近日，信用中国（陕西）公示了陕西南梁矿业有限公司的行政处罚决定，陕煤安监二罚〔2025〕99023号行政处罚决定书文号显示，陕西 南梁矿业有限公司主要违法事实包括30208运输顺槽掘进工作面甲烷传感器T1悬挂位置距迎头10米、提供虚假情况、辅运大巷3900m处积 水未能保证有足够的排水能力、没有及时清除主运大巷二部皮带机头检修行人通道中的浮煤和清扫、冲洗沉积煤尘、煤矿机电副矿长、机 电副总工程师未按规定上岗检查等19项违法内容。 | 站内立章 | 自治省询 | | | | | --- | --- | --- | --- | --- | | 请输入企业 / 工商注册号 统一社会信用代码 ... | | | | | | 信息公开 信用动态 政策法规 信用資询 | 首页 | 信自公示 ｜ 信用应用 ｜ 信用服务 ｜ 返信文化 | 中动交流 | | | 陕西南梁矿业有限公司 | 双公示 | | | | | 6 | 6 | 异议/纠错 | 信用修复 | 联合奖结 | | 双随机抽查结果 | 风险稳示：本网站仅有于已掌握的信息提供查询服务，查询结果不代表本网站对被查询对我信用状况的评价。仅供参考，遭注意识别到的商信 | ...

Financial Performance - Peabody Energy reported a quarterly loss of $0.06 per share, compared to the Zacks Consensus Estimate of a loss of $0.04, and a significant decline from earnings of $1.43 per share a year ago, indicating an earnings surprise of -50.00% [1] - The company posted revenues of $890.1 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 5.07%, and down from $1.04 billion in the same quarter last year [2] - Over the last four quarters, Peabody Energy has surpassed consensus EPS estimates two times and topped consensus revenue estimates two times [2] Stock Performance - Peabody Energy shares have declined approximately 26.4% since the beginning of the year, while the S&P 500 has gained 8.2% [3] - The current status of estimate revisions for Peabody Energy translates into a Zacks Rank 3 (Hold), indicating that the shares are expected to perform in line with the market in the near future [6] Future Outlook - The current consensus EPS estimate for the coming quarter is $0.04 on revenues of $942.7 million, and for the current fiscal year, it is $0.45 on revenues of $3.82 billion [7] - The outlook for the coal industry, where Peabody Energy operates, is currently in the bottom 13% of the Zacks industries, which may materially impact the stock's performance [8]

2025年以来3种钢材价格走势，数据来源：上海钢联 据中国钢铁工业协会官方微信公众号消息，中钢协会长，首钢集团党委书记、董事长赵民革近日接受采访时表示，从供给端来看，今年国家将继续实施粗 钢产量调控政策，预计相关调控措施在下半年开始有所显现，钢铁供需矛盾会有所缓解。 作为炼钢的重要原料，焦炭价格上涨，下游企业的接受度如何？ "如果自产焦能满足生产，公司就能节约（部分成本），反之只能被迫接受焦炭提价。"上述知情人说。 产业链的联动逻辑在此轮涨价中尤为清晰：当前，焦炭上游焦煤价格、下游钢铁价格均有上涨，作为中游环节，此次焦炭价格上涨，或能与上下游共享产 业链利润。 上游原材料端，焦煤主力合约7月30日收盘报1117元/吨，该合约价格自6月以来持续攀升。上海钢联数据显示，自2021年9月起，吕梁主焦煤价格高位回 落。不过，7月下旬起吕梁主焦煤价格迅速上涨，7月30日价格为1411元/吨。 下游钢材方面，螺纹钢主力合约7月30日下午收盘价报3315元/吨，较6月3日年度最低价（2912元/吨）累计上涨13.8%。热卷主力合约同期收于3483元/吨， 盘中价格创5个月以来新高，较年内低点上涨15%，6月以来总体呈上涨趋 ...

7月31日午后，A股三大指数走弱，截至14:50，创业板指跌1.86%，沪指跌1.39%，深成指跌 1.95%。煤炭、钢铁、有色金属、光伏、房地产等方向跌幅居前，沪深京三市下跌个股跌超 4400只。 水产、稀有金属、房地产、保险、煤炭板块跌幅居前。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 002837 | 英维克 | 40.21 | 3.66 | 10.01% | | 002757 | 南兴股份 | 21.78 | 1.98 | 10.00% | | 300249 | 依米康 | 15.56 | 1.00 | 6.87% | | 688158 | 优刻得-W | 26.35 | 1.54 | 6.21% | | 835305 | *ST云创 | 19.18 | 1.10 | 6.08% | | 601138 | XD工业富 | 34.43 | 1.79 | 5.48% | | 300394 | 天孚通信 | 106.10 | 4.41 | 4.34% | | 002261 | 拓维信息 | 32.49 | 1.08 | 3 ...

上半年焦炭价格走低，与下游钢铁行业国内需求偏弱密切相关，尤其一季度终端钢材需求淡季，高炉开 工率下滑明显，焦炭刚需支撑不足。二季度市场需求启动缓慢，焦炭价格仅短暂修复一轮后再次下行。 近日，焦炭市场掀起一波涨价潮。据记者了解，唐山市场主流钢厂将湿熄焦炭价格上调50元/吨，干熄 焦上调55元/吨，新价格自2025年7月29日零点起执行。此外，邢台、石家庄及天津地区的部分钢厂，也 对湿熄焦炭和干熄焦进行了同等幅度的上调。 一德期货天津分公司高级分析师张源告诉《华夏时报》记者，"焦炭本次上涨自7月15日前后启动，目前 已落地4轮，累计涨幅200元/吨（湿熄焦），市场预计本次上涨共5-6轮左右，累计涨幅约300元/吨。" 钢厂补库积极性高 值得注意的是，这是本年度焦炭价格的第二波行情。据记者了解，今年1-6月份，焦炭主流市场价格累 计降十轮，仅4月份上涨一轮。上半年整体呈下滑态势，均价同比下跌33.12%。 值得一提的是，这类企业的亏损并非短期现象，例如，安泰集团自2022年起已连续三年亏损，陕西黑猫 在2023年、2024年连续两年亏损，云煤能源则在2022年与2024年两度陷入亏损。 对于本次焦炭价格的上涨，张源 ...

Group 1 - The company held its 45th meeting of the 9th Board of Directors on July 28, 2025, where all 15 directors participated and approved several key resolutions [1] - The board approved a proposal to sell equity in a controlling subsidiary with unanimous consent [1] - The company plans to apply for a comprehensive credit facility of RMB 100 million from Shinhan Bank (China) Co., Ltd. to support a syndicated loan with CITIC Bank, with a credit term from July 28, 2025, to April 30, 2028 [2] - The board authorized the chairman to represent the company in signing relevant contracts and agreements related to the comprehensive credit facility and financing business [2] Group 2 - The board approved a proposal for a loan to support the "Pingdingshan Tianan Coal Industry Co., Ltd. Coal Mine Digitalization and Intelligent Upgrade Project (2024-2026)" [2] - The board decided to establish internal management changes, including renaming departments to better align with business development needs [2]

- The report aims to track large purchases and net active purchases using transaction detail data[1] - The indicators used are the proportion of large order transaction amounts and the proportion of net active purchase amounts[7] - The proportion of large order transaction amounts reflects the buying behavior of large funds[7] - The proportion of net active purchase amounts reflects the active buying behavior of investors[7] - The top 5 stocks with the highest average proportion of large order transaction amounts over the past 5 days are: Sobute, China Railway Industry, Tibet Tianlu, Poly United, and China Power Construction[4][9] - The top 5 stocks with the highest average proportion of net active purchase amounts over the past 5 days are: Weixing Co., HNA Holdings, Kaili Medical, Liaogang Co., and Hengyi Petrochemical[4][10] - The top 5 industries with the highest average proportion of large order transaction amounts over the past 5 days are: Banking, Real Estate, Petroleum and Petrochemical, Transportation, and Coal[4] - The top 5 industries with the highest average proportion of net active purchase amounts over the past 5 days are: Media, Textile and Apparel, Computers, Electronics, and Light Manufacturing[4] - The top 5 ETFs with the highest average proportion of large order transaction amounts over the past 5 days are: China Agricultural Theme ETF, E Fund CSI 300 Medical and Health ETF, Huabao CSI Medical ETF, Bosera SSE STAR 100 ETF, and Guotai CSI Livestock Breeding ETF[4][15] - The top 5 ETFs with the highest average proportion of net active purchase amounts over the past 5 days are: Penghua CSI Subdivision Chemical Industry Theme ETF, GF SSE STAR 50 ETF, Harvest CSI Rare Metals Theme ETF, E Fund Guozheng Robotics Industry ETF, and Harvest CSI Software Services ETF[4][16]

行业报告 | 行业专题研究 煤炭开采 证券研究报告 动力煤港口价目标区间有望至 700-750 元/吨 近期国家能源局综合司发布《关于组织开展煤矿生产情况核查，促进煤炭供 应平稳有序的通知》，对 8 个重点省（区）（山西、内蒙古、安徽、河南、贵 州、陕西、宁夏、新疆）煤矿生产情况进行核查，已经进入联合试运转的煤 矿参照生产煤矿进行核查。1）核查内容包括：一是煤矿 2024 年全年原煤 产量是否超过公告产能（其中已进入联合试运转的煤矿以公告的建设规模为 准，下同），2025 年 1-6 月单月原煤产量是否超过公告产能的 10%；二是企 业集团公司在安排 2025 年计划时，是否向所属煤矿下达超过公告产能的生 产计划及相关经济指标；三是煤矿在安排 2025 年季度、月度生产计划时， 是否存在不均衡、不合理的情况。2）时间表：8 月 15 日之前，有关省（区） 煤炭管理部门核查汇总报送国家能源局，国家能源局将对部分产煤省（区） 核查工作进行【适时抽查】。 库存量有何变化？如果用能见度最高的口径（即主要港口库存+坑口库存+ 主要电厂库存）2024 年库存增加约 2834 万吨，但这里面没有考虑贸易商库 存、化工建材动 ...

从大盘来看，其实今天整体表现较为平淡，盘面上除了医药、PCB和CPO等几个老牌行业和题材之外，其余个 股皆显得有些疲软。但在午后，市场突然迎来了大反攻。而这其中值得一提的是煤炭。 午后，煤炭板块异动明显。煤炭ETF由跌转涨，一度涨近1%。煤炭企稳最大的好处就是能够带动红利ETF企 稳。今早，红利板块一直是压制大盘的主力，红利ETF一度杀跌近0.8%。而午后，随着煤炭板块的走强，红利 ETF跌幅明显收窄。而随着红利企稳，市场就可以放心展开反攻。 煤炭传来大消息！ 7月29日午后，煤炭板块异动明显。煤炭ETF由跌转涨，一度涨近1%，煤炭开采板块普遍走强，潞安环能一度 狂拉近6%。焦煤、焦炭在经历连续大跌之后，亦于午后有明显起色。 煤炭板块之所以会有如此反应，可能与外围突然传来的一则消息有关：受持续高温天气提振空调用电需求、减 少库存的影响，亚洲煤炭价格基准已攀升至五个月高点。澳大利亚纽卡斯尔动力煤期货价格上涨至每吨115.50 美元，为近月合约自今年2月以来的最高水平。值得注意的是，昨晚国际油价也出现了大涨行情。 那么，这种上涨能否持续？ 大反攻 中金公司认为，下半年动力煤价格反弹回升趋势可期。"迎峰度夏"之后的 ...

Summary of Shanxi Coking Coal Conference Call Industry Overview - The coking coal price dropped to 1,100 RMB/ton in June 2025, with short-term rebounds driven by national policies, but long-term trends depend on the health of the industry chain, production capacity, steel demand, and Mongolian coal imports [2][3] - Current social inventory of coking coal is significantly lower than a decade ago, with on-site inventory only lasting 3-5 days, leading to upstream production cuts due to high inventory levels at the end of June [2][5] - The production cost of coking coal in Shanxi varies widely, with some mines costing 750-800 RMB/ton and others nearing 900-1,000 RMB/ton. The third quarter prices are below the cost line, causing losses for some companies, especially smaller mines [2][6] Key Points on Coking Coal Prices - Long-term price sustainability is contingent on the steel industry's ability to absorb costs, with current steel profits around 200 RMB/ton [9][10] - The recent rapid increase in coking coal prices is seen as a rebound from previous declines, occurring during a traditional off-season, which raises concerns about market stability [9][10] - Factors influencing future price movements include production capacity changes, downstream steel demand, export conditions, and Mongolian coal import volumes [3][9] Company Performance and Strategy - The company plans to increase production to 46 million tons in 2025, reflecting significant growth in the first half of the year [4][14] - Cost control measures include reducing management expenses by 10%, improving capital efficiency, and restructuring debt to maintain competitiveness amid falling coal prices [16] - The closure of Xishan Thermal Power is expected to positively impact profitability, as it had been operating at a loss [17] Production and Market Dynamics - Coal companies face a "prisoner's dilemma," making it difficult to reduce or halt production due to social responsibilities and high operational costs [7][8] - The production capacity in Shanxi is expected to remain stable at 1.3 billion tons for 2025, with no significant changes anticipated despite market fluctuations [13] Technological Advancements - The national push for mine automation is ongoing, focusing on unmanned operations and visual monitoring, although full automation remains impractical due to safety concerns [19] - Some mines are beginning to implement advanced technologies for remote operations, but this is limited to those with favorable geological conditions [20] Financial Outlook - The company anticipates a decrease in total dividends due to lower profit levels, but maintains a commitment to high dividend payouts, historically around 40% [22] - Future projects, such as an 8 million ton capacity expansion, are expected to generate long-term profits despite short-term financial pressures [21] Conclusion - The coking coal industry is currently experiencing volatility influenced by various market and policy factors, with companies like Shanxi Coking Coal adapting through strategic production and cost management initiatives. The interplay between steel demand and coal pricing will be crucial for future profitability and market stability [2][9][10]