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南戈壁

1.935

-0.005-0.26%

成交量：23.88万

成交额：46.39万

市值：7.18亿

市盈率：-3.40

高：1.950

开：1.950

低：1.885

收：1.940

52周最高：2.500

52周最低：1.480

股本：3.71亿

香港流通股本：3.71亿

量比：2.65

换手率：0.06%

股息：- -

股息率：- -

每股收益(LYR):-0.569

净资产收益率：-3.42%

总资产收益率：-7.03%

市净率：-0.38

市盈率(LYR):-3.40

市销率: 0.13

数据加载中...

总览公司新闻资讯公告

南戈壁9月股份变动月报表：股本维持稳定

南戈壁（01878）再度推迟特别股东大会及记录日期

【券商聚焦】华泰证券：保供政策有望推动煤矿复产山西复产进度与印尼出口弹性是4Q煤价的核心变量

南戈壁(01878)股价上升5.405%，现价港币$1.95

阿斯达克财经

煤炭股走低中煤能源（01898）跌3.47%、兖煤澳大利亚（03668）跌3.22%

煤炭股整体承压力量发展（01277）跌2.58%、兖煤澳大利亚（03668）跌2.52%

【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

【券商聚焦】华泰证券：国有煤矿安监再升级或压缩供给弹性

南戈壁8月股份变动月报表，股本维持不变

南戈壁(01878)股价显著上升12.717%，现价港币$1.95

阿斯达克财经

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

【券商聚焦】中国银河：焦煤供需缺口推动上涨，高价积聚风险

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

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

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%

智通财经网

南戈壁披露2026年二季度业绩转盈营收同比增36.3%

南戈壁资源(1878.HK)第二季亏损收窄至532万美元

阿斯达克财经

【券商聚焦】华泰证券：印尼电力保供压力有望支撑煤价

【券商聚焦】中信证券：“十五五”规划落地，煤炭行业长期供需格局有望稳中向好

南戈壁(01878)股价显著波动14.451%，现价港币$1.66

阿斯达克财经

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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":"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":"-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":"2669519453","title":"【券商聚焦】华泰证券：保供政策有望推动煤矿复产 山西复产进度与印尼出口弹性是4Q煤价的核心变量","url":"https://stock-news.laohu8.com/highlight/detail?id=2669519453","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669519453?lang=zh_cn&edition=fundamental","pubTime":"2026-09-22 08:49","pubTimestamp":1790038166,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，9月18日，国家发展改革委、国家能源局、国家矿山安监局联合印发《关于做好煤炭安全稳产稳供工作的通知》，要求在确保安全前提下推进煤炭稳产保供，积极稳妥推进煤矿复产达产、加快联合试运转煤矿验收，其中对于山西部分产能实质放开了一定的超产额度，并对电煤中长期合同履约、进口煤补充调剂和接续产能建设提出要求。该机构认为，保供政策有望推动煤矿复产，但供给恢复幅度仍需观察基层政策执行的积极性和力度，山西复产进度与印尼出口弹性是4Q煤价的核心变量。即便考虑政策推动复产，4Q秦皇岛5500大卡动力煤价格中枢仍有望维持900元/吨以上。","market":"other","thumbnail":"https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/ZGNkM2E3NDVjMTk0N2Q5ZDk4NjYxNjc1YjA4NjMzOTA5MjkwMDE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1992147","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":["LU1934453819.USD","BK1594","LU1808992512.USD","LU2148510915.USD","00276","LU1064130708.USD","00975","KCE","LU0173614495.USD","LU0039217434.USD","BK0028","LU1328615791.USD","LU0531971595.HKD","LU0871576103.HKD","LU1064131003.USD","BK1505","LU1979443071.USD","BK0183","BK1538","LU1580142542.USD","01898","01088","LU0287142896.SGD","BK0012","BK1178","BK1225","01171","BK0276","00061","LU1781817850.SGD","LU0164865239.USD","03668","601688","01878","BK0188"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669139784","title":"南戈壁(01878)股价上升5.405%，现价港币$1.95","url":"https://stock-news.laohu8.com/highlight/detail?id=2669139784","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669139784?lang=zh_cn&edition=fundamental","pubTime":"2026-09-21 10:15","pubTimestamp":1789956900,"startTime":"0","endTime":"0","summary":"[上升股]南戈壁(01878) 股价在上午10:14比前收市价上升5.405%，现股价为港币$1.95。至目前为止，今日最高价为$1.95，而最低价为$1.95。总成交量为1000股，总成交金额为港币$1950。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190515141040914_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190515141040914_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2609211425/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2609211425/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":["01878","BK1178","BK1538"],"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://ttm.financial/m/news/2668930272?lang=zh_cn&edition=fundamental","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":"us","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":["BK1178","01277","03668","01878","00639","01898","601898","BK1538","BK0012","BK0266","BK0196","BK1500","00866","BK0028","BK0188","BK0010","BK0179","00975","BK1225","BK0006","BK1594","161032","01171"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2666551834","title":"煤炭股整体承压 力量发展（01277）跌2.58%、兖煤澳大利亚（03668）跌2.52%","url":"https://stock-news.laohu8.com/highlight/detail?id=2666551834","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2666551834?lang=zh_cn&edition=fundamental","pubTime":"2026-09-10 09:56","pubTimestamp":1789005376,"startTime":"0","endTime":"0","summary":"金吾财讯 | 港股煤炭股整体承压，截至发稿，南戈壁 跌3.83%，MONGOL MINING跌2.65%，力量发展跌2.58%，首钢资源跌2.58%，兖煤澳大利亚跌2.52%。山西证券研究指，安监环境严格约束供给释放，83号文至84号文将供应收缩焦点从民企转移至国企，供给收缩对炼焦煤冲击更大。煤价短期仍有上行动力，但要关注政策容忍度，基本面拐点到来前煤炭股仍有支撑。","market":"other","thumbnail":"https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/ZDlhMzNiODA0MWQ5OWM0NDQ5YzUxMTZmZWRlMTczNjQ3MzM4NzkwNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1991229","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","BK1500","00975","BK1225","161032","00639","01277","01878","BK1538","BK1178"],"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://ttm.financial/m/news/2664800059?lang=zh_cn&edition=fundamental","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":"nz","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":["00276","BK1564","BK0276","01878","LU0173614495.USD","KCE","LU2495084118.USD","LU2148510915.USD","BK0196","06030","01898","LU2580892862.HKD","BK1594","01171","LU0405327494.USD","LU1064130708.USD","LU1781817850.SGD","BK1505","LU2289578879.USD","LU1794554557.SGD","LU1820825898.SGD","00061","BK1516","01088","LU1328615791.USD","LU1064131003.USD","BK0183","LU1655091616.SGD","LU2580892789.USD","BK1538","LU0287142896.SGD","LU1255011170.USD","LU1997245177.USD","600030","00975","BK0012","BK1147","BK1225","LU1146622755.USD","BK0188","BK1178","LU0405327148.USD","LU1580142542.USD","BK0028","BK1521","LU1997244956.HKD","LU1997245094.SGD","LU1720050803.USD","03668"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2664800411","title":"【券商聚焦】华泰证券：国有煤矿安监再升级或压缩供给弹性","url":"https://stock-news.laohu8.com/highlight/detail?id=2664800411","media":"金吾财讯","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664800411?lang=zh_cn&edition=fundamental","pubTime":"2026-09-04 08:43","pubTimestamp":1788482594,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，26年8月27日国家矿山安全监察局印发矿安〔2026〕84号文《关于进一步加强国有煤矿企业安全生产工作的意见》，从安全检查责任上移、安全检查常态化、生产经营指标确定等九方面系统强化国有煤矿安全管理。该机构认为，与“5·22”事故以来以专项排查、集中整治为主的短期安监措施不同，84号文将安全监管由阶段性检查向企业内部频次化制度化管理转变，并且从前期市场焦点的民营矿关停、延伸到供给占比更高的国企，国有煤企是我国煤炭保供主力军，截至2022年国有煤炭企业占我国煤炭产量70%以上。其对煤炭生产约束更具持续性，煤炭中期供给弹性或进一步下降。该机构重申看好煤价中枢上移。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/M2QyMTYxN2UxNmI4NDk2OTg5NThlNDVhNTUzNjZhZTcxMjcxMzE0NDc4MDA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1990642","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0531971595.HKD","LU1064131003.USD","BK0183","LU0173614495.USD","00061","LU0287142896.SGD","LU0871576103.HKD","BK1225","LU1808992512.USD","01878","01898","601688","LU1328615791.USD","LU0164865239.USD","00276","BK1538","BK0188","KCE","03668","LU1979443071.USD","01171","LU2148510915.USD","LU1781817850.SGD","BK0276","LU1580142542.USD","LU1934453819.USD","BK1178","01088","BK1594","BK0028","00975","BK1505","LU1064130708.USD","LU0039217434.USD","BK0012"],"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://ttm.financial/m/news/1157823575?lang=zh_cn&edition=fundamental","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":"2663275640","title":"南戈壁(01878)股价显著上升12.717%，现价港币$1.95","url":"https://stock-news.laohu8.com/highlight/detail?id=2663275640","media":"阿斯达克财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2663275640?lang=zh_cn&edition=fundamental","pubTime":"2026-08-31 14:08","pubTimestamp":1788156480,"startTime":"0","endTime":"0","summary":"[上升股]南戈壁(01878) 股价在下午02:07比前收市价显著上升12.717%，现股价为港币$1.95。至目前为止，今日最高价为$1.95，而最低价为$1.765。总成交量为47.75万股，总成交金额为港币$88.033万。","market":"fut","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126133719348_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126133719348_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2608312468/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2608312468/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1538","BK1178","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://ttm.financial/m/news/1179198730?lang=zh_cn&edition=fundamental","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://ttm.financial/m/news/2662729152?lang=zh_cn&edition=fundamental","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":"nz","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":["601881","BK1594","KCE","00061","01171","00975","LU0173614495.USD","BK0276","BK1178","BK1225","00276","BK1564","LU0287142896.SGD","01878","BK1147","BK1538","01898","BK1505","BK0188","01088","06881","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://ttm.financial/m/news/2661242180?lang=zh_cn&edition=fundamental","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":"hk","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":["01171","BK1225","BK1124","01878","01733","03668","161032","BK1594","00975","BK1538","BK1178","01898","00866"],"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://ttm.financial/m/news/2660041037?lang=zh_cn&edition=fundamental","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":"fut","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":["VXUS","BK4588","KCAI","BK1178","BK1538","01878","BK4585"],"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://ttm.financial/m/news/2659148236?lang=zh_cn&edition=fundamental","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":"fut","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":["01878","BK1538","BK1178"],"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://ttm.financial/m/news/1132005897?lang=zh_cn&edition=fundamental","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":"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":"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":"2659482761","title":"南戈壁资源(1878.HK)第二季亏损收窄至532万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2659482761","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659482761?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 18:20","pubTimestamp":1786702800,"startTime":"0","endTime":"0","summary":"南戈壁资源(01878.HK) 公布2026年6月底止第二季业绩，收入2.11672亿美元(下同)，按年升36.3%。亏损收窄至532.4万美元，上年同期亏损2,280.6万美元；每股亏损1.8美仙。(ad/)(港股报价延迟最少十五分钟。)过往派息公布日期派息事项派息内容2026/05/14第一季业绩无派息2026/03/27末期业绩无派息2025/11/14第三季业绩无派息2025/08/14中期业绩无派息AASTOCKS新闻","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20231013160500589_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20231013160500589_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1538430/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1538430/latest-news/AAFN","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":["BK1538","BK1178","01878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658814963","title":"【券商聚焦】华泰证券：印尼电力保供压力有望支撑煤价","url":"https://stock-news.laohu8.com/highlight/detail?id=2658814963","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658814963?lang=zh_cn&edition=fundamental","pubTime":"2026-08-11 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华泰证券表示，2026年6月，印尼爪哇岛、马都拉岛及巴厘岛地区发生大范围停电，印尼政府初期将事件归因于技术故障，但印尼国家电力公司后续调查显示中热值煤炭供应短缺系核心原因。2026年8月4日，加里曼丹岛发生大面积停电。直接原因为阿萨姆燃煤电厂54兆瓦发电机组故障、两家IPP电厂锅炉及汽轮机管道泄漏，以及马来西亚进口电力因出口方技术问题中断，反映电网备用容量不足、峰值负荷调节高度依赖进口电力的结构性风险。该机构认为频繁出现的大规模停电事件将导致印尼进一步重视国内电力供应安全，强化DMO和煤炭出口政策管控，利好国际煤价并有望给我国国内动力煤价形成支撑。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/NjdhYmE3ZDczMTc4NjgyMDYzMDA3NjI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987867","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":["00975","LU1064130708.USD","BK0028","01088","01898","01878","LU0287142896.SGD","BK0183","LU1781817850.SGD","LU0039217434.USD","LU0871576103.HKD","LU0173614495.USD","LU1808992512.USD","BK0276","LU1580142542.USD","BK0188","LU1328615791.USD","BK1178","159146","BK1594","LU0531971595.HKD","00061","LU2148510915.USD","LU1979443071.USD","LU1064131003.USD","BK0012","KCE","03668","LU0164865239.USD","BK1225","BK1505","00276","01171","LU1934453819.USD","BK1538","601688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658638409","title":"【券商聚焦】中信证券：“十五五”规划落地，煤炭行业长期供需格局有望稳中向好","url":"https://stock-news.laohu8.com/highlight/detail?id=2658638409","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658638409?lang=zh_cn&edition=fundamental","pubTime":"2026-08-11 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