（记者 王晓波） 每经AI快讯，有投资者在投资者互动平台提问：请问公司在重庆有相关业务布局吗？ 美锦能源（000723.SZ）1月9日在投资者互动平台表示，公司持续关注全国氢能产业发展及各地政策导 向。在重庆地区，公司通过旗下的小柿子车辆智运平台开展氢燃料电池车辆的投放与运营，服务相关应 用场景的实际需求。氢能作为十五五规划明确的未来产业，公司将依托既有资源基础和产业协同优势， 结合不同区域的应用场景，有序推进制氢、储运、加注及终端应用等环节的发展，在符合区域条件和应 用场景的前提下，持续探索氢能在交通、工业及综合能源领域的示范应用。 ...

Core Viewpoint - The coking coal sector experienced a decline of 1.09% on January 8, with Yunmei Energy leading the losses, while the Shanghai Composite Index fell by 0.07% and the Shenzhen Component Index decreased by 0.51% [1] Group 1: Market Performance - The closing price of the Shanghai Composite Index was 4082.98, and the Shenzhen Component Index closed at 13959.48 [1] - The individual stock performance in the coking coal sector showed mixed results, with stocks like Antai Group and Shaanxi Black Cat experiencing slight gains, while others like Yunmei Energy and Meijin Energy faced notable declines [1] Group 2: Trading Volume and Capital Flow - The total net outflow of main funds in the coking coal sector was 256 million yuan, while retail investors saw a net inflow of 215 million yuan [1] - The trading volume for Antai Group was 2.6857 million shares, with a transaction value of 1.273 billion yuan, while Yunmei Energy had a trading volume of 480,000 shares and a transaction value of 19.87 million yuan [1] Group 3: Individual Stock Capital Flow - Major net outflows were observed in stocks such as Meijin Energy (-71.23 million yuan) and Shaanxi Black Cat (-49.01 million yuan), while retail investors showed positive net inflows in these stocks [2] - The net inflow of retail funds for Yunmei Energy was 7.02 million yuan, indicating some interest from retail investors despite the overall decline in the stock [2]

Group 1 - The coke sector experienced a significant increase of 4.61% on January 7, with Shaanxi Black Cat leading the gains [1] - The Shanghai Composite Index closed at 4085.77, up 0.05%, while the Shenzhen Component Index closed at 14030.56, up 0.06% [1] - Key stocks in the coke sector showed notable price increases, with Shaanxi Black Cat rising by 10.00% to a closing price of 4.07, and Antai Group increasing by 9.90% to 4.55 [1] Group 2 - The net inflow of main funds in the coke sector was 559 million yuan, while retail funds saw a net outflow of 360 million yuan [1] - Antai Group had the highest net inflow from main funds at 284 million yuan, accounting for 30.49% of its trading volume [2] - Shaanxi Black Cat also saw a significant net inflow of 125 million yuan, representing 23.07% of its trading volume [2]

Core Viewpoint - Meijin Energy's stock price has shown a modest increase in early January 2025, with a year-to-date rise of 6.17% and a recent trading volume indicating active market participation [1] Group 1: Stock Performance - As of January 7, 2025, Meijin Energy's stock price reached 4.99 CNY per share, with a trading volume of 5.67 billion CNY and a market capitalization of 21.973 billion CNY [1] - The stock has experienced a 4.61% increase over the last five trading days and a 1.42% increase over the last twenty days [1] - The company has seen a net inflow of 22.3342 million CNY from main funds, with significant buying activity from large orders [1] Group 2: Financial Performance - For the period from January to September 2025, Meijin Energy reported a revenue of 12.975 billion CNY, reflecting a year-on-year decrease of 9.71% [2] - The company recorded a net profit attributable to shareholders of -737 million CNY, a decline of 12.57% compared to the previous year [2] Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders decreased to 234,000, while the average number of circulating shares per person increased by 6.29% to 18,791 shares [2] - The company has distributed a total of 1.976 billion CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] - Major shareholders include Guotai Junan CSI Coal ETF, which increased its holdings by 73.9442 million shares, and Southern CSI 500 ETF, which reduced its holdings by 930,100 shares [3]

（文章来源：证券日报） 证券日报网讯 1月6日，美锦能源在互动平台回答投资者提问时表示，公司高度重视节能减排与循环经 济建设，持续推进焦化生产过程中二氧化碳的合理利用。 ...

Core Viewpoint - The coke sector experienced a 2.53% increase on January 6, with Meijin Energy leading the gains, while the Shanghai Composite Index rose by 1.5% and the Shenzhen Component Index increased by 1.4% [1] Group 1: Market Performance - The closing price of Meijin Energy was 4.89, with a rise of 3.38% and a trading volume of 1.0608 million shares, amounting to a transaction value of 512 million yuan [1] - Baotailong closed at 3.37, up 3.06%, with a trading volume of 747,700 shares and a transaction value of 251 million yuan [1] - Antai Group's closing price was 4.14, increasing by 2.73%, with a trading volume of 841,900 shares and a transaction value of 346 million yuan [1] Group 2: Fund Flow Analysis - The coke sector saw a net inflow of 65.8893 million yuan from main funds, while retail funds experienced a net outflow of 27.0086 million yuan [1] - Antai Group had a main fund net inflow of 43.4414 million yuan, accounting for 12.56% of its total, while retail funds had a net outflow of 35.3499 million yuan, representing -10.22% [2] - Meijin Energy recorded a main fund net inflow of 30.8955 million yuan, which is 6.03% of its total, with retail funds showing a net outflow of 525.92 thousand yuan, or -1.03% [2]

Core Insights - The collaboration between Shanxi Province and South Korea is gaining momentum, with a series of investment promotion activities aimed at showcasing Shanxi's transformation and openness [1][15] - A themed seminar titled "Hand in Hand for Future Cooperation" was held to discuss new visions for industrial integration and development [2] Investment Promotion Activities - Shanxi's investment promotion delegation visited South Korea from December 28 to 31, 2025, to promote investment opportunities and showcase the province's new achievements [1] - The delegation included various activities such as promotional presentations, discussions, and visits to enhance cooperation between Shanxi and South Korean industries [1] Key Presentations and Discussions - Liu Yiyou, Deputy Director of Shanxi Investment Promotion Bureau, highlighted Shanxi's rich resources in cultural tourism and health, as well as its advancements in manufacturing and green transformation [4] - The meeting featured discussions on potential collaborations in sectors such as biomedicine, modern agriculture, and clean energy, emphasizing mutual benefits [4][5] Strategic Agreements - Shanxi Tianzi Industrial Co., Ltd. signed a strategic cooperation agreement with South Korea's Fengsheng Trading Co., Ltd. during the discussions [6] - The event facilitated multiple cooperation agreements and consensus between Shanxi and South Korean enterprises [6] Institutional Engagements - The delegation visited the 21st Century Korea-China Exchange Association, enhancing mutual trust and exploring further cooperation opportunities [8] - Meetings with various organizations, including SK Telecom and Incheon Creative Economy Innovation Center, focused on advancing industrial integration and digital economy collaboration [9][10] Innovative Projects and Future Prospects - The Incheon Creative Economy Innovation Center showcased successful startups in fields like aviation logistics and smart manufacturing, aligning with Shanxi's goals for innovation and openness [10] - A project roadshow featured innovative solutions from South Korean startups, indicating potential for future collaborations in the biopharmaceutical and environmental sectors [11][13] Outcomes and Future Directions - The visit resulted in increased confidence among Shanxi enterprises regarding international market expansion and collaboration [14] - Shanxi Tianzi Group's chairman expressed optimism about international development following the signing of a strategic agreement to export Shanxi red dates to South Korea [15] - The activities are seen as a significant step towards integrating Shanxi into global industrial and innovation chains, with expectations for continued cooperation under the China-South Korea Free Trade Agreement [15]

| 证券代码：000723 | 证券简称：美锦能源 | 公告编号：2026-001 | | --- | --- | --- | | 债券代码：127061 | 债券简称：美锦转债 | | 山西美锦能源股份有限公司 关于2025年第四季度可转债转股情况公告 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： 3、转股价格：5.26元/股 4、转股期限：2022年10月26日至2028年4月19日 根据《深圳证券交易所股票上市规则》《深圳证券交易所上市公司自律监管 指引第15号——可转换公司债券》等有关规定，山西美锦能源股份有限公司（以 下简称"公司"）现将2025年第四季度可转换公司债券转股及公司股份变动情况 公告如下： 一、"美锦转债"发行上市基本概况 1、可转债发行情况 经中国证券监督管理委员会"证监许可〔2022〕374 号"文核准，公司于 2022 年 4 月 20 日公开发行了 35,900,000 张可转换公司债券，每张面值 100 元，发行 总额 359,000.00 万元，初始转股价格为 13.21 元/股。 2、可转债上市情况 经深交所 ...

Core Viewpoint - Shanxi Meijin Energy Co., Ltd. has officially launched the Anhui Jun'an Equity Investment Fund, with a total scale of 1 billion yuan, marking a significant capital layout in emerging industries such as new energy and advanced manufacturing [1][3][15]. Group 1: Fund Details - The fund has been established with a total scale of 1 billion yuan, with Meijin Energy contributing 150 million yuan as a limited partner [1][3][15]. - The fund's investment period is set for four years, followed by a three-year exit period, with at least 70% of the investment focused on key industries in Ma'anshan City [4][16]. - The fund's management fee will be charged annually throughout its duration, and an investment decision committee will oversee its operations [4][16]. Group 2: Strategic Importance - This initiative represents an important step in Meijin Energy's strategic transformation and industrial layout beyond traditional coal and coke business [7][19]. - The company aims to leverage professional strategic partners' resources to promote collaborative development in advanced manufacturing and new energy sectors, aligning with national policy guidance and market demand [8][20]. - The investment in the fund is expected to create synergies with Meijin Energy's existing hydrogen energy business, facilitating the transition from a traditional coal and coke enterprise to a comprehensive energy service provider [13][25]. Group 3: Financial Performance - As of December 30, 2025, Meijin Energy's stock price slightly decreased by 0.21%, closing at 4.76 yuan, with a total market value of 20.961 billion yuan [3][15]. - For the first nine months of 2025, the company reported a revenue of 12.975 billion yuan, a year-on-year decrease of 9.71%, and a net profit attributable to shareholders of -737 million yuan, down 12.57% year-on-year [12][24].

Core Viewpoint - Shanxi Meijin Energy Co., Ltd. has announced the establishment of a private equity investment fund in collaboration with several partners, with the company contributing 150 million RMB as a limited partner [3]. Group 1: Basic Information - The company has signed a partnership agreement to establish the Anhui Jun'an Equity Investment Fund Partnership (Limited Partnership) with multiple entities, including Ningbo Lianchuang Yongjun Private Fund Management Co., Ltd. and others [3]. - The fund has completed the necessary business registration and has obtained the Private Investment Fund Filing Certificate [3]. Group 2: Progress Update - The equity investment fund is currently progressing smoothly, and the company will continue to monitor its developments and fulfill disclosure obligations as required by law [4].