2.29 million tons in 2027 [6]. - Coal prices are likely to rise as domestic production growth is constrained by regulatory measures and the dual carbon goals of peak carbon emissions and carbon neutrality [6][7]. Company Focus and Profit Forecast - The report provides earnings per share (EPS) and price-to-earnings (PE) ratios for several companies, with China Shenhua rated as "Buy" and others currently un-rated [9].

金融界消息 截至2025年7月29日收盘，电投能源（002128）报收于20.51元，上涨0.54%，换手率 0.24%，成交量5.28万手，成交金额1.08亿元。 资金流向方面，今日主力资金净流入1235.83万元，占比成交额11.44%。其中，超大单净流入1278.39万 元、占成交额11.83%，大单净流出42.56万元、占成交额0.39%，中单净流出流入540.43万元、占成交额 5.0%，小单净流出1776.26万元、占成交额16.44%。 电投能源最新一期业绩显示，截至2025一季报，公司营业总收入75.37亿元、同比增长2.63%，归属净利 润15.59亿元，同比减少19.82%，扣非净利润15.27亿元，同比减少20.23%，流动比率1.988、速动比率 1.736、资产负债率24.14%。 天眼查商业履历信息显示，内蒙古电投能源股份有限公司，成立于2001年，位于通辽市，是一家以从事 煤炭开采和洗选业为主的企业。企业注册资本224157.3493万人民币，实缴资本192157.3493万人民币。 公司法定代表人为王伟光。 通过天眼查大数据分析，内蒙古电投能源股份有限公司共对外投资了46家企业 ...

Investment Rating - The investment rating for the coal industry is "Positive (Maintain)" [1] Core Views - The coal market is experiencing a rebound in prices for thermal coal and coking coal, indicating a favorable fundamental outlook [4][17] - The current price of Qinhuangdao Q5500 thermal coal is 653 CNY/ton, reflecting a 7.2% increase from the lowest price earlier this year [4][35] - The supply side remains constrained with a low operating rate of 81.3% among 442 coal mines in Shanxi, Shaanxi, and Inner Mongolia [4][25] - The demand for electricity coal is high due to the summer peak season, supporting price increases [4][25] - Coking coal prices have also surged, with the price of main coking coal at Jing Tang Port reaching 1680 CNY/ton, a 16.67% increase [4][26] Summary by Sections Investment Perspective - The coal market fundamentals are favorable, and it is time to position for growth as prices are expected to recover towards long-term contract prices around 670 CNY [4][17] - The price of coking coal is more influenced by supply and demand dynamics, with current prices indicating a recovery from previous lows [4][17] Market Performance - The coal index rose by 7.98%, outperforming the CSI 300 index by 6.29 percentage points [28] - Major coal companies have shown significant price increases, with Lu'an Energy up by 31.22% and Jinko Coal up by 18.83% [28] Key Indicators - The average PE ratio for the coal sector is 12.23, and the PB ratio is 1.26, indicating relatively low valuations compared to other sectors [29][32] - The port price for thermal coal has seen a slight increase, with Qinhuangdao Q5500 thermal coal price rising by 1.71% [35][38] Supply and Demand Dynamics - The operating rate of coal mines is at a low level, which may lead to further price increases as supply tightens [4][25] - The demand for non-electric coal remains strong, with methanol production rates at historical highs [4][25] Investment Recommendations - Four main investment lines are suggested: 1. Cycle logic: Jin控煤业 and 兖矿能源 for thermal coal 2. Dividend logic: 中国神华 and 中煤能源 for dividend potential 3. Diversified aluminum elasticity: 神火股份 and 电投能源 4. Growth logic: 新集能源 and 广汇能源 [5][18]