责任编辑：小浪快报 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 02月04日消息，截止13:20，动力煤板块走强，兖矿能源、中煤能源、晋控煤业涨停，潞安环能、山西 焦煤、山煤国际、恒源煤电、新集能源、平煤股份、中国神华等个股涨幅居前。 ...

煤炭板块爆发了！ 2月4日，煤炭股爆发，兖矿能源、中煤能源、陕西黑猫、美锦能源、晋控煤业、云煤能源涨停，潞安环能、 山西焦化、宝泰隆、山煤国际、新集能源、大有能源等大涨。煤炭ETF一度大涨超7%，并带领红利指数狂拉 超2%。那么，究竟发生了什么？ | ■ 煤炭(32) | | 4 | 张幅%。 | 现价 | 量状 | 涨速% | 总市值 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 究矿能源 | R | 10.01 | 15.27 | 5.09 | 0.00 | 1532.72亿 | | 2 | 中煤能源 | R | 10.00 | 14.08 | 3.26 | 0.00 | 1866.82亿 | | 3 | 陕西盖猫 | R | 10.00 | 4.62 | 1.84 | 0.00 | 94.36亿 | | 4 | 美锦能源 | R | 10.00 | 5.17 | 3.73 | 0.00 | 227.66亿 | | 5 | 昌控煤业 | R | 9.99 | 15.86 | 4.41 | 0.00 | 265.45亿 | | 6 | 云 ...

煤炭股午后持续走高，截至发稿，兖煤澳大利亚（03668）上涨9.52%，报34.50港元；兖矿能源 （01171）上涨9.33%，报12.30港元；中煤能源（01898）上涨8.20%，报11.87港元；力量发展 （01277）上涨5.14%，报1.84港元；中国神华（01088）上涨6.11%，报43.08港元。 责任编辑：卢昱君 客户端 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 责任编辑：卢昱君 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 煤炭股午后持续走高，截至发稿，兖煤澳大利亚（03668）上涨9.52%，报34.50港元；兖矿能源 （01171）上涨9.33%，报12.30港元；中煤能源（01898）上涨8.20%，报11.87港元；力量发展 （01277）上涨5.14%，报1.84港元；中国神华（01088）上涨6.11%，报43.08港元。 ...

Core Viewpoint - The A-share market showed a mixed performance this morning, with most major indices declining, while the coal sector experienced significant gains, leading to a surge in stock prices within that sector [1][4]. Group 1: Market Performance - The A-share market exhibited a divergence in performance, with major indices mostly declining; the ChiNext Index fell by 1.74% and the Sci-Tech 50 Index dropped by 2.44% [4]. - The coal sector stood out with a remarkable increase, with the sector's index rising over 6% during the session, marking it as a key highlight of the morning [2][4]. Group 2: Individual Stock Performance - Several coal stocks hit the daily limit up, including Yanzhou Coal Mining (兖矿能源) with a price of 15.27, up 10.01%, Meijin Energy (美锦能源) at 5.17, also up 10.00%, and Shaanxi Black Cat (陕西黑猫) at 4.62, up 10.00% [5]. - Other notable gainers included China Shenhua (中国神华) at 42.04, up 6.16%, and Shanxi Coking Coal (山西焦煤) at 7.17, up 7.17% [5]. Group 3: Market Drivers - The recent surge in energy demand due to cold weather and snowstorms has prompted local governments to enhance energy supply measures, ensuring stable coal production and supply, as well as increased natural gas storage and production [6].

Market Overview - On February 4, the A-share market experienced a decline, with the Shanghai Composite Index turning negative and the ChiNext Index dropping over 2%. The total trading volume in the Shanghai and Shenzhen markets reached 1.63 trillion yuan, an increase of 12.7 billion yuan compared to the previous trading day, with over 2900 stocks declining [1]. Sector Performance - The space photovoltaic concept showed strong performance, with Zhonglai Co. hitting the daily limit and Guosheng Technology achieving two consecutive limits. The airport and shipping sectors also performed well, with China Eastern Airlines and Huaxia Airlines reaching their daily limits. The real estate sector was active, with Rong'an Real Estate and Caixin Development hitting their daily limits. The hydrogen energy concept surged, with Jingcheng Co. and Zhiyuan New Energy reaching their daily limits [4]. - The coal sector experienced a significant surge, with major coal companies like Yanzhou Coal Mining and China Coal Energy both hitting their daily limits. Other stocks such as Shaanxi Black Cat and Meijin Energy also reached their daily limits, while Shaanxi Coal and Chemical, Shanxi Coal International, Xinji Energy, and China Shenhua followed suit [4]. Coal Supply Impact - Reports indicate that the Indonesian government has proposed a significant production cut, leading to a suspension of spot coal exports by local miners. China is the largest importer of Indonesian coal, with an expected import of 242 million tons in 2024, accounting for 42.73% of Indonesia's total exports. This suspension is projected to impact China's thermal coal supply by 5.3%, increasing inventory pressure on power plants in Southeast China. Additionally, there are reports of rising coal prices domestically [6]. Precious Metals Market - The precious metals sector opened with a rebound but later turned negative, with companies like Zijin Mining and Hunan Gold experiencing declines. The National Investment Silver LOF resumed trading and hit the daily limit down, with a latest premium rate of 64.6%. After significant drops on January 30 and February 2, spot gold prices rebounded to over $5000, while spot silver reached $88 per ounce [7]. - Market sentiment remains volatile, with speculative funds showing significant movement. The geopolitical uncertainty surrounding US-Iran negotiations continues to pose risks. Overall, the precious metals market is influenced heavily by market emotions, with short-term volatility risks to be monitored, while long-term trends remain optimistic [7]. Individual Stock Highlights - Guizhou Moutai's stock rose over 2%, reaching a price above 1500 yuan for the first time since September 15, 2025 [8]. Hong Kong Market - The Hang Seng Technology Index fell over 2%, with many tech stocks in Hong Kong experiencing declines. Notable drops included Bilibili down over 4%, Tencent Holdings down over 3%, and other companies like Baidu, Lenovo, NetEase, Meituan, and Xiaomi all falling over 2% [9]. Cryptocurrency Market - The cryptocurrency market saw a collective downturn, with Bitcoin experiencing a high-level correction of nearly 40% [10].

每经编辑｜段炼 2月4日，A股早盘震荡调整。截至中午休市，沪指报4067.67点，基本平收；深证成指报13997.72点，跌0.92%；创指报3266.99点，跌1.74%。全市超2300 股上涨，近3000股下跌。 煤炭股强势爆发，兖矿能源、中煤能源、陕西黑猫、晋控煤业等多股涨停；地产板块走强，荣安地产、京投发展、财信发展涨停；航空股"起飞"，东航涨 停，国航、南航等大涨。 | 新闻 | 大V 成分 | 资金 | 研报 | | | --- | --- | --- | --- | --- | | √ 含新股次新股 | | 最新 | 涨幅 | 5分钟涨速 | | 究矿能源 | | | | | | SH600188 | | 15.27 | +10.01% | 0.00% | | 业绩龙头 4 市值龙头 4 | | | | | | 美锦能源 | | 5.17 | +10.00% | 0.00% | | SZ000723 | | | | | | 中煤能源 SH601898 | | 14.08 | +10.00% | 0.00% | | 业绩龙头 2 市值龙头 3 | | | | | | 陕西黑猫 | | 4.62 | ...

2026.02. 04 本文字数：1103，阅读时长大约2分钟 作者 | 一财阿驴 11:31 A股午盘丨创业板指半日跌1.74% | 3405 | 399006[创业板指] 3266.99 -1.74% | 2.41% | 现价 | 3266.99 | | --- | --- | --- | --- | --- | | | | | 涨幅 | -1.74% (-57.91) | | 3378 | | 1.61% | 金额 | 4414.61亿 | | | | | 成交量 | 155.88亿 | | 3352 | | 0.80% | 开盘 | 3298.32 | | 3325 | | 0.00% | 最高 | 3298.32 | | | | | 最低 | 3244.71 | | 3298 | | 0.80% | 市密率 | 41.8 | | | | | 市净率 | 5.6286 | | 3271 | MN MA | 1.61% | マキ | 1.99% | | | | | 52周高 | 3416.84 | | 3245 | | 2.41% | 52周低 | 1756.64 | | 186.05亿 | | 186 ...

Market Overview - The A-share market experienced a volatile decline, with the Shanghai Composite Index turning negative and the ChiNext Index dropping over 2% during the session [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.62 trillion yuan, an increase of 116 billion yuan compared to the previous trading day [1] Sector Performance - The space photovoltaic concept saw a significant surge, with Zhonglai Co. hitting the daily limit up of 20% and Guosheng Technology achieving two consecutive limit-ups [3] - The coal sector rebounded collectively, with Yanzhou Coal, China Coal Energy, and Shanxi Black Cat all reaching the daily limit up [3] - The airport and shipping sectors strengthened, with China Eastern Airlines and Huaxia Airlines also hitting the daily limit up [3] - The real estate sector was active, with Rong'an Real Estate and Caixin Development reaching the daily limit up [3] - The hydrogen energy concept experienced a rapid rise, with Beijing Capital and Zhiyuan New Energy hitting the daily limit up [3] Declining Sectors - The precious metals sector opened high but fell back, with Zhaojin Mining and Sichuan Gold experiencing significant declines [3] - The AI application sector saw a collective downturn, with Yili Media hitting the daily limit down [3] Closing Summary - By the end of the trading session, the Shenzhen Component Index fell by 0.92%, and the ChiNext Index dropped by 1.74% [3]

2月4日午间，A股半日下来共有53只涨停股、13只跌停股。煤炭概念活跃，兖矿能源、晋控煤业等涨 停；民航概念走强，华夏航空、中国东航涨停。 连板股方面，ST京蓝8天6板，杭电股份、名雕股份4连板，天通股份4天3板，ST京机、民爆光电等3连 板，中集集团、银轮股份等2连板，中船科技、宏盛华源等涨停。 *ST万方连续17日跌停，*ST精伦连续7日跌停，*ST春天连续5日跌停，*ST海华连续4日跌停，*ST国 华、*ST节能连续3日跌停，西上海、万丰股份等跌停。 ...

2月4日，煤炭股爆发，兖矿能源、中煤能源、陕西黑猫、美锦能源、晋控煤业、云煤能源涨停，潞安环能、山 西焦化、宝泰隆、山煤国际、新集能源、大有能源等大涨。煤炭ETF一度大涨超7%，并带领红利指数狂拉超 2%。那么，究竟发生了什么？ | ■ 煤炭(32) | | . | 张幅%。 | 现价 | 量比 | 涨速% | 总市值 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 究矿能源 | R | 10.01 | 15.27 | 5.09 | 0.00 | 1532.72亿 | | 2 | 中煤能源 | R | 10.00 | 14.08 | 3.26 | 0.00 | 1866.82亿 | | 3 | 陕西崇猫 | R | 10.00 | 4.62 | 1.84 | 0.00 | 94.36亿 | | 4 | 美锦能源 | R | 10.00 | 5.17 | 3.73 | 0.00 | 227.66亿 | | 5 | 昌控煤业 | R | 9.99 | 15.86 | 4.41 | 0.00 | 265.45亿 | | 6 | 云煤能源 | | 9 ...