1月28日，平煤股份涨5.05%，截至发稿，报8.53元/股，成交3.30亿元，换手率1.60%，总市值210.64亿 元。 资料显示，平顶山天安煤业股份有限公司位于河南省平顶山市矿工路21号，成立日期1998年3月17日， 上市日期2006年11月23日，公司主营业务涉及煤炭开采、煤炭洗选加工和煤炭销售。主营业务收入构成 为：洗煤分部66.88%，混煤分部35.49%，其他分部28.19%，勘探工程分部1.18%。 从平煤股份十大流通股东角度 南方中证500ETF（510500）基金经理为罗文杰。 截至发稿，罗文杰累计任职时间12年285天，现任基金资产总规模1713.58亿元，任职期间最佳基金回报 192.55%， 任职期间最差基金回报-47.6%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，任何在本文出现的信息（包括但 不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验，因此本文内 容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联系 ...

1月16日，平煤股份盘中下跌2.06%，截至13:07，报8.09元/股，成交1.21亿元，换手率0.60%，总市值 199.77亿元。 资料显示，平顶山天安煤业股份有限公司位于河南省平顶山市矿工路21号，成立日期1998年3月17日， 上市日期2006年11月23日，公司主营业务涉及煤炭开采、煤炭洗选加工和煤炭销售。主营业务收入构成 为：洗煤分部66.88%，混煤分部35.49%，其他分部28.19%，勘探工程分部1.18%。 平煤股份所属申万行业为：煤炭-煤炭开采-焦煤。所属概念板块包括：动力煤、中盘、国资改革、融资 融券、增持回购等。 截至9月30日，平煤股份股东户数8.78万，较上期增加9.76%；人均流通股28123股，较上期减少8.89%。 2025年1月-9月，平煤股份实现营业收入148.16亿元，同比减少36.46%；归母净利润2.80亿元，同比减少 86.32%。 责任编辑：小浪快报 分红方面，平煤股份A股上市后累计派现127.82亿元。近三年，累计派现58.50亿元。 资金流向方面，主力资金净流出640.36万元，特大单买入400.45万元，占比3.32%，卖出427.79万元，占 比3. ...

Core Viewpoint - Pingmei Shenhua Coal Industry Co., Ltd. has experienced a decline in stock price and significant decreases in revenue and net profit for the year 2025, indicating potential challenges in the coal industry [1][2]. Group 1: Stock Performance - On November 11, Pingmei's stock price fell by 2.08% to 8.46 CNY per share, with a trading volume of 1.74 billion CNY and a turnover rate of 0.83%, resulting in a total market capitalization of 20.891 billion CNY [1]. - Year-to-date, Pingmei's stock price has decreased by 10.48%, with a 1.97% drop over the last five trading days, a 2.42% increase over the last 20 days, and a 2.79% increase over the last 60 days [1]. Group 2: Financial Performance - For the period from January to September 2025, Pingmei reported operating revenue of 14.816 billion CNY, a year-on-year decrease of 36.46%, and a net profit attributable to shareholders of 280 million CNY, down 86.32% year-on-year [2]. - Since its A-share listing, Pingmei has distributed a total of 12.782 billion CNY in dividends, with 5.850 billion CNY distributed over the last three years [3]. Group 3: Shareholder and Institutional Holdings - As of September 30, 2025, the number of shareholders for Pingmei increased to 87,800, up by 9.76%, while the average circulating shares per person decreased by 8.89% to 28,123 shares [2]. - Among the top ten circulating shareholders, the Guotai Zhongzheng Coal ETF holds 58.8552 million shares, an increase of 35.7928 million shares from the previous period, while the Huatai-PineBridge SSE Dividend ETF holds 45.2174 million shares, an increase of 2.5475 million shares [3].

Core Viewpoint - Pingmei Shenma Coal Industry Co., Ltd. is a leading supplier of premium coking coal in China, with strong cost control capabilities and significant investment value [1] Group 1: Business Performance - In Q3 2025, Pingmei achieved a revenue of 14.816 billion yuan, ranking 6th in the industry [2] - The company's net profit for the same period was 295 million yuan, placing it 7th in the industry [2] - The revenue breakdown includes 6.768 billion yuan from washing coal (66.88%), 3.591 billion yuan from mixed coal (35.49%), and 1.2 billion yuan from exploration engineering (1.18%) [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 63.17%, higher than the industry average of 53.50% [3] - The gross profit margin was 19.01%, below the industry average of 22.28% [3] Group 3: Management and Shareholder Information - The chairman, Jiao Zhenying, received a salary of 686,800 yuan in 2023 [4] - The number of A-share shareholders increased by 9.76% to 87,800 as of September 30, 2025 [5] Group 4: Future Outlook - The company is expected to improve profitability in the second half of 2024 due to rising coking coal prices and strategic acquisitions [5][6] - EPS forecasts for 2025-2027 are 0.22 yuan, 0.26 yuan, and 0.27 yuan respectively [5] - Target price for 2026 is set at 9.52 yuan with a "buy" rating maintained [6]

Core Viewpoint - Pingmei Shenhua Coal Industry Co., Ltd. has experienced fluctuations in stock price and significant changes in financial performance, indicating potential investment opportunities and risks in the coal industry [1][2]. Financial Performance - As of September 30, 2025, Pingmei reported a revenue of 10.12 billion yuan, a year-on-year decrease of 37.74% [2]. - The net profit attributable to shareholders was 258 million yuan, down 81.48% year-on-year [2]. - Year-to-date, the stock price has decreased by 8.36%, but it has shown a slight recovery with a 1.17% increase over the last five trading days and a 9.34% increase over the last 20 days [1]. Stock Market Activity - On October 29, the stock price rose by 2.00% to 8.66 yuan per share, with a trading volume of 315 million yuan and a turnover rate of 1.50% [1]. - The total market capitalization of Pingmei is 21.385 billion yuan [1]. - The net inflow of main funds was 22.77 million yuan, with significant buying activity from large orders [1]. Shareholder Information - As of September 30, 2025, the number of shareholders increased to 87,800, a rise of 9.76% [2]. - The average number of circulating shares per shareholder decreased by 8.89% to 28,123 shares [2]. Dividend Distribution - Since its A-share listing, Pingmei has distributed a total of 12.782 billion yuan in dividends, with 5.850 billion yuan distributed in the last three years [3]. Institutional Holdings - As of June 30, 2025, major institutional shareholders include Huatai-PB SSE Dividend ETF, which holds 42.67 million shares, a decrease of 8.7474 million shares from the previous period [3]. - Other notable shareholders include Guotai CSI Coal ETF and Southern CSI 500 ETF, with slight increases in their holdings [3].