2月28日，国家统计局发布《中华人民共和国2025年国民经济和社会发展统计公报》。 2025年规模以上工业中，农副食品加工业增加值比上年增长5.6%，纺织业增长3.0%，化学原料和化学制品制造业增长 7.8%，非金属矿物制品业下降0.6%，黑色金属冶炼和压延加工业增长4.5%，通用设备制造业增长8.0%，专用设备制造业 增长4.3%，汽车制造业增长11.5%，电气机械和器材制造业增长9.2%，计算机、通信和其他电子设备制造业增长10.6%， 电力、热力生产和供应业增长2.2%。 其中，2025年中国太阳能发电量11732.4亿千瓦时，同比增长39.8%。 | 产品名称 | 単位 | デ量 | 比上年增长(%) | | --- | --- | --- | --- | | 原煤 | 亿吨 | 48.5 | 1.4 | | 原油 | 万吨 | 21608.7 | 1.5 | | 天然气 | 亿立方米 | 2620.6 | 6.3 | | 发电量 | 亿千瓦时 | 105752.5 | 4.8 | | 其中:火电[27] | 亿千瓦时 | 63271.5 | -0.7 | | 水电 | 亿千瓦时 | 14616.7 ...

晨报 煤焦 成文时间： 2026 年 2 月 27 日 逻辑：昨日，黑色金属板块期货价格震荡回落，煤焦表现相对更弱。 近日 Mysteel 消息，华北部分钢企已接到 2026 年全国重要会议期间临时 自主减排通知，要求企业在 3 月 4 日—3 月 11 日执行阶段性减排管控， 高炉负荷按不低于 30%比例自主减排，并由企业结合自身装备、生产与原 料库存情况，制定专项减排执行方案，按要求上报备案，减排消息促使煤 焦价格反弹乏力。 证监许可【2011】1452 号 从煤焦基上面来看，本周煤矿正式进入复产高峰期，多数民营煤矿已 开始恢复生产，数据显示，本周原煤、精煤日产 151.6 万吨、64.9 万吨， 分别较前一周增加 43.0 万吨、19.0 万吨。进口端，节前蒙煤甘其毛都口 岸日通关量下降，节中短暂闭关，目前已恢复通关，2 月 23 日通关量约 18 万吨，口岸监管区库存整体尚处高位。春节期间物流运输出现一定影 响，货物周转效率有所降低，下游企业以消耗厂内原料库存为主，部分焦 化企业焦炭外运受限，厂内库存因此有所积压。需求端，本周钢厂高炉日 均铁水产量 233 万吨左右，下周受环保限产政策影响，预计铁水增 ...

特此公告。 山西潞安环保能源开发股份有限公司董事会 2026 年 1 月主要运营数据公告 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个别及连带责任。 | 运营指标 | 单位 | 2026 | 年 | 1 月 | 2025 | 年 1 月 | 同比变化（%） | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 本月 | | 累计 | 本月 | 累计 | 累计 | | 原煤产量 | 万吨 | 500 | | 500 | 427 | 427 | 17.10 17.10 | | 商品煤销量 | 万吨 | 438 | | 438 | 375 | 375 | 16.80 | | | | | | | | | 本月 16.80 | 以上主要运营数据来自本公司初步统计，可能与公司定期报告披 露的数据有差异，仅供投资者及时了解公司生产经营状况，不对公司 未来经营状况作出预测或承诺，敬请广大投资者理性投资，注意投资 风险。 证券代码：601699 证券简称：潞安环能 编号：2026-005 ...

Group 1 - The core point of the announcement is that Lu'an Environmental Energy plans to produce 5 million tons of raw coal in January 2026, which represents a year-on-year increase of 17.10% [1] - The company also reported a total sales volume of 4.38 million tons of commercial coal, reflecting a year-on-year increase of 16.80% [1]

Core Viewpoint - Lu'an Huanneng announced that its coal production and sales figures for January show significant year-on-year growth, indicating a strong performance in the coal industry [1] Production Summary - The original coal production in January reached 5 million tons, representing a year-on-year increase of 17.10% [1] - The cumulative original coal production for the year so far is also 5 million tons, with the same year-on-year growth of 17.10% [1] Sales Summary - The sales volume of commercial coal in January was 4.38 million tons, reflecting a year-on-year increase of 16.80% [1] - The cumulative sales volume of commercial coal for the year to date is 4.38 million tons, with a year-on-year growth of 16.80% [1]

Group 1 - Shanxi province is a significant comprehensive energy base in China, with an average daily raw coal production exceeding 3.5 million tons, providing strong support for heating and power supply in North China [1] - Huayang Group's mine has an annual production capacity of 8.5 million tons and is recognized as one of the first intelligent demonstration coal mines in the country [5] - The intelligent mining system allows for a single operator to control the coal cutting machine remotely, significantly reducing the workforce needed and increasing daily coal output by 1,000 tons compared to previous operations [5] Group 2 - Young miners, like Wang Shuai, are bringing new technologies and vitality to the industry, contributing to the modernization and efficiency of coal mining operations [7] - The implementation of a smart dust reduction and cooling system has improved operational efficiency, allowing issues that previously took hours to resolve to be addressed in just a few minutes [5]

Core Viewpoint - Shanxi Province is focusing on high-quality economic development and resource-based economic transformation, with a positive outlook for 2026 following a stable performance in 2025 [1][6]. Economic Performance - In 2025, Shanxi's GDP reached 25,495.7 billion yuan, growing by 4.0% year-on-year, which is an increase of 1.8 percentage points compared to 2024 [1]. - The growth rates for primary, secondary, and tertiary industries were 4.5%, 3.1%, and 4.5% respectively, indicating sustained economic resilience [1]. Macroeconomic Policies - Shanxi implemented a series of policies to stabilize growth and promote transformation, with fiscal spending exceeding 600 billion yuan, of which 80.1% was allocated to people's livelihoods [2]. - Tax reductions and refunds for technological innovation and manufacturing totaled 231.8 billion yuan, benefiting 440,000 business entities [2]. - The province's loan balance grew by 7.4%, with average interest rates for new corporate loans and inclusive small and micro loans dropping to 3.41% and 4.35% respectively [2]. Domestic Demand and Investment - Shanxi's "old for new" consumption policy led to a significant increase in retail sales, reaching 8,030.9 billion yuan, a growth of 4.7%, which is 1 percentage point higher than the national average [3]. - Fixed asset investment saw a narrowing decline of 0.4%, which is 3.4 percentage points lower than the national average, supported by 120 "two重" projects [3]. Industrial Structure and Innovation - The province's industrial value added grew by 4.9%, with coal production exceeding 1.3 billion tons, an increase of 2.1% [4]. - New industries such as computer manufacturing and renewable energy saw substantial growth, with the former increasing by 121.6% [4]. - The service sector's contribution to GDP rose by 2.3 percentage points, with information technology services growing by 9.8% [4]. Reform and Development - Shanxi is deepening reforms in key areas, enhancing the competitiveness of state-owned enterprises and fostering innovation through the establishment of 27 national-level innovation platforms [5]. - The province's open economy is improving, with 1,000 China-Europe (Asia) freight trains operating, and 2,471 enterprises engaged in import and export activities, marking an 18.6% increase from the previous year [5]. Social Welfare and Employment - In 2025, Shanxi created 473,000 new urban jobs, exceeding annual targets, and continued to narrow the income gap between urban and rural areas [6]. - The high proportion of fiscal spending on social welfare ensures that development benefits are equitably distributed among the population [6].

煤焦：市场情绪多变 盘面震荡运行 晨报 煤焦 投资咨询业务资格： 负责人：赵 毅 从业资格号：F3059924 投资咨询号：Z0002978 电话：010-62688526 成 材：武秋婷 从业资格号：F3078638 投资咨询号：Z0018248 电话：010-62688555 从业资格号：F3038114 投资咨询号：Z0014834 电话：010-62688541 原材料： 冯艳成 从业资格号：F3059529 投资咨询号：Z0018932 电话：010-62688516 有色金属：于梦雪 从业资格号：F03127144 投资咨询号：Z0020161 电话：021-20857653 成文时间： 2026 年 2 月 6 日 逻辑：昨日市场情绪转弱，煤焦期价震荡回落。近日钢矿整体走势偏 弱，叠加季节性淡季，抑制煤焦反弹高度。 证监许可【2011】1452 号 从基上面来看，本周国内煤矿陆续开始停产放假，据 Mysteel 调研， 云南、山西晋中等地煤矿放假较早，产量下滑较为明显，下周农历腊月二 十三左右，将进入民营煤矿放假高峰期，停产煤矿激增，产量将大幅下滑。 本周原煤、精煤日产 192.5 万吨、75. ...

晨报 煤焦 煤焦：市场情绪波动 盘面反弹空间有限 投资咨询业务资格： 负责人：赵 毅 从业资格号：F3059924 投资咨询号：Z0002978 电话：010-62688526 成 材：武秋婷 从业资格号：F3078638 投资咨询号：Z0018248 电话：010-62688555 有色金属：于梦雪 从业资格号：F03127144 投资咨询号：Z0020161 电话：021-20857653 成文时间： 2026 年 2 月 5 日 逻辑：昨日煤焦期价震荡反弹，主要是关于印尼煤炭 RKAB 产量配额 削减可能会影响出口的消息发酵，提振煤炭市场情绪，但印尼煤炭生产以 动力煤为主，焦煤和无烟煤影响较小，且根据我国海关的数据，2022 年 -2025 年印尼出口到中国的煤炭当中，动力煤占比达到了 98%以上，因此， 印尼出口减量对我国炼焦煤市场供给格局的影响非常小。近日钢矿走势偏 弱，叠加季节性淡季，煤焦或难以走出独立行情。 证监许可【2011】1452 号 从基上面来看，本周国内煤矿陆续开始停产放假，据 Mysteel 调研， 云南、山西晋中等地煤矿放假较早，产量下滑较为明显，下周农历腊月二 十三左右，将进入民 ...

Group 1 - On February 3, Baotailong's stock increased by 1.22%, with a trading volume of 224 million yuan [1] - The financing data on the same day showed that Baotailong had a financing purchase amount of 13.82 million yuan and a financing repayment of 15.78 million yuan, resulting in a net financing outflow of 1.96 million yuan [1] - As of February 3, the total balance of margin trading for Baotailong was 209 million yuan, accounting for 3.29% of its circulating market value, which is above the 70th percentile level over the past year [1] Group 2 - As of September 30, the number of Baotailong's shareholders was 83,100, a decrease of 10.86% from the previous period, while the average circulating shares per person increased by 12.18% to 23,062 shares [2] - For the period from January to September 2025, Baotailong reported an operating income of 479 million yuan, a year-on-year decrease of 57.55%, while the net profit attributable to shareholders increased by 118.44% to 50.36 million yuan [2] Group 3 - Baotailong has distributed a total of 332 million yuan in dividends since its A-share listing, with no dividends distributed in the past three years [3] - As of September 30, 2025, among the top ten circulating shareholders of Baotailong, Guotai Zhongzheng Coal ETF ranked as the third-largest shareholder with 53.28 million shares, an increase of 32.45 million shares from the previous period [3] - Hong Kong Central Clearing Limited entered as a new sixth-largest shareholder with 21.22 million shares, while other funds also increased their holdings in Baotailong [3]