格隆汇2月11日丨根据联交所最新权益披露资料显示，2026年2月9日，中煤能源(01898.HK)遭Funde Sino Life Insurance Co.,Ltd.在场内以每股均价11.93港元减 持167.1万股，涉资约1993.5万港元。 | 表格序號 | 大股東/董事/最高行政人員名 作出披露的 買入 / 賣出或涉及的 每股的平均價 | | 持有權益的股份數目 佔已發行的有關事件的日 相關法 | | --- | --- | --- | --- | | | 原因 | 股份數目 | ねんばし題め船。 有投票權股 期(日/月/ 份權益 | | | | | 仿自分比 | | CS20260211E00004 | Funde Sino Life Insurance 1201(L) 1,671,000(L HKD 11.9300 | | 1,601,065,147(L) 38.99(L) 09/02/2026 | | | Co.,Ltd. | | | 减持后，Funde Sino Life Insurance Co.,Ltd.最新持股数目为1,601,065,147股，持股比例由39.03%下降至38.99%。 ...

香港联交所最新数据显示，2月9日，Funde Sino Life Insurance Co.,Ltd.减持中煤能源(01898)167.1万股， 每股作价11.93港元，总金额约为1993.503万港元。减持后最新持股数目约为16.01亿股，持股比例为 38.99%。 来源：智通财经网 ...

香港联交所最新数据显示，2月9日，Funde Sino Life Insurance Co.,Ltd.减持中煤能源（601898） (01898)167.1万股，每股作价11.93港元，总金额约为1993.503万港元。减持后最新持股数目约为16.01亿 股，持股比例为38.99%。 ...

Group 1 - Funde Sino Life Insurance Co., Ltd. reduced its stake in China Coal Energy (01898) by selling 1.671 million shares at a price of HKD 11.93 per share, totaling approximately HKD 19.935 million [1] - After the reduction, Funde Sino's remaining shareholding is approximately 1.601 billion shares, representing a holding percentage of 38.99% [1]

Summary of China Coal Energy Conference Call Industry Overview - In early 2026, coal production experienced a slight year-on-year decline of 1.8%, influenced by stricter safety regulations and the relocation of coal enterprises. Coking coal saw a significant decrease, while thermal coal remained relatively stable. The relocation issue is gradually being resolved [2][3][4]. Company Performance - China Coal Energy achieved a long-term contract fulfillment rate exceeding 90% in 2025, in line with national requirements. The long-term contracts for 2026 have been mostly signed, with a similar scale to 2025, utilizing over 75% of self-owned resources for these contracts [2][5][6]. - The company is progressing with ongoing projects, including the Li Bi smokeless coal mine expected to commence production in 2027 and the Tailzigou project anticipated to start by the end of 2026. The Yulin Phase II coal chemical project will be self-sufficient in coal supply from the Dahai coal mine [2][7][8]. Cost Management - The cost in Q4 is expected to remain stable or slightly lower than Q3, benefiting from cost reduction and efficiency improvement strategies. Despite rising raw material and labor costs, the company maintains a low cost level through various measures [2][10][11][12]. Market Dynamics - The impact of Indonesia's export restrictions on China Coal Energy is limited, as domestic power plant inventories are high and purchasing enthusiasm is low. A reduction in imported coal may raise the central price of coal, but alternative sources must be considered [2][14][15]. - The overall coal supply in 2026 is expected to decrease, which could lead to a slight increase in coal prices. However, the exact impact remains uncertain due to potential increases in imports from Mongolia and Russia [2][15]. Regulatory Environment - The safety supervision policies remain stringent, with overproduction becoming a strict red line. No enterprises have exceeded production limits during this period, as the end and beginning of the year are typically off-peak seasons [2][19]. Future Outlook - China Coal Energy plans to maintain a dividend payout ratio of no less than 30%, with a target of 35% for 2024 and an expected increase for 2025. The company aims to balance capital expenditures with shareholder returns [2][3][24]. - The company has no immediate plans for asset injections, focusing instead on enhancing operational efficiency and future development prospects [2][20][21]. Additional Insights - The total investment for the Li Bi coal mine is approximately 9.4 billion yuan, with 1.217 billion yuan invested by the end of 2025. The profitability of this project will depend on market price fluctuations [2][13]. - The company is involved in strategic investments, including a 30% stake in Ping Shuo New Energy, aimed at improving management rather than a full-scale entry into the new energy market [2][23]. Upcoming Events - The monthly production and operation plan for January 2026 will be announced around February 13-14, and a performance briefing will be held on March 30 in Shanghai [2][26].

证券日报网讯2月6日，中煤能源（601898）在互动平台回答投资者提问时表示，截至2026年1月底公司 A股股东户数78147户，H股6985户。 ...

证券日报网讯 2月6日，中煤能源在互动平台回答投资者提问时表示，公司生产经营一切正常，没有应 披露未披露信息，请以公司在法定信息披露媒体披露信息为准。 （文章来源：证券日报） ...

Group 1 - China Coal Energy Group Co., Ltd. (referred to as China Coal) is a state-owned enterprise supervised by the State-owned Assets Supervision and Administration Commission, with a history dating back to 1982 when it was established as the China Coal Import and Export Corporation [1][30] - The company has coal resource reserves exceeding 700 billion tons, with a total coal production capacity of 310 million tons per year and an annual coal trade volume of nearly 400 million tons [1][30] - China Coal operates 69 coal mines and has 11 coal chemical projects with a total capacity of over 20 million tons, producing products such as polyolefins, methanol, urea, ammonium nitrate, and coke [1][30] - The company has 35 thermal power projects in operation and under construction, with a total installed capacity of 47.55 million kilowatts, and a renewable energy installed capacity of 7 million kilowatts [1][30] - China Coal has been recognized as one of the Fortune Global 500 companies for six consecutive years and has achieved an A-level performance assessment from the State-owned Assets Supervision and Administration Commission for six years [1][30] Group 2 - China Coal Xinji Energy Co., Ltd. is a secondary enterprise of China Coal located in Anhui Province, focusing on coal, electricity, and new energy [2][45] - The company has a production capacity of 23.5 million tons per year and a total installed capacity of 796,000 kilowatts for coal-fired power plants [2][45] - China Coal holds a 31.92% stake in Xinji Energy, with other shareholders including Guohua Energy and Anhui Xinji Coal Power [2][45] - The company is advancing the "two joint ventures" project to promote the coordinated development of coal, coal power, and new energy, aiming to exceed 10 million kilowatts in installed capacity by 2026 [2][45] Group 3 - China Coal Power Co., Ltd. is a wholly-owned subsidiary of China Coal, established in January 2020, focusing on power production and sales, as well as new power system project development [15][57] - The company is constructing two 660,000-kilowatt ultra-supercritical coal-fired power units in Xinjiang, with a total investment of approximately 5.79168 billion yuan [15][57] - The project is expected to be completed and put into operation by 2026, featuring advanced technologies for emissions reduction [15][57] Group 4 - The Southwest Branch of China Coal was established in February 2023 in Chongqing, managing several companies and focusing on energy supply in the southwest region [31][62] - The branch aims to develop clean and efficient coal power, accelerate new energy development, and explore green chemical layouts [31][62] - The company is involved in various projects, including the construction of a coal-fired power project in Sichuan with a planned capacity of 2×1000MW [32][63]

责任编辑：山上 股市有风险，投资需谨慎！本次股价异动受板块情绪、市场传闻多重因素影响，短期股价波动不代表公 司长期价值，投资者需理性看待市场信息，结合公司基本面、行业周期做出投资决策，警惕短线炒作风 险。本文所有信息仅为基于公开信息的客观梳理与异动解读，不构成任何投资建议，投资者应自主做出 投资决策并自行承担相应的投资风险。 股票频道更多独家策划、专家专栏，免费查阅>> 中煤能源（601898）2月4日盘中走势强劲，9点59分直线拉升触及涨停板，随后稳稳封板至收盘，涨幅 达10.00%，收盘价定格在14.08元，单股上涨1.28元。交易数据显示，当日个股总成交额达9.55亿元，较 前一交易日放大约2.3倍，换手率0.76%；资金面呈现强劲净流入态势，主力资金单日净流入15913万 元，资金入场意愿明显，快速引发市场对该股的关注。 中煤能源本次涨停，是业务基本面支撑、板块情绪共振、超跌反弹需求等多重逻辑叠加的结果。其一， 公司主营业务是集煤炭生产和贸易、煤化工、煤矿装备制造、坑口发电、金融及相关服务。主要产品为 动力煤、炼焦煤、聚烯烃、尿素、甲醇等。公司煤炭主业规模优势突出，煤炭开采、洗选和混配技术行 业领先， ...

值得注意的是，由于该案裁决博源化工与上海证大承担连带责任，而此次是由博源化工先行履行全部支 付义务。公司表示，后续将依据相关法律法规，择机向上海证大启动相应追偿程序，但具体可追偿金额 尚存在不确定性。仲裁始末：源于蒙大矿业探矿权转让合同纠纷 2024年2月23日晚间，博源化工（当时证券简称为远兴能源）发布公告称，公司近日收到中国国际经济 贸易仲裁委员会的仲裁通知书，中煤能源因一笔历史遗留的矿权价款问题，向博源化工及另一家公司提 起仲裁，索赔金额合计高达23.31亿元。 一桩持续近两年的重大仲裁案迎来最终解决方案。 2月4日，博源化工（000683.SZ）发布公告称，公司于2月2日召开董事会会议，审议通过了《关于签订 <和解协议> 的议案》，将与 中国中煤能源股份有限公司（以下简称中煤能源）和乌审旗蒙大 矿业有限 责任公司（以下简称蒙大矿业）签订和解协议，以解决一宗涉及金额高达18.89亿元的仲裁裁决执行问 题。 和解达成，以分红代替支付 该仲裁案源于2024年2月。当时，中煤能源因蒙大矿业增资扩股协议纠纷提起仲裁。2025年12月，中国 国际经济贸易仲裁委员会作出裁决，要求博源化工及上海证大投资发展股份有限公 ...