12月18日，淮北矿业盘中上涨2.04%，截至10:56，报11.51元/股，成交1.21亿元，换手率0.39%，总市值 309.99亿元。 资金流向方面，主力资金净流入138.69万元，特大单买入662.18万元，占比5.46%，卖出265.36万元，占 比2.19%；大单买入2381.85万元，占比19.64%，卖出2639.97万元，占比21.77%。 淮北矿业今年以来股价跌13.59%，近5个交易日涨1.23%，近20日跌10.43%，近60日跌8.80%。 截至12月10日，淮北矿业股东户数4.34万，较上期增加15.58%；人均流通股62055股，较上期减少 13.48%。2025年1月-9月，淮北矿业实现营业收入318.41亿元，同比减少43.81%；归母净利润10.70亿 元，同比减少74.14%。 分红方面，淮北矿业A股上市后累计派现131.56亿元。近三年，累计派现73.18亿元。 机构持仓方面，截止2025年9月30日，淮北矿业十大流通股东中，国泰中证煤炭ETF（515220）位居第 二大流通股东，持股4268.09万股，为新进股东。红利低波（512890）位居第三大流通股东，持股 31 ...

来源：新浪证券-红岸工作室 12月11日，山西焦煤跌1.22%，成交额1.60亿元，换手率0.53%，总市值367.88亿元。 异动分析 煤炭概念+煤化工概念+国企改革+人形机器人 1、山西焦煤能源集团股份有限公司的主营业务是煤炭的生产、洗选加工、销售及发供电，矿山开发设 计施工、矿用及电力器材生产经营。 2、山西焦煤能源集团股份有限公司主营业务是煤炭的生产、洗选加工、销售及发供电，矿山开发设计 施工、矿用及电力器材生产经营等。公司主要产品有焦煤、肥煤、瘦煤、贫瘦煤、气煤、电力热力、焦 炭及化工产品。 今日主力净流入-2681.80万，占比0.18%，行业排名26/30，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入-4.32亿，连续3日被主力资金减仓。 区间今日近3日近5日近10日近20日主力净流入-2741.69万-7132.79万-1.02亿-1.24亿-4.51亿 主力持仓 主力轻度控盘，筹码分布较为分散，主力成交额1.19亿，占总成交额的10.8%。 技术面：筹码平均交易成本为7.13元 3、公司属于国有企业。公司的最终控制人为山西省人民政府国有资产监督管理委员会。 4、2025年9 ...

Core Viewpoint - Shenhua Co., Ltd. has shown a significant stock price increase of 49.97% year-to-date, with a recent trading performance indicating mixed trends in the short term [1][2]. Financial Performance - For the period from January to September 2025, Shenhua Co., Ltd. achieved a revenue of 31.005 billion yuan, representing a year-on-year growth of 9.50%. However, the net profit attributable to shareholders decreased by 1.38% to 3.49 billion yuan [2]. - Cumulatively, since its A-share listing, the company has distributed a total of 9.422 billion yuan in dividends, with 5.843 billion yuan distributed over the past three years [3]. Shareholder Information - As of November 20, 2025, the number of shareholders for Shenhua Co., Ltd. reached 71,700, an increase of 5.29% from the previous period. The average number of circulating shares per shareholder decreased by 5.02% to 31,346 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 77.6616 million shares, which is an increase of 38.6067 million shares from the previous period [3]. Market Activity - On November 28, 2025, Shenhua Co., Ltd.'s stock price rose by 2.07% to 24.60 yuan per share, with a trading volume of 303 million yuan and a turnover rate of 0.55%. The total market capitalization reached 55.326 billion yuan [1]. - The net outflow of main funds was 2.2425 million yuan, with large orders showing a buy of 61.0525 million yuan and a sell of 52.6108 million yuan [1].

Core Viewpoint - Jin Energy Holdings Co., Ltd. has experienced fluctuations in stock performance, with a year-to-date increase of 9.02% but a recent decline over the past five and twenty trading days, indicating potential volatility in the coal industry [1][2]. Financial Performance - For the period from January to September 2025, Jin Energy reported a revenue of 9.325 billion yuan, representing a year-on-year decrease of 16.99%. The net profit attributable to shareholders was 1.277 billion yuan, down 40.65% compared to the previous year [2]. - Cumulatively, since its A-share listing, Jin Energy has distributed a total of 6.083 billion yuan in dividends, with 3.640 billion yuan distributed over the last three years [3]. Shareholder and Market Activity - As of November 20, 2025, the number of shareholders for Jin Energy was 53,000, a decrease of 8.62% from the previous period. The average number of circulating shares per shareholder increased by 9.43% to 31,579 shares [2]. - The stock's trading activity showed a net outflow of 3.3009 million yuan from major funds, with significant buying and selling activity observed in large orders [1]. Company Overview - Jin Energy, established on July 25, 2001, and listed on June 23, 2006, is primarily engaged in coal mining, washing, processing, and sales, with coal accounting for 94% of its main business revenue [1]. - The company operates within the coal mining sector, specifically focusing on thermal coal, and is part of various concept sectors including Shanxi state-owned assets and social security heavy positions [1].

Core Viewpoint - Electric Power Investment Energy has shown a significant increase in stock price and trading volume, indicating positive market sentiment and potential growth opportunities in the coal and aluminum sectors [1][2]. Financial Performance - For the period from January to September 2025, Electric Power Investment Energy achieved a revenue of 22.403 billion yuan, representing a year-on-year growth of 2.72% [2]. - The net profit attributable to shareholders for the same period was 4.118 billion yuan, reflecting a year-on-year decrease of 6.40% [2]. Stock Performance - As of November 25, the stock price of Electric Power Investment Energy rose by 41.85% year-to-date, with a recent increase of 0.26% over the last five trading days and 9.67% over the last 20 days [1]. - The stock is currently trading at 26.64 yuan per share, with a market capitalization of 59.716 billion yuan [1]. Shareholder Information - As of September 30, the number of shareholders decreased by 11.29% to 27,100, while the average number of circulating shares per person increased by 12.72% to 82,831 shares [2]. - The company has distributed a total of 11.815 billion yuan in dividends since its A-share listing, with 4.550 billion yuan distributed in the last three years [3]. Major Shareholders - As of September 30, 2025, Hong Kong Central Clearing Limited is the fifth-largest circulating shareholder, holding 47.2447 million shares, an increase of 18.5055 million shares from the previous period [3].

资料显示，河南神火煤电股份有限公司位于河南省永城市东城区东环路北段369号，成立日期1998年8月 31日，上市日期1999年8月31日，公司主营业务涉及铝产品、煤炭的生产、加工和销售及发供电。主营 业务收入构成为：电解铝69.40%，煤炭14.11%，铝箔6.41%，铝箔坯料4.44%，贸易3.82%，其他业务 1.73%，运输0.05%，阳极炭块0.03%，型焦0.03%。 11月24日，神火股份盘中下跌2.01%，截至11:22，报23.88元/股，成交3.88亿元，换手率0.71%，总市值 537.06亿元。 资金流向方面，主力资金净流出3826.19万元，特大单买入2926.68万元，占比7.53%，卖出2277.83万 元，占比5.86%；大单买入8996.87万元，占比23.16%，卖出1.35亿元，占比34.68%。 神火股份今年以来股价涨45.58%，近5个交易日跌6.43%，近20日跌2.89%，近60日涨26.75%。 神火股份所属申万行业为：有色金属-工业金属-铝。所属概念板块包括：电池箔、有色铝、动力煤、一 带一路、融资融券等。 截至11月10日，神火股份股东户数6.81万，较上期增 ...

Core Viewpoint - Yanzhou Coal Mining Company Limited's stock has experienced a decline in recent trading sessions, with a notable drop in both revenue and net profit year-on-year, indicating potential challenges in the coal industry [1][2]. Financial Performance - As of September 30, 2025, Yanzhou Coal reported a revenue of 104.96 billion yuan, a decrease of 1.57% year-on-year, and a net profit attributable to shareholders of 7.12 billion yuan, down 37.57% compared to the previous year [2]. - The company's stock price has increased by 1.71% year-to-date but has seen a decline of 7.88% over the last five trading days and 9.22% over the last twenty days [1]. Shareholder Information - The number of shareholders as of September 30, 2025, is 134,200, which represents a decrease of 9.15% from the previous period [2]. - The company has distributed a total of 86.85 billion yuan in dividends since its A-share listing, with 42.38 billion yuan distributed in the last three years [3]. Major Shareholders - As of September 30, 2025, the top circulating shareholder is Hong Kong Central Clearing Limited, holding 75.09 million shares, a decrease of 34.53 million shares from the previous period [3]. - The Guotai CSI Coal ETF ranks as the fourth-largest circulating shareholder, increasing its holdings by 43.08 million shares to 70.87 million shares [3].

Core Viewpoint - Shenhuo Co., Ltd. has experienced a stock price decline of 2.05% on November 21, with a current price of 24.40 CNY per share, despite a year-to-date increase of 48.75% [1] Financial Performance - For the period from January to September 2025, Shenhuo Co., Ltd. achieved a revenue of 31.005 billion CNY, representing a year-on-year growth of 9.50%. However, the net profit attributable to shareholders decreased by 1.38% to 3.49 billion CNY [2] - Cumulative cash dividends since the A-share listing amount to 9.422 billion CNY, with 5.843 billion CNY distributed over the past three years [3] Shareholder Information - As of November 10, 2025, the number of shareholders for Shenhuo Co., Ltd. reached 68,100, an increase of 4.13% from the previous period. The average number of circulating shares per person decreased by 3.96% to 33,003 shares [2] - The largest circulating shareholder, Hong Kong Central Clearing Limited, holds 77.6616 million shares, an increase of 3.866 million shares compared to the previous period [3] Market Activity - On November 21, the stock saw a trading volume of 75.9528 million CNY, with a turnover rate of 0.14%. The total market capitalization stands at 54.876 billion CNY [1] - The net outflow of main funds was 11.0305 million CNY, with significant selling pressure observed [1]

Core Viewpoint - The stock of Electric Power Investment Energy has experienced fluctuations, with a current price of 26.67 CNY per share, reflecting a year-to-date increase of 42.01% but a recent decline of 6.09% over the past five trading days [1] Financial Performance - For the period from January to September 2025, Electric Power Investment Energy reported a revenue of 22.403 billion CNY, representing a year-on-year growth of 2.72%. However, the net profit attributable to shareholders decreased by 6.40% to 4.118 billion CNY [2] - Cumulatively, the company has distributed 11.815 billion CNY in dividends since its A-share listing, with 4.550 billion CNY distributed over the past three years [3] Shareholder Information - As of September 30, 2025, the number of shareholders for Electric Power Investment Energy is 27,100, a decrease of 11.29% from the previous period. The average number of circulating shares per shareholder increased by 12.72% to 82,831 shares [2] - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited holds 47.2447 million shares, an increase of 18.5055 million shares compared to the previous period [3] Market Activity - The stock has seen a trading volume of 325 million CNY with a turnover rate of 0.53%. The net inflow of main funds was 4.2306 million CNY, with significant buying and selling activity noted [1]

Core Viewpoint - Shenhuo Co., Ltd. has shown a significant stock price increase of 53.33% year-to-date, despite a recent decline of 6.85% over the last five trading days, indicating volatility in its stock performance [1]. Group 1: Stock Performance - As of November 19, Shenhuo's stock price reached 25.15 CNY per share, with a market capitalization of 565.62 billion CNY [1]. - The trading volume was 7.46 billion CNY, with a turnover rate of 1.34% [1]. - The stock has experienced a 30.72% increase over the last 60 days and an 8.13% increase over the last 20 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Shenhuo reported a revenue of 310.05 billion CNY, reflecting a year-on-year growth of 9.50% [2]. - The net profit attributable to shareholders was 34.90 billion CNY, which represents a year-on-year decrease of 1.38% [2]. Group 3: Shareholder Information - As of November 10, the number of shareholders increased to 68,100, a rise of 4.13% from the previous period [2]. - The average number of circulating shares per shareholder decreased by 3.96% to 33,003 shares [2]. - Shenhuo has distributed a total of 94.22 billion CNY in dividends since its A-share listing, with 58.43 billion CNY distributed over the last three years [3]. Group 4: Major Shareholders - As of September 30, 2025, Hong Kong Central Clearing Limited was the fourth largest circulating shareholder, holding 77.66 million shares, an increase of 38.67 million shares from the previous period [3]. - Southern CSI 500 ETF was the seventh largest circulating shareholder, holding 22.93 million shares, a decrease of 448,000 shares from the previous period [3].