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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(01878)股价上升8.929%，现价港币$1.83

阿斯达克财经

南戈壁(01878)根据股权奖励计划发行5万股

南戈壁资源于6月22日发行5万股新股占已发行股本约0.02%

【券商聚焦】中国银河：下半年供给约束犹存，煤价有望继续抬升

煤炭股午后持续走弱兖矿能源(01171)跌6.58%、中国神华(01088)跌5.03%

南戈壁增发5万股新股占已发行股本0.02%

南戈壁(01878)股价上升5.051%，现价港币$2.08

阿斯达克财经

南戈壁更新5月股份变动月报表股本维持不变

【券商聚焦】华泰证券：煤炭短期冲击或将结束，长期影响显现

【券商聚焦】华泰证券：煤炭整治或升级，煤价中枢继续上行

【券商聚焦】华泰证券：看好煤炭或不仅淡季不淡

煤炭股多股走弱中国秦发(00866)领跌4.41% 机构指低位配置机遇已至

【券商聚焦】中信证券：非银行金融、有色金属、煤炭和电子等上调盈利幅度高

南戈壁：第一季度煤炭销量增长47.62% 但售价同比下滑8.92%

南戈壁(01878)第一季度股东应占净亏损803.6万美元同比减少69.33%

【券商聚焦】国泰海通：供需格局继续向好，煤价触底回升

【券商聚焦】山西证券：复苏期信号确认，煤炭PPI转正在即

【券商聚焦】华泰证券：煤炭板块已进入底部修复通道

南戈壁2026年4月股份变动月报：股本维持不变

南戈壁(01878)：产能与销量双增带动收入上涨21%，年内由盈转亏关注持续经营风险

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11:26","pubTimestamp":1782185206,"startTime":"0","endTime":"0","summary":"2026年6月23日，南戈壁资源（股票代码：01878）发布公告。公司于2026年6月22日根据股权奖励计划（行使购股权），向一名非董事人员发行50,000股新增普通股，占本次变动前公司现有已发行股份总数的约0.02%。每股发行价为1.41港元，总募集金额约7.05万港元。发行完成后，公司已发行股份总数由296,984,666股增至297,034,666股，库藏股数量保持不变。\n公司在公告中表示，上述股份发行已获董事会正式授权，并已遵守香港联合交易所有限公司证券上市规则及相关法律法规的规定。本次公告由公司秘书Allison Snetsinger签署。","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":"南戈壁资源于6月22日发行5万股新股 占已发行股本约0.02%","news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644771978","title":"【券商聚焦】中国银河：下半年供给约束犹存，煤价有望继续抬升","url":"https://stock-news.laohu8.com/highlight/detail?id=2644771978","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644771978?lang=zh_cn&edition=fundamental","pubTime":"2026-06-18 12:03","pubTimestamp":1781755395,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中国银河证券研究认为，经过2025年下半年“反内卷”超产核查、2026年上半年印尼限制出口、美伊冲突推高国际能源价格，以及山西煤炭事故后安监趋严影响，过去一年煤价中枢逐步抬升。该机构预计下半年供给约束依然存在，而电煤、化工煤等需求较去年有望提升，煤价有望继续抬升。","market":"hk","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":"1984088","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":["BK1225","LU0287142896.SGD","00276","00061","BK0276","601881","00975","01878","01171","BK1147","03668","01088","LU0173614495.USD","BK0188","BK1564","01898","BK1505","BK1538","06881","BK1594","BK1178"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643322735","title":"煤炭股午后持续走弱 兖矿能源(01171)跌6.58%、中国神华(01088)跌5.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=2643322735","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2643322735?lang=zh_cn&edition=fundamental","pubTime":"2026-06-15 13:51","pubTimestamp":1781502675,"startTime":"0","endTime":"0","summary":"金吾财讯 | 市场对能源紧缺的预期降温，煤炭股午后持续走弱，截至发稿，汇力资源 跌18.08%，绿领控股跌11.11%，兖矿能源跌6.58%，兖煤澳大利亚跌5.97%，中国神华跌5.03%，力量发展跌4.95%，久泰邦达能源跌4.88%，南戈壁跌4.78%，中煤能源跌4.51%，金马能源跌4.44%。消息面上，据伊朗媒体15日报道，伊朗最高国家安全委员会当天凌晨发表声明，正式确认伊美停战谅解备忘录达成。此外，该机构指，多数煤企依然保持了高分红的意愿，中报有6家上市煤企发布中期分红方案。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/OTEzM2QyMzQzMjc2MzA3OTk2MA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983827","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":["BK0266","SGXZ49509284.SGD","02798","161032","01171","BK1178","01878","BK0188","BK1538","01277","BK0010","BK1594","BK0015","600188","03668","601088","BK0196","BK0028","LU0173614495.USD","BK1225","00061","06885","BK1190","LU0287142896.SGD","BK0187","01303","BK0006","BK1505","BK0012","01898","BK0179","01088","SGXZ81163826.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102311591","title":"南戈壁增发5万股新股 占已发行股本0.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102311591","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102311591?lang=zh_cn&edition=fundamental","pubTime":"2026-06-10 10:06","pubTimestamp":1781057203,"startTime":"0","endTime":"0","summary":"南戈壁（01878）于2026年6月10日发布翌日披露报表显示，公司根据股权奖励计划发行了5万股新股，发行价为每股1.41港元。该次增发占发行前已发行股本约0.02%，对应日期为2026年6月9日。\n此次新股发行后，公司已发行股本增至296,984,666股，库藏股数量为0。公司在公告中确认已取得董事会正式授权，并遵守相关上市规则及法律法规规定。\n据公告信息披露，该次发行确认已完成资金收取及相关程序，其价格导致发行新股总额约7.05万港元。公告由公司秘书Allison Snetsinger签署。","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":"南戈壁增发5万股新股 占已发行股本0.02%","news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2642452035","title":"南戈壁(01878)股价上升5.051%，现价港币$2.08","url":"https://stock-news.laohu8.com/highlight/detail?id=2642452035","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2642452035?lang=zh_cn&edition=fundamental","pubTime":"2026-06-09 14:40","pubTimestamp":1780987200,"startTime":"0","endTime":"0","summary":"[上升股]南戈壁(01878) 股价在下午02:40比前收市价上升5.051%，现股价为港币$2.08。至目前为止，今日最高价为$2.08，而最低价为$1.96。总成交量为52.19万股，总成交金额为港币$105.557万。","market":"sh","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180126133718217_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180126133718217_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2606094167/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/AAR2606094167/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":["BK1538","BK1178","01878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1161839235","title":"南戈壁更新5月股份变动月报表 股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1161839235","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1161839235?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 16:55","pubTimestamp":1780390555,"startTime":"0","endTime":"0","summary":"南戈壁资源有限公司于2026年6月2日发布截至2026年5月31日的证券变动月报表。公告显示，公司在5月内无法定或注册股本变动，股本结构稳定。在股份期权方面，公司已获授的期限至2022年7月21日的股权激励计划规模维持727,000份本月无增减变动，报告期内并未因行使期权而发行新股或转让库存股份。截至5月31日，公司的已发行股份总数仍保持在296,934,666股，股本保持不变。本次公告由公司董事会正式授权并由公司企业秘书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":"2640599372","title":"【券商聚焦】华泰证券：煤炭短期冲击或将结束，长期影响显现","url":"https://stock-news.laohu8.com/highlight/detail?id=2640599372","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2640599372?lang=zh_cn&edition=fundamental","pubTime":"2026-06-02 08:58","pubTimestamp":1780361891,"startTime":"0","endTime":"0","summary":"短期，首轮供给冲击已被充分预期，关注后续追责的潜在二次冲击。走访企业反馈相关停产煤矿给下游通知的是预计6月1日复产，该机构按影响约1周的产量计算，1周累计影响约750万吨产量，短期供给冲击或在5月末结束。考虑2025年山西民营矿约3亿吨总产量，该机构推算若将超出核定产能以上的10%产量压缩掉，相当于半年时间供给减量约1500万吨。","market":"fut","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":"1982762","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":["BK0028","LU0531971595.HKD","BK0276","BK1178","LU1064131003.USD","BK1594","01171","LU2148510915.USD","01898","LU0287142896.SGD","00061","LU1979443071.USD","01878","LU1328615791.USD","LU0871576103.HKD","BK0012","BK1538","01088","00276","LU0173614495.USD","601688","LU0164865239.USD","LU0039217434.USD","00975","03668","LU1064130708.USD","LU1580142542.USD","BK1225","BK0188","LU1934453819.USD","BK1505","LU1781817850.SGD","LU1808992512.USD","BK0183","161032"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638569278","title":"【券商聚焦】华泰证券：煤炭整治或升级，煤价中枢继续上行","url":"https://stock-news.laohu8.com/highlight/detail?id=2638569278","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2638569278?lang=zh_cn&edition=fundamental","pubTime":"2026-05-26 09:22","pubTimestamp":1779758556,"startTime":"0","endTime":"0","summary":"截至5月23日造成90人遇难，是2009年黑龙江鹤岗新兴煤矿事故以来最严重的矿难。目前事故初步调查反映出“隐蔽工作面”、“下井作业人数不清”等问题，我们认为或将引发安全生产监管升级，对煤炭产量产生影响，叠加今年本已偏紧的煤炭供需平衡，推动煤价加速上行。整体来看，历史重大煤炭事故通常会对煤价形成短期情绪与供应扰动催化，但长期来看煤价终将回归供需基本面。","market":"us","thumbnail":"https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/YzMzOTE1NTA2MzA=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1982125","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":["LU0531971595.HKD","LU0871576103.HKD","601688","BK0276","LU0039217434.USD","LU1328615791.USD","LU1979443071.USD","BK1178","LU1580142542.USD","LU0287142896.SGD","BK0183","LU1064130708.USD","LU1064131003.USD","03668","01878","LU0164865239.USD","01898","BK1538","LU0173614495.USD","LU2148510915.USD","BK0012","00276","LU1808992512.USD","BK0028","LU1781817850.SGD","BK0188","LU1934453819.USD","BK1505","00975","BK1225","00061","BK1594","161032","01171","01088"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636896203","title":"【券商聚焦】华泰证券：看好煤炭或不仅淡季不淡","url":"https://stock-news.laohu8.com/highlight/detail?id=2636896203","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636896203?lang=zh_cn&edition=fundamental","pubTime":"2026-05-20 09:17","pubTimestamp":1779239877,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，伴随中东冲突后全球海运煤炭市场如期收紧，中国海运进口煤炭明显收缩，即使国内煤炭生产高基数下同比持平，国内煤价已经顺利上行。5月15日国内动力煤价格达835元/吨（同比+33%，YTD+23%）。该机构看好煤炭或不仅淡季不淡，而是受益电煤和非电用煤的持续超预期，26年动力煤价格有望站稳850元/吨中枢，并可能在夏季高峰突破市场预期的26年煤价高点900元/吨。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MTU3MGM5Y2M3ZDk5Mjg2ODIwNjM2NDU0OA==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981785","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":["BK0183","LU1580142542.USD","161032","LU1781817850.SGD","LU1934453819.USD","LU0287142896.SGD","BK0012","BK1538","LU1064130708.USD","LU1979443071.USD","01171","LU2148510915.USD","BK1178","LU0164865239.USD","LU1064131003.USD","00975","01898","01878","601688","BK1225","LU0173614495.USD","00061","LU0531971595.HKD","01088","03668","LU0039217434.USD","LU0871576103.HKD","LU1328615791.USD","LU1808992512.USD","BK0188","00276","BK0276","BK0028","BK1594","BK1505"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636688654","title":"煤炭股多股走弱 中国秦发(00866)领跌4.41% 机构指低位配置机遇已至","url":"https://stock-news.laohu8.com/highlight/detail?id=2636688654","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636688654?lang=zh_cn&edition=fundamental","pubTime":"2026-05-19 10:22","pubTimestamp":1779157338,"startTime":"0","endTime":"0","summary":"金吾财讯 | 煤炭股多股走弱，截至发稿，中国秦发 跌4.41%，MONGOL MINING跌2.65%，首钢资源跌1.54%，南戈壁跌1.52%，兖矿能源跌1.27%，汇力资源跌1.23%，力量发展跌1.01%。消息面上，中泰证券研究指，近期煤炭市场正处于季节性需求转换的过渡期，高库存与弱现实对港口煤价形成压制，而“迎峰度夏”补库预期及进口煤成本的抬升，又限制了下跌幅度，共同导致近期港口煤价上行放缓。机构表示，当前迎峰度夏，煤价强势有望超预期，重点推荐弹性标的。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981679","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","BK1538","BK1190","00639","01878","BK1178","00866","BK1594","161032","BK1500","01277","00975","01303","BK1225"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636010132","title":"【券商聚焦】中信证券：非银行金融、有色金属、煤炭和电子等上调盈利幅度高","url":"https://stock-news.laohu8.com/highlight/detail?id=2636010132","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2636010132?lang=zh_cn&edition=fundamental","pubTime":"2026-05-18 09:20","pubTimestamp":1779067233,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中信证券研究指，以部分析师覆盖股票测算，沪深300、中证500、中证1000和中证2000指数预期2026年净利增速分别为42%、60%、91%和154%；预期2026年净利增速排名前三的行业分别为基础化工（164%）、纺织服装（138%）和有色金属（124%）。当前看，汽车、有色金属和纺织服装等行业盈利估值匹配度高。预期变化上，最新的调整来看，非银行金融、有色金属、煤炭和电子等上调盈利幅度高，天齐锂业、富临精工等上调盈利幅度高。市场对比上，盈利预期角度，汽车、家电和非银行金融等行业相对市场一致预期乐观，动态估值角度，有色金属、电力设备及新能源和食品饮料相对市场一致预期乐观。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250106/NGZhNmEwMzJkNDhkNWE0NjE0NjM0MTA4NTA5NzI5NDQz.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981504","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":null,"symbols":["165316","161032","03668","000819.SH","159871","BK1505","LU0173614495.USD","BK1594","01898","LU0287142896.SGD","01171","159940","00975","00276","BK1225","BK1538","01088","01878","BK1178","00061"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635713243","title":"南戈壁：第一季度煤炭销量增长47.62% 但售价同比下滑8.92%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635713243","media":"财中社","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635713243?lang=zh_cn&edition=fundamental","pubTime":"2026-05-14 17:56","pubTimestamp":1778752560,"startTime":"0","endTime":"0","summary":"5月14日，南戈壁（01878）发布公告，截至2026年3月31日止的第一季度，公司煤炭销量达到310万吨，较2025年同期的210万吨增长了47.62%。不过，平均实现售价每吨为54.4美元，相较于2025年同期的59.5美元下降了8.92%。销量的增长主要得益于公司持续扩大采矿运营规模及改善煤炭加工质量。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605143737557461.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605143737557461.html","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":"stock_eastmoney","symbols":["161032","BK1178","BK1538","01878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635376718","title":"南戈壁(01878)第一季度股东应占净亏损803.6万美元 同比减少69.33%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635376718","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2635376718?lang=zh_cn&edition=fundamental","pubTime":"2026-05-14 17:44","pubTimestamp":1778751893,"startTime":"0","endTime":"0","summary":"智通财经APP讯，南戈壁 发布公告，2026年第一季度，该集团取得收益1.69亿美元，同比增加37.84%;本公司权益持有人应占净亏损803.6万美元，同比减少69.33%;每股基本及摊薄亏损0.027美元。2026年第一季度，本公司录得平均实现售价每吨54.4美元，而2025年第一季度为每吨59.5美元。本公司于2026年第一季度售出产品的单位销售成本为每吨51.5美元，而2025年第一季度为每吨64.9美元。本公司截至2026年及2025年第一季度均并无损失受伤工时。","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/1441766.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":["BK1178","BK1538","01878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634261393","title":"【券商聚焦】国泰海通：供需格局继续向好，煤价触底回升","url":"https://stock-news.laohu8.com/highlight/detail?id=2634261393","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634261393?lang=zh_cn&edition=fundamental","pubTime":"2026-05-12 13:40","pubTimestamp":1778564424,"startTime":"0","endTime":"0","summary":"2025年，中国煤及褐煤进口量4.9亿吨，同比下降9.6%。2026年受美伊冲突影响，海外煤价涨幅高于国内，进口煤价格倒挂下，预计进口量将进一步下滑。该机构认为即使完全不考虑地缘的影响，实际全球中长期煤炭的供需平衡表也步入了边际市场收缩，看多全球煤炭资源，全球的煤价中枢有望持续提升。","market":"us","thumbnail":"https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODYzMTA4NTI1Nzg5MjIw.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981152","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":["BK0188","01878","01898","03668","02611","BK1147","BK1225","BK1538","BK0184","BK1594","BK0012","BK1178","LU0287142896.SGD","BK0028","00061","01088","601211","BK0276","00975","LU0173614495.USD","BK0201","BK0183","BK1505","BK1564","00276","01171"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634405492","title":"【券商聚焦】山西证券：复苏期信号确认，煤炭PPI转正在即","url":"https://stock-news.laohu8.com/highlight/detail?id=2634405492","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2634405492?lang=zh_cn&edition=fundamental","pubTime":"2026-05-11 15:34","pubTimestamp":1778484894,"startTime":"0","endTime":"0","summary":"业绩回落主要受煤价中枢走低影响。该机构指，在低利率的环境下，红利投资仍然是不可忽视的主题。此外，随着煤价提升对煤企业绩的修复，上市煤企有望实现“业绩+分红”的双成长格局。美伊冲突高不确定性对应高波动性，但油价短期难大幅下调。复苏期信号确认，煤炭PPI转正在即。煤价看涨，厄尔尼诺或将导致价格阶段性超预期，煤炭股有望迎来戴维斯双击。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MjZhZmU5OWE5M2M5YjFiNzE1NDI2Mjg5NzQxNQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981036","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":["01878","03668","161032","BK0188","00061","BK1505","01898","00276","PPI","BK1178","BK4570","00975","BK0183","LU0287142896.SGD","01088","BK0276","LU0173614495.USD","BK1538","BK1225","BK0028","BK1594","002500","01171"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633110178","title":"【券商聚焦】华泰证券：煤炭板块已进入底部修复通道","url":"https://stock-news.laohu8.com/highlight/detail?id=2633110178","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633110178?lang=zh_cn&edition=fundamental","pubTime":"2026-05-08 08:58","pubTimestamp":1778201902,"startTime":"0","endTime":"0","summary":"金吾财讯 | 华泰证券表示，26Q1煤价已基本筑底 ，其中3月受中东冲突影响动力煤均价同比+9.11%到746元/吨、主焦煤均价同比+18.15%到1484元/吨。26Q1煤炭板块主流公司平均营业收入同比+1%，为24Q4以来首次同比增速转正。截至4月30日动力煤808元/吨、主焦煤1552元/吨。该机构认为煤炭板块已进入底部修复通道，后续随着煤价中枢抬升与需求回暖，板块盈利弹性有望持续释放。","market":"hk","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":"1980875","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":["BK0012","LU0871576103.HKD","BK0276","LU0287142896.SGD","LU1064130708.USD","BK1594","LU0039217434.USD","01898","LU1808992512.USD","BK1538","01878","00276","LU1934453819.USD","LU1064131003.USD","161032","03668","LU1328615791.USD","LU0164865239.USD","LU0531971595.HKD","01088","BK1505","LU1781817850.SGD","LU0173614495.USD","BK0183","00975","BK0188","00061","BK1178","01171","LU1979443071.USD","LU1580142542.USD","BK1225","LU2148510915.USD","BK0028","601688"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1197086694","title":"南戈壁2026年4月股份变动月报：股本维持不变","url":"https://stock-news.laohu8.com/highlight/detail?id=1197086694","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197086694?lang=zh_cn&edition=fundamental","pubTime":"2026-05-06 18:06","pubTimestamp":1778062004,"startTime":"0","endTime":"0","summary":"南戈壁资源有限公司于2026年5月6日发布了2026年4月的股份变动月报表。公告显示，公司本月未发生股份发行、购回或注销等交易活动，股本结构保持不变。截至本月末，南戈壁资源有限公司普通股已发行股份数量为296,934,666股，无库存股，较上月底保持不变。公司在公告中表示，其已遵守香港联交所《上市规则》及相关法律要求。公告由公司秘书Allison Snetsinger签署。","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":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01878"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1109310520","title":"南戈壁(01878)：产能与销量双增带动收入上涨21%，年内由盈转亏关注持续经营风险","url":"https://stock-news.laohu8.com/highlight/detail?id=1109310520","media":"公告速递","labels":["dataReport","SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1109310520?lang=zh_cn&edition=fundamental","pubTime":"2026-04-29 18:20","pubTimestamp":1777458038,"startTime":"0","endTime":"0","summary":"南戈壁于2025年度在煤炭产销两端均呈大幅增长，但仍因减值及成本上升等因素录得亏损。以下为公司年度报告各主要章节整合摘要，重点涵盖财务表现、业务布局、风险因素及公司治理架构等关键信息：。销售成本则同比上升66%，管理费用亦有所增加，使得公司年内由盈转亏录得本公司权益持有人应占净亏损约1.69亿美元。若计及汇兑差异等综合因素，公司年度全面亏损约1.77亿美元。","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":"南戈壁(01878)：产能与销量双增带动收入上涨21%，年内由盈转亏关注持续经营风险","news_tag":"dataReport,SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01878"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":4,"pageCount":3,"totalSize":62,"code":"91000000","status":"200"}]}}