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中國神華
33.300
+0.950
2.94%
手動刷新
成交量:
1,790.31萬
成交額:
5.90億
市值:
6,616.22億
市盈率:
9.68
高:
33.450
開:
32.500
低:
32.300
收:
32.350
資料載入中...
總覽
公司
新聞
公告
國家能源集團內部再現資產整合
中国电力报
·
05-26
每日賣空追蹤 | 中國神華 05月26日賣空量成交280.4萬股,賣空比例為11.21%
市场透视
·
05-26
中國神華(01088)出現大手賣出18.25萬股,成交價$33.3,涉資607.725萬
阿斯达克财经
·
05-26
【灣區早參】香港今年以來新股集資額超過760億港元;深圳成立首個藥械產業出海聯合體
金吾财讯
·
05-26
中國神華擬收購財務公司7.43%股權;金花股份董事長邢雅江被立案|公告精選
每日经济新闻
·
05-23
戴映霞中標中國神華煤制油化工有限公司週轉住房租賃項目
DoNews
·
05-23
中國神華:5月23日召開董事會會議
每日经济新闻
·
05-23
中國神華(601088.SH)擬29.29億元收購財務公司7.43%股權
智通财经
·
05-23
中國神華擬29.29億收購財務公司7.43%股權
DoNews
·
05-23
中國神華(01088)擬斥資約29.295億元收購國家能源集團財務有限公司7.43%股權
智通财经
·
05-23
中國神華05月23日獲主力加倉799.2萬元
市场透视
·
05-23
中國神華(01088)出現大手買入17.6萬股,成交價$33.15,涉資583.44萬
阿斯达克财经
·
05-23
【研報掘金丨東興證券:中國神華現金分紅繼續領跑行業,維持“強烈推薦”評級】東興證券研報指出,中國神華(601088.SH)24年歸屬於本公司股東的淨利潤實現586.71億元,同比減少1.7%;25年Q1歸母淨利潤119.49億元,同比下降18.0%。煤價下降明顯,生產和銷售成本上漲,拖累業績。深化煤電聯營,拓展新項目,未來產能增量有望持續。持續高額現金分紅,繼續領跑行業。認為公司在售電業務加速發展,發電業務經營情況持續向好。同時伴隨資產注入及在建礦井逐步投產,公司煤炭業務有望迎來產量外延增長,貢獻穩定業績。維持“強烈推薦”評級。
金融界
·
05-21
港股異動丨煤炭股普漲 中煤能源漲超3% 中國神華漲1.2%
格隆汇
·
05-21
煤炭股向好 蒙古能源(00276)漲4% 中金指煤炭基本面企穩可能要看到電力需求的明顯回升
金吾财讯
·
05-21
中國神華:將於2025年6月20日召開2024年度股東周年大會及2025年第一次A股類別股東會
公司公告
·
05-20
中國神華髮布2025-2027年度股東回報規劃及H股回購授權
财中社
·
05-20
東興證券給予中國神華強烈推薦評級,2024年及2025年一季度報點評:煤電聯營強韌性,持續高分紅彰顯重回報
每日经济新闻
·
05-20
東興證券-中國神華-601088-2024年及2025年一季度報點評:煤電聯營強韌性,持續高分紅彰顯重回報-250520
市场资讯
·
05-20
中國神華05月19日主力淨流入1676.8萬元 散户資金拋售
市场透视
·
05-19
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18:30","pubTimestamp":1748255453,"startTime":"0","endTime":"0","summary":"本次收购后,国家能源集团持股比例依旧为60%,中国神华对财务公司的持股比例则提升至40%,成为仅次于国家能源集团的第二大股东。2011年,中国神华收购其部分股权;2020年,原神华财务有限公司与原国电财务有限公司业务整合,并由国家能源集团增资控股后更名为国家能源集团财务有限公司,资本金随之增至125亿元。业内认为,此次交易是中国神华优化资本结构、深化集团整合的重要战略举措。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250526184850a48ce341&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1748248218,"startTime":"0","endTime":"0","summary":"中国神华北京时间05月26日,涨1.21%,卖空量成交280.4万股%,较上一交易日减少38.76%更多个股卖空数据请看下面视窗:卖空数据是观测市场多空博弈的关键指标:短期可反映市场情绪,高卖空比例预示看空预期,但极端值可能触发轧空反弹;长期结合基本面恶化则预警下行风险。需注意其局限性:卖空行为包含对冲需求,未必单纯看空;机构可能通过衍生品做空未体现在数据中,且散户跟风易扭曲信号。股市有风险,请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250526173822a48cca73&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:45","pubTimestamp":1748223900,"startTime":"0","endTime":"0","summary":"[大手成交]中国神华(01088)在上午09:45出现大手卖出,成交量为18.25万,成交价为港币$33.3,涉资607.725万。至目前为止,股价升1.061%,今日最高价为$33.5,而最低价为$32.8,总成交量为248.746万股,总成交金额港币$8.226千万。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180416150431576_s.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2505262263/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK0015","01088","BK0179","BK1505","BK1538","BK0266","601088","LU0173614495.USD","BK0188","BK1178","LU0287142896.SGD","BK0006","BK0028","BK0012","BK0187","BK1594","BK0010","BK0196"],"gpt_icon":0},{"id":"2538144384","title":"【灣區早參】香港今年以來新股集資額超過760億港元;深圳成立首個藥械產業出海聯合體","url":"https://stock-news.laohu8.com/highlight/detail?id=2538144384","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2538144384?lang=zh_tw&edition=fundamental","pubTime":"2025-05-26 08:32","pubTimestamp":1748219527,"startTime":"0","endTime":"0","summary":"2024年,深圳医药和器械产业出口总额居主要出口城市首位,全国占比12.9%。本次收购后,财务公司股权结构变更为国家能源投资集团有限责任公司持股60%,中国神华持股40%。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/ZjliN2ZkODRiNzhhNzU2YzM1OTEzZDg3ZjhhMTI3MDQ3NzI4ODg1.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZjliN2ZkODRiNzhhNzU2YzM1OTEzZDg3ZjhhMTI3MDQ3NzI4ODg1.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1959235","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1521","CYB","BK1178","LU1497733557.USD","03988","LU2097828557.USD","LU0348805143.USD","BK1505","BK1538","UCmain","BK1594","LU1497733631.SGD","LU0651947912.USD","LU1051769294.HKD","MCNHmain","LU1048588211.SGD","LU2039709279.SGD","01088","LU1497734951.SGD","03143","MUCmain","01658","03328","399300","LU0588546209.SGD","LU1634259557.SGD","LU1051768304.USD","LU0293314216.USD","00512","LU1282651048.USD","BK1560","LU0287142896.SGD","LU1328277881.USD","LU2097828714.EUR","09896","BK1191","LU1224444064.USD","SG9999001226.SGD","BK1125","IE00BWDBJ730.SGD","159982","IE00BQJZWZ67.USD","CNHmain","SG9999001093.SGD","LU1515016050.SGD","LU0196878994.USD","02380","LU0307460666.USD","LU2097828631.EUR","LU0314109678.HKD"],"gpt_icon":0},{"id":"2537327221","title":"中國神華擬收購財務公司7.43%股權;金花股份董事長邢雅江被立案|公告精選","url":"https://stock-news.laohu8.com/highlight/detail?id=2537327221","media":"每日经济新闻","labels":["shareholding","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537327221?lang=zh_tw&edition=fundamental","pubTime":"2025-05-23 21:23","pubTimestamp":1748006637,"startTime":"0","endTime":"0","summary":"中国神华:拟29.29亿元收购财务公司7.43%股权中国神华公告称,公司拟以自有资金通过非公开协议转让方式收购控股子公司持有的国家能源集团财务有限公司7.43%股权,交易价格合计为29.29亿元。本次收购后,财务公司股权结构变更为国家能源投资集团有限责任公司持股60%,中国神华持股40%。增持后,郑磊持股数量为5.5万股,持股比例为0.005%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052321300095007d1a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:10","pubTimestamp":1748005802,"startTime":"0","endTime":"0","summary":"天眼查App显示,2025年05月22日,中国神华煤制油化工有限公司发布的化工公司易地调动领导人员(衣秀艳)周转住房租赁单一来源结果公告显示,供应商戴映霞110101****3067中标该项目。此次公告类型为中标结果,但未披露具体中标金额。采购机构为国家能源集团物资有限公司化工产品贸易中心,公告期为2025年05月22日至2025年05月25日。如对采购结果有异议,可在公告期内向国家能源集团物资有限公司化工产品贸易中心提出;如需投诉,可向中国神华煤制油化工有限公司反映。免责声明:本文内容由开放的智能模型自动生成,仅供参考。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052321113597634cd0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052321113597634cd0&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01088","BK1178","LU0287142896.SGD","BK1538","601088","LU0173614495.USD","BK1505","BK1594"],"gpt_icon":0},{"id":"2537136505","title":"中國神華:5月23日召開董事會會議","url":"https://stock-news.laohu8.com/highlight/detail?id=2537136505","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537136505?lang=zh_tw&edition=fundamental","pubTime":"2025-05-23 19:56","pubTimestamp":1748001373,"startTime":"0","endTime":"0","summary":"每经AI快讯,中国神华 5月23日晚间发布公告称,公司第六届第九次董事会会议于2025年5月23日以书面审议方式召开。会议审议了《关于收购朔黄铁路、准能公司及包神铁路所持财务公司股权项目的议案》等文件。2024年1至12月份,中国神华的营业收入构成为:煤炭分部占比79.38%,发电分部占比27.84%,铁路行业占比12.74%,港口分部占比2.02%,煤化工分部占比1.66%。截至发稿,中国神华市值为7888亿元。日本巨头一年卖出数百亿元,中国“新手”强势出击抢走订单!","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052319570697633c79&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052319570697633c79&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01088","LU0173614495.USD","601088","BK1538","BK1505","BK1178","BK1594","LU0287142896.SGD"],"gpt_icon":0},{"id":"2537187719","title":"中國神華(601088.SH)擬29.29億元收購財務公司7.43%股權","url":"https://stock-news.laohu8.com/highlight/detail?id=2537187719","media":"智通财经","labels":["corporation","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537187719?lang=zh_tw&edition=fundamental","pubTime":"2025-05-23 18:04","pubTimestamp":1747994662,"startTime":"0","endTime":"0","summary":"本次收购有利于提高中国神华归属于公司股东的净利润。按照财务公司2024年净利润35亿元及本次收购后中国神华持股比例40%预计,中国神华年度合并财务报表中归属于公司股东的净利润将增加0.97亿元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1296974.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0015","BK0028","601088","BK0266","LU0287142896.SGD","BK0196","BK1594","BK0006","BK0188","BK1505","BK1538","BK0187","BK0010","01088","BK1178","BK0179","LU0173614495.USD","BK0012"],"gpt_icon":0},{"id":"2537875331","title":"中國神華擬29.29億收購財務公司7.43%股權","url":"https://stock-news.laohu8.com/highlight/detail?id=2537875331","media":"DoNews","labels":["shareholding","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537875331?lang=zh_tw&edition=fundamental","pubTime":"2025-05-23 17:43","pubTimestamp":1747993382,"startTime":"0","endTime":"0","summary":"5月23日,中国神华发布公告称,将以自有资金29.29亿元收购控股子公司持有的国家能源集团财务有限公司7.43%股权。收购完成后,中国神华持股比例将增至40%,预计年度净利润增加0.97亿元。此次交易通过非公开协议转让方式进行,旨在优化财务资源配置并提升投资收益。免责声明:本文内容由开放的智能模型自动生成,仅供参考。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052317475297631e96&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052317475297631e96&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,merge","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["01088","BK1505","BK1538","LU0173614495.USD","BK1178","BK1594","LU0287142896.SGD"],"gpt_icon":0},{"id":"2537181736","title":"中國神華(01088)擬斥資約29.295億元收購國家能源集團財務有限公司7.43%股權","url":"https://stock-news.laohu8.com/highlight/detail?id=2537181736","media":"智通财经","labels":["shareholding","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537181736?lang=zh_tw&edition=fundamental","pubTime":"2025-05-23 17:26","pubTimestamp":1747992366,"startTime":"0","endTime":"0","summary":"智通财经APP讯,中国神华 公布,于2025年5月23日,董事会审议通过《关于收购朔黄铁路、准能公司及包神铁路所持财务公司股权项目的议案》。本次收购后,财务公司股权结构变更为国家能源投资集团有限责任公司持股60%,中国神华持股40%。公告称,本次收购有利于提高中国神华归属于公司股东的净利润。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1296939.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding,merge","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1178","BK1505","BK0006","BK0187","BK0012","BK0188","BK1538","LU0173614495.USD","01088","BK0266","BK0010","BK0015","159945","BK0028","BK1594","601088","BK0179","LU0287142896.SGD","BK0196"],"gpt_icon":0},{"id":"2537844061","title":"中國神華05月23日獲主力加倉799.2萬元","url":"https://stock-news.laohu8.com/highlight/detail?id=2537844061","media":"市场透视","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537844061?lang=zh_tw&edition=fundamental","pubTime":"2025-05-23 16:15","pubTimestamp":1747988142,"startTime":"0","endTime":"0","summary":"05月23日, 中国神华股价涨1.23%,报收33.00元,成交金额6.7亿元,换手率0.61%,振幅1.99%,量比0.83。中国神华今日主力资金净流入799.2万元,连续5日净流入,上一交易日主力净流入1.0万元。该股近5个交易日上涨3.59%,主力资金累计净流入8922.4万元,其中1个交易日为股价下跌时净流入;近20日主力资金累计净流入1.7亿元,其中净流入天数为13日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250523173216a6ea1367&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250523173216a6ea1367&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0173614495.USD","LU0287142896.SGD","01088","BK1538","BK1505","BK1178","BK1594"],"gpt_icon":0},{"id":"2537900269","title":"中國神華(01088)出現大手買入17.6萬股,成交價$33.15,涉資583.44萬","url":"https://stock-news.laohu8.com/highlight/detail?id=2537900269","media":"阿斯达克财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537900269?lang=zh_tw&edition=fundamental","pubTime":"2025-05-23 15:45","pubTimestamp":1747986300,"startTime":"0","endTime":"0","summary":"[大手成交]中国神华(01088)在下午03:45出现大手买入,成交量为17.6万,成交价为港币$33.15,涉资583.44万。至目前为止,股价升1.534%,今日最高价为$33.15,而最低价为$32.5,总成交量为1.783千万股,总成交金额港币$5.849亿。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126132515779_s.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAT2505237296/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["01088","BK0028","BK0188","601088","BK1594","BK0187","BK1538","BK0015","BK1178","BK1505","LU0287142896.SGD","BK0179","BK0012","BK0006","BK0266","LU0173614495.USD","BK0196","BK0010"],"gpt_icon":0},{"id":"2537008603","title":"【研報掘金丨東興證券:中國神華現金分紅繼續領跑行業,維持“強烈推薦”評級】東興證券研報指出,中國神華(601088.SH)24年歸屬於本公司股東的淨利潤實現586.71億元,同比減少1.7%;25年Q1歸母淨利潤119.49億元,同比下降18.0%。煤價下降明顯,生產和銷售成本上漲,拖累業績。深化煤電聯營,拓展新項目,未來產能增量有望持續。持續高額現金分紅,繼續領跑行業。認為公司在售電業務加速發展,發電業務經營情況持續向好。同時伴隨資產注入及在建礦井逐步投產,公司煤炭業務有望迎來產量外延增長,貢獻穩定業績。維持“強烈推薦”評級。","url":"https://stock-news.laohu8.com/highlight/detail?id=2537008603","media":"金融界","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537008603?lang=zh_tw&edition=fundamental","pubTime":"2025-05-21 14:35","pubTimestamp":1747809342,"startTime":"0","endTime":"0","summary":"东兴证券研报指出,中国神华(601088.SH)24年归属于本公司股东的净利润实现586.71亿元,同比减少1.7%;25年Q1归母净利润119.49亿元,同比下降18.0%。煤价下降明显,生产和销售成本上涨,拖累业绩。深化煤电联营,拓展新项目,未来产能增量有望持续。持续高额现金分红,继续领跑行业。认为公司在售电业务加速发展,发电业务经营情况持续向好。同时伴随资产注入及在建矿井逐步投产,公司煤炭业务有望迎来产量外延增长,贡献稳定业绩。维持“强烈推荐”评级。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate","earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://24h.jrj.com.cn/2025/05/21143550559173.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["601198","601088","01088","161032"],"gpt_icon":0},{"id":"2537167462","title":"港股異動丨煤炭股普漲 中煤能源漲超3% 中國神華漲1.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2537167462","media":"格隆汇","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537167462?lang=zh_tw&edition=fundamental","pubTime":"2025-05-21 11:44","pubTimestamp":1747799044,"startTime":"0","endTime":"0","summary":"港股煤炭股普涨,其中,中煤能源涨超3%,兖矿能源、蒙古焦煤涨2.4%,南南资源涨1.8%,中国神华涨1.2%。消息上,中金研报称,随着煤炭供需持续宽松,价格不断探底,供应强度也有所减弱。4月原煤产量同比增幅在去年同期因安监导致的低基数上收缩至4.7%,进口量亦继续下滑。不过,需求端尚未有好转迹象,4月规上发电量同比仅增长0.9%,其中火电下滑了2.3%,水电在高基数下同比亦下降了6.5%。煤炭基本面的企稳可能要看到电力需求的明显回升。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.jrj.com.cn/2025/05/21114450556394.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_stock","symbols":["BK0196","BK1178","BK0188","BK0012","601898","BK0028","01898","BK0266","BK1505","BK0010","601088","BK0015","161032","BK0006","BK0187","BK1594","LU0173614495.USD","BK1538","LU0287142896.SGD","BK0179","01088"],"gpt_icon":0},{"id":"2537676371","title":"煤炭股向好 蒙古能源(00276)漲4% 中金指煤炭基本面企穩可能要看到電力需求的明顯回升","url":"https://stock-news.laohu8.com/highlight/detail?id=2537676371","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2537676371?lang=zh_tw&edition=fundamental","pubTime":"2025-05-21 10:24","pubTimestamp":1747794263,"startTime":"0","endTime":"0","summary":"金吾财讯 | 煤炭股向好,蒙古能源 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