上市企业：中国神华（601088）,中煤能源（601898）,山西焦煤（000983）,潞安环能（601699）,淮北矿 业（600985）,平煤股份（601666）,山煤国际（600546）,冀中能源（000937）,陕西煤业（601225）,华 阳股份（600348） 相关报告：智研咨询发布的《2025-2031年中国煤炭开采行业供需态势分析及市场运行潜力报告》 根据国家统计局数据显示：2025年5月中国原煤产量为4亿吨，同比增长4.2%；2025年1-5月中国原煤累 计产量为19.9亿吨，累计增长6%。 2020-2025年1-5月中国原煤产量统计图 数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 ...

Group 1 - The coal mining sector increased by 2.02% on September 19, with Huayang Co. leading the gains [1] - The Shanghai Composite Index closed at 3820.09, down 0.3%, while the Shenzhen Component Index closed at 13070.86, down 0.04% [1] - Notable performers in the coal mining sector included: - Biaozhan Service (600348) with a closing price of 7.60, up 7.80% - Lu'an Huaneng (6691099) at 15.00, up 5.63% - Jinko Coal Industry (601001) at 14.30, up 5.54% [1] Group 2 - The coal mining sector experienced a net outflow of 355 million yuan from institutional investors, while retail investors saw a net inflow of 320 million yuan [2] - Key stocks with significant capital flows included: - Shanxi Coking Coal (000983) with a net inflow of 127 million yuan from institutional investors - Biaozhan Co. (600348) with a net inflow of 106 million yuan from institutional investors [3] - The overall trading volume for the coal mining sector was substantial, with various companies reporting significant transaction amounts [2][3]

格林大华期货有限公司 GELIN DAHUA FUTURES CO.,LTD | | 2025年8月 | 2025年7月 | 环比变化幅度 | 同比变化幅度 | | --- | --- | --- | --- | --- | | 中国原煤产量(万吨) | 39050 | 38099 | 2.50% | -3.20% | | 山西原煤产量 | 10771 | 10699 | 0.67% | -6.70% | | 七些十百柑立旦 | 10991 | 0070 | 9 560/ | 0 2000 | 内蒙古原煤产量 9979 3. 56% 0. 30% 10334 陕西原煤产量 6639 -0. 49% 6606 1.10% 新疆原煤产量 -10. 50% 4220 3685 14.51% 贵州原煤产量 -3.70% 1216 1234 -1. 43% 中国原煤产量(亿吨) 山西原煤月度产量(万吨) 13000 4.60 4. 40 12000 4. 20 10771 3. 9 4.00 3. 8 11000 3.80 3.60 10699 10000 3. 40 3. 20 9000 3.00 4月 3月 5月 ...

"下一步，我们将继续深化支护技术创新，通过规范系列措施，不断提升矿井支护设计水平，为矿井安 全生产和高效开采贡献一份自己的力量。"该公司技术科科长李敬忠表示。 该公司秉持差异化精准支护理念，根据煤层埋深实行区域化管理，并结合巷道用途、围岩特性及服务年 限等因素，编制完成矿井《"一矿一策"巷道支护体系》。他们在支护设计流程上严谨规范、严格把关， 设计前由总工程师组织多科室、多部门，详细进行现场调查与地质力学评估，依次进行围岩分类、参数 类比、理论计算、极限平衡校核，通过矿压观测形成报告并适时调整参数，最终形成正式设计。 在支护方面，他们采取优化锚网联结、顶板钢带参数等方式，提升支护效率。"8301轨道顺槽原先顶板 采用4.3m钢带搭接护表，我们经过研究调整优化为长度5m的钢带，进一步提升了护表整体强度。"该公 司掘进一区区长王业滨介绍说。 在内部审查阶段，该公司全面评估支护设计科学性、合理性与合规性，并将其进一步完善后提交上级单 位审批。他们还在规范实施方面，通过组织技术人员深入学习标准规范，完善作业规程，开展井下试 验，严格执行"三级质检制度"，确保支护作业高质量完成。 山东能源鲁西矿业单县能源在支护设计方面 ...

Core Viewpoint - The overall market experienced a decline on September 19, with the Shenzhen Component Index down 0.04%, the Shanghai Composite Index down 0.30%, and the ChiNext Index down 0.16% [1] Group 1: Market Performance - The Shanxi sector showed a downward trend, with an overall decline of 0.34% [1] - More stocks in the Shanxi sector fell than rose, with three stocks increasing over 5%: Huayang Co. up 7.80%, Lu'an Environmental Energy up 5.63%, and Jinkong Coal Industry up 5.54% [1] - The leading decliner in the Shanxi sector was Northern Copper, which fell 5.12%, marking a cumulative decline of 10.37% over two days [1] Group 2: Energy Sector Insights - As a major energy province, Shanxi has several listed companies involved in coal and related fields, with the energy sector performing relatively well despite the overall market decline [1] - The coal mining and processing sectors saw gains of 1.82% and 2.30%, respectively, indicating resilience against the broader market downturn [1] Group 3: Stock Movements - Luohua Technology, after a cumulative increase of over 20% in previous days, has recently seen a decline, with a total drop of 18.52%, nearing a 20% decrease [1]

9月19日，上海能源盘中上涨2.00%，截至14:17，报12.24元/股，成交4906.95万元，换手率0.56%，总市 值88.46亿元。 资金流向方面，主力资金净流入168.04万元，特大单买入258.95万元，占比5.28%，卖出0.00元，占比 0.00%；大单买入573.45万元，占比11.69%，卖出664.37万元，占比13.54%。 上海能源今年以来股价跌6.06%，近5个交易日涨0.41%，近20日跌0.24%，近60日涨7.37%。 资料显示，上海大屯能源股份有限公司位于上海市浦东南路256号(华夏银行大厦11层)，成立日期1999 年12月29日，上市日期2001年8月29日，公司主营业务涉及煤炭开采、洗选加工、煤炭销售,铁路运输 (限管辖内的煤矿专用铁路),火力发电,铝及铝合金的压延加工生产及销售,太阳能发电及技术服务等业 务。主营业务收入构成为：煤炭销售58.32%，电力生产27.85%，铝产品15.82%，其他4.40%，其他(补 充)1.12%。 上海能源所属申万行业为：煤炭-煤炭开采-焦煤。所属概念板块包括：长期破净、破净股、小盘、超超 临界发电、绿色电力等。 截至9月10日 ...

Core Viewpoint - The stock of Lanhua Sci-Tech has experienced fluctuations, with a recent increase of 2.14% on September 19, 2023, despite a year-to-date decline of 20.45% [1][2]. Company Overview - Lanhua Sci-Tech, established on December 8, 1998, and listed on December 17, 1998, is located in Jin City, Shanxi Province. The company primarily engages in the production and sales of coal, briquettes, chemical products, and building materials [2]. - The revenue composition of Lanhua Sci-Tech is as follows: coal accounts for 73.82%, fertilizers 16.84%, chemicals 9.06%, and others 0.29% [2]. Financial Performance - For the first half of 2025, Lanhua Sci-Tech reported a revenue of 4.05 billion yuan, representing a year-on-year decrease of 26.05%. The net profit attributable to shareholders was 57.48 million yuan, down 89.58% compared to the previous year [2]. - The company has distributed a total of 7.166 billion yuan in dividends since its A-share listing, with 2.477 billion yuan distributed over the last three years [3]. Shareholder Structure - As of June 30, 2025, Lanhua Sci-Tech had 62,200 shareholders, an increase of 5.08% from the previous period. The average number of circulating shares per shareholder decreased by 4.83% to 23,680 shares [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder, holding 70.8424 million shares, a decrease of 7.8469 million shares from the previous period [3].

Group 1 - The stock price of Huaihe Energy increased by 2.04% on September 19, reaching 3.50 CNY per share, with a trading volume of 149 million CNY and a turnover rate of 1.11%, resulting in a total market capitalization of 13.602 billion CNY [1] - Year-to-date, Huaihe Energy's stock price has decreased by 11.84%, with a recent 5-day increase of 2.94%, and a 20-day and 60-day decrease of 0.28% [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on May 9, where it recorded a net purchase of 67.0857 million CNY [1] Group 2 - Huaihe Energy, established on November 29, 2000, and listed on March 28, 2003, is primarily engaged in railway transportation, coal trading, thermal power generation, and electricity sales [2] - The revenue composition of Huaihe Energy includes logistics trade at 68.36%, electricity at 22.27%, coal sales at 6.24%, railway transportation at 2.57%, and other sources at 0.55% [2] - As of September 12, the number of shareholders of Huaihe Energy was 66,700, with an average of 58,241 circulating shares per shareholder [2] Group 3 - Huaihe Energy has distributed a total of 1.099 billion CNY in dividends since its A-share listing, with 466 million CNY distributed over the past three years [3] - As of June 30, 2025, the top ten circulating shareholders include Wan Jia Selected A, holding 19.2791 million shares, and Hong Kong Central Clearing Limited, holding 14.885 million shares, which decreased by 1.561 million shares from the previous period [3] - Southern CSI 1000 ETF and Huaxia CSI 1000 ETF are among the top ten shareholders, with holdings of 14.3999 million shares and 8.4637 million shares, respectively, with the former increasing its holdings by 2.7705 million shares [3]

Core Viewpoint - New Energy's stock price has shown fluctuations, with a recent increase of 2.06% on September 19, 2023, despite an overall decline of 8.40% year-to-date [1] Group 1: Stock Performance - As of September 19, 2023, New Energy's stock price is at 6.43 CNY per share, with a market capitalization of 16.657 billion CNY [1] - The stock has experienced a trading volume of 2.42 billion CNY and a turnover rate of 1.47% [1] - Year-to-date, the stock has decreased by 8.40%, with a recent 5-day increase of 2.06% and a 20-day decrease of 0.16% [1] Group 2: Financial Performance - For the first half of 2025, New Energy reported a revenue of 5.811 billion CNY, a year-on-year decrease of 2.91%, and a net profit attributable to shareholders of 920 million CNY, down 21.72% year-on-year [2] - Cumulatively, the company has distributed 3.116 billion CNY in dividends since its A-share listing, with 1.088 billion CNY distributed in the last three years [3] Group 3: Shareholder Information - As of September 10, 2023, the number of shareholders has increased to 100,000, a rise of 3.09%, while the average circulating shares per person decreased by 3.00% to 25,905 shares [2] - Among the top ten circulating shareholders, notable positions include Guotai CSI Coal ETF holding 24.122 million shares and Southern CSI 500 ETF increasing its holdings by 3.1973 million shares [3]

Group 1 - The core viewpoint of the news highlights the recent stock performance of Pingmei Shenma Energy Company, with a 2.03% increase in share price to 8.05 CNY per share, and a total market capitalization of 19.878 billion CNY [1] - As of July 10, the number of shareholders for Pingmei Shenma decreased by 0.21% to 80,000, while the average circulating shares per person increased by 0.21% to 30,866 shares [2] - The company reported a significant decline in financial performance for the first half of 2025, with operating revenue of 10.12 billion CNY, down 37.74% year-on-year, and a net profit attributable to shareholders of 258 million CNY, down 81.48% year-on-year [2] Group 2 - Since its A-share listing, Pingmei Shenma has distributed a total of 12.782 billion CNY in dividends, with 5.850 billion CNY distributed in the last three years [3] - As of June 30, 2025, major institutional shareholders include Huatai-PB SSE Dividend ETF, holding 42.67 million shares, a decrease of 8.7474 million shares from the previous period, and Guotai CSI Coal ETF, holding 23.0624 million shares, an increase of 479.79 thousand shares [3]