据交易所数据显示，兖矿能源（600188.SH）2月4日强势涨停，收盘价报15.27元，涨幅达10.01%，每股 上涨1.39元，全天总成交额达17.21亿元，总市值突破1500亿元关口，定格在1533亿元。该股开盘后震荡 上行，盘中逐步放量拉升，后续成功触及涨停价位并封板至收盘，作为煤炭板块核心龙头，其强势表现 进一步带动了板块整体热度，当日A股煤炭板块暴涨，多只个股封死涨停，市场做多情绪集中释放。 行业层面的重磅利好则成为本次股价涨停及板块异动的核心导火索，异动当日，印尼政府正式提出大幅 减产计划，该国境内矿商已暂停煤炭现货出口。这一消息直接推高了全球煤炭供需偏紧及价格上行的市 场预期，不仅引爆了A股煤炭板块，更带动了港股市场的同步联动，当日兖矿能源（01171.HK）涨幅超 10%，AH股联动上涨进一步强化了板块景气度预期，吸引场内资金向煤炭板块集中配置。 股价的强势涨停同步引发了市场关注度的大幅提升，当日兖矿能源股吧讨论量较平日激增，投资者核心 关注焦点相对集中，主要围绕公司、印尼煤炭减产计划对全球及国内煤炭价格的实际影响及持续性，以 及短期板块暴涨背景下个股后续走势的不确定性风险等方面展开。从讨论特 ...

机构观点 2月4日，港股股指早盘震荡走低，午后股指集体拉升高位窄幅震荡，截止收盘，恒指指数上涨12.55 点，涨幅0.05%报26847.32点，恒生科技指数下跌100.82点，跌幅1.84%报5366.44点，国企指数下跌4.73 点，跌幅0.05%报9048.38点。 盘面上，芯片股走低，上海复旦跌超5%，华虹半导体跌近5%，兆易创新跌超3%，中芯国际跌超2%。 科网股低迷，腾讯控股跌近4%，哔哩哔哩跌超3%，百度集团跌近3%。煤炭股涨幅居前，兖矿能源涨超 10%，中国神华涨超5%。内房股走高，世茂集团涨超14%，融创中国涨超8%，万科企业涨超6%，越秀 地产涨超6%。 盘面情况 盘面上，各板块表现可谓"冰火两重天"。 在科技领域，企业合作与业务进展亮点频出。英诺赛科旗下相关产品成功完成在谷歌公司相关AI硬件 平台的重要设计导入，并签订合规供货协议，这一突破为其在AI硬件市场站稳脚跟奠定了坚实基础。 英矽智能也不甘示弱，获美纳里尼3900万港元里程碑付款，且合作项目MEN2501完成首例患者给药， 标志着其在医药科技研发上迈出了重要一步。数盟资本同样有新动作，其迪拜附属公司与一间澳门分销 商签订总额为30 ...

| 恒源煤电 | 7.21 | +0.66 | +10.08% | | --- | --- | --- | --- | | 600971 融 | | | | | 开滦股份 | 6.56 | +0.60 | +10.07% | | 600997 融 | | | | | 大有能源 | 7.36 | +0.67 | +10.01% | | 600403 融 | | | | | 山西焦煤 | 7.36 | +0.67 | +10.01% | | 000983 融 | | | | | 究矿能源 | 15.27 | +1.39 | +10.01% | | 600188 融 | | | | | 中煤能源 | 14.08 | +1.28 | +10.00% | | 601898 融 | | | | | 潞安环能 | 13.97 | +1.27 | +10.00% | | 601699 融 | | | | | 山煤国际 | 11.67 | +1.06 | +9.99% | | 600546 融 | | | | | 晋控煤业 | 15.86 | +1.44 | +9.99% | | 601001 融 | | | | | 陕西煤业 ...

2026.02. 04 本文字数：885，阅读时长大约1分钟 作者 | 一财阿驴 2月4日，A股三大指数分化，沪指震荡上行。截至收盘，沪指涨0.85%，深成指涨0.21%，创业板指跌0.4%，科创综指跌0.98%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | 】 | 4102.20c | 34.46 | 0.85% | | 399001 | 深证成指 | 100 - 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / 1 / | 14156.27c | 29.17 | 0.21% | | 399006 | 创业板指 | 1 1 1 V ma | 3311.51c | -13.38 | -0.40% | | 000680 | 科创综指 | VW | 1785.43c | -17.72 | -0.98% | 盘面上，煤炭股掀涨停潮；光伏产业链爆发，太空光伏方向领涨；航空、地产、白酒 ...

2月4日，A股市场呈现出先抑后扬态势，三大指数午后强势回升，沪指成功站上4100点，截止收盘，沪 指上涨34.46点，涨幅0.85%报4102.20点，深成指上涨29.17点，涨幅0.21%报14156.27点，创业板指下跌 13.38点，跌幅0.40%报3311.51点；沪深两市成交额2.48万亿，全市场超3200只个股上涨。 盘面热点快速轮动，煤炭概念掀起涨停潮，十余只成分股涨停，陕西黑猫、兖矿能源、中煤能源涨停； 太空光伏概念爆发，中来股份20cm涨停，国晟科技2连板。机场航运概念走强，中国东航、华夏航空涨 停。房地产板块表现活跃，荣安地产、财信发展、我爱我家涨停；氢能源概念快速拉升，京城股份、致 远新能涨停；玻璃玻纤、HIT电池、房地产开发及装修建材等板块涨幅居前；下跌方面，AI应用概念集 体下挫，引力传媒、天地在线跌停，值得买、世纪恒通等多股大跌；腾讯云板块下挫，泛微网络跌停； 贵金属板块走低，四川黄金跌近9%；另外，文化传媒、游戏及算力概念等跌幅居前。 多个板块表现活跃 机构观点 国盛证券：AI的影响不局限于软件领域，各领域都有抓住AI时代机遇的软件公司崛起，如广告领域的 Applovin、视觉设 ...

Market Overview - The market rebounded with the Shanghai Composite Index returning to 4100 points and the Shenzhen Component Index turning positive after previously dropping over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.48 trillion yuan, a decrease of 633 billion yuan compared to the previous trading day [1] Sector Performance - The coal sector experienced a surge with over ten stocks hitting the daily limit, including Shaanxi Black Cat, Yanzhou Coal Mining, and China Coal Energy [1] - The space photovoltaic sector saw significant gains, with Zhonglai Co. hitting a 20% limit up and Guosheng Technology achieving two consecutive limit ups [1] - The airport and shipping sector strengthened, with China Eastern Airlines and Huaxia Airlines both hitting the daily limit [1] - The real estate sector was active, with Rong'an Real Estate, Caixin Development, and I Love My Home all reaching the daily limit [1] - The hydrogen energy sector rapidly increased, with Beijing Capital Co. and Zhiyuan New Energy hitting the daily limit [1] Declining Sectors - The AI application sector faced significant declines, with stocks like Yili Media and Tiandi Online hitting the daily limit down, and several others experiencing substantial drops [1] - Precious metals and computing hardware sectors also saw notable declines [1] Index Performance - At the close, the Shanghai Composite Index rose by 0.85%, the Shenzhen Component Index increased by 0.21%, while the ChiNext Index fell by 0.4% [1]

Group 1 - Coal concept stocks experienced significant gains, with companies such as Yanzhou Coal Mining, China Coal Energy, Shanxi Coking Coal, Meijin Energy, and Lu'an Environmental Energy hitting the daily limit [1] - The coal ETF rose over 9%, while energy-related ETFs increased by approximately 5% [1] Group 2 - Current prices for thermal coal and coking coal remain at historical lows, providing room for a rebound [2] - Supply-side policies aimed at "checking overproduction" are expected to reduce output, while the demand side is entering the heating season, indicating a potential improvement in coal supply and demand fundamentals [2] - Both types of coal are anticipated to have upward price elasticity, with thermal coal supported by long-term contract mechanisms and profit-sharing logic between coal and power companies, while coking coal, being more market-sensitive, may exhibit greater price elasticity [2]

A股市场 煤炭股强势，其中， 兖矿能源、 中煤能源、 陕西黑猫、 美锦能源、 晋控煤业、 宝泰隆、 山 西焦化、 云煤能源10CM涨停， 潞安环能逼近涨停， 山西焦煤涨超8%， 昊华能源、 陕西煤业涨超 7%， 恒源煤电， 平煤股份、 新集能源、 淮北矿业、 中国神华账号草6%。 ...

Group 1 - The coal sector strengthened further in the afternoon on February 4, with nearly 10 stocks including Lu'an Environmental Energy, Baotailong, Shanxi Coking Coal, China Coal Energy, Shaanxi Black Cat, and Yanzhou Coal Mining hitting the daily limit up [1] - The notable performance of these stocks indicates a positive trend in the coal industry [1] - The overall market sentiment towards coal stocks appears to be bullish, reflecting investor confidence [1]

煤炭板块午后进一步走强，潞安环能、宝泰隆、山西焦化、中煤能源、陕西黑猫、兖矿能源等近10股涨 停。 ...