CHINA COAL ENERGY(CCOZY)
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中煤能源7月商品煤销量为2117万吨 同比减少9.6%
Zhi Tong Cai Jing· 2025-08-14 08:57
Group 1 - The core point of the article indicates that China Coal Energy (601898) reported a decrease in both coal production and sales for July 2025, with production at 11.05 million tons, down 8.7% year-on-year, and sales at 21.17 million tons, down 9.6% year-on-year [1] - For the period from January to July, the company produced 78.39 million tons of coal, reflecting a slight decrease of 0.3% year-on-year, while sales were approximately 150 million tons, showing a decline of 4.5% year-on-year [1]
中煤能源(01898) - 2025年7月份主要生產经营资料公告
2025-08-14 08:40
(股份代號:01898) 2025 年 7 月份主要生產經營數據公告 (海外監管公告) 中國中煤能源股份有限公司(「本公司」)董事會及全體董事保證本公告內容 不存在任何虛假記載、誤導性陳述或重大遺漏,並對其內容的真實性、準確 性和完整性承擔法律責任。 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公告的內容概不負責,對其 準確性或完整性亦不發表任何聲明,幷明確表示,概不對因本公告全部或任何部份內容 而産生或因依賴該等內容而引致的任何損失承擔任何責任。 ( 於中華人民共和國註冊成立的股份有限公司 ) 上述生產經營數據並不對本公司未來經營情況作出任何明示或默示的預測 或保證,投資者應注意不恰當信賴或使用以上信息可能造成投資風險。 公司將在本公告披露後適時召開月度生產經營資料說明會,具體參會事宜請 詢公司投資者熱線 010-82236028。 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 14 日 於本公告刊發日期,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 2 | 指標項目 | 單位 ...
中煤能源大跌2.25%!华泰柏瑞基金旗下1只基金持有
Sou Hu Cai Jing· 2025-08-14 08:33
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 ...
研报掘金丨国海证券:中煤能源投资价值凸显,维持“买入”评级
Ge Long Hui A P P· 2025-08-12 06:35
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。 ...
中煤能源(601898):深度报告: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
Guohai Securities· 2025-08-11 14:09
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]
中煤能源(01898.HK)将于8月22日举行董事会会议以审批中期业绩


Ge Long Hui A P P· 2025-08-08 13:12
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]
中煤能源(01898) - 董事会会议通知


2025-08-08 12:51
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 ...
中证香港300资源指数报2861.49点,前十大权重包含中煤能源等
Jin Rong Jie· 2025-08-06 08:36
Core Viewpoint - The China Hong Kong 300 Resource Index has shown significant growth, with a 5.70% increase over the past month, 21.06% over the past three months, and 17.37% year-to-date [1]. Group 1: Index Performance - The China Hong Kong 300 Resource Index is currently at 2861.49 points [1]. - The index reflects the overall performance of listed companies in various sectors such as banking, transportation, resources, infrastructure, logistics, and leisure [1]. Group 2: Index Holdings - The top ten weighted companies in the index are: China National Offshore Oil (27.99%), PetroChina (13.08%), Zijin Mining (11.11%), China Shenhua (10.1%), Sinopec (8.64%), China Hongqiao (5.0%), China Coal Energy (3.47%), Luoyang Molybdenum (3.12%), Zhaojin Mining (3.06%), and Yanzhou Coal Mining (2.55%) [1]. - The index is fully comprised of companies listed on the Hong Kong Stock Exchange, with a 100% market share [1]. Group 3: Sector Composition - The sector composition of the index includes: Oil and Gas (50.07%), Coal (16.61%), Precious Metals (16.13%), Industrial Metals (15.73%), Rare Metals (0.89%), and Other Non-ferrous Metals and Alloys (0.56%) [2]. - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2].