Core Viewpoint - Shanxi Coking Coal experienced a decline in stock price, with a 2.02% drop on October 22, 2023, reflecting ongoing challenges in the coal industry [1] Financial Performance - Year-to-date, Shanxi Coking Coal's stock price has decreased by 9.10%, with a slight decline of 0.27% over the last five trading days, 0.14% over the last twenty days, and 3.32% over the last sixty days [1] - For the first half of 2025, the company reported operating revenue of 18.053 billion yuan, a year-on-year decrease of 16.30%, and a net profit attributable to shareholders of 1.014 billion yuan, down 48.44% year-on-year [2] Shareholder Information - As of June 30, 2025, the number of shareholders increased to 170,200, up 5.71% from the previous period, with an average of 27,261 circulating shares per shareholder, a decrease of 5.40% [2] - The company has distributed a total of 23.815 billion yuan in dividends since its A-share listing, with 12.603 billion yuan distributed in the last three years [3] Stock Market Activity - On October 22, 2023, the stock had a trading volume of 254 million yuan and a turnover rate of 0.75%, with a total market capitalization of 41.386 billion yuan [1] - The stock has appeared on the "Dragon and Tiger List" once this year, with the most recent appearance on July 22, 2023, where it recorded a net purchase of 1.02 billion yuan [1] Major Shareholders - As of June 30, 2025, major shareholders include Hong Kong Central Clearing Limited, holding 79.5034 million shares (a decrease of 3.41 million shares), and several ETFs such as Huatai-PB CSI 300 ETF and Guotai CSI Coal ETF, which have increased their holdings [3]

Core Viewpoint - Jinko Coal Industry's stock price has shown fluctuations with a recent decline of 2.03%, while the company has experienced a year-to-date increase of 19.86% in stock price [1][2]. Financial Performance - For the first half of 2025, Jinko Coal Industry reported a revenue of 5.965 billion yuan, a year-on-year decrease of 19.16%, and a net profit attributable to shareholders of 876 million yuan, down 39.01% year-on-year [2]. - The company has distributed a total of 6.083 billion yuan in dividends since its A-share listing, with 3.640 billion yuan distributed over the past three years [2]. Stockholder Information - As of September 19, 2025, the number of shareholders for Jinko Coal Industry was 56,000, a decrease of 1.75% from the previous period, with an average of 29,887 circulating shares per shareholder, an increase of 1.79% [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, holding 22.0111 million shares, and Ruiyuan Growth Value Mixed A, holding 15.9652 million shares, with some fluctuations in their holdings [3]. Market Activity - As of October 22, 2025, Jinko Coal Industry's stock was trading at 15.48 yuan per share, with a total market capitalization of 25.909 billion yuan and a trading volume of 1.07 billion yuan [1]. - The stock has seen a net outflow of 11.0258 million yuan from main funds, with significant buying and selling activity from large orders [1]. Business Overview - Jinko Coal Industry, established on July 25, 2001, and listed on June 23, 2006, primarily engages in coal mining, washing, processing, and sales, with coal accounting for 94% of its revenue [1]. - The company operates within the coal mining sector, specifically focusing on thermal coal, and is categorized under various investment themes such as scarce resources and state-owned assets in Shanxi [1].

Core Viewpoint - New Energy's stock price has shown a positive trend recently, with a notable increase in trading volume and market capitalization, indicating potential investor interest and market confidence [1][2]. Group 1: Stock Performance - As of October 21, New Energy's stock price increased by 2.01%, reaching 7.12 CNY per share, with a trading volume of 5.81 billion CNY and a turnover rate of 3.22%, resulting in a total market capitalization of 184.45 billion CNY [1]. - Year-to-date, New Energy's stock price has risen by 1.42%, with a 6.91% increase over the last five trading days, a 12.66% increase over the last 20 days, and a 9.71% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to June 2025, New Energy reported operating revenue of 58.11 billion CNY, a year-on-year decrease of 2.91%, and a net profit attributable to shareholders of 9.20 billion CNY, down 21.72% year-on-year [2]. - Since its A-share listing, New Energy has distributed a total of 31.16 billion CNY in dividends, with 10.88 billion CNY distributed over the past three years [3]. Group 3: Shareholder Structure - As of September 10, New Energy had 100,000 shareholders, an increase of 3.09% from the previous period, with an average of 25,905 circulating shares per shareholder, a decrease of 3.00% [2]. - Among the top ten circulating shareholders, notable positions include Guotai Zhenzheng Coal ETF holding 24.12 million shares, and Southern Zhenzheng 500 ETF increasing its holdings by 3.20 million shares to 23.19 million shares [3].

Core Viewpoint - Hengyuan Coal Power's stock price has experienced a decline of 20.02% year-to-date, with recent trading showing slight recovery, indicating potential volatility in the coal industry [1][2]. Financial Performance - For the first half of 2025, Hengyuan Coal Power reported revenue of 2.377 billion yuan, a year-on-year decrease of 38.94%, and a net profit attributable to shareholders of -129 million yuan, reflecting a significant decline of 117.04% [2]. - Cumulative cash dividends since the A-share listing amount to 5.864 billion yuan, with 2.784 billion yuan distributed over the past three years [2]. Stock Market Activity - As of October 21, Hengyuan Coal Power's stock was trading at 7.15 yuan per share, with a market capitalization of 8.58 billion yuan [1]. - The stock has seen a trading volume of 112 million yuan, with a turnover rate of 1.30% [1]. - Recent trading data indicates a net inflow of 413,500 yuan from main funds, with significant buying and selling activity from large orders [1]. Shareholder Structure - As of June 30, 2025, the number of shareholders increased by 12.84% to 40,800, while the average number of tradable shares per person decreased by 11.38% to 29,416 shares [2][3]. - Major shareholders include various ETFs, with notable reductions in holdings from several funds, while new positions were established by others [3].

Core Viewpoint - China Shenhua's stock price has shown slight fluctuations, with a recent decline of 2.01% and a total market capitalization of 822.16 billion yuan, indicating a mixed investor sentiment in the market [1] Financial Performance - For the first half of 2025, China Shenhua reported a revenue of 138.11 billion yuan, a year-on-year decrease of 17.83%, and a net profit attributable to shareholders of 24.64 billion yuan, down 16.48% compared to the previous year [2] - The company has distributed a total of 460.99 billion yuan in dividends since its A-share listing, with 140.47 billion yuan distributed over the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders for China Shenhua was 161,300, a decrease of 16.75% from the previous period, while the average number of circulating shares per shareholder increased by 20.32% to 103,331 shares [2] - The top circulating shareholders include China Securities Finance Corporation with 595 million shares and Hong Kong Central Clearing Limited with 171 million shares, the latter having increased its holdings by 14.73 million shares [3] Stock Performance - Year-to-date, China Shenhua's stock price has increased by 0.39%, with a 1.80% rise over the last five trading days, an 8.35% increase over the last 20 days, and a 9.76% increase over the last 60 days [1] Business Overview - China Shenhua primarily engages in coal and electricity production and sales, with coal accounting for 75.23% of its revenue, followed by electricity at 29.35%, and other segments including rail transport, port operations, and coal chemical products [1] - The company is classified under the coal mining sector, specifically focusing on thermal coal [1]

Core Viewpoint - Huabei Mining's stock price has shown a positive trend recently, with a year-to-date increase of 2.33% and significant gains over various trading periods, despite a decline in revenue and net profit for the first half of 2025 [1][2]. Company Overview - Huabei Mining Co., Ltd. is located in Huabei City, Anhui Province, and was established on March 18, 1999. It was listed on April 28, 2004. The company primarily engages in the sale of civil explosive products and blasting engineering services, as well as coal mining, washing, processing, and sales, and the production and sales of coal chemical products [1]. - The revenue composition of Huabei Mining includes: commodity trading (39.15%), coal products (26.23%), coal chemical products (20.81%), engineering and labor services (3.55%), blending business (2.55%), electricity sales (1.99%), others (1.96%), blasting engineering services (1.23%), mining business (1.21%), civil explosive product sales (0.81%), and transportation services (0.51%) [1]. Financial Performance - As of September 30, Huabei Mining had 45,300 shareholders, a decrease of 1.50% from the previous period, with an average of 59,430 circulating shares per shareholder, an increase of 1.52% [2]. - For the first half of 2025, Huabei Mining reported operating revenue of 20.682 billion yuan, a year-on-year decrease of 44.58%, and a net profit attributable to shareholders of 1.032 billion yuan, down 64.85% year-on-year [2]. Dividend Information - Since its A-share listing, Huabei Mining has distributed a total of 13.156 billion yuan in dividends. In the last three years, the cumulative dividend payout was 7.318 billion yuan [3]. Shareholding Structure - As of June 30, 2025, the second-largest circulating shareholder of Huabei Mining is Hong Kong Central Clearing Limited, holding 28.4545 million shares, a decrease of 3.9644 million shares from the previous period. The third-largest shareholder, Low Volatility Dividend (512890), increased its holdings by 4.5292 million shares to 27.5317 million shares [3].

截至6月30日，兖矿能源股东户数14.78万，较上期增加1.14%；人均流通股0股，较上期增加0.00%。 2025年1月-6月，兖矿能源实现营业收入593.49亿元，同比减少17.93%；归母净利润46.52亿元，同比减 少38.53%。 分红方面，兖矿能源A股上市后累计派现868.46亿元。近三年，累计派现423.77亿元。 机构持仓方面，截止2025年6月30日，兖矿能源十大流通股东中，香港中央结算有限公司位居第三大流 通股东，持股1.10亿股，相比上期增加1701.67万股。华泰柏瑞沪深300ETF（510300）位居第四大流通 股东，持股3195.70万股，相比上期增加264.12万股。国泰中证煤炭ETF（515220）位居第五大流通股 东，持股2778.41万股，相比上期增加601.41万股。华泰柏瑞上证红利ETF（510880）位居第六大流通股 东，持股2643.46万股，相比上期减少541.78万股。易方达沪深300ETF（510310）位居第七大流通股 东，持股2271.72万股，相比上期增加220.54万股。华夏沪深300ETF（510330）位居第九大流通股东， 持股1665.83万股， ...

Core Viewpoint - Lu'an Environmental Energy has experienced a stock price increase of 11.90% year-to-date, with significant gains over various time frames, indicating strong market performance and investor interest [2]. Company Overview - Lu'an Environmental Energy, established on July 19, 2001, and listed on September 22, 2006, is located in Xiangyuan County, Changzhi City, Shanxi Province. The company primarily engages in raw coal mining, coal washing, and coking, with its main coal types being lean coal, poor lean coal, and poor coal [2]. - The company's revenue composition is as follows: coal accounts for 92.66%, coke for 5.53%, and other sources for 1.81% [2]. - The company belongs to the coal mining sector, specifically focusing on coking coal, and is part of various concept sectors including thermal coal, Shanxi state-owned assets, margin financing, mid-cap stocks, and MSCI China [2]. Stock Performance - As of October 17, Lu'an Environmental Energy's stock price was 15.61 CNY per share, with a market capitalization of 46.696 billion CNY. The stock has seen a trading volume of 7.58 billion CNY and a turnover rate of 1.59% [1]. - The stock has shown notable performance with a 5-day increase of 5.62%, a 20-day increase of 19.53%, and a 60-day increase of 45.75% [2]. Financial Performance - For the period from January to June 2025, Lu'an Environmental Energy reported a revenue of 14.069 billion CNY, reflecting a year-on-year decrease of 20.31%. The net profit attributable to shareholders was 1.348 billion CNY, down 39.44% year-on-year [2]. - The company has distributed a total of 25.851 billion CNY in dividends since its A-share listing, with 14.505 billion CNY distributed over the past three years [3]. Shareholder Information - As of September 10, 2025, the number of shareholders for Lu'an Environmental Energy was 81,000, an increase of 14.08% from the previous period. The average circulating shares per person decreased by 12.35% to 36,930 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited, which holds 44.742 million shares, an increase of 7.126 million shares from the previous period [3].

新集能源今年以来股价跌2.71%，近5个交易日涨6.89%，近20日涨9.28%，近60日涨8.07%。 机构持仓方面，截止2025年6月30日，新集能源十大流通股东中，国泰中证煤炭ETF（515220）位居第 八大流通股东，持股2412.22万股，为新进股东。南方中证500ETF（510500）位居第九大流通股东，持 股2319.14万股，相比上期增加319.73万股。万家精选A（519185）位居第十大流通股东，持股2266.38万 股，相比上期减少198.09万股。万家宏观择时多策略A（519212）退出十大流通股东之列。 资料显示，中煤新集能源股份有限公司位于安徽省淮南市田家庵区民惠街新集能源办公园区，成立日期 1997年12月1日，上市日期2007年12月19日，公司主营业务涉及煤炭开采、煤炭洗选和火力发电。主营 业务收入构成为：煤炭销售55.72%，电力销售40.04%，其他3.53%，副产品销售0.71%。 责任编辑：小浪快报 新集能源所属申万行业为：煤炭-煤炭开采-动力煤。所属概念板块包括：动力煤、抽水蓄能、超超临界 发电、央企改革、煤化工等。 10月16日，新集能源盘中上涨2.09%，截至1 ...

截至6月30日，中国神华股东户数16.13万，较上期减少16.75%；人均流通股103331股，较上期增加 20.32%。2025年1月-6月，中国神华实现营业收入1381.09亿元，同比减少17.83%；归母净利润246.41亿 元，同比减少16.48%。 分红方面，中国神华A股上市后累计派现4609.99亿元。近三年，累计派现1404.70亿元。 中国神华今年以来股价涨1.12%，近5个交易日涨5.68%，近20日涨9.20%，近60日涨6.11%。 资料显示，中国神华能源股份有限公司位于北京市东城区安定门西滨河路22号,香港中环花园道1号中银 大厦60楼B室，成立日期2004年11月8日，上市日期2007年10月9日，公司主营业务涉及煤炭和电力的生 产与销售、铁路和港口运输,航运业务,煤制烯烃业务。主营业务收入构成为：煤炭75.23%，发电 29.35%，铁路15.52%，港口2.51%，煤化工2.11%，航运1.19%，未分配项目0.31%。 中国神华所属申万行业为：煤炭-煤炭开采-动力煤。所属概念板块包括：动力煤、H股、茅概念、煤化 工、MSCI中国等。 10月16日，中国神华盘中上涨2.01%，截 ...