兖矿能源2024中期报告

20241111 2024 2024 102.3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111 Yankuang Energy Group Company Limited*YANKUANG ENERGY * 94986 537539 237786 537538 3311xyshang.yzc@163.com 949949273500www.ykenergy.comwww.yanzhoucoal.com.cnyzc@yanzhoucoal.com.cn www.cs.com.cnwww.cnstock.comwww.stcn.comwww.zqrb.cnAwww.sse.com.cnHwww.hkexnews.hk949 A1968A-1A-5H7288 1.2.20233.H20246307,439,370,7207,722,969,540 1. 2. 2194%5.5m8m803000OMB6+3.2%H 1. (1) 6,9081,98540.3%49.3% (2) 6,7881,65232.2% 473.5141.158.0% (3) 278.948.513.1% 2. 1. ①202326.192022 100.11 ①20233.794.941.52 2. 3. 1. 2. (1) 2024630704.8119.6% (2) 3. 2024630801.35 4. (1) 2024630870.451,104.86126.9% (2) (3) 1. 1. 202413.485.8877.3% 20244.145.32 202420.2126.0756.3% 20243.016.1367.1% 2. 1. 20242024 20242024 2. 2024831.738.60 3. 1.4 2024-20252024-203040003800 + + +ESGESG 4. (1)(2)(3) 2.80 5. 202415%25%30%16.5% 20243 28 20246 21 20246 21 10–102.3010– 1020242.302024 1112.80 20221 272022AH2021A 20242 231,2012,916.34222.71202438 202400A0% 2024630 1. 2. 5% 3. 1,2456,174A487,418.411.27% 4. 1% 5. 20221272022127 6. 243648 7. 8. 11.7211.72 9. 50% 1 2060120 10. 20221272021A 1 11. 202212720222022A2022H60 12. 20222 2420222252021A 20238 250.511.723.61336,1749,2612626720238 25 20242 23162422140.1182024223 20182018 201853020182024223202312 312024819202463020248202021 3 20245 2415 2023 e2,000 1. 2024CODSO2NOX 2024 2. 3. 4. 5. (1) COD21COD21COD21SO2NOX1 (2) 11 6. 7. 1.2. 3. 2023 202463,996 1.40215262511#3#SBR150.9149.3 2.35kVSVG140262110KV2SVG110293081.2P6003164.83 3.151.21,120A/B9.8MPa23,0405,15349.8 4.591432.263,5552.61%10.33% 5.24MWp124MWp8,9081,3237,546.95 6.5,989.53 3,122.95 4. √ Glencore Coal Pty Ltd 1. 2. (1) 202363020222023-2025202311 2023102720232024-2025 202458.8042.39 2024 2022102820222023-2025 20246 30222.61155.52202463.30 2022102820222023-2025 20246 3080.71158.602024193.80 2023102720232024-20255%7.5% 202492.30 20221272022-20246,000 2024580.50 20242024 20241152024-2026 20243.520240.8 2024115HVO2024-2026HVO 2024HVO1320243.03 20241152024-2026 20242.520240.41 2023116202312 82024-2026(i)(ii)(iii)10ppm2024 20242.220240.77 3. 1.2.3. 14,272.8490% 14.070.1%14A.76(1)(a) 4. 1.2.3. 4,733147.34%3.66% 14.070.1%14A.761a 1.2.3. 2. 3. 4. 0.5 5 1. 2. A+B(%)C70%D50%EC+D+E 110.72 1. 201913.820246 308.34 20191320246307.54 20191020246308.5 2020320246 303 2020120246301 202014.296.99202463012.085.69 20211.3720246301.23 202210202463010 20221.520246301.5 20246309.15 20212.7420246300.683.04 2. 202217.51.524.69 202321.6520246301.441.57 2022152.22 1=7.12681=4.7650 3. 4. 2023112912AH36A12H24 20241 22-2024 7 26AH27,715,380300,202,748.73H A6,187,380100,086,567.70 H21,528,000200,116,181.03 2023112920241222024131202452820247192024726 1020247 292024730H1,050,000 2024730 SMT Scharf AG 202431Shareholder Value Management Aktiengesellschaft10SMT Scharf AGFamous Holding GmbHFamousSMT Scharf AG 3,216.9552.66% 202431 202453115.545%6.32%51.32% 202453120247 9 6,329.6041.3027% 202483050 14.070.1%5% 2024830 Crouching Tiger Holding Limited45% 202483070% 2024830 202462.85H17.39495,615.0020246 12451,411.10492,93920246 12448,973.91 1.2.3.4. 2022H 20245 312022H2.85H17.39492,93917.29H20246319.30 20246 4H2024612H 2023H 20246 21202320% 20246 212023H10%H 20246 2120232024AH2023 2024840 5882024 1. 2. 1.20242 232021A1,401,18029,163,420 2024223202434202458 2.20245 316285,000,000HH 202464H2024612H 3. 202320246307,722,969,54010,039,860,40220240.7520246307.56 4. 25% 93,7680 932.864iA10,028,640iiA700,00020246304,059,141,57052.56%iA3,215,270,932iiA161,387,138iiiH682,483,50020235,303,899,42152.83%6.82H1010H 2024630(1)XV23(2)336(3) H(www.hkexnews.hk) XV(i)352(ii) 1.2023H2.3. 20