8月14日，中煤能源股票收盘大跌2.25%，天眼查工商信息显示，中国中煤能源股份有限公司成立于2006年，位于北京市，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1325866.34万人民币，法定代表人为王树东。 简历显示，柳军先生:中国国籍。监事,复旦大学财务管理硕士,2000-2001年任上海汽车集团财务有限公司财务,2001-2004年任华安基金管理有限公司高级基金 核算员,2004年7月加入华泰柏瑞基金管理有限公司,历任基金事务部总监、上证红利ETF基金经理助理。2009年6月起任上证红利交易型开放式指数证券投资 基金的基金经理。2010年10月起担任指数投资部副总监。2011年1月至2020年2月任华泰柏瑞上证中小盘ETF基金、华泰柏瑞上证中小盘ETF联接基金基金经 理。2012年5月起任华泰柏瑞沪深300交易型开放式指数证券投资基金、华泰柏瑞沪深300交易型开放式指数证券投资基金联接基金的基金经理。2015年2月起 任指数投资部总监。2015年5月至2025年1月任华泰柏瑞中证500交易型开放式指数证券投资基金及华泰柏瑞中证500交易型开放式指数证券投资基金联接基金 的基金经理。2018 ...

中煤能源：7月煤炭销量2,117万吨。 ...

格隆汇8月12日｜国海证券研报指出，中煤能源是低估值央企背景龙头煤企，资源久期长+资产结构优 化共同催化。公司长协比例高利于平抑价格波动，煤化电产业链协同发展下业绩稳定性强，分红能力近 五年维持30%+且具有向高分红企业靠拢趋势，同时未来公司里必煤矿以及苇子沟煤矿投产，煤化工业 务陆续放量，业绩仍有增长空间，且当前估值偏低，综合看公司投资价值凸显，维持"买入"评级。 ...

国海证券：中煤能源投资价值凸显，维持"买入"评级。 ...

Investment Rating - The report maintains a "Buy" rating for the company [2] Core Views - The company is a leading state-owned enterprise in the coal industry with a long resource duration and optimized asset structure, which together catalyze its growth potential [9][20] - The company has a strong financial position with a high dividend payout capability, aiming to align with high-dividend companies in the sector [9][30] Summary by Sections Company Overview - The company is controlled by the State-owned Assets Supervision and Administration Commission, with a 58.41% stake as of April 2025. It operates in coal mining, coal chemical, power generation, and coal mining equipment manufacturing [9][11] - In 2024, the company's coal, coal chemical, and coal mining equipment businesses generated revenues of 1,600.68 billion, 204.27 billion, and 109.03 billion CNY, respectively, contributing 84.51%, 10.79%, and 5.76% to total revenue [14] Coal Business - The company possesses abundant coal resources, with a total resource volume of 265.20 billion tons and a recoverable reserve of 138.21 billion tons, ranking third and second among coal enterprises, respectively [9][34] - The company has a high long-term contract ratio, which helps stabilize profits despite market price fluctuations. In 2024, the gross profit from coal operations was 396.28 billion CNY, with a net profit of 152 CNY per ton [9][40] Coal Chemical Business - The company has diversified its coal chemical products, including polyethylene, methanol, urea, and ammonium nitrate, with a stable self-sufficiency rate and declining raw material coal prices supporting its gross margin [9][10] - The gross profit from coal chemical operations in 2024 was 31.12 billion CNY, maintaining a gross margin above 15% [9][10] Coal Mining Equipment Business - The coal mining equipment business achieved a production value of 103.5 billion CNY in 2024, with a stable gross margin of around 17% to 18% over the past five years [9][10] Power Business - The company is focusing on coal-electricity integration and accelerating the development of renewable energy projects, with significant capital investments planned for 2025 [9][10] Earnings Forecast and Investment Recommendations - The company is expected to generate revenues of 1,688.80 billion, 1,765.91 billion, and 1,846.27 billion CNY from 2025 to 2027, with net profits of 162.11 billion, 175.57 billion, and 189.54 billion CNY, respectively [9][10] - The current price-to-earnings ratio is projected to be 10.09, 9.32, and 8.63 for the years 2025 to 2027, indicating a favorable valuation [9][10]

Group 1 - The company, China Coal Energy (01898.HK), announced that it will hold a board meeting on August 22, 2025 [1] - The meeting will review and approve the group's interim results for the six months ending June 30, 2025 [1] - The board will also consider the distribution of an interim dividend [1]

香港交易及結算所有限公司及香港聯合交易所有限公司對本通知的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不對因本通知全部或任何部份內容 而產生或因依賴該等內容而引致的任何損失承擔任何責任。 於本通知刊發日期，本公司的執行董事為王樹東、廖華軍和趙榮哲；非執行董事 為徐倩；獨立非執行董事為景奉儒、詹豔景和黃江天。 * 僅供識別 董事會會議通知 中國中煤能源股份有限公司（「本公司」）董事會（「董事會」）謹此公佈，本 公司將於 2025 年 8 月 22 日（星期五）舉行董事會會議，藉以（其中包括）(i)審 議及批准本集團（包括本公司及其附屬公司）截至 2025 年 6 月 30 日止六個月之 中期業績，並(ii)考慮派發中期股息。 承董事會命 中國中煤能源股份有限公司 董事長、執行董事 王樹東 中國北京 2025 年 8 月 8 日 ...

金融界8月6日消息，上证指数低开高走，中证香港300资源指数 (H300资源，H30326)报2861.49点。 从中证香港300资源指数持仓样本的行业来看，石油与天然气占比50.07%、煤炭占比16.61%、贵金属占 比16.13%、工业金属占比15.73%、稀有金属占比0.89%、其他有色金属及合金占比0.56%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 本文源自：金融界 作者：行情君 数据统计显示，中证香港300资源指数近一个月上涨5.70%，近三个月上涨21.06%，年至今上涨 17.37%。 据了解，中证香港300行业主题指数系列从中证香港300指数样本中选取银行、运输、资源、基建、物流 和休闲等行业主题上市公司证券作为指数样本，以反映香港市场不同主题上市公司证券的整体表现。该 指数以20 ...

Core Viewpoint - The China Securities Hong Kong Dividend Equal Weight Index (HK Dividend EW) has shown significant growth, with a 5.11% increase over the past month, 27.27% over the past three months, and 31.63% year-to-date [1]. Group 1: Index Performance - The HK Dividend EW Index is currently at 3565.76 points, reflecting a strong upward trend [1]. - The index is composed of 30 securities selected from the Hong Kong Stock Connect, focusing on high cash dividend yields and stable dividends [1]. Group 2: Index Holdings - The top ten weighted securities in the index include China Hongqiao (4.34%), New China Life Insurance (3.97%), China Galaxy (3.94%), China National Building Material (3.94%), and China Cinda (3.77%) [1]. - The index exclusively comprises securities listed on the Hong Kong Stock Exchange, with a 100% allocation [1]. Group 3: Industry Composition - The industry breakdown of the index holdings shows that finance accounts for 37.00%, industrials 16.10%, energy 15.95%, materials 11.63%, real estate 6.77%, communication services 5.95%, consumer discretionary 3.37%, and utilities 3.22% [2]. Group 4: Sample Adjustment - The index samples are adjusted semi-annually, typically on the second Friday of June and December, with a sample adjustment limit of 20% unless specific conditions necessitate a larger adjustment [2]. - Weight factors are generally fixed until the next scheduled adjustment, with provisions for temporary adjustments in special circumstances [2].

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600575 | 淮河能源 | 3.51 | -0.28% | 27.25万 | 9555.07万 | | 600925 | 苏能股份 | 4.98 | -0.20% | 19.88万 | 9865.87万 | | 002128 | 电投能源 | 20.08 | -0.05% | 9.62万 | 1.92亿 | | 600403 | 大有能源 | 3.85 | 0.00% | 14.00万 | 5360.49万 | | 600985 | 淮北矿业 | 12.38 | 0.00% | 14.57万 | 1.80亿 | | 600546 | 山煤国际 | 9.64 | 0.21% | 17.09万 | 1.64亿 | | 601918 | 新集能源 | 6.47 | 0.31% | 39.50万 | 2.54亿 | | 600397 | 安源煤业 | 6.14 | 0.33% | 11.97万 | 7284.18万 | | 600508 | 上海能源 ...