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CSUAY 中国神华ADR
盘前交易 01-20 16:00:00 EST 延时
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煤炭行业周报:2025年用电量超10万亿kwh,需求开启上行周期
海通国际 · 01-20 14:07
煤炭行业周报:2025年用电量超10万亿kwh,需求开启上行周期
中国神华12月商品煤产量同比下降5.4% 煤炭销量增长8.9%
中国煤炭网 · 01-20 11:29
中国神华12月商品煤产量同比下降5.4% 煤炭销量增长8.9%
国海证券:维持煤炭开采行业“推荐”评级 建议把握低位煤炭板块价值属性
智通财经网 · 01-20 10:51
国海证券:维持煤炭开采行业“推荐”评级 建议把握低位煤炭板块价值属性
本周环渤海动力煤价格指数小幅上涨
新华财经 · 01-14
本周环渤海动力煤价格指数小幅上涨
中国神华北海二期4号机组通过168小时试运并投产
金吾财讯 · 2025-12-28
中国神华北海二期4号机组通过168小时试运并投产
港股公告掘金 | 中国神华拟约1335.98亿元向控股股东收购资产并募集配套资金不超过200亿元 华芢生物、南华期货股份等4只新股明日上市
智通财经 · 2025-12-21
港股公告掘金 | 中国神华拟约1335.98亿元向控股股东收购资产并募集配套资金不超过200亿元 华芢生物、南华期货股份等4只新股明日上市
中国提交2035气候目标,专家:几十万亿投资已落地,绿色转型绝不后退
澎湃新闻 · 2025-11-09
中国提交2035气候目标,专家:几十万亿投资已落地,绿色转型绝不后退
煤价起飞!冷冬预期引爆行情,新一轮上行周期开启?
券商中国 · 2025-11-09
煤价起飞!冷冬预期引爆行情,新一轮上行周期开启?
2025年1-9月采矿业企业有12773个,同比增长0.88%
智研咨询 · 2025-11-07
2025年1-9月采矿业企业有12773个,同比增长0.88%
中国神华:目前共有8台机组、约664万千瓦燃煤发电项目在建
北极星电力网 · 2025-11-07
中国神华:目前共有8台机组、约664万千瓦燃煤发电项目在建
煤炭行业定期报告:南方高温及供给偏紧 煤价淡季超预期上涨
华福证券 · 2025-10-18
煤炭行业定期报告:南方高温及供给偏紧 煤价淡季超预期上涨
bp:全球煤炭市场结构性下行,预计本十年末需求触顶
煤炭资源网 · 2025-09-26
bp:全球煤炭市场结构性下行,预计本十年末需求触顶
节前补库接近尾声,港口动力煤市场明显降温
煤炭资源网 · 2025-09-25
节前补库接近尾声,港口动力煤市场明显降温
路透社:东亚近期强劲的煤炭进口,可能给全球市场带来冲击
中国煤炭经济研... · 2025-09-25
路透社:东亚近期强劲的煤炭进口,可能给全球市场带来冲击
上周内蒙古自治区煤炭价格环比上涨
中国太原煤炭交... · 2025-09-25
上周内蒙古自治区煤炭价格环比上涨
【华创·每日最强音】让钱动起来:M1回暖与企业现金流活化的交叉印证|策略+食饮(20250925)
华创证券研究 · 2025-09-25
【华创·每日最强音】让钱动起来:M1回暖与企业现金流活化的交叉印证|策略+食饮(20250925)
六问六答:“反内卷”行情交易到哪儿了?
长江证券股份有... · 2025-09-22
六问六答:“反内卷”行情交易到哪儿了?
双焦均超6%领涨,降息推动金价迈上新台阶 |期货周报
21世纪经济报道 · 2025-09-22
双焦均超6%领涨,降息推动金价迈上新台阶 |期货周报
大行评级|中银国际:内地煤炭板块估值水平缺乏吸引力 维持行业“中性”评级
格隆汇 · 2025-09-16
大行评级|中银国际:内地煤炭板块估值水平缺乏吸引力 维持行业“中性”评级
中国神华8月煤炭销售量3750万吨 同比下降3.1%
财中社 · 2025-09-16
中国神华8月煤炭销售量3750万吨 同比下降3.1%
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公司概况
公司名称:
中国神华ADR
所属市场:
PINK LIMITED
上市日期:
--
主营业务:
中国神华能源股份有限公司是一家主要从事能源业务的中国公司。该公司主营业务为是煤炭、电力的生产和销售,铁路、港口和船舶运输,煤制烯烃等。该公司通过六个部门开展业务。煤炭分部从事地面及井工矿的煤炭开采和销售业务。发电分部从事煤炭发电、风力发电、水力发电、燃气发电及电力销售业务。铁路分部提供铁路运输服务。港口分部提供港口货物装卸、搬运和储存服务。航运分部提供航运运输服务。煤化工业务部门从事烯烃产品的制造和销售业务。
发行价格:
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LIMITED","adjPreClose":20.834,"volumeRatio":0.48157855175960357},"requestUrl":"/m/hq/s/CSUAY","defaultTab":"news","newsList":[{"id":"2604160690","title":"煤炭行业周报:2025年用电量超10万亿kwh,需求开启上行周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2604160690","media":"海通国际","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604160690?lang=zh_cn&edition=full","pubTime":"2026-01-20 14:07","pubTimestamp":1768889259,"startTime":"0","endTime":"0","summary":"本报告导读:我们认为煤炭板块周期底部已经确认在25Q2,供需格局已经显现了逆转拐点,下行风险充分释放。2025年全社会用电量超10万亿千瓦时,煤价有底,2026年需求是核心,AI缺电瓶颈日益突出,关注全球能源格局下煤炭资产价值重估。2025年,全社会用电量累计103682亿千瓦时,同比增长5.0%。第三产业和城乡居民生活用电对用电量增长的贡献达到50%。截至2026年1月15日,京唐港主焦煤库提价(山西产)1750元/吨,较前一周上涨100元/吨。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120140817a72f4140&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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11:29","pubTimestamp":1768879786,"startTime":"0","endTime":"0","summary":"1月17日,中国神华发布主要运营数据公告显示,2025年12月份,中国神华商品煤产量2780万吨,同比下降5.4%,环比增长3.0%;公司煤炭销售量为4140万吨,同比增长8.9%,环比增长11.9%。2025年,中国神华商品煤累计产量为33210万吨,同比下降1.7%;煤炭销售量为43090万吨,同比下降6.4%。此外,2025年12月份,中国神华总发电量217亿千瓦时,同比持平;12月总售电量204.7亿千瓦时,同比增长4.8%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120115432a72ed0e6&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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10:51","pubTimestamp":1768877472,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国海证券发布研报称,美国关税新政落地对市场情绪构成一定冲击,市场寻求稳健性资产,煤炭高股息、现金奶牛的投资价值属性值得关注。建议把握低位煤炭板块的价值属性,维持煤炭开采行业“推荐”评级。2025年12月底较月初,炼焦煤生产企业库存环比上升20.22万吨至211.74万吨,仍处同期较低水平;北港焦煤库存环比上升6万吨至295.05万吨;焦化厂炼焦煤库存上升6.11万吨至295.05万吨;钢厂炼焦煤库存上升3.21万吨至528.68万吨。","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=nesSN20260120105326a72e9533&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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19:50","pubTimestamp":1768391410,"startTime":"0","endTime":"0","summary":"分析认为,随着港口煤炭库存压力缓解,叠加货源成本端支撑以及进口煤供应收紧等积极因素推升市场情绪,上游挺价意愿增强,港口市场煤价继续上行修复,本期环渤海动力煤综合价格指数有所上行。进口煤方面,印尼煤供应受限情况自去年年底开始贯穿至今,价格保持坚挺上行,带动国内进口市场价格也跟随上涨。","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=nesSN20260114195018a4c3282c&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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中国神华能源股份有限公司于2025年12月29日发布公告称,其控股子公司国能广投北海发电有限公司北海二期扩建项目的4号发电机组,已于近期成功通过168小时满负荷试运行,并正式投入商业运营。至此,北海二期项目两台1000兆瓦超超临界一次再热燃煤发电机组已全部建成投产。北海二期项目全面投产后,北海电厂已成为所在区域最大的支撑性和调节性电源,为区域电网安全稳定运行及新型电力系统建设提供了有力支撑。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251228195135a48208c1&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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香港公开发售获791.95倍认购印象大红袍(02695):香港公开发售获3397.48倍认购 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12:48","pubTimestamp":1762663691,"startTime":"0","endTime":"0","summary":"目前中国已正式向联合国提交了2035年国家自主贡献目标,该目标历史性地扩展到全经济范围、包括所有温室气体,首次提出了温室气体绝对量减排目标,中方称该目标“体现了最大的决心和力度”。“几十万亿的投资已经投下去了,如果后退,成本太高。必须要坚持绿色转型不动摇,不后退。”预期已锁定,转型无退路2020年,中国提出“二氧化碳排放力争2030年前达到峰值,2060年前实现碳中和”,即“双碳”目标。","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=nesSN20251109124940a6ec4452&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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10:04","pubTimestamp":1762653840,"startTime":"0","endTime":"0","summary":"冷冬预期点燃煤价拉尼娜现象带来的冷冬预期,让市场对今年冬季煤炭需求充满想象。煤炭经济迎来新一轮周期上行与旺盛需求形成鲜明对比的是持续收缩的煤炭供给,两者结合下,煤炭企业迎来新一波周期上行和利润上升期。这一数据对比Q2环比下降约15%来看,“反内卷”对于煤炭企业的盈利贡献突出。","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=nesSN20251109101213a6ec07fa&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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11:23","pubTimestamp":1762485780,"startTime":"0","endTime":"0","summary":"上市公司:甘肃能化,新大洲A,冀中能源,蓝焰控股,山西焦煤,电投能源,首华燃气,郑州煤电,兰花科创,兖矿能源,晋控煤业,中国神华,昊华能源,陕西煤业相关报告:智研咨询发布的《2025-2031年中国采矿业市场竞争态势及投资方向分析报告》2025年1-9月,采矿业企业数为12773个,和上年同期相比,增加了112个,同比增长0.88%,占工业总企业的比重为2.44%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251107112436a6e77b32&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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元/吨,周环比+6.1%,内蒙、陕西、山西产地价大涨。考虑到需求端变化尚不明朗,煤价预计在波折中震荡上涨,配置层面仍以优质核心标的作为首要目标。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。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202510181636279735459e&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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17:58","pubTimestamp":1758794323,"startTime":"0","endTime":"0","summary":"随着价格的持续上涨,港口动力煤市场情绪逐渐降温,价格涨势停歇。其一,随着时间的推移,节前的阶段性补库逐渐进入尾声,下游对高价接受程度有限,观望渐起,报还盘差距拉大,成交进一步减少,市场情绪明显降温。港口需关注大秦线检修实际影响及进口煤补充情况。若供给收缩超预期,或能缓解需求下滑带来的压力。短期来看,受发运成本和大秦线检修预期支撑,港口动力煤价格深跌可能性不大,但上涨缺乏需求配合。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250925191711a69d8968&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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16:46","pubTimestamp":1758789976,"startTime":"0","endTime":"0","summary":"据路透社9月23日发布的消息,8月份,由于中国、日本和韩国强劲的进口订单,使得全球动力煤海运量上升至自2024年底以来的最高水平。东亚引领动力煤出口复苏中国、韩国和日本的月度总采购量较上月合计进口总量增长19%,导致区域煤炭市场趋紧。最后,2025年最后几个月东亚的天气状况也将对区域煤炭进口需求产生重大影响。","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=nesSN20250925173741a69d5681&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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11:50","pubTimestamp":1758772236,"startTime":"0","endTime":"0","summary":"据商务部重要生产资料市场监测系统数据显示,从监测品种样本数据来看,9月13日-9月19日内蒙古自治区煤炭平均价格为689.57元/吨,环比上涨0.3%,与上一年同期相比(下称同比)下降8.1%。其中无烟煤2号洗选块煤均价为838.74元/吨,环比下降0.3%,同比下降6.7%;动力煤发热量5000-5500大卡均价为518.69元/吨,环比上涨0.7%,同比下降9.5%;炼焦煤1/3焦煤均价为711.28元/吨,环比上涨0.6%,同比下降8.5%。随着天气逐渐转凉,电厂补库需求增强,市场采购数量增加,推动煤炭价格环比上涨。预计近期煤炭市场运行稳定,价格将涨跌震荡运行。来源:内蒙古自治区商务厅","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=nesSN20250925132910a69cd0d5&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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