每经头条（nbdtoutiao）——原指导价34.99万的宝马裸车价22.5万元，多家车企还补贴购置税！2026开 年车市火爆，销售从早到晚忙到没空吃饭 （记者 王瀚黎） 每经AI快讯，新集能源1月6日晚间发布公告称，公司十一届四次董事会会议于2026年1月6日在淮南市 采取现场与视频相结合方式召开。会议审议了《关于公司会计政策变更的议案》等文件。 ...

从资金流向上来看，当日煤炭开采板块主力资金净流入4.72亿元，游资资金净流出2.53亿元，散户资金净 流出2.19亿元。煤炭开采板块个股资金流向见下表： | 代码 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 601088 | 中国神华 | 1.74亿 | 11.65% | -1.26 Z | -8.43% | -4796.44万 | -3.22% | | 600157 | 永泰能源 | 9662.10万 | 3.74% | -2882.67万 | -1.12% | -6779.43万 | -2.62% | | 601898 中煤能源 | | 5397.61万 | 9.46% | 856.84万 | 1.50% | -6254.45万 | -10.96% | | 600985 淮北矿业 | | 4580.78万 | 18.75% | -646.79万 | -2.65% | -3933.99万 | -16.10% | | 60 ...

格隆汇1月6日｜国投证券研报指出，山西焦煤炼焦煤主业提质增效，电力业务严控成本。公司积极推进 绿色和智能化转型，在绿色转型方面，华晋焦煤完成了瓦斯发电一期提质增效改造和瓦斯抽采利用系统 优化，2025年上半年共利用抽采瓦斯7800万立方米，减排二氧化碳117万吨；智能化转型方面，累计建 成10座智能化矿山、21处智能化综采工作面 、30处智能化掘进工作面、75处井下无人值守变电所和37 处无人值守水泵房，转型发展成果丰硕。在电力市场化改革背景下，公司严控火力发电成本，及时关停 落后产能西山热电机组，并加强燃料管控，压降燃煤成本；同时优化电量营销策略，合理布局中长期电 量和现货交易市场，实现售电稳产增收。参考可比公司估值，给予公司2026年15倍PE，对应目标价6.51 元，首次覆盖，予以"增持-A"投资评级。 ...

事故发生后，投资人、生产副矿长邓某某与矿长何某某等人决定隐瞒事故，并安排掘进队实际负责 人陈某某带人入井破坏事故现场，伪造另一个事故现场。 相关部门调查后决定：对磨岩煤矿实施经济处罚415万元；对投资人、生产副矿长邓某某，矿长何 某某，掘进队实际负责人陈某某等3人隐瞒事故、伪造事故现场的违法行为，移送司法机关依法追究刑 事责任，并撤销其安全生产知识和管理能力考核合格证；对磨岩煤矿其他责任人员和监管部门责任人员 依法依规给予严肃处理；对该煤矿越界开采的违法行为移送旺苍县自然资源局调查处理。（记者 任 鸿） 近日，省安办通报了一起安全生产事故：旺苍磨岩发达煤业有限责任公司（以下简称磨岩煤矿）发 生了一起煤矿生产安全事故，该煤矿3名负责人因隐瞒事故、伪造事故现场等违法行为被移送司法。 据通报，5月16日19时40分，磨岩煤矿一违法采煤作业点发生顶板事故，造成一人死亡、直接经济 损失126万元。经查，事故的直接原因是煤矿违法安排人员进入越界区域内以掘代采，作业人员冒险在 未支护区域作业，被垮落的矸石压埋致死。而这已不是该煤矿第一次越界开采。 ...

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9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7508.97万股，相比上期减少3453.30万股。国泰中证煤炭ETF（515220）位居第四大流通 股东，持股7086.78万股，相比上期增加4308.37万股。华泰柏瑞沪深300ETF（510300）位居第五大流通 股东，持股3051.26万股，相比上期减少144.44万股。华泰柏瑞上证红利ETF（510880）位居第六大流通 股东，持股2800.39万股，相比上期增加156.93万股。易方达沪深300ETF（510310）位居第七大流通股 东，持股2201.24万股，相比上期减少70.49万股。景顺长城景盛双息收益债券A类（002065）位居第九 大流通股东，持股1695.61万股，为新进股东。华夏沪深300ETF（510330）位居第十大流通股东，持股 1642.66万股，相比上期减少23.17万股。嘉实沪深300ETF（159919）退出十大流通股东之列。 责任编辑：小浪快报 资料显示，兖矿能源集团股份 ...

Group 1 - The core viewpoint of the news is that Lu'an Environmental Energy has experienced fluctuations in stock price and financial performance, with a notable decrease in revenue and net profit year-on-year [1][2]. - As of January 6, Lu'an Environmental Energy's stock price increased by 2.02% to 12.15 CNY per share, with a total market capitalization of 36.346 billion CNY [1]. - The company has a primary business focus on coal mining, coal washing, and coke smelting, with coal accounting for 92.66% of its main business revenue [1]. Group 2 - For the period from January to September 2025, Lu'an Environmental Energy reported a revenue of 21.1 billion CNY, a year-on-year decrease of 20.82%, and a net profit attributable to shareholders of 1.554 billion CNY, down 44.45% 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 in the last three years [3]. - As of September 30, 2025, the top ten circulating shareholders include notable entities such as Guotai Junan Coal ETF and Hong Kong Central Clearing Limited, with changes in their holdings compared to the previous period [3].

Core Viewpoint - Shaanxi Coal Industry's stock price has shown fluctuations with a recent increase of 2.04%, reflecting a total market capitalization of 213.87 billion yuan and a net inflow of main funds amounting to 23.62 million yuan [1] Group 1: Stock Performance - As of January 6, Shaanxi Coal's stock price reached 22.06 yuan per share, with a trading volume of 343 million yuan and a turnover rate of 0.16% [1] - Year-to-date, the stock price has increased by 3.47%, with a 2.22% rise over the last five trading days, a 2.48% decline over the last 20 days, and a 6.72% increase over the last 60 days [1] Group 2: Financial Performance - For the period from January to September 2025, Shaanxi Coal reported operating revenue of 118.08 billion yuan, a year-on-year decrease of 5.86%, and a net profit attributable to shareholders of 12.71 billion yuan, down 20.26% year-on-year [2] - The company has distributed a total of 81.65 billion yuan in dividends since its A-share listing, with 47.33 billion yuan distributed over the last three years [3] Group 3: Shareholder Structure - As of September 30, 2025, the number of shareholders increased to 105,000, while the average circulating shares per person decreased by 2.02% to 92,312 shares [2] - The second-largest circulating shareholder is China Securities Finance Corporation, holding 195 million shares, unchanged from the previous period, while Hong Kong Central Clearing Limited, the third-largest, reduced its holdings by 10.7 million shares to 133 million shares [3]

Investment Rating - The report assigns an "Accumulate-A" investment rating to the company, with a target price of 6.51 yuan for 2026 [4][6][14]. Core Insights - The company possesses significant resource advantages, with a total coal resource reserve of approximately 6.5 billion tons, enhanced by the acquisition of an additional 950 million tons of coal exploration rights [1][11]. - The company is leading the industry in green and intelligent transformation, having established multiple smart mining operations and optimized gas extraction systems, resulting in substantial CO2 emissions reductions [2]. - The power business has seen a notable improvement in gross margin, with a year-on-year increase of 7.66 percentage points in the first half of 2025, driven by cost control measures and strategic marketing [3]. Financial Projections - Revenue projections for 2025-2027 are estimated at 37.92 billion, 41.11 billion, and 43.41 billion yuan, respectively, with growth rates of -16.3%, 8.4%, and 5.6% [4][14]. - Net profit forecasts for the same period are 1.84 billion, 2.46 billion, and 3.00 billion yuan, reflecting growth rates of -40.9%, 34.2%, and 21.8% [4][14]. - The average selling price of coal is expected to rise from 807 yuan per ton in 2025 to 913 yuan per ton by 2027, while the average sales cost is projected to stabilize around 450 yuan per ton [11][12]. Business Segments - The coal segment is projected to maintain sales volumes of 28 million tons in 2025, increasing to 30 million tons by 2027, with a focus on enhancing production through technological upgrades [11]. - The coke segment is expected to maintain a steady production load, with sales volumes projected at 3.5 million tons for 2025-2027 [12]. - The power segment anticipates a slight decline in utilization hours, with expected electricity sales of 179 billion kWh in 2025, decreasing slightly in subsequent years [12].

中新网阳泉1月5日电 题：500米井下"煤亮子"告别"黑煤面" 作者 范丽芳 张园园 清冷的月光漫过井架，夜色清寂如水，而山西阳泉——这座"煤城"的深处，500米深的井下，151306智 能化工作面通明如昼，矿工们有条不紊地调试参数，一派繁忙的生产景象。 华阳集团一号煤矿综采三队副队长赵华成坐在集控中心的操作台旁，指尖在按钮上轻轻一点，百米外的 采煤机便发出低沉的轰鸣，乌黑的原煤顺着皮带滚滚而出。 2026年，是他在矿井工作的第30年，与年轻时满脸煤灰、靠蛮力刨煤的"黑煤面"不同，如今的他成了操 控智能设备的"煤亮子"，在地下深处守着千家万户的光与热。 赵华成在 集控中心的操作台旁，轻点按钮，百米外的采煤机即可启动。张圆圆 摄 1997年，21岁的赵华成踏入华阳集团一号煤矿成了一名支架工。他至今记得第一次下井的震撼：上万根 液压单体柱密密麻麻扎在工作面，每根约150斤的单体柱全靠人工搬，一个班40多人围着忙活，两人一 组，每班都要负责至少500根单体柱。 "那会儿井下伸手不见五指，照明灯的光弱得像萤火虫，采煤机一开，煤尘扑得人连眼睛都睁不开。"赵 华成抬手摸了摸眼角的疤痕，一次作业中，飞溅的石粒砸中他的眼角， ...

从资金流向上来看，当日煤炭开采板块主力资金净流入9870.76万元，游资资金净流出1.79亿元，散户资 金净流入8017.72万元。煤炭开采板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | | 成交额(元) | | --- | --- | --- | --- | --- | --- | --- | | 002128 | 电投能源 | 28.71 | 2.87% | | 19.90万 | 5.72亿 | | 601001 | 晋控煤业 | 13.42 | 2.05% | | 20.67万 | 2.75亿 | | 000983 | 山西焦煤 | 6.52 | 1.56% | | 33.12万 | 2.15亿 | | 600403 | 大有能源 | 7.08 | 1.43% | | 24.82万 | 1.74亿 | | 601225 | 陕西煤业 | 21.62 | 1.41% | | 37.84万 | 8.21亿 | | 600758 | 辽宁能源 | 3.69 | 1.37% | | 13.40万 | 4944.57万 | | 000552 | 日肃能化 | 2.34 ...