Group 1 - The company, Shaanxi Black Cat, announced the transfer of 100% equity stakes in Zhangye Hongneng Coal Industry Co., Ltd. and Zhangye Hongneng Changsheng Energy Co., Ltd. to Anhui Hengyuan Coal and Electricity Co., Ltd. for approximately 440 million yuan [1] - The company also transferred a total of approximately 1.137 billion yuan in loans provided to Hongneng Coal Industry [1] - This transaction does not constitute a related party transaction or a major asset restructuring and has been approved by the company's board of directors without the need for shareholder approval [1] Group 2 - For the first half of 2025, the revenue composition of Shaanxi Black Cat is as follows: coke accounts for 72.06%, coal tar for 6.15%, liquefied natural gas for 5.78%, premium coal for 3.51%, and synthetic ammonia for 3.42% [1] - The current market capitalization of Shaanxi Black Cat is 9.2 billion yuan [2]

Group 1 - The company, Yunmei Energy (600792), primarily engages in the production and sales of coke and related chemical products [1] - The main product of the company is metallurgical coke, while its by-products include gas, crude benzene, tar, methanol, ammonium sulfate, and sulfur [1]

- 1 - 证券代码：601015 证券简称：陕西黑猫 公告编号：2025-044 陕西黑猫焦化股份有限公司 2025 年第三季度主要经营数据公告 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。 根据上海证券交易所《上市公司行业信息披露指引第十三号—化工》的规定， 现将公司 2025 年第三季度主要经营数据披露如下： | 主要产品 | 产量（万吨） | 销量（万吨） | 销售收入（万元） | | --- | --- | --- | --- | | 焦炭 | 135.18 | 155.56 | 185,052.34 | | 焦油 | 5.08 | 5.18 | 15,479.17 | | 粗苯 | 1.61 | 1.72 | 7,346.68 | | 甲醇 | 4.86 | 3.54 | 6,300.58 | | 合成氨 | 3.68 | 3.60 | 6,191.17 | | LNG | 4.20 | 4.70 | 17,188.92 | | BDO | 1.07 | 1.11 | 7,015.57 | | 精煤 | 1 ...

Group 1 - The core point of the news is the significant increase in the stock price of Shaanxi Black Cat, which rose by 5.39% to 4.50 CNY per share, with a trading volume of 585 million CNY and a turnover rate of 6.66%, resulting in a total market capitalization of 9.191 billion CNY [1] - Shaanxi Black Cat Coking Co., Ltd. is located in Hancheng City, Shaanxi Province, and was established on November 18, 2003, with its listing date on November 5, 2014. The company primarily engages in the production and sales of coking products, coal chemical products, and coal products [1] - The revenue composition of Shaanxi Black Cat includes: coke 72.06%, tar 6.15%, LNG 5.78%, fine coal 3.51%, synthetic ammonia 3.42%, crude benzene 3.14%, methanol 2.80%, BDO 0.95%, medium coal 0.92%, other 0.78%, and other product revenue 0.50% [1] Group 2 - Among the top ten circulating shareholders of Shaanxi Black Cat, a fund under Southern Fund holds a significant position. The Southern CSI 1000 ETF (512100) increased its holdings by 142.47 thousand shares in the second quarter, bringing its total to 754.46 thousand shares, which accounts for 0.37% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a current scale of 64.953 billion CNY. Year-to-date returns are 27.27%, ranking 2113 out of 4218 in its category; the one-year return is 26.9%, ranking 1828 out of 3878; and since inception, the return is 12.63% [2]

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法律责任。 根据《上海证券交易所上市公司自律监管指引第 3 号——行业信息披露第十 三号—化工》有关规定和披露要求，云南煤业能源股份有限公司（以下简称公司） 2025 年前三季度主要经营数据如下： | 主要 | 经营指标 | 单位 | 2025 年 1-9 月 | 2024 年 1-9 月 | 本期比上年同 | | --- | --- | --- | --- | --- | --- | | 产品 | | | | | 期增减（%） | | 焦炭 | 产量 | 吨 | 1,941,810.12 | 1,702,753.83 | 14.04 | | | 销量 | 吨 | 1,936,630.78 | 1,711,983.42 | 13.12 | | | 收入 | 元 | 3,104,732,395.49 | 4,285,483,628.55 | -27.55 | | | 成本 | 元 | 3,128,090,664.50 | 4,335,784,584.80 | -27.85 | | | 毛利 | ...

Group 1 - The core point of the news is that Shaanxi Black Cat Co., Ltd. experienced a stock price increase of 5.58%, reaching 4.35 CNY per share, with a trading volume of 308 million CNY and a turnover rate of 3.65%, resulting in a total market capitalization of 8.885 billion CNY [1] - Shaanxi Black Cat focuses on the production and sales of coking products, coal chemical products, and coal products, with its main business revenue composition being: coke 72.06%, tar 6.15%, LNG 5.78%, fine coal 3.51%, synthetic ammonia 3.42%, crude benzene 3.14%, methanol 2.80%, BDO 0.95%, medium coal 0.92%, and other products 1.28% [1] Group 2 - Among the top ten circulating shareholders of Shaanxi Black Cat, a fund under Southern Fund has increased its holdings in the Southern CSI 1000 ETF (512100) by 142,470 shares in the second quarter, now holding 7,544,600 shares, which accounts for 0.37% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) has a current scale of 64.953 billion CNY, with a year-to-date return of 25.99% and a one-year return of 28.04% [2]

Group 1 - The core point of the news is the significant increase in the stock price of Shaanxi Black Cat Coking Co., Ltd., which rose by 5.58% to 4.35 CNY per share, with a trading volume of 307 million CNY and a turnover rate of 3.64%, resulting in a total market capitalization of 8.885 billion CNY [1] - Shaanxi Black Cat focuses on the production and sales of coking products, coal chemical products, and coal products, with its main business revenue composition being: coke 72.06%, tar 6.15%, LNG 5.78%, fine coal 3.51%, synthetic ammonia 3.42%, crude benzene 3.14%, methanol 2.80%, BDO 0.95%, medium coal 0.92%, and other products 1.28% [1] Group 2 - Among the top ten circulating shareholders of Shaanxi Black Cat, Huashang Fund has a fund that entered the list, specifically Huashang Selected Return Mixed A (010761), which holds 7.9194 million shares, accounting for 0.39% of the circulating shares, with an estimated floating profit of approximately 1.8215 million CNY [2] - Huashang Selected Return Mixed A (010761) was established on January 19, 2021, with a latest scale of 2.261 billion CNY, achieving a year-to-date return of 44.36%, ranking 1451 out of 8226 in its category, and a one-year return of 40.79%, ranking 1583 out of 8099 [2] Group 3 - The fund managers of Huashang Selected Return Mixed A (010761) are Yu Yi, Sun Wei, and Cui Zhipeng, with their respective management tenures and performance metrics detailed as follows: Yu Yi has managed for 3 years and 46 days with a best return of 75.65% and a worst return of -2.66%; Sun Wei has managed for 2 years and 298 days with a best return of 65.96% and a worst return of -11.43%; Cui Zhipeng has managed for 1 year and 299 days with a best return of 67.38% and a worst return of -0.47% [3]

Core Viewpoint - Shaanxi Black Cat experienced a significant decline in stock price, with a drop of 4.82% on October 22, resulting in a trading volume of 500 million yuan [1] Financing and Margin Trading - On October 22, Shaanxi Black Cat had a financing buy-in amount of 47.01 million yuan, with a net financing purchase of 18.36 million yuan after repayments [1] - The total financing and margin trading balance reached 157 million yuan, with the financing balance accounting for 1.83% of the circulating market value, indicating a high level compared to the past year [1] - The company repaid 10,900 shares in margin trading and sold 2,100 shares, with a selling amount of 8,715 yuan, while the margin balance was 1.44 million yuan, also at a high level [1] Financial Performance - For the first half of 2025, Shaanxi Black Cat reported operating revenue of 5.234 billion yuan, a year-on-year decrease of 32.46%, and a net profit attributable to shareholders of -462 million yuan, a decrease of 3.76% [2] - Cumulative cash dividends since the company's A-share listing amounted to 596 million yuan, with 204 million yuan distributed in the last three years [3] Shareholder Structure - As of June 30, 2025, the number of shareholders for Shaanxi Black Cat was 83,100, a decrease of 5.68% from the previous period, while the average circulating shares per person increased by 6.03% to 24,586 shares [2] - Notable institutional holdings include Guotai CSI Coal ETF as the seventh largest shareholder with 12.6933 million shares, and Huashang Selected Return Mixed A as the eighth largest shareholder with 7.9194 million shares, marking a new entry [3]

Group 1 - The core point of the news is that Shaanxi Black Cat Coking Co., Ltd. experienced a stock price increase of 5.19%, reaching 4.46 CNY per share, with a trading volume of 617 million CNY and a turnover rate of 7.18%, resulting in a total market capitalization of 9.11 billion CNY [1] - Shaanxi Black Cat was established on November 18, 2003, and went public on November 5, 2014. The company primarily engages in the production and sales of coking products, coal chemical products, and coal products [1] - The main revenue composition of Shaanxi Black Cat includes coke at 72.06%, coal tar at 6.15%, LNG at 5.78%, and other products contributing smaller percentages [1] Group 2 - From the perspective of the top ten circulating shareholders, Southern Fund's Southern CSI 1000 ETF (512100) increased its holdings by 142,470 shares in the second quarter, now holding 754,460 shares, which accounts for 0.37% of the circulating shares [2] - The Southern CSI 1000 ETF (512100) was established on September 29, 2016, with a latest scale of 64.95 billion CNY. Year-to-date returns are 22.89%, ranking 2070 out of 4218 in its category [2] - The fund manager of Southern CSI 1000 ETF is Cui Lei, who has been in the position for 6 years and 350 days, with a total asset scale of 94.976 billion CNY [3]

Core Viewpoint - Shaanxi Black Cat's stock price increased by 10.13% on October 20, with a trading volume of 632 million yuan, indicating strong market interest and activity [1]. Financing Summary - On October 20, Shaanxi Black Cat had a financing buy-in amount of 49.46 million yuan, with a net financing buy of 23.98 million yuan after repayments [1]. - The total financing and securities lending balance reached 124 million yuan, with financing balance accounting for 1.42% of the circulating market value, indicating a high level of financing activity compared to the past year [1]. - The company repaid 12,200 shares in securities lending and sold 5,500 shares, with a total selling amount of 23,300 yuan, while the securities lending balance was 1.45 million yuan, also at a high level [1]. Business Performance - As of June 30, the number of shareholders for Shaanxi Black Cat was 83,100, a decrease of 5.68% from the previous period, while the average circulating shares per person increased by 6.03% to 24,586 shares [2]. - For the first half of 2025, the company reported operating revenue of 5.234 billion yuan, a year-on-year decrease of 32.46%, and a net profit attributable to shareholders of -462 million yuan, a decrease of 3.76% year-on-year [2]. Dividend and Shareholding Structure - Since its A-share listing, Shaanxi Black Cat has distributed a total of 596 million yuan in dividends, with 204 million yuan distributed over the past three years [3]. - As of June 30, 2025, the top ten circulating shareholders included several ETFs, with notable increases in holdings from institutions such as Guotai Zhongzheng Coal ETF and Huashang Selected Return Mixed A [3].