上場企業からの毎日の数千の公示を、どのように処理すべきですか？主要な問題は何ですか？熟練した用語がたくさんあり、利益に算入されるか、利空ですか？ 財務ニュース部門「速報公告」のコーナーに目を通してください。全国各地に駐在するジャーナリストが、公知通達の夜に正確・迅速かつ専門的な解説を提供します。

On September 26, Caishang Journal (reporters Liu Yue and Liang Xiangcai) reported that Southwest coking coal leader Guizhou Panjiang Refined Coal (600395.SH) experienced a major accident at its subsidiary Shanjiaoshu Coal Mine last year, resulting in multiple casualties. Now, a year later, the administrative penalty results for this accident have been finalized, with relevant departments planning to impose a 15 million yuan fine on Shanjiaoshu Mine.

Guizhou Panjiang Refined Coal announced tonight that on September 24, 2023, a major fire accident occurred at Shanjiaoshu Coal Mine in Panzhou City, Liupanshui City, Guizhou Province, resulting in the death of 16 miners. Recently, Shanjiaoshu Mine received a "National Mine Safety Supervision Administrative Penalty Notice," proposing a 15 million yuan fine for the mine due to its responsibility for the accident and violation of relevant laws.

The company stated that following the accident, Shanjiaoshu Mine was ordered to halt production for rectification. After rectification, Shanjiaoshu Mine resumed production on January 25, 2024. Currently, the production and operation of the company and its subsidiaries are normal, and the above-mentioned administrative penalties will not have a significant impact on the company's production and operation.

Some industry insiders told Caishang Journal reporters that firstly, the most emphasized aspect for coal enterprises is safety production. In recent years, regulatory authorities have conducted frequent safety and environmental inspections. This case involves a major accident, and the company may be closely monitored by the safety supervision department. Secondly, during the production halting and rectification period, the company's production capacity will be affected. Additionally, during financing, companies will undergo due diligence, and negative events will be questioned regarding safety management levels, which may be detrimental to financing.

Shanjiaoshu Coal Mine is one of the main mining areas under Guizhou Panjiang Refined Coal. Public information shows that the annual production capacity of Shanjiaoshu Coal Mine is 3.1 million tons, with the company aiming to produce 15.6 million tons of raw coal and 10.13 million tons of benchmark coal in 2024.

In terms of performance impact, Shanjiaoshu Coal Mine stopped production for the entire fourth quarter last year (resuming production on January 25 this year), resulting in a net profit loss of 40.34 million yuan in Q4, the first quarterly net loss since the second quarter of 2016. In the first half of this year, Guizhou Panjiang Refined Coal saw declines in revenue and net profit. The company stated that due to factors such as high safety pressure and increased investment in coal mine safety production, the company's benchmark coal production and sales volume decreased significantly compared to the same period last year, while the production cost per ton of benchmark coal increased compared to the same period last year.

実際には、2日前に山脚树石炭鉱の事故処罰が既に決定されています。央視ニュースによると、9月24日、貴州省が2023年の山脚树石炭鉱で発生した「9・24」の重大火災事故の調査処理状況を通報し、75名の関係者に対して責任を追及しました。国家炭鉱安全監督管理局貴州支局は、山脚樹炭鉱に1500万元の罰金を科し、その「安全生産許可証」を一時停止し、重大な信用不良主体リストに登録し、一級の標準化炭鉱区分を取り消しました。