Investment Rating - The report maintains a "Buy" rating for several key companies in the coal industry, including Shanxi Coking Coal, Lu'an Mining, Yancoal Energy, China Shenhua, Shaanxi Coal and Chemical Industry, and others [5]. Core Views - The coal market is expected to see strong marginal improvements in supply and demand, leading to a stabilization and potential increase in coal prices. The report anticipates that coal prices will continue to rise due to high electricity demand during the cold weather and a reduction in port inventories [6][8]. - The demand side remains resilient, with non-electric demand and electricity demand both expected to maintain high levels. The report highlights that steel production and chemical industry coal consumption are driving this demand [8]. - On the supply side, there are expectations of reduced coal production due to regulatory changes and potential capacity cuts in key mining regions, which could further tighten supply [8]. - The report suggests that investors should consider low-entry opportunities in the coal sector, focusing on companies with strong dividend yields and low valuations, as well as those with significant production capacity growth [8]. Summary by Sections 1. Core Views and Operational Tracking - The report emphasizes the importance of dividend policies and growth prospects for listed companies in the coal sector, indicating a focus on stable earnings and potential for future growth [12][14]. 2. Coal Price Tracking - The report provides detailed tracking of coal prices, including indices for thermal coal and coking coal, highlighting recent price movements and trends in both domestic and international markets [9][10]. 3. Coal Inventory Tracking - There is a focus on coal production levels and inventory status, with recent data showing a decrease in port coal inventories, indicating improved supply-demand dynamics [8][10]. 4. Downstream Performance in the Coal Industry - The report tracks downstream consumption patterns, including daily coal usage by power plants and trends in steel and cement prices, which are critical for understanding overall coal demand [9][10]. 5. Recent Performance of the Coal Sector and Individual Stocks - The report analyzes the recent performance of the coal sector, noting fluctuations in stock prices and market sentiment, while also providing forecasts for key companies [8][10].

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为260.07万元。该股近5个交易日累 计上涨6.20%，主力资金合计净流出2250.76万元。 责任编辑：小浪快报 1月9日，新集能源收涨1.01%，收盘价为7.02元，发生1笔大宗交易，合计成交量37.1万股，成交金额 260.07万元。 第1笔成交价格为7.01元，成交37.10万股，成交金额260.07万元，溢价率为-0.14%，买方营业部为华泰 证券股份有限公司深圳益田路证券营业部，卖方营业部为华泰证券股份有限公司深圳益田路证券营业 部。 ...

| 仅条垫立 日志 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | | | 卖出营业部 | 是否为" | | 026-01-09 | 新集能源 | 601918 | 7.01 260.07 | 37.1 | 委會長發醫習落學 | 茶園景發替當品為屋 | | | 1月9日，新集能源大宗交易成交37.1万股，成交额260.07万元，占当日总成交额的0.69%，成交价7.01 元，较市场收盘价7.02元折价0.14%。 ...

Group 1 - The coal mining sector increased by 1.23% on January 9, with Jiangte Equipment leading the gains [1] - The Shanghai Composite Index closed at 4120.43, up 0.92%, while the Shenzhen Component Index closed at 14120.15, up 1.15% [1] - Jiangte Equipment's stock price rose by 9.95% to 9.06, with a trading volume of 448,900 shares and a transaction value of 397 million yuan [1] Group 2 - Major coal companies such as China Shenhua and Xinda Zhou A also saw increases, with China Shenhua up 2.41% to 42.45 and a transaction value of 1.551 billion yuan [1] - Conversely, some companies like Dayou Energy and Shanxi Coking Coal experienced declines, with Dayou Energy down 3.23% to 8.10 and a transaction value of 859 million yuan [2] - The coal mining sector experienced a net outflow of 324 million yuan from major funds, while retail investors saw a net inflow of 397 million yuan [2][3] Group 3 - Jiangte Equipment had a net inflow of 109 million yuan from major funds, while retail investors had a net outflow of 46 million yuan [3] - China Shenhua also saw a net inflow of 34.67 million yuan from major funds, with retail investors experiencing a slight outflow [3] - The overall trend indicates a mixed sentiment in the coal mining sector, with significant retail interest despite the net outflow from major funds [2][3]

Core Viewpoint - The National Energy Administration has announced the first batch of pilot projects for enhancing the construction capacity of a new power system, supporting 43 projects across 10 cities to explore new technologies and models in the energy sector [2][11]. Group 1: Pilot Project Directions - The 43 pilot projects cover seven directions: - 4 system-friendly new energy power station projects - 8 grid-structured technology application projects - 7 smart microgrid projects - 2 computing power and electricity collaboration projects - 13 virtual power plant projects - 1 large-scale high-proportion renewable energy delivery project - 8 new-generation coal power projects [2][11]. Group 2: Pilot Project Details - **Grid-Structured Technology Application Projects**: - Includes 8 projects such as the grid-structured energy storage project in Baotou, Inner Mongolia, and the flexible DC transmission project in Zhoushan, Zhejiang [3][13]. - **Smart Microgrid Projects**: - Comprises 7 projects including the smart microgrid project in Jilin Oilfield, Jilin, and the integrated charging and swapping smart microgrid project in Yichang, Hubei [4][14]. - **Computing Power and Electricity Collaboration Projects**: - Features 2 projects, namely the computing power center project in Haidian District, Beijing, and the data center project in Wuhu, Anhui [5][6]. - **Virtual Power Plant Projects**: - Encompasses 13 projects such as the controllable resource adjustment project in Hebei and the virtual power plant project in Suzhou, Jiangsu [7][15]. - **System-Friendly New Energy Power Station Projects**: - Includes 4 projects like the wind-solar-thermal storage integrated system-friendly new energy power station in Huainan, Anhui [8][12]. - **Large-Scale High-Proportion Renewable Energy Delivery Project**: - Involves the ±800 kV UHV DC transmission project from southeastern Tibet to the Guangdong-Hong Kong-Macao Greater Bay Area [9][16]. - **New-Generation Coal Power Projects**: - Comprises 8 projects including the coal power unit projects in Shanxi, Jiangsu, and Hubei [9][15].

Group 1 - The A-share market saw a collective rise in coal stocks on January 7, with notable increases in various companies, including a 10% surge for Shaanxi Black Cat and over 7% for Shanxi Coking Coal [1] - Futures for coking coal reached a limit increase of 8%, priced at 1164 yuan/ton, while coking coal futures main contract rose over 7% to 1757 yuan/ton [1] Group 2 - Shaanxi Black Cat (601015) had a market cap of 8.313 billion yuan and a year-to-date increase of 12.43% [2] - Shanxi Coking Coal (000983) reported a market cap of 40.1 billion yuan with a year-to-date increase of 9.97% [2] - Jiangxi Tungsten Equipment (600397) had a market cap of 8.009 billion yuan and a year-to-date increase of 6.45% [2] - Lu'an Environmental Energy (601699) reported a market cap of 38.3 billion yuan with a year-to-date increase of 8.39% [2] - Dayou Energy (600403) had a market cap of 1.79 billion yuan and a year-to-date increase of 7.45% [2] - Baotailong (601011) reported a market cap of 6.743 billion yuan with a year-to-date increase of 3.53% [2] - Yunmei Energy (600792) had a market cap of 4.606 billion yuan and a year-to-date increase of 6.96% [2] - Zhengzhou Coal Power (600121) reported a market cap of 5.483 billion yuan with a year-to-date increase of 7.91% [2] - Shanxi Coking (600740) had a market cap of 10.2 billion yuan and a year-to-date increase of 5.85% [2]

MACD金叉信号形成，这些股涨势不错！ | 代码 | 名杯 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 601015 | 陕西黑猫 | | 10.00 | 83.13亿 | 12.43 | | 000983 | 山西焦煤 | | 7.13 | 401亿 | 9.97 | | 600397 | 江钨装备 | | 5.20 | 80.09亿 | 6.45 | | 601699 | 潞安环能 | | 4.92 | 383亿 | 8.39 | | 600403 | 大有能源 | | 4.90 | 179亿 | 7.45 | | 601011 | 宝泰隆 | 1 | 4.45 | 67.43 乙 | 3.53 | | 600792 | 云煤能源 | | 4.01 | 46.06亿 | 6.96 | | 600121 | 郑州煤电 | | 3.93 | 54.83亿 | 7.91 | | 600740 | 山西焦化 | | 3.65 | 102亿 | 5.85 | | 601918 | 新集能源 | 1 | 2.98 | 179亿 ...

根据《上海证券交易所股票上市规则》《上海证券交易所上市 公司自律监管指引第 1 号——规范运作》和《公司章程》《独立董 事制度》《关联交易决策制度》等有关规定，我们作为中煤新集能 源股份有限公司（以下简称"公司"）独立董事，于 2026 年 1 月 4 日 召开了第十一届董事会独立董事专门会议 2026 年第一次会议，认真 审核公司提交的十一届四次董事会相关材料，并与公司相关人员进 行了有效沟通，基于独立、客观判断的原则，提出如下审核意见： 二、关于公司与中国中煤能源集团有限公司及其控股企业关联 1 中煤新集能源股份有限公司第十一届董事会 独立董事专门会议 2026 年第一次会议审核意见 一、关于公司与安徽楚源工贸有限公司日常关联交易的审核意 见 作为公司独立董事，我们对公司与关联方安徽楚源工贸有限公 司（以下简称"楚源工贸"）发生的日常关联交易相关议案进行了认真 审核，发表审核意见如下： 1、公司基于生产经营需要,与关联方楚源工贸开展日常关联交 易，公司2025年与楚源工贸的关联交易总量在合理范围内、关联交 易定价公允，公司合理预测了2026年与楚源工贸日常关联交易额度， 本次关联交易遵循了公开、公平、合理 ...

证券代码:601918 证券简称:新集能源 编号:2026-006 中煤新集能源股份有限公司 关于会计政策变更的公告 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法律责任。 重要内容提示： 调整的存货包括设备配件、金属材料、非金属材料等纳入云仓 系统管理的大宗原材料等。本次会计政策变更前，上述存货发出时 1 采用移动加权平均法计价。 （三）变更后的会计政策 本次会计政策变更后，公司存货发出时采用的计价方法变更为 先进先出法。 （四）会计政策变更适用日期 ● 本次会计政策变更属于自主会计政策变更，采用未来适用法， 不涉及对以前年度会计报表进行追溯调整，不会对中煤新集能源股 份有限公司（以下简称"公司"）的财务状况、经营成果和现金流量 产生重大影响，无需提交股东会审议。 一、会计政策变更概述 （一）变更原因 随着公司仓储物流数字化转型的深入推进，公司上线了统一采 存一体化平台"云仓系统"，以规范和加强存货中原材料物资管理。 "云仓系统"上线后，部分原材料能够实现按批次管理与计价，公 司出库物资管理与计价更加准确，拟将 ERP 系统中部分出 ...

证券代码:601918 证券简称:新集能源 编号:2026-003 中煤新集能源股份有限公司与 安徽楚源工贸有限公司日常关联交易公告 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法律责任。 重要内容提示： ●根据测算，中煤新集能源股份有限公司（以下简称"公司"）2026 年与安徽楚源工贸有限公司（以下简称"楚源工贸"）拟发生的日常 性关联交易总额不超过 75,724.93 万元，未超过公司最近一期经审计 净资产的 5%，无需提交股东会审议。 ●本日常关联交易为满足公司及控股子公司的正常业务开展，不 会对关联方形成依赖。 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 2026 年 1 月 6 日，公司召开十一届四次董事会审议通过了《关 于公司与安徽楚源工贸有限公司日常关联交易的议案》，关联董事刘 峰、孙凯、吴凤东、潘红霞、彭卫东回避表决，其他 4 名非关联董 事表决同意。根据相关规定，上述关联交易额度未超出《公司章程》 《董事会议事规则》《关联交易决策制度》等规定的董事会审批权限， 无需提交股东会审议。 公司第十一届董事会 ...