期货热点追踪 煤矿复产缓慢，行业协会联合提价！900元的焦煤，是顶还是起点？ 相关链接 ...

晨报 煤焦 煤焦：盘面震荡运行 关注煤矿复产进展 投资咨询业务资格： 负责人：赵 毅 从业资格号：F3059924 投资咨询号：Z0002978 电话：010-62688526 成 材：武秋婷 从业资格号：F3078638 投资咨询号：Z0018248 电话：010-62688555 原材料：程 鹏 从业资格号：F3038114 投资咨询号：Z0014834 电话：010-62688541 重要声明： 本报告中的信息均来源于公开的资料，我公司对信息的准确性及完整性不作任何保证，也不保证包含的信 息和建议不会发生变更，我们已力求报告内容的客观、公正，但文中观点、结论和建议仅供参考，投资者据此 做出的任何投资决策与本公司和作者无关。 有色金属：于梦雪 从业资格号：F03127144 投资咨询号：Z0020161 电话：021-20857653 成文时间： 2025 年 7 月 2 日 逻辑：昨日，煤矿复产消息刺激多头情绪有所降温，煤焦期货价格延 续震荡回落。现货端，焦炭 4 轮提降落地后偏稳运行；焦煤市场整体维持 弱稳运行。 证监许可【2011】1452 号 市场方面，据机构调研，山西区域个别前期停产煤矿有陆续复 ...

晨报 煤焦 煤焦：煤矿存复产预期 盘面反弹遇阻 投资咨询业务资格： 负责人：赵 毅 从业资格号：F3059924 投资咨询号：Z0002978 电话：010-62688526 成 材：武秋婷 从业资格号：F3078638 投资咨询号：Z0018248 电话：010-62688555 从业资格号：F3038114 投资咨询号：Z0014834 电话：010-62688541 原材料： 冯艳成 从业资格号：F3059529 投资咨询号：Z0018932 电话：010-62688516 有色金属：于梦雪 从业资格号：F03127144 投资咨询号：Z0020161 电话：021-20857653 成文时间： 2025 年 7 月 1 日 逻辑：昨日，煤矿复产消息刺激多头情绪有所降温，煤焦期货价格震 荡回落，尾盘收跌。现货端，焦炭 4 轮提降落地后偏稳运行；焦煤市场整 体维持弱稳运行。 证监许可【2011】1452 号 市场方面，据机构调研，山西区域个别前期停产煤矿有陆续复产计划， 乡宁某停产大矿正在办理复产验收手续，复产时间预计 7 月 3-4 日，该矿 于 6 月 1 日因安全因素停产整顿，截至目前累计停产 30 ...

Core Viewpoint - Daya Energy's subsidiary Mengjin Coal Mine has resumed operations after a 38-day shutdown due to an accident, which is expected to positively impact the company's coal production in 2025 [1][3]. Group 1: Company Operations - Mengjin Coal Mine has a certified production capacity of 1.2 million tons per year, accounting for 7.84% of the company's total capacity [1]. - In 2024, Mengjin Coal Mine produced 1.2305 million tons of commercial coal, generating revenue of 581 million yuan, representing 12.71% and 11.78% of the company's total production and revenue, respectively [1]. - The mine's production in Q1 2025 was 238,400 tons, with revenue of 106 million yuan, contributing 8.82% and 9.81% to the company's respective totals [1]. Group 2: Financial Performance - Daya Energy reported a net loss of 1.091 billion yuan in 2024, attributed to a decline in average coal prices by approximately 106 yuan per ton, which reduced total profit by about 1 billion yuan [2]. - The company experienced a year-on-year increase in coal production of 546,400 tons and sales of 358,200 tons in 2024, which positively impacted total profit by approximately 420 million yuan [2]. - Overall, the company's total profit decreased by about 580 million yuan in 2024 due to a combination of factors including increased coal production and changes in coal quality [2]. Group 3: Future Outlook - With the resumption of operations at Mengjin Coal Mine and the recent approval for the Yengcun Coal Mine's 15th mining area to resume production, Daya Energy's overall coal output is expected to increase [3]. - The Yengcun Coal Mine has a certified production capacity of 3.6 million tons per year, representing 23.53% of the company's total capacity, and its production is projected to increase by approximately 1 million tons following the resumption [3].