Market Overview - The total market turnover exceeded 2.88 trillion yuan, an increase of 493 billion yuan compared to the previous trading day, with over 2,100 stocks rising [2] Sector Performance - The sectors that saw the highest gains included photoresists, coal mining and processing, storage chips, photolithography machines, and controllable nuclear fusion, while brain-computer interfaces and internet insurance sectors experienced collective adjustments [3] - The coal sector continued to rise, with stocks such as Dayou Energy, Shanxi Black Cat, and Antai Group hitting the daily limit, while Zhengzhou Coal Electricity, Lu'an Environmental Energy, and Shanxi Coking Coal also showed significant gains [6][8] Notable Stocks - Reiko Defense achieved a "6 consecutive limit up" and topped the A-share hot stock list, closing at 16.71 yuan per share, with a total market value exceeding 22 billion yuan. The stock has seen a cumulative increase of over 188% since the upward trend began on November 24, 2025 [3][5] - The controllable nuclear fusion sector saw strong gains, with companies like Hongxun Technology, Xue Ren Group, China Nuclear Construction, and Guoji Heavy Equipment hitting the daily limit [9] Coal Industry Insights - According to Guohai Securities, the supply constraints in the coal mining industry remain unchanged, while demand may fluctuate. The industry is expected to see improvements in supply-demand relationships by 2026, with policies supporting price increases and profitability recovery [8] - Leading coal companies exhibit characteristics of high profitability, high cash flow, high asset quality, high dividends, and high barriers to entry, making them attractive for investment [8] Controllable Nuclear Fusion Developments - Energy Singularity Company announced significant progress with its high-temperature superconducting Tokamak nuclear fusion experimental device, achieving a stable long-pulse plasma operation for 120 seconds, marking a milestone in commercial nuclear fusion technology [12] - Northeast Securities anticipates that the controllable nuclear fusion industry is transitioning from experimental validation to commercial demonstration, with expectations for demonstration power generation by the mid-21st century [12]

人民财讯1月7日电，煤炭板块持续上扬，大有能源（600403）、陕西黑猫（601015）、安泰集团 （600408）涨停，郑州煤电（600121）涨超8%，潞安环能（601699）、山西焦煤（000983）纷纷大 涨。 ...

数据显示，国泰基金旗下1只基金位居郑州煤电十大流通股东。国泰中证煤炭ETF（515220）三季度增 持1467.11万股，持有股数2412.83万股，占流通股的比例为1.98%。根据测算，今日浮盈赚取约530.82万 元。 1月7日，郑州煤电涨5.08%，截至发稿，报4.55元/股，成交2.97亿元，换手率5.52%，总市值55.44亿 元。 资料显示，郑州煤电股份有限公司位于河南省郑州市中原西路66号，成立日期1997年11月13日，上市日 期1998年1月7日，公司主营业务涉及煤炭生产及销售,发电及输变电。主营业务收入构成为：煤炭 88.38%，物资流通5.00%，其他3.23%，铁路运输2.06%，建筑工程1.34%。 从郑州煤电十大流通股东角度 国泰中证煤炭ETF（515220）成立日期2020年1月20日，最新规模114.13亿。今年以来收益2.37%，同类 排名4509/5488；近一年亏损0.55%，同类排名4146/4192；成立以来收益145.88%。 国泰中证煤炭ETF（515220）基金经理为吴中昊。 截至发稿，吴中昊累计任职时间3年346天，现任基金资产总规模253.91亿元，任职期间 ...

Group 1 - A-shares in the coal sector experienced a collective rise, with notable stocks such as Shaanxi Black Cat and Antai Group hitting the daily limit, and Shanxi Coking Coal increasing by over 7% [1][2] - The Dalian Commodity Exchange's main contract for coking coal reached a limit-up price of 1164 RMB/ton, reflecting a 7.98% increase, while the coking coal contract rose by 6.85% to 1754.5 RMB/ton [2][3] - The strong performance in the futures market has positively influenced the sentiment in the A-share coal sector [2] Group 2 - According to Shanxi Securities' latest report, the demand for thermal coal is expected to increase due to low temperatures, coupled with a continued supply contraction, which may stabilize and gradually increase coal prices [7] - For coking coal, low inventory levels and supply contraction are expected to support prices, with downstream winter storage demand gradually being released, leading to a stable price outlook [7] - The coal mining sector is likely to see improved profitability as coal prices stabilize, benefiting companies with quality coal production capabilities [8] - The coal processing sector will experience reduced cost volatility due to stable coal prices, with rising coking coal prices positively impacting the prices of processed products [8] - Power generation companies will see their coal procurement costs return to reasonable levels as coal prices stabilize, alleviating profitability pressures during the heating season [8]

Group 1 - The A-share market saw a collective rise in coal stocks on January 7, with notable increases in various companies, including a 10% surge for Shaanxi Black Cat and over 7% for Shanxi Coking Coal [1] - Futures for coking coal reached a limit increase of 8%, priced at 1164 yuan/ton, while coking coal futures main contract rose over 7% to 1757 yuan/ton [1] Group 2 - Shaanxi Black Cat (601015) had a market cap of 8.313 billion yuan and a year-to-date increase of 12.43% [2] - Shanxi Coking Coal (000983) reported a market cap of 40.1 billion yuan with a year-to-date increase of 9.97% [2] - Jiangxi Tungsten Equipment (600397) had a market cap of 8.009 billion yuan and a year-to-date increase of 6.45% [2] - Lu'an Environmental Energy (601699) reported a market cap of 38.3 billion yuan with a year-to-date increase of 8.39% [2] - Dayou Energy (600403) had a market cap of 1.79 billion yuan and a year-to-date increase of 7.45% [2] - Baotailong (601011) reported a market cap of 6.743 billion yuan with a year-to-date increase of 3.53% [2] - Yunmei Energy (600792) had a market cap of 4.606 billion yuan and a year-to-date increase of 6.96% [2] - Zhengzhou Coal Power (600121) reported a market cap of 5.483 billion yuan with a year-to-date increase of 7.91% [2] - Shanxi Coking (600740) had a market cap of 10.2 billion yuan and a year-to-date increase of 5.85% [2]

MACD金叉信号形成，这些股涨势不错！ | 代码 | 名杯 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 601015 | 陕西黑猫 | | 10.00 | 83.13亿 | 12.43 | | 000983 | 山西焦煤 | | 7.13 | 401亿 | 9.97 | | 600397 | 江钨装备 | | 5.20 | 80.09亿 | 6.45 | | 601699 | 潞安环能 | | 4.92 | 383亿 | 8.39 | | 600403 | 大有能源 | | 4.90 | 179亿 | 7.45 | | 601011 | 宝泰隆 | 1 | 4.45 | 67.43 乙 | 3.53 | | 600792 | 云煤能源 | | 4.01 | 46.06亿 | 6.96 | | 600121 | 郑州煤电 | | 3.93 | 54.83亿 | 7.91 | | 600740 | 山西焦化 | | 3.65 | 102亿 | 5.85 | | 601918 | 新集能源 | 1 | 2.98 | 179亿 ...

Core Viewpoint - Zhengzhou Coal Electricity Co., Ltd. plans to engage in financing leasing business with Anhui Jiang Financial Leasing Co., Ltd. through a sale and leaseback method to enhance asset liquidity and operational capacity [1] Financing Leasing Overview - The company intends to use part of its equipment assets for the sale and leaseback financing leasing business with a financing amount not exceeding RMB 100 million (including 100 million) and a financing term not exceeding 24 months [1][3] Counterparty Information - Anhui Jiang Financial Leasing Co., Ltd. has a registered capital of RMB 390 million and was established on December 31, 2011, with a business scope that includes financing leasing, asset transfer, and economic consulting [2][3] Transaction Details - The leasing subject includes the company's relevant assets, categorized as fixed assets, with no significant disputes or legal issues affecting ownership [2][3] - The specific terms of the lease, including rent, payment methods, interest rates, and buyout prices, will be determined in the final signed financing lease contract [3] Impact on the Company - The financing lease sale and leaseback business will help activate existing assets, broaden financing channels, and meet the company's funding needs, promoting sustainable and healthy development [4] - This financing lease will not affect the company's normal use of the leased assets, does not involve related party transactions, and will not significantly impact the company's production operations or financial status [4]

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 郑州煤电股份有限公司 关于与皖江金租开展融资租赁业务的公告 证券代码：600121 证券简称：郑州煤电 公告编号：临 2025-039 为拓宽融资渠道，进一步盘活资产，提升运营能力，郑州煤电股 份有限公司（以下简称公司）拟与皖江金融租赁股份有限公司（以下 简称皖江金租）通过售后回租的方式开展融资租赁业务。具体情况如 下： 一、融资租赁情况概述 公司拟用部分设备类资产，以售后回租方式与皖江金租开展融资 租赁业务，融资额度不超过人民币 1 亿元（含 1 亿元），融资期限不 超过 24 个月。 二、交易对方基本情况 1.公司全称：皖江金融租赁股份有限公司 2.企业类型：其他股份有限公司(非上市) 3.住所：芜湖市鸠江区皖江财富广场 A3#楼 601 室 4.法定代表人：左敦礼 5.注册资本：390000 万元人民币 6.成立日期：2011 年 12 月 31 日 1 （一）交易标的情况介绍 1.租赁标的物：公司有关资产（以实际签署的合同为准） 2.类别：固定资产 3.权属：郑州煤电，该 ...

二、备查文件 郑州煤电股份有限公司 第十届董事会第四次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 郑州煤电股份有限公司（以下简称公司）第十届董事会第四次会 议于 2025 年 12 月 29 日在郑州市中原西路 66 号公司本部会议室以通 讯表决方式召开，会议通知及会议材料提前已送达各位董事。会议由 董事长余乐峰先生召集并主持，应参会董事 9 人，实际参会 9 人，符 合《公司法》及《公司章程》有关规定。 一、审议通过了关于公司与皖江金租开展融资租赁业务的议案 （详见同日编号临 2025-039 号公告） 表决结果：同意 9 票，反对 0 票，弃权 0 票。 证券代码：600121 证券简称：郑州煤电 公告编号：临 2025-038 公司十届四次董事会决议 特此公告。 郑州煤电股份有限公司董事会 2025 年 12 月 31 日 ...

Group 1 - The coal mining sector experienced a slight increase of 0.1% on December 26, with Huayang Co. leading the gains [1] - The Shanghai Composite Index closed at 3963.68, up 0.1%, while the Shenzhen Component Index closed at 13603.89, up 0.54% [1] - Key stocks in the coal mining sector showed varied performance, with Huayang Co. rising by 6.10% to a closing price of 8.17 [1] Group 2 - The coal mining sector saw a net outflow of 92.22 million yuan from major funds, while retail investors contributed a net inflow of 180 million yuan [2] - Notable stocks with significant net inflows from retail investors included Xinda Zhou A, which had a net inflow of 42.99 million yuan [3] - The overall trading volume and turnover in the coal mining sector reflected active participation, with Xinda Zhou A achieving a trading volume of 601,600 shares [1][2]