Report Information - Report Title: Coking Coal Daily Report - Research Team: Black Team of the Research Center - Report Date: January 30, 2026 [1] Key Price and Inventory Information Coal Prices - The latest price of Liulin Main Coking Coal is 1483.00, with a weekly change of 57.00 and a yearly change of 11.76% [2] - The latest price of Raw Coal Port Delivery Price is 1020.00, with a daily change of 7.00, a weekly change of 5.00, and a yearly change of 10.27% [2] - The latest price of Shaheyi Meng 5 is 1400.00, with a monthly change of 60.00 and a yearly change of 2.94% [2] - The latest price of Anze Main Coking Coal is 1640.00, with a monthly change of 40.00 and a yearly change of 17.14% [2] Inventory - The total inventory is 4130.25, with a weekly change of 30.63 and a monthly change of 71.92 [2] - The coal mine inventory is 267.18, with a weekly change of -7.17, a monthly change of -26.16, and a yearly change of -35.25% [2] - The port inventory is 289.38, with a weekly change of -9.52, a monthly change of -10.12, and a yearly change of -36.30% [2] - The steel mill coking coal inventory is 803.24, with a weekly change of 1.04, a monthly change of -3.48, and a yearly change of -5.30% [2] - The coking plant coking coal inventory is 1177.71, with a weekly change of 44.86, a monthly change of 137.99, and a yearly change of -4.28% [2] Capacity Utilization and Other Indicators - The coking capacity utilization rate is 71.86, with a weekly change of -0.55, a monthly change of 0.14, and a yearly change of -1.71% [2] - The coking plant coke inventory is 85.91, with a weekly change of 0.20, a monthly change of 0.33, and a yearly change of -0.43% [2] Futures Information - The latest price of Futures Contract 05 is 1140.50, with a daily change of 19.50, a weekly change of -3.50, and a yearly change of 2.56% [2] - The latest price of Futures Contract 09 is 1221.00, with a daily change of 19.50, a weekly change of 2.50, and a yearly change of 2.09% [2] - The latest price of Futures Contract 01 is 1397.50, with a daily change of 19.50, a weekly change of 10.50, and a yearly change of 13.90% [2] - The 05 basis is -6.25, with a daily change of -19.50, a weekly change of 3.50, and a yearly change of 10.58 [2] - The 09 basis is -86.75, with a daily change of -19.50, a weekly change of -2.50, and a yearly change of -0.14 [2] - The 01 basis is -263.25, with a daily change of -19.50, a weekly change of -10.50, and a yearly change of 1.00 [2] - The 5 - 9 spread is -80.50, with a weekly change of -6.00 and a monthly change of 2.00 [2] - The 9 - 1 spread is -176.50, with a weekly change of -8.00 and a monthly change of -344.50 [2] - The 1 - 5 spread is 257.00, with a weekly change of 14.00 and a monthly change of 342.50 [2]

黑色建材日报 2026-01-30 万林新 从业资格号：F03133967 0755-23375162 wanlx@wkqh.cn 黑色建材组 陈张滢 从业资格号：F03098415 交易咨询号：Z0020771 0755-23375161 chenzy@wkqh.cn 郎志杰 从业资格号：F3030112 交易咨询号：Z0023202 0755-23375125 langzj@wkqh.cn 赵 航 从业资格号：F03133652 0755-23375155 zhao3@wkqh.cn 【行情资讯】 螺纹钢主力合约下午收盘价为 3157 元/吨, 较上一交易日涨 34 元/吨（1.088%）。当日注册仓单 17283 吨, 环比减少 0 吨。主力合约持仓量为 178.54 万手，环比增加 40974 手。现货市场方面, 螺纹钢天津汇 总价格为 3170 元/吨, 环比增加 10/吨; 上海汇总价格为 3260 元/吨, 环比增加 20 元/吨。 热轧板卷主 力合约收盘价为 3308 元/吨, 较上一交易日涨 28 元/吨（0.853%）。 当日注册仓单 187668 吨, 环比增加 8842 吨。主力合约持 ...

最新 日变化 周变化 月变化 年变化 最新 日变化 周变化 月变化 年变化 秦皇岛5500 698.0 2.0 5.0 10.0 -67.0 25省终端可用天数 17.8 -0.2 -2.2 -3.1 0.2 秦皇岛5000 613.0 2.0 7.0 22.0 -57.0 25省终端供煤 620.7 0.4 12.2 -19.3 -2.1 广州港5500 795.0 0.0 0.0 -15.0 -65.0 北方港库存 2340.0 -22.0 -126.0 -368.0 -17.2 鄂尔多斯5500 500.0 10.0 10.0 5.0 -40.0 北方锚地船舶 106.0 6.0 34.0 33.0 53.0 大同5500 555.0 10.0 10.0 5.0 -75.0 北方港调入量 130.5 -32.8 -0.4 0.0 16.8 榆林6000 670.0 0.0 0.0 -20.0 -92.0 北方港吞吐量 167.4 5.2 0.2 20.9 96.8 榆林6200 745.0 0.0 0.0 0.0 -45.0 CBCFI海运指数 638.5 -22.0 -39.9 21.1 162.1 ...

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 螺纹钢： （邱跃成，从业资格号：F3060829；交易咨询资格号：Z0016941） 昨日螺纹盘面明显上涨，截止日盘螺纹2605合约收盘价格为3157元/吨，较上一交易收盘价格上涨34元/ 吨，涨幅为1.09%，持仓增加4.1万手。现货价格上涨，成交低位回升，唐山地区迁安普方坯价格上涨20 元/吨至2950元/吨，杭州市场中天螺纹价格上涨20元/吨至3210元/吨，全国建材成交量7.29万吨。据我的 钢铁数据，本周全国螺纹产量环比回升0.28万吨至199.83万吨，农历同比增加0.42万吨；社库环比回升 23.28万吨至326.4万吨，农历同比增加34.09万吨；厂库环比回升0.15万吨至149.13万吨，农历同比增加 23.59万吨；螺纹表需环比回落9.12万吨至176.4万吨，农历同比减少13.65万吨。螺纹产量略有增加，库 存累积幅度有所加快，表需回落，供需数据表现符合季节性特征。目前螺纹现货市场处于供需双弱局 面，库存累积有所加快，不过库存压力整体并不算大，钢厂接单情况基本正常。当前宏观政策不断有宽 松预期，有色、能化等相关品种表现强势 ...

这种切换，甚至在政策层面得到了呼应。今早看到，长期"破净"的煤炭公司恒源煤电，推出了2026年A 股首份 "估值提升计划" ，核心是回购和围绕主业的并购。这说明了什么？说明无论市场风格如何变 幻，公司自身的基本面价值和现金流能力，才是抵御波动、吸引长期资金的终极基石。这与美股微软因 业绩指引疲软而暴跌的逻辑，如出一辙。 所以，面对这样一个宏观资产剧烈波动、微观业绩密集验证的早市，我们的观察重点和行动指令必须非 常清晰： 各位朋友早，我是帮主郑重。今天一早，市场就给了我们一个"下马威"：国际黄金上演史诗级过山车， 盘中从高点一度狂泻500美元，白银也跟着跳水。但另一边，A股却迎来了年报预告的密集披露期，一 批公司业绩暴增10倍甚至15倍！一边是避险资产的剧烈颠簸，一边是绩优股的火热出炉，这冰火两重天 到底在释放什么信号？如果你只看到了黄金的波动，可能就错过了眼下市场正在发生的、更重要的底层 逻辑切换。 黄金白银的"高台跳水"，表面看是获利盘了结，但深层看，它意味着纯粹由宏观焦虑和情绪驱动的"博 傻游戏"，风险正在急剧升高。当价格涨到所有人都为之疯狂时，波动就成了吞噬利润的猛兽。这给我 们的第一个启示是：在情绪极 ...

Core Viewpoint - The company has announced a cash dividend distribution plan, with a total cash dividend of 129,527,090 yuan, amounting to 0.05 yuan per share for its shareholders [2]. Dividend Distribution Plan - The cash dividend distribution is based on a total share capital of 2,590,541,800 shares [2]. - The cash dividend will be distributed to shareholders registered with the China Securities Depository and Clearing Corporation Limited Shanghai Branch after the market closes on the record date [2]. - Shareholders who have not completed designated transactions will have their dividends held by the China Clearing Shanghai Branch until the transactions are completed [2]. Taxation on Dividends - For individual shareholders, the tax treatment varies based on the holding period of the shares, with a maximum tax rate of 20% for shares held for one month or less, and a reduced rate of 10% for shares held between one month and one year [3]. - For Qualified Foreign Institutional Investors (QFII), a 10% corporate income tax will be withheld, resulting in a cash dividend of 0.045 yuan per share [4]. - Hong Kong investors through the Stock Connect will also receive a cash dividend of 0.045 yuan per share after a 10% tax withholding [4]. - Other institutional investors will receive a cash dividend of 0.05 yuan per share, with tax obligations determined by their own assessments [4]. Contact Information - For inquiries regarding the dividend distribution, shareholders can contact the Securities Affairs Department of the company at 0554-8661819 [5].

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 重要内容提示： ● 业绩预告的具体适用情形：净利润为负值。 ● 业绩预告相关的主要财务数据情况：预计2025年年度实现归属于母公司所有者的净利润为-28,800万元 到-38,000万元，与上年同期（法定披露数据）相比，将出现连续亏损。 ● 本次业绩预告未经审计，仅为初步核算数据，具体准确的财务数据以公司正式披露的经审计后的2025 年年度报告为准，敬请广大投资者注意投资风险。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （二）业绩预告情况 经财务部门初步测算，预计2025年年度实现归属于母公司所有者的净利润为-28,800万元到-38,000万 元，与上年同期（法定披露数据）相比，将出现连续亏损。 预计2025年年度实现归属于母公司所有者的扣除非经常性损益后的净利润为-29,500万元到-38,700万 元。 （三）公司本期业绩预告数据未经注册会计师审计。 二、上年同期经营业绩和财务状况 （一）利润总额：-8,542.65万元。归属于 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：600971 证券简称：恒源煤电 公告编号：2026-004 安徽恒源煤电股份有限公司 第八届董事会第二十二次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 一、董事会会议召开情况 安徽恒源煤电股份有限公司（以下简称"公司"）第八届董事会第二十二次会议通知于2026年1月26日以 电子邮件、电话确认方式发出，会议于2026年1月29日在公司九楼会议室通过现场结合通讯方式召开。 会议应参会董事8人，全体董事参加了会议，会议由公司董事长杨林先生主持。会议召开符合《公司 法》、《公司章程》和《公司董事会议事规则》的规定。 二、董事会会议审议情况 1．审议通过《关于预计恒源煤电2026年度日常关联交易的议案》 该议案已经公司2026年第一次独立董事专门会议审议通过。 表决结果：同意6票，反对0票，弃权0票 表决结果：同意8票，反对0票，弃权0票。 具体内容详见公司于2026年1月30日在上海证券交易所网站（www.sse.com.cn）披露的《恒源煤电估值 提升 ...

Group 1 - The company expects a negative net profit for the fiscal year 2025, with the performance forecast period from January 1, 2025, to December 31, 2025 [1] - The coal subsidiary, Inner Mongolia Yakeshi Wujiu Coal Group Co., Ltd., experienced a decline in both sales volume and price due to falling coal market prices, leading to a decrease in revenue and net profit contribution compared to the previous year [2] - The overseas subsidiary, which accounts in foreign currency, faced increased financial expenses due to exchange rate fluctuations, resulting in a year-on-year increase in exchange loss [3]

Core Viewpoint - Guizhou Panjiang Coal Industry Co., Ltd. expects significant growth in its 2025 annual net profit, projecting an increase of over 50% compared to the previous year, driven by operational improvements and cost reductions [4][5][6]. Group 1: Production and Financial Data - The company anticipates a net profit attributable to shareholders of between 318 million yuan and 380 million yuan for 2025, representing an increase of 213.84 million yuan to 275.84 million yuan year-on-year, which corresponds to a growth of 205.30% to 264.83% [4][5]. - The expected net profit after deducting non-recurring gains and losses is projected to be between 258 million yuan and 320 million yuan, indicating a turnaround from a loss in the previous year [6]. Group 2: Previous Year Comparison - In the previous year, the total profit was 197.85 million yuan, with a net profit attributable to shareholders of 104.16 million yuan, and a net profit after deducting non-recurring gains and losses of -28.14 million yuan [6]. Group 3: Reasons for Performance Increase - The company has implemented a strategy of "coal-electricity integration and the fusion of coal power with new energy," which has strengthened its operational foundation and enhanced revenue through increased production and cost-saving measures [6]. - Key factors contributing to the improved performance include a year-on-year increase in coal production and electricity generation, along with a reduction in cost expenditures [6].