来源：新浪基金∞工作室 煤炭ETF（515220）业绩比较基准为中证煤炭指数收益率，管理人为国泰基金管理有限公司，基金经理 为吴中昊，成立（2020-01-20）以来回报为172.28%，近一个月回报为6.49%。 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，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月13日，截止午间收盘，煤炭ETF（515220）跌1.12%，报1.151元，成交额3.03亿元。煤炭ETF （515220）重仓股方面，中国神华截止午盘跌2.42%，陕西煤业跌2.44%，兖矿能源跌0.80%，中煤能源 跌2.78%，山西焦煤涨0.28%，华阳股份跌1.46%，美锦能源跌1.44%，潞安环能跌1.83%，淮北矿业涨 1.71%，平煤股份涨0.11%。 ...

证券日报网讯 2月12日，美锦能源在互动平台回答投资者提问时表示，有关公司H股上市事项，请以公 司已披露公告为准。公司在推进相关工作的过程中，始终严格遵循监管规则，并将结合自身经营状况、 资本市场环境及整体战略统筹审慎推进。公司将严格按照法律法规履行信息披露义务，相关进展请关注 公司后续公告。 （文章来源：证券日报） ...

证券日报网讯2月12日，美锦能源（000723）在互动平台回答投资者提问时表示，公司目前生产经营及 信息披露工作正常，不存在触及相关法律法规规定的退市情形。公司将严格按照监管要求履行信息披露 义务。 ...

每经AI快讯，2月9日，煤炭板块震荡上扬，新大洲A涨停，宝泰隆、郑州煤电、美锦能源、辽宁能源、 华电能源跟涨。 （文章来源：每日经济新闻） ...

2025年，我国近八成煤炭行业上市公司独立发布年度ESG报告，披露率创历史新高，较2024年增长 21%。 近年来，ESG在全球范围内的发展迎来降温，欧美甚至出现了ESG的"投资退潮"，为何我国煤炭企业的 ESG信息披露力度不降反升？ 这一现象背后，是行业持续转型的探索：智能开采、绿色矿山、煤炭和煤电、煤电和可再生能源联营 ("两个联营")等建设日益深入，与方兴未艾的ESG理念"不谋而合"。尤其是近年来，煤炭需求持续收 窄，一批煤企盈利持续下滑，行业转型压力不断加大。ESG成为求变的一条出路。2025年披露率的显著 提升说明，ESG理念已在煤炭行业扎根，正转化为企业转型升级的内在驱动力。 ■评级水平持续提升 ■煤企加速"跨界"成势 在A评级的煤企中，经营板块多元化是重要特征。可以看出，传统的"煤老大"正加速跨界成为综合能源 供应商。 能源企业开展ESG体系建设并不是新鲜事，但对当下的煤炭企业来说，ESG理念越来越重要。在环境方 面，绿色矿山建设、煤炭清洁高效利用成为企业可持续发展的关键。同时，一批煤企培养行业人才、创 造就业岗位、加大帮扶投入……主动承担更多社会责任。而在治理层面的智能开采、安全开采不断深 入 ...

Summary of Key Points Core Viewpoint - Shanxi Meijin Energy Co., Ltd. has provided guarantees for its subsidiaries and associated companies, exceeding 50% of its latest audited net assets, which may pose potential risks for investors [1]. Group 1: Guarantee Overview - The company’s subsidiary, Shanxi Meijin Huasheng Chemical New Materials Co., Ltd., has applied for a credit limit of 50 million RMB from CITIC Bank, with the company providing a joint liability guarantee for three years [2]. - Qingxu Hongbo Sewage Treatment Co., Ltd., a joint venture of Huasheng Chemical, has applied for a credit limit of 100 million RMB from China Everbright Bank, with Huasheng Chemical guaranteeing 40% of this amount, equating to a maximum guarantee of 40 million RMB for three years [2]. Group 2: Approval and Financial Limits - The company’s first extraordinary shareholders' meeting in 2026 approved a total guarantee limit of up to 4 billion RMB for its subsidiaries, allowing them to apply for loans or financing within this limit [3]. - The shareholders' meeting also approved a guarantee for Huasheng Chemical to support Qingxu Hongbo's financing, with a maximum financing balance of 300 million RMB and a guarantee balance of 120 million RMB [3]. Group 3: Financial Status of Guaranteed Entities - As of December 31, 2024, Huasheng Chemical reported total assets of approximately 1.26 billion RMB, total liabilities of about 939.53 million RMB, and a net asset of approximately 317.24 million RMB, with a net loss of about 39.26 million RMB for the year [6]. - Qingxu Hongbo reported total assets of approximately 57.70 million RMB and a net asset of about 28.61 million RMB as of December 31, 2024, with a net loss of approximately 3.91 million RMB for the year [9]. Group 4: Board of Directors' Opinion - The board believes that the guarantees are necessary to meet the funding needs of the subsidiaries and are in line with the overall interests of the listed company, asserting that the financial structure of the guaranteed entities is healthy and the risks are controllable [11]. - The company has no overdue guarantees or legal disputes related to the guarantees provided [11]. Group 5: Total Guarantee Amounts - After the recent guarantees, the remaining approved guarantee limit for subsidiaries is approximately 395 million RMB, with total guarantees to subsidiaries and associated companies amounting to about 727.16 million RMB, representing 50.32% of the latest audited net assets [11].

Core Viewpoint - The company has provided guarantees for its subsidiaries, indicating a strategic move to support their financing needs and maintain operational stability [1] Group 1: Guarantees and Financial Support - The company announced that it has provided a joint liability guarantee for a credit line of 50 million yuan requested by its subsidiary, Huasheng Chemical [1] - Huasheng Chemical has also provided a guarantee of 40 million yuan for a credit line of 100 million yuan requested by its associate company, Qingxu Hongbo, representing a 40% ownership stake [1] - After these guarantees, the company and its subsidiaries have a remaining guarantee limit of 3.95 billion yuan, with total guarantees to subsidiaries and associates amounting to 7.272 billion yuan, which constitutes 50.32% of the latest audited net assets attributable to the parent company [1]

山西美锦能源股份有限公司 关于为控股子公司、参股公司提供担保的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 特别提示：山西美锦能源股份有限公司（以下简称"公司"）对子公司和参 股公司的担保金额超过公司最近一期经审计净资产50%，敬请投资者注意相关风 险。 | 证券代码：000723 | 证券简称：美锦能源 | 公告编号：2026-013 | | --- | --- | --- | | 债券代码：127061 | 债券简称：美锦转债 | | 一、担保情况概述 （一）本次担保基本情况 近日，公司控股子公司山西美锦华盛化工新材料有限公司（以下简称"华盛 化工"）因生产经营需要，向中信银行股份有限公司太原分行（以下简称"中信 银行"）申请授信敞口额度5,000万元，公司与中信银行签订了《保证合同》， 为上述业务提供连带责任保证担保，保证期间为主合同项下债务履行期限届满之 日起三年。 清徐泓博污水处理有限公司（以下简称"清徐泓博"）为公司全资子公司华 盛化工的参股公司，为满足清徐泓博业务发展和经营需要，清徐泓博向中国光大 银行股份有限公司太原分行（以下简称" ...

Group 1 - The A-share market showed recovery with the Shanghai Composite Index returning to 4100 points, closing up 0.85% while the Shenzhen Component Index rose 0.21% and the ChiNext Index fell 0.4% [1] - The coal energy sector performed exceptionally well, with multiple stocks hitting the daily limit up, including Yanzhou Coal Mining Company, Meijin Energy, and Shanxi Coking Coal [1][2] - The coal mining and processing sector saw an overall increase of 7.92%, with several stocks achieving limit up, indicating strong market interest and performance [2] Group 2 - Recent cold weather has increased energy demand for heating, prompting local governments to enhance energy supply measures, which supports coal production and supply stability [3] - Analysts are optimistic about coal prices stabilizing and rebounding, with expectations of increased demand post-Chinese New Year, suggesting a tight supply-demand balance [3] - The coal ETF has risen over 10% year-to-date, reflecting strong investor interest and net inflows over the past four days [4] Group 3 - International thermal coal prices have significantly increased, with Australian Newcastle coal futures reaching a one-year high, indicating a bullish trend in the market [5] - Forecasts for the coal industry suggest a notable improvement in profitability by 2026, driven by a slowdown in supply growth and recovery in demand [5]

Group 1 - Yanzhou Coal Mining Company is a leading coal enterprise in Shandong, with core businesses including coal mining, washing, processing, coal chemical, and power generation, benefiting from the recent rise in coal prices due to increased energy supply demand and price stabilization expectations [1] - Lu'an Environmental Energy is a key coal enterprise in Shanxi, focusing on the mining and sales of high-quality coking coal, benefiting from the recovery in downstream steel industry demand, and actively promoting intelligent mining to enhance production efficiency [2] - China Coal Energy is a central state-owned enterprise with a comprehensive coal production and processing capability, experiencing valuation recovery due to rising coal prices and benefiting from resource integration and policy support [3] Group 2 - Meijin Energy focuses on coal mining, coking, and hydrogen fuel cells, with its hydrogen business benefiting from policy support and industry development, showing significant performance elasticity [4] - Shaanxi Black Cat is a coal coking enterprise with a complete coking industry chain, experiencing profit increases due to rising coke prices and industry consolidation, while focusing on intelligent upgrades and carbon reduction technology [5] - Jincheng Anthracite Mining Group is a major coal supplier in Shanxi, benefiting from valuation recovery and resource integration under state-owned enterprise reforms, while focusing on coal-electricity integration and accelerating new energy project implementation [6] Group 3 - Baotailong is a coal enterprise in Heilongjiang, with a diversified industry layout including graphene new materials, benefiting from rising coal and coking profits and growing demand for graphene [7] - Shanxi Coking Coal is a leading coking coal supplier, benefiting from rising coking coal prices due to recovery in the steel industry, while focusing on intelligent mining and exploring hydrogen energy integration [8] - Yunnan Coal Energy is a significant coal enterprise in Southwest China, benefiting from rising coal and coking profits and stable market demand due to regional energy supply needs [9] Group 4 - Shanxi Coal International is a coal enterprise with a complete coal trading network, benefiting from valuation recovery and resource integration under state-owned enterprise reforms, while focusing on coal-electricity integration and new energy projects [10] - Shanxi Coking Coal Group is a major coking coal supplier, benefiting from rising prices and focusing on intelligent mining and hydrogen energy integration [11] - Shaanxi Coal and Chemical Industry is a leading coal supplier in Shaanxi, benefiting from valuation recovery and resource integration, while focusing on coal-electricity integration and new energy projects [12] Group 5 - Dayou Energy is a key coal supplier in Henan, benefiting from valuation recovery and stable market demand due to regional energy supply needs [13] - Xinjie Energy is an important coal supplier in East China, benefiting from valuation recovery and stable market demand due to regional energy supply needs [14] - Pingmei Shenma Group is a significant coal supplier in Central China, benefiting from rising coking coal prices and focusing on intelligent mining and hydrogen energy integration [15] Group 6 - Haohua Energy is a key coal supplier in North China, benefiting from valuation recovery and resource integration under state-owned enterprise reforms [16] - China Shenhua Energy is a leading coal enterprise with a comprehensive industry layout, benefiting from valuation recovery and resource integration, while focusing on coal-electricity integration and new energy projects [17] - Hengyuan Coal Power is a significant coal supplier in East China, benefiting from valuation recovery and stable market demand due to regional energy supply needs [18] Group 7 - Kailuan Company is a major coal enterprise in Hebei, benefiting from rising coke prices and focusing on low-carbon technology upgrades and hydrogen energy integration [19] - Shanghai Energy is a key coal supplier in East China, benefiting from valuation recovery and stable market demand due to regional energy supply needs [20] - Antai Group is an independent coking enterprise, benefiting from rising coke prices and focusing on low-carbon technology upgrades and hydrogen energy integration [21] Group 8 - Zhengzhou Coal Power is a significant coal supplier in Central China, benefiting from valuation recovery and stable market demand due to regional energy supply needs [22] - Huaibei Mining is an important coking enterprise in East China, benefiting from rising coke prices and focusing on low-carbon technology upgrades and hydrogen energy integration [23] - Panjiang Coal and Electricity is a key coal supplier in Southwest China, benefiting from valuation recovery and stable market demand due to regional energy supply needs [24] Group 9 - Lanhua Science and Technology is a significant coking enterprise in North China, benefiting from rising coke prices and focusing on low-carbon technology upgrades and hydrogen energy integration [25] - Huayang Co. is a coal enterprise with a layout in sodium-ion batteries, benefiting from rising coal profits and policy support for new energy [26] - Jizhong Energy is a key coal supplier in North China, benefiting from valuation recovery and stable market demand due to regional energy supply needs [27] Group 10 - Gansu Energy and Chemical is a significant coal supplier in Northwest China, benefiting from valuation recovery and stable market demand due to regional energy supply needs [28] - Liaoning Energy is a key coal supplier in Northeast China, benefiting from valuation recovery and stable market demand due to regional energy supply needs [29] - Electric Power Investment Energy is a coal enterprise with a layout in wind and solar energy, benefiting from rising coal profits and policy support for new energy [30]