证券日报网讯 1月9日，美锦能源在互动平台回答投资者提问时表示，公司高度重视节能降耗与综合能 效提升，在煤焦化及相关项目中持续关注余热利用及相关新技术的应用可能性。公司将结合项目实际情 况、技术成熟度及经济性，对相关技术方案进行综合评估。如涉及需披露事项，公司将严格按照相关规 定履行信息披露义务。 （文章来源：证券日报） ...

来源：晋才晋商 山西美锦能源股份有限公司（000723）发布最新公告，公司与宁波联创永浚私募基金管理有限公司等多 家机构共同发起的安徽浚安股权投资基金已完成备案并正式启动运作。这家总部位于山西的能源企业以 有限合伙人身份出资1.5亿元，参与设立了规模达10亿元的股权投资基金。 这是美锦能源在传统煤焦化业务之外，围绕新能源、先进制造等新兴产业开展的又一重要资本布局。截 至2025年12月30日收盘，美锦能源股价微跌0.21%，报收4.76元，总市值209.61亿元。 安徽浚安股权投资基金的合伙协议于2025年初签署，经过数月筹备，目前已完成工商登记注册手续并取 得《私募投资基金备案证明》。 根据公告，该基金整体规模预计为10亿元人民币，所有合伙人均以人民币现金出资。基金存续期限为七 年，其中前四年为投资期，后三年为退出期。 基金应重点投资于先进制造及新能源等马鞍山市雨山区重点发展产业，投资于这些产业的金额将不低于 基金投资额的70%。 管理费方面，基金在成立日至存续期限届满期间，将按日历年度计收管理费。 决策机制上，基金设立投资决策委员会，由执行事务合伙人及符合条件的有限合伙人委派人士组成，共 三人。 美锦能源 ...

每经AI快讯，云煤能源（SH 600792，收盘价：4.09元）12月15日晚间发布公告称，公司第十届第六次 董事会临时会议于2025年12月15日以通讯表决方式召开。会议审议了《公司2026年度日常关联交易预计 额度》等文件。 2024年1至12月份，云煤能源的营业收入构成为：煤焦化占比95.94%，设备制造业占比2.87%，其他业 务占比1.09%，工程施工占比0.1%。 截至发稿，云煤能源市值为45亿元。 每经头条（nbdtoutiao）——"一针两千，童颜针年销3亿元"背后：多家关联方注册地"查无此人"，股民 追问"钱呢"！钱氏姐弟几乎"掏空"江苏吴中，公司即将退市 （记者 王晓波） ...

Core Viewpoint - The strategic cooperation agreement between Xuyang Group and CATL aims to enhance collaboration in renewable energy investment, new energy storage applications, electric transportation transformation, charging infrastructure layout, and zero-carbon park construction, contributing to the development of a new blueprint for the renewable energy industry [2][3]. Group 1: Strategic Cooperation - Xuyang Group and CATL will work together to explore new models and business formats for the deep integration of chemical and renewable energy industries, aiming to create a national and global benchmark for green, low-carbon, and intelligent innovation in energy and chemicals [3]. - The partnership will leverage Xuyang's expertise in modern green coal coking, basic chemicals, and the entire renewable energy industry chain, alongside CATL's leading position in renewable energy technology research and global market layout [3]. Group 2: Market Position and Innovation - CATL is a global leader in renewable energy innovation, with a market share of 37.9% in power batteries and 40% in energy storage batteries as of 2024, maintaining its position as the top supplier for eight consecutive years in power batteries and four years in energy storage [3]. - The collaboration is expected to create new momentum for the development of the renewable energy industry by exploring new pathways for the new energy transformation of the coke and chemical industries [3]. Group 3: Operational Mechanism - Both parties will establish a long-term and stable strategic partnership, focusing on creating an efficient and pragmatic operational mechanism that penetrates specific operational levels, ensuring collaboration in technology development, market expansion, and industrial ecosystem reshaping [5].

Group 1 - The core point of the article is that Yunmei Energy has held a temporary board meeting where a proposal to amend the company's board authorization management measures was approved unanimously [1] - Yunmei Energy's revenue composition for the year 2024 is as follows: coal coking accounts for 95.94%, equipment manufacturing for 2.87%, other businesses for 1.09%, and engineering construction for 0.1% [1] - As of the report, Yunmei Energy has a market capitalization of 4.7 billion yuan [1]

Company Summary - Yunmei Energy (SH 600792) held an extraordinary board meeting on November 3, 2025, via telecommunication to review documents including guarantees for its wholly-owned subsidiaries [1] - For the fiscal year 2024, Yunmei Energy's revenue composition is as follows: coal coking accounts for 95.94%, equipment manufacturing for 2.87%, other businesses for 1.09%, and engineering construction for 0.1% [1] - As of the report date, Yunmei Energy has a market capitalization of 5.2 billion yuan [1] Industry Summary - A significant increase in overseas orders has been reported, with a surge of 246%, covering over 50 countries and regions [1] - Entrepreneurs have raised concerns about some companies selling at a loss, warning of potential vicious competition extending to overseas markets [1]

Core Viewpoint - The Henan Provincial Government has issued the "Henan Province Chemical Industry Quality Improvement and Upgrading Action Plan" to promote the transformation of the chemical industry towards park-based, cluster-based, refined, and green development, aiming for high-quality industry growth [1][2]. Group 1: Industry Goals and Targets - By 2027, the chemical industry is expected to achieve significant progress in refinement, with over 85% of the industry's total output value coming from chemical parks, and the creation of at least two competitive chemical parks focused on fine chemicals [1]. - The plan aims to cultivate three chemical industry clusters with output values exceeding 100 billion yuan, alongside a number of world-class chemical enterprises [1]. Group 2: Key Projects and Developments - The plan includes the construction of major projects such as the Luoyang million-ton ethylene and downstream supporting projects, aiming to establish a leading high-end petrochemical industry cluster in Central and Western China [1]. - The development of the Pingdingshan Nylon City and the Luhe billion-level fluorosilicon new materials project is also emphasized to foster globally competitive chemical industry clusters [1][2]. Group 3: Strengthening Industry Bases - The plan outlines the strengthening of several hundred billion-level industrial bases, including optimizing the construction of coal and coke chemical bases in Anyang and Pingdingshan, and enhancing the New Chemical Materials Base in Puyang [2]. - The focus is on developing high-end fine chemical industry chains, particularly in coal gasification and the production of advanced chemical materials [2]. Group 4: Industry Transformation and Collaboration - The Henan Provincial Government emphasizes the need for coordination among departments and local governments to ensure the successful implementation of the action plan [3]. - The association aims to facilitate collaboration between government, enterprises, and research institutions to address key challenges in technology and resource allocation, particularly in low-emission transformations and high-end material development [3][4].

Group 1 - The core point of the article is that Yunmei Energy announced the upcoming unlock and circulation of approximately 50.06 million restricted shares on October 24, 2025, which represents 4.51% of the company's total share capital [1] - As of the latest report, Yunmei Energy has a market capitalization of 4.6 billion yuan [2] - The revenue composition for Yunmei Energy in 2024 is as follows: coal coking accounts for 95.94%, equipment manufacturing for 2.87%, other businesses for 1.09%, and engineering construction for 0.1% [1]

Group 1 - The core viewpoint of the article is that Yunmei Energy (SH 600792) held its 32nd meeting of the 9th Board of Directors on August 20, 2025, to review the company's semi-annual report for 2025 [1] - For the year 2024, Yunmei Energy's revenue composition is as follows: coal coking accounts for 95.94%, equipment manufacturing for 2.87%, other businesses for 1.09%, and engineering construction for 0.1% [1] - As of the report date, Yunmei Energy has a market capitalization of 4.3 billion yuan [1]

Core Viewpoint - The modern coal chemical industry in China is transitioning from traditional and basic chemicals to fine chemicals and coal-based new materials, facing challenges such as green low-carbon development, energy security, and international competition, while also seizing opportunities for technological innovation and industry integration [1] Group 1: Industry Challenges and Opportunities - The modern coal chemical system has achieved industrialization with significant scale, including coal-to-oil, coal-to-gas, coal-to-olefins, and coal-to-ethylene glycol, which are crucial for energy security and low-carbon development [2] - Current challenges include a single product structure, short industrial chains, low capacity utilization leading to poor economic efficiency, high energy consumption, and significant carbon emissions that need to be addressed [2][3] - The government has mandated strict control over new coal production capacity and consumption, requiring comprehensive evaluations for new projects exceeding certain production thresholds [2] Group 2: Upgrading and Technological Innovation - Recommendations for upgrading the modern coal chemical projects include energy-saving and carbon-reducing technology improvements, strict water resource management, and promoting digital transformation for efficiency and safety [3] - Development of fine chemicals is emphasized as a key strategy to enhance value, with a focus on extending production to synthetic resins, synthetic fibers, and high-performance specialty fibers [3] Group 3: Strategic Resource Management - Coal-to-oil production technology has reached advanced levels, but new projects are generally not approved due to its strategic reserve nature, necessitating improvements in economic and technical standards [4] - The shift towards non-fossil energy sources is highlighted, with projections indicating that non-fossil energy generation will rise to 80% by 2050, necessitating a transition from coal-based to electric-based energy solutions [4] Group 4: Environmental Considerations - The coal chemical industry must integrate carbon dioxide management and water resource utilization into its development strategy, with significant carbon emissions produced during coal processing [6] - Current carbon management strategies focus on carbon capture, utilization, and storage (CCUS), resource utilization of CO2, and the coupling of green hydrogen with coal chemical processes [6] Group 5: Industry Collaboration and Development - The coal chemical industry should consider collaboration with related industries to enhance the industrial chain, supply chain, and value chain, while effectively controlling new capacity [7] - The focus should be on high-value products from coal coking byproducts, such as specialty aromatics and carbon fibers, to drive the high-end transformation of traditional industries [7][8]