南戈壁(01878)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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01878 南戈壁

交易中 11-05 14:07:34

1.850

+0.010

+0.54%

最高1.900	最低1.840	成交量2.51万
今开1.845	昨收1.840	日振幅3.26%
总市值6.86亿	流通市值6.86亿	总股本3.71亿
成交额4.70万	换手率0.01%	流通股本3.71亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

免责声明:香港交易所资讯服务有限公司、其控股公司及／或该等控股公司的任何附属公司均竭力确保所提供信息的准确和可靠度，但不能保证其绝对准确和可靠，且亦不会承担因任何不准确或遗漏而引起的任何损失或损害的责任（不管是否侵权法下的责任或合约责任又或其它责任）

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15:41","pubTimestamp":1793778092,"startTime":"0","endTime":"0","summary":"南戈壁资源有限公司于2026年11月4日披露了截至2026年10月31日的股份变动月报表。公告显示，公司在报告期内已发行普通股数量维持在370,549,288股，与上月底相比无变化，报告期内亦无库藏股。根据公告披露，公司目前满足香港联交所关于上市股份最低公众持股量的要求，未发生新增发股、股份购回及注销等活动。公告指出，目前公司严格遵守香港联交所《上市规则》及相关法律法规要求，所有股份发行及库藏股事宜均获董事会正式授权并符合法规。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a3893e2538b44a4c9453f52433cb6ed2","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["01878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1101757944","title":"南戈壁(01878)董事会将于11月13日审议三季度及首九个月业绩","url":"https://stock-news.laohu8.com/highlight/detail?id=1101757944","media":"公告速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1101757944?lang=zh_cn&edition=full","pubTime":"2026-11-03 12:06","pubTimestamp":1793678764,"startTime":"0","endTime":"0","summary":"南戈壁资源有限公司（01878，TSXV: SGQ）11月3日公告称，公司董事会已排定于2026年11月13日（星期五）召开会议，审议并批准公司及其附属公司截至2026年9月30日止三个月及九个月的财务业绩。相关业绩将在董事会会议当日对外公布。\n公告列明，截至公告日，公司执行董事为徐瑞彬、朱重临及申晨；独立非执行董事为赫英斌、权锦兰及蔡奋强；非执行董事为高柱及温在祥。\n本次公告由首席董事赫英斌代表董事会发布。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["01878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1123911753","title":"南戈壁（01878）定于12月17日在温哥华召开股东特别大会　11月12日为记录日","url":"https://stock-news.laohu8.com/highlight/detail?id=1123911753","media":"公告速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1123911753?lang=zh_cn&edition=full","pubTime":"2026-10-29 22:36","pubTimestamp":1793284576,"startTime":"0","endTime":"0","summary":"南戈壁资源有限公司公告，将把原定于2026年8月27日举行的股东特别大会延期至加拿大时间2026年12月17日在温哥华举行。公司同时确定2026年11月12日为记录日，当日营业时间结束前名列股东名册且股份具有投票权的股东，可出席大会并行使表决权。股东如委派代表出席，须于温哥华时间12月15日18:00前向TSX Trust Company或香港中央证券登记有限公司递交已签署的委任表格及授权文件。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["01878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2678214382","title":"【券商聚焦】中信证券：26Q4商品延续分化 铜煤走强、锂钢承压","url":"https://stock-news.laohu8.com/highlight/detail?id=2678214382","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2678214382?lang=zh_cn&edition=full","pubTime":"2026-10-27 08:52","pubTimestamp":1793062346,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券表示，展望26Q4，紧缩预期扰动仍存，供给约束与低库存继续支撑部分商品价格。铜价有望高位运行，煤价旺季或上行，原油预计高位震荡，橡胶有望偏强运行，黄金ETF及央行购金需求有望为金价托底。电解铝成本支撑仍存，中期供给压力上升。碳酸锂关注供应恢复与需求放缓带来的压力，钢铁、铁矿石预计低位筑底，硅产品等待库存与政策指引。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1994484","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","LU1794554557.SGD","KCE","06030","00276","XME","BK4535","00061","COPP","BK4588","MHGmain","ICOP","01878","LU2580892862.HKD","03668","600030","SETM","01171","COPX","DBB","BK0276","UYM","LU2580892789.USD","01898","00975","LU1720050803.USD","LU1997244956.HKD","QCmain","BK0028","CPER","CPXR","LU1064130708.USD","COPJ","BK0188","LU1328615791.USD","LU0405327494.USD","LU1655091616.SGD","LU1997245094.SGD","BK1538","HGmain","LU2289578879.USD","LU1997245177.USD","01088","LU1255011170.USD","BK0196","PICK","BK0012","LU0405327148.USD","LU1064131003.USD","LU1146622755.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2678815964","title":"煤炭股上扬 中国神华（01088）涨3.43% 机构指煤价Q4有望保持高位","url":"https://stock-news.laohu8.com/highlight/detail?id=2678815964","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2678815964?lang=zh_cn&edition=full","pubTime":"2026-10-26 13:28","pubTimestamp":1792992501,"startTime":"0","endTime":"0","summary":"金吾财讯 | 煤炭股上扬，南戈壁 涨4.68%，中国神华涨3.43%，中国秦发涨1.93%，兖煤澳大利亚涨1.83%，中煤能源涨1.59%，兖矿能源涨1.36%。基本暂停上涨，主要系保供预期持续升温，坑口方面价格回跌，发运成本支撑力度减弱，叠加下游采购欲被压制至最低，价格逐渐出现阶段性见顶。整体来看，Q4价格有望保持高位，核心看国内“保供”力度与速度。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/NmI5OTlmYjAxY2FmOGFlNWZkYjg2NDM0MTE4MzUwMDcw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1994442","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":["161032","00866","01898","BK1538","BK0006","BK0196","601088","01088","BK0187","BK0179","BK0266","BK0010","BK1594","01171","BK0188","BK0028","LU0173614495.USD","BK1178","LU0287142896.SGD","01878","BK0015","BK1505","BK0012","03668"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1133261995","title":"南戈壁9月股份变动月报表：股本维持稳定","url":"https://stock-news.laohu8.com/highlight/detail?id=1133261995","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1133261995?lang=zh_cn&edition=full","pubTime":"2026-10-06 17:55","pubTimestamp":1791280555,"startTime":"0","endTime":"0","summary":"南戈壁资源有限公司于2026年10月6日发布了截至2026年9月30日止的股份变动月报表。公告显示，南戈壁资源普通股在9月底的已发行股份数量共370,549,288股，与上月底持平，库藏股份数量为0，表明报告期内未进行新增发行、股份回购或注销等相关交易；公司法定及注册股本在此期间同样没有发生变动。报告期内未有因可换股债券行使而导致的实际新增发行股份。本次月报由公司秘书Allison Snetsinger签署。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1120795895","title":"南戈壁（01878）再度推迟特别股东大会及记录日期","url":"https://stock-news.laohu8.com/highlight/detail?id=1120795895","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1120795895?lang=zh_cn&edition=full","pubTime":"2026-09-23 18:17","pubTimestamp":1790158648,"startTime":"0","endTime":"0","summary":"南戈壁资源有限公司公告称，原定于2026年8月27日举行的股东特别大会将再次延期，新的会议日期及股权登记日待定。协议各订约方已同意将取得必要股东批准的最后期限延长至2026年12月31日。\\n\\n股东大会要点：\\n1. 审议并寻求独立股东批准2026年3月延期支付协议。截至公告日，公司执行董事为徐瑞彬、朱重临、申晨；独立非执行董事为赫英斌、权锦兰、蔡奋强；非执行董事为高柱、温在祥。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669135253","title":"【券商聚焦】中信证券：煤炭行业或维持供给整体偏紧、煤价高位运行格局","url":"https://stock-news.laohu8.com/highlight/detail?id=2669135253","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2669135253?lang=zh_cn&edition=full","pubTime":"2026-09-21 09:08","pubTimestamp":1789952928,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券研究指，近日多部门联合部署煤炭安全稳产保供工作，以推动煤矿复产、加快先进产能释放。该机构认为，本次政策旨在推动煤炭产量平稳回升，为旺季需求提供保障，但增产仍受到安全条件、审批程序和月度生产强度的约束。在旺季需求释放、供应有序修复的背景下，该机构预计行业或维持供给整体偏紧、煤价高位运行的格局，建议逢低布局业绩表现好的相关公司。风险因素：煤矿复产达产及产能核增带来的供应增量超预期；储备产能集中释放；旺季用煤需求不及预期；进口煤供应超预期；煤价调控措施及执行力度变化；安全生产事故影响相关企业经营。","market":"fut","thumbnail":"https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGI5ZWE4NDg5Y2ExYTk3MGU2NzMxODA4MzkxNTM=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992032","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":["LU1997244956.HKD","BK1147","LU2289578879.USD","00276","BK1178","LU1328615791.USD","00061","LU1064131003.USD","06030","LU2148510915.USD","LU2495084118.USD","LU0173614495.USD","01898","BK1521","LU1146622755.USD","LU1997245094.SGD","BK1516","LU1064130708.USD","BK1505","LU1781817850.SGD","LU1720050803.USD","BK1538","01088","LU2580892862.HKD","BK1564","LU0405327494.USD","LU1580142542.USD","BK0183","BK0188","BK1225","LU1997245177.USD","01171","LU2580892789.USD","BK0196","LU1655091616.SGD","BK0028","03668","LU1794554557.SGD","KCE","600030","BK1594","LU1820825898.SGD","01878","BK0276","LU0287142896.SGD","LU0405327148.USD","LU1255011170.USD","BK0012","00975"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2668930272","title":"煤炭股走低 中煤能源（01898）跌3.47%、兖煤澳大利亚（03668）跌3.22%","url":"https://stock-news.laohu8.com/highlight/detail?id=2668930272","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2668930272?lang=zh_cn&edition=full","pubTime":"2026-09-17 10:27","pubTimestamp":1789612056,"startTime":"0","endTime":"0","summary":"金吾财讯 | 煤炭股走低，中煤能源（01898）跌3.47%，MONGOL MINING（00975）跌3.33%，首钢资源（00639）跌3.25%，兖煤澳大利亚（03668）跌3.22%，中国秦发（00866）跌3.03%，南戈壁（01878）跌2.70%，力量发展（01277）跌2.30%，兖矿能源（01171）跌1.76%。华福证券表示，煤炭作为主要能源的地位短期难以改变，宏观经济偏弱虽阶段性影响了煤炭需求，但供给偏刚性及成本上升有效支撑煤价底部，煤价仍有望维持震荡格局。煤企资产报表普遍较为健康，叠加分红比例整体改善，煤炭股仍有比较优势。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991818","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":null,"symbols":["03668","BK0196","01277","00975","01898","BK0028","BK0188","BK1594","00866","BK1178","01878","BK0006","161032","BK0010","BK1500","01171","00639","601898","BK0266","BK0012","BK0179","BK1538","BK1225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664800059","title":"【券商聚焦】中信证券：供给收缩具备持续性 煤价中枢或继续上移","url":"https://stock-news.laohu8.com/highlight/detail?id=2664800059","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2664800059?lang=zh_cn&edition=full","pubTime":"2026-09-04 08:50","pubTimestamp":1788483023,"startTime":"0","endTime":"0","summary":"中期分红活跃度持续提升，板块现金分红金额同比增长约28%。该机构预计年内政策力度和供给收缩效应具备持续性。近期供给收缩的效应持续显现，各类煤价逐步创出年内新高；展望后市，若非电行业9～10月份需求释放，动力煤价有望进一步上行；若钢铁需求和价格回暖，焦煤价格则有更大的弹性。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWQ0NzJkZTcxMzM4ODY4MjA2MzM0OTUz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990643","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":null,"symbols":["BK1147","BK1564","00276","06030","BK0012","BK1538","01878","LU2580892789.USD","BK0028","01898","LU1781817850.SGD","LU1328615791.USD","LU1997245177.USD","LU1655091616.SGD","BK1594","LU1064130708.USD","LU0405327494.USD","LU2148510915.USD","BK0188","LU2580892862.HKD","LU0173614495.USD","BK0196","LU1720050803.USD","LU1820825898.SGD","LU1997245094.SGD","01088","LU1064131003.USD","BK1178","LU0405327148.USD","LU1255011170.USD","LU1146622755.USD","00061","01171","03668","KCE","BK1505","BK0276","BK0183","LU1794554557.SGD","LU0287142896.SGD","LU1997244956.HKD","LU2289578879.USD","LU1580142542.USD","00975","LU2495084118.USD","600030","BK1516","BK1521","BK1225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1157823575","title":"南戈壁8月股份变动月报表，股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1157823575","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1157823575?lang=zh_cn&edition=full","pubTime":"2026-09-02 17:13","pubTimestamp":1788340398,"startTime":"0","endTime":"0","summary":"南戈壁资源有限公司于2026年9月2日披露2026年8月股份变动月报表。公告显示，截至2026年8月31日，公司的法定/注册股本无变化，普通股的已发行股份数为370,549,288股，未设库藏股，总数与上月持平，未发生新增发行或回购情形。根据月报，南戈壁资源已符合适用的公众持股量要求。公告最后显示，公司确认本月的每项证券发行及相关事宜均获董事会正式授权批准，并遵守香港联交所《上市规则》及适用法规。该月报由公司秘书Allison Snetsinger签署。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1179198730","title":"南戈壁2026年上半年营收3.81亿美元，经营业务溢利1,871万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1179198730","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1179198730?lang=zh_cn&edition=full","pubTime":"2026-08-31 06:27","pubTimestamp":1788128848,"startTime":"0","endTime":"0","summary":"南戈壁公布的2026年上半年财报显示，营收约为381,037千美元，较上年同期278,156千美元增长约37%。期内，公司经营业务溢利达到18,710千美元，而去年同期则为亏损30,000千美元，实现扭亏为盈。财报同时显示，公司上半年经营活动产生的净现金流为67,532千美元，同比增幅约为95%。管理费用约为6,920千美元，较去年同期6,377千美元略有上升，但占营收比例有一定程度改善。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"南戈壁2026年上半年营收3.81亿美元，经营业务溢利1,871万美元","news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662729152","title":"【券商聚焦】中国银河：焦煤供需缺口推动上涨，高价积聚风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2662729152","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662729152?lang=zh_cn&edition=full","pubTime":"2026-08-27 09:26","pubTimestamp":1787794001,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中国银河证券研究指，2026年8月焦煤市场全线上行，JM09合约突破6月高点，JM01合约也接近前期高点位置。往后看，行情的胜负在于供给缺口与负反馈风险的赛跑。当前上行空间有限而下行风险持续累积，风险收益比已明显不利于高位追多。该机构建议：1）单边：当前焦煤高位博弈加剧，单边上涨行情或已步入尾声，市场风险逐步积聚，预计双向波动都较大。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NWI3NDNkNGUxZmM1MTMzOTE0MzEwMTk=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989626","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":null,"symbols":["01898","601881","BK1538","BK1178","BK0276","06881","BK1505","BK0188","LU0173614495.USD","KCE","BK1147","00276","BK1594","BK1564","00975","01878","01088","00061","LU0287142896.SGD","BK1225","01171","03668"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661242180","title":"煤炭股局部强势 兖煤澳大利亚（03668）涨4.48% 机构指供给端缺口将持续对市场形成支撑","url":"https://stock-news.laohu8.com/highlight/detail?id=2661242180","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661242180?lang=zh_cn&edition=full","pubTime":"2026-08-24 10:02","pubTimestamp":1787536941,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股煤炭股局部强势，截至发稿，易大宗 涨5.19%，兖煤澳大利亚涨4.48%，中煤能源涨2.77%，MONGOL MINING涨2.67%，中国秦发涨2.03%，南戈壁涨1.14%，兖矿能源涨1.10%。供给端来看，偏紧态势仍然延续，7月全国原煤产量同比下降10.1%，8月或仍维持7月相近水平。综合来看，需求走弱带来的季节性回调幅度或相对有限，供给端缺口将持续对市场形成支撑，我们预计煤炭价格有望震荡偏强运行。该机构表示，继续全面看多煤炭板块。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ODBhOTU0MzI3NjMwOTM5MjE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1989110","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":null,"symbols":["BK1178","BK1594","01898","BK1225","00866","01878","00975","BK1124","BK1538","03668","161032","01171","01733"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660041037","title":"港股异动 | 南戈壁(01878)涨超3% 中期股东应占净亏损同比收窄72.74% Q2取得平均实现售价上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2660041037","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660041037?lang=zh_cn&edition=full","pubTime":"2026-08-19 14:45","pubTimestamp":1787121933,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，南戈壁涨超3%，截至发稿，涨3.64%，报1.71港元，成交额54.98港元。于2026年上半年，该集团取得收益3.81亿美元，同比增加36.99%；公司权益持有人应占净亏损1336万美元，同比收窄72.74%；每股基本及摊薄亏损0.045美元。平均实现售价上涨主要是由于2026年第二季度，优质半软焦煤的销售比例增加，且其平均实现售价有所提高。","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/1481858.html","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":"stock_zhitongcaijing","symbols":["01878","BK4588","BK1538","BK1178","BK4585","KCAI","VXUS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659148236","title":"南戈壁(01878)发布中期业绩，股东应占净亏损1336万美元 同比收窄72.74%","url":"https://stock-news.laohu8.com/highlight/detail?id=2659148236","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659148236?lang=zh_cn&edition=full","pubTime":"2026-08-14 18:24","pubTimestamp":1786703046,"startTime":"0","endTime":"0","summary":"于2026年上半年，该集团取得收益3.81亿美元，同比增加36.99%;公司权益持有人应占净亏损1336万美元，同比收窄72.74%;每股基本及摊薄亏损0.045美元。2026年第二季度，公司取得平均实现售价每吨60.6美元，而2025年第二季度为每吨52.6美元。公司于2026年第二季度售出产品的单位销售成本为每吨54.4美元，而2025年第二季度为每吨53.9美元。公司于2026年首6个月销量为660万吨，而2025年首6个月则为500万吨。","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/1480144.html","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":"highlight_zhitongcaijin","symbols":["BK1538","BK1178","01878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1132005897","title":"南戈壁披露2026年二季度业绩转盈 营收同比增36.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1132005897","media":"公告速递","labels":["dataReport","SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1132005897?lang=zh_cn&edition=full","pubTime":"2026-08-14 18:22","pubTimestamp":1786702929,"startTime":"0","endTime":"0","summary":"2026年8月14日，南戈壁公布截至2026年6月30日止三个月及六个月的未经审计财务与经营业绩。报告期内，受销量及平均实现售价上升带动，公司二季度经营表现由亏转盈。受此推动，公司二季度实现收益2.12亿美元，较2025年同期的1.55亿美元增长36.3%。由于税项支出9,904万美元等因素影响，期内录得归属股东净亏损5,324万美元，较2025年同期的净亏损22,806万美元大幅收窄。资金状况方面，截至2026年6月30日，公司营运资金缺口为3.75亿美元，资产净负值2.43亿美元。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658607474","title":"煤炭股整体扬升 金马能源（06885）涨23.33%、力量发展（01277）涨7.37%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658607474","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658607474?lang=zh_cn&edition=full","pubTime":"2026-08-10 13:33","pubTimestamp":1786340029,"startTime":"0","endTime":"0","summary":"金吾财讯 | 煤炭股整体扬升，截至发稿，金马能源 涨23.33%，力量发展涨7.37%，易大宗涨6.82%，首钢资源涨6.37%，南戈壁涨6.36%，中国秦发涨4.53%，中煤能源涨4.38%，久泰邦达能源涨3.85%，兖矿能源涨3.91%，MONGOL MINING涨3.62%，兖煤澳大利亚涨3.61%，中国神华涨2.65%。该机构提到，安监环境严格约束供给释放，山西事故频发对炼焦煤冲击更大。中报季市场交易风格侧重业绩，煤炭股后续上攻动力来自价格。炼焦煤方面，山西矿难后安监或将升级，减产逻辑下焦煤最受益。","market":"us","thumbnail":"https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987836","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["00639","00975","01171","BK1538","06885","01277","01733","02798","00866","BK1505","BK1225","01878","BK1124","01898","LU0287142896.SGD","BK1500","03668","LU0173614495.USD","BK1594","01088","BK1178","161032"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1168139588","title":"南戈壁2026年7月股份变动月报：本月新增发行73,497,622股","url":"https://stock-news.laohu8.com/highlight/detail?id=1168139588","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1168139588?lang=zh_cn&edition=full","pubTime":"2026-08-06 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