证券日报网讯2月10日，永泰能源（600157）在互动平台回答投资者提问时表示，截至2026年1月31日， 公司已回购股份350万股，本次股份回购期限为2025年12月22日至2026年12月21日。 ...

证券日报网讯2月10日，永泰能源（600157）在互动平台回答投资者提问时表示，公司2025年年度业绩 预告已按上市公司信息披露规定于2026年1月31日在上海证券交易所网站披露，敬请查阅。 ...

格隆汇2月10日丨永泰能源(600157.SH)在投资者互动平台表示，目前公司不涉及与京能集团合作事项， 京能集团未对公司进行尽职调查。 ...

Investment Rating - The investment rating for the coal industry is "Positive" (maintained) [1] Core Viewpoints - The report indicates that coal prices are expected to recover gradually to a reasonable price level of around 750 CNY/ton, influenced by supply constraints and increasing demand due to seasonal factors [3][5] - The report highlights that the price of thermal coal has reached a turning point, with a projected upward trajectory supported by policy adjustments and market dynamics [5][14] - The focus on both cyclical recovery and dividend stability presents a dual investment logic for coal stocks, suggesting that now is an opportune time for investment [6][15] Summary by Sections Investment Logic - Thermal coal prices are expected to rise through a four-step process: repairing central and local long-term contracts, reaching the coal-electricity profit-sharing line, and potentially exceeding the breakeven point for power plants, estimated at 860 CNY [5][14] - Coking coal prices are more influenced by supply-demand fundamentals, with target prices based on the ratio of coking coal to thermal coal prices [5][14] Key Market Indicators - As of February 6, the price of Qinhuangdao Q5500 thermal coal was 695 CNY/ton, reflecting a slight increase of 3 CNY from the previous week [3][20] - The report notes a decrease in the production rate of coal mines, with the operating rate for 442 coal mines in Shanxi, Shaanxi, and Inner Mongolia at 82.7% [20][21] Investment Recommendations - The report suggests four main lines for selecting coal stocks: 1. Cyclical logic: companies like Jinko Coal and Yanzhou Coal 2. Dividend logic: China Shenhua and Zhongmei Energy 3. Diversified aluminum elasticity: Shenhuo Co. and Electric Power Investment 4. Growth logic: Xinjie Energy and Guanghui Energy [6][15] Company Performance - The coal index experienced a slight decline of 0.62%, outperforming the CSI 300 index by 0.71 percentage points [8][24] - Major coal companies showed varied performance, with some experiencing significant gains while others faced declines [24][26]

Core Viewpoint - Yongtai Energy has made substantial progress in the full industry chain layout of vanadium flow battery energy storage since its commitment to the energy storage sector [2] Resource Aspect - The company possesses a vanadium pentoxide resource amounting to 158.89 million tons, providing essential upstream support for its energy storage business [2] Technology Aspect - The company's Singapore-based subsidiary, Vnergy, has developed the world's first generation of solid-state capacity-enhancing materials, which have reduced the cost of positive electrolyte by 40% to 60% and expanded the operational temperature range to 5°C to 70°C, significantly improving environmental adaptability while being fully compatible with existing stacks [2] - The self-developed 32kW-level stack product has completed iteration, achieving a current density of 167 mA/cm² and maintaining an energy efficiency of over 80%, with core performance indicators reaching advanced domestic levels [2] - Continuous innovation in battery management systems and key component structures has led to a total of 42 patents, including 29 invention patents [2] Project Aspect - The first MW-level energy storage station, the Nanshan integrated solar-storage energy station, developed using the company's core technology, has been operational for over a year, successfully validating the reliability of the technology and the commercial model [2]

（文章来源：证券日报） 证券日报网讯 2月4日，永泰能源在互动平台回答投资者提问时表示，公司股价受宏观经济、行业周 期、市场资金偏好等多重因素综合影响，暂未能充分反映出公司实际价值。股票交易为投资者市场化行 为，公司无法知悉是否存在压价操控情形。目前，公司生产经营正常，不存在应披露而未披露事项。 ...

Core Viewpoint - The company is actively advancing its shale gas project in accordance with national requirements and technical standards [1] Group 1: Shale Gas Project - The shale gas project is progressing as per the guidelines set by relevant national departments [1] Group 2: Vanadium Flow Battery Energy Storage Project - The vanadium flow battery energy storage project has completed the standardization of the new generation stack and is preparing for large-scale production of key materials [1] - Internal scenario verification of technical feasibility and preliminary business model is underway [1] Group 3: Coal-to-Aluminum Project - The coal-to-aluminum project at the Senda Yuan coal mine has completed resource reserve filing [1] - The company is preparing the "Bauxite Resource Development and Mining Environmental Protection and Land Reclamation Plan" and the "Green Mine Construction Implementation Plan" and is applying for mining rights certificates [1] Group 4: Share Buyback - As of January 31, 2026, the company has repurchased 3.5 million shares, amounting to 5.53 million yuan [1]

证券之星消息，2月4日煤炭开采板块较上一交易日上涨7.75%，恒源煤电领涨。当日上证指数报收于 4102.2，上涨0.85%。深证成指报收于14156.27，上涨0.21%。煤炭开采板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600971 | 恒源煤电 | 7.21 | 10.08% | 57.36万 | | 4.00亿 | | 600997 | 开滦股份 | 6.56 | 10.07% | 51.74万 | | 3.27亿 | | 000983 | 山西焦煤 | 7.36 | 10.01% | 189.80万 | | 13.54亿 | | 600403 | 大有能源 | 7.36 | 10.01% | 118.16万 | | 8.43亿 | | 600188 | 究矿能源 | 15.27 | 10.01% | 113.92万 | | 17.21亿 | | 6691099 | 潞安环能 | 13.97 | 10.00% | 94.87万 | | 13.0 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 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。 重要内容提示： ■ 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股份》等相关 规定，在回购股份期间，公司应当在每个月的前3个交易日内披露截至上月末的回购进展情况。现将公 司回购进展情况公告如下： 截至2026年1月31日，公司通过上海证券交易所交易系统以集中竞价交易方式累计回购股份3,500,000 股、占公司总股本的比例为0.02%，回购成交的最高价为1.58元/股、最低价为1.58元/股，支付的资金总 额为5,530,000元（不含交易费用）。上述回购进展符合法律法规的规定及公司回购方案的要求。 三、其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第7号一一回购股 份》等相关规定，在回购期限内根据市场情况择机做出回购决策并予以实施，同时根据回购股份事项进 展情况及时履行信息披露义务。 特此公告。 永泰能源集团股份有限公司董事会 2026年2月4日 一、回购股 ...

| 回购方案首次披露日 | 2025/12/2 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2025 22 12 | 12 | 日~2026 | 年 | 月 | 21 | 日 | | 预计回购金额 | 30,000万元~50,000万元 | | | | | | | | 回购用途 | √减少注册资本 □用于员工持股计划或股权激励 | | | | | | | | | □用于转换公司可转债 | | | | | | | | | □为维护公司价值及股东权益 | | | | | | | | 累计已回购股数 | 350万股 | | | | | | | | 累计已回购股数占总股本比例 | 0.02% | | | | | | | | 累计已回购金额 | 553万元 | | | | | | | | 实际回购价格区间 | 1.58元/股~1.58元/股 | | | | | | | 一、回购股份的基本情况 永泰能源集团股份有限公司（以下简称"公司"）分别于 2025 年 12 月 1 日、 12 月 22 日召开第十 ...