本文字数：773，阅读时长大约2分钟 作者 | 一财阿驴 2025.12. 03 12 月 3 日 ， A 股 市 场 全 天 震 荡 调 整 ， 截 至 收 盘 ， 沪 指 跌 0.51% ， 深 成 指 跌 0.78% ， 创 业 板 指 跌 1.12%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | mon | 3878.00c | -19.71 | -0.51% | | 399001 | 深证成指 | and with | 12955.25c | -101.45 | -0.78% | | 399006 | 创业板指 | wil | 3036.79c | -34.36 | -1.12% | 盘面上，锂电池产业链全线回调，AI应用、电商、算力、消费电子、稳定币、6G、商业航天概念股 跌幅居前。超硬材料、煤炭、铝业板块逆势走强。 具体来看，煤炭板块集体拉升，大有能源、安泰集团、新大洲A涨停。 | 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | ...

今日早盘，A股市场横盘震荡，软件、传媒等AI应用方向遭遇调整，拖累创业板指领跌。截至午间休市，上证指数报3894.22点，跌 0.09%；深证成指、创业板指分别下跌0.19%和0.50%。 A股主要股指早盘表现 航天动力"地天板" 早盘，此前持续火爆的商业航天概念一度短暂调整，但临近午盘再度发力。航天动力（600343）开盘后触及跌停，此后震荡拉升又触及 涨停，上演"地天板"走势，截至午盘封住涨停。 航天动力此前公告称，公司主要从事泵及泵系统、液力传动系统等的研发、生产、销售业务，业务主要涉及能源、化工、水利、交通等 行业，主要应用于民用领域。 航天动力早盘走势 其他商业航天概念股中，中环海陆、招标股份早盘涨超10%，顺灏股份、中衡设计、银河电子同样涨停。 商业航天概念延续热度 煤炭板块活跃 安泰集团两连板 煤炭板块本周表现活跃，申万煤炭指数早盘上涨1.07%，安泰集团、大有能源、新大洲A收获涨停。其中，安泰集团录得两连板。 | 代码 | 名称 | 最新 | 蛋幅% T | | --- | --- | --- | --- | | 600403 | 大有能源 | 9.20 | 10.05 | | 600408 ...

Market Overview - The A-share market experienced a slight decline, with the Shanghai Composite Index down by 0.09%, the Shenzhen Component down by 0.19%, and the ChiNext Index down by 0.5% as of the midday close [2] - The total market turnover was approximately 1.08 trillion CNY, showing a slight increase compared to the previous day, with over 3,500 stocks declining [4] Sector Performance - The coal sector showed significant strength, with stocks like Dayou Energy and Antai Group hitting the daily limit up, while other sectors such as media, computing, retail, and real estate struggled [4][9] - The energy equipment sector also performed well, with notable gains in stocks like Longpan Technology and Sun Cable [17] Coal Sector Insights - The coal market has seen prices rise unexpectedly due to better-than-expected demand and a general decline in supply, with October's thermal power generation increasing by 7.3% year-on-year, while domestic raw coal production fell by 2.3% [16] - Seasonal demand is expected to increase further, leading to a stable to slightly strong price trend for coal towards the end of the year and into 2026 [16] Pharmaceutical Sector Activity - The pharmaceutical sector, particularly flu-related stocks, saw a rise, with Haiwang Bio achieving six consecutive trading limit ups, and other stocks like Ruikang Pharmaceutical and Yisheng Pharmaceutical also hitting the limit up [20][24] - The overall trend in acute respiratory infectious diseases is on the rise, with flu viruses being the primary pathogens, indicating a potential for continued interest in flu-related stocks [24] Aerospace Sector Movements - The aerospace sector initially faced weakness, but Aerospace Power saw a significant influx of funds, resulting in a "limit up" performance after initially hitting the limit down [26][29] - The stock reached a midday price of 26.55 CNY, with a total market capitalization of 169 billion CNY and a trading volume of 35.44 billion CNY [29]

煤炭 +1.83% | + 自选 股票池 未上市公司 2 只看最正宗 □ 近期热门 2 大有能源 3 新大洲A 1 安泰集团 SH 600408 2 000571 SH 600403 +10.05% +10.04% +10.00% 领涨5次 领涨7次 领涨1次 2天2板 简称 现价 = 涨跌幅↓ 领涨次数 ▲ 流通市值 4 大有能源 9.20 +10.05% 7 220亿 SH 600403 最正宗 公司的主要产品为长焰煤、焦煤、贫煤、洗精煤、气煤。截 止2024年末,公司煤炭资源量11.23亿吨,可采储量6.02亿吨,证 ... 安泰集团 56.3亿 5.59 +10.04% 5 SH 600408 公司主营焦炭及其副产品,炼焦采用的是JN60-6型焦炉,产品主要 销售给钢铁企业。目前公司焦炭年生产能力已达到240万吨,是山 ... 新大洲A 1 52.8亿 6.49 +10.00% sz 000571 公司以煤炭采选业为主产业,煤炭产业由控股子公司五九集团经营管 理,五九集团是内蒙古呼伦贝尔地区唯一一家长焰煤生产企业。公 ... 云煤能源 2 53.1亿 4.78 +5.99% sh 600792 最正宗 ...

12月3日午间，A股半日下来共有38只涨停股、7只跌停股。煤炭概念活跃，安泰集团2连板，大有能 源、新大洲A涨停。 连板股方面，海王生物、海欣食品6连板，道明光学5连板，顺灏股份4连板，襄阳轴承7天3板，和顺石 油5天3板，杰瑞股份、银河电子4天3板，高乐股份、ST信通3连板，罗牛山、太阳电缆等2连板，彩虹 股份、航天动力等涨停。 *ST立方、*ST万方等连续2日跌停，ST中迪、瑞玛精密等跌停。 ...

Core Viewpoint - The coal sector has shown strong performance, with significant stock price increases for companies such as Dayou Energy, Antai Group, and New Dazhou A, indicating a bullish trend in the market [1] Industry Summary - The coal sector is experiencing accelerated westward expansion in resource allocation, alongside substantial increases in resource fees and investment per ton of coal, which are expected to support high coal price levels [1] - The domestic economic development's rigid costs and the rising costs of imported coal are likely to maintain a high price center for coal [1] - The coal sector is characterized by high performance, high cash flow, and high dividend assets, indicating a robust industry outlook with long cycles and high barriers to entry [1] - The macroeconomic environment is improving, and the implementation of new regulations for state-owned enterprises' market value management is expected to enhance the profitability and growth certainty of quality coal companies [1] Market Dynamics - The coal sector is currently experiencing a valuation inversion between primary and secondary markets, highlighting the high certainty of profitability and growth for quality coal companies [1] - The coal sector's downward adjustments are supported by high dividend safety margins, while upward potential is catalyzed by expectations of future coal price increases [1] - The overall outlook for the coal sector remains positive, with a comprehensive bullish stance recommended [1]

Group 1 - The coal sector is experiencing strong performance, with companies like Dayou Energy, Antai Group, and New Dazhou A hitting the daily limit, while Yunmei Energy rose over 7% [1] - Year-to-date performance shows significant increases in stock prices for major coal companies, with Dayou Energy up 212.93%, Antai Group up 172.68%, and New Dazhou A up 84.90% [2] - The market is optimistic about coal prices due to a tight supply-demand balance, with expectations of continued strong pricing trends into 2026 [1][3] Group 2 - Guotai Junan Securities highlights that coal prices have exceeded expectations since the fourth quarter, with a year-on-year increase in thermal power generation of 7.3% in October [1] - The report indicates that inventory levels across various segments remain below last year's figures, suggesting a potential for price increases as seasonal demand rises in late November [1] - Zhongtai Securities recommends a three-pronged investment strategy for the coal sector, focusing on high dividend, low valuation stocks, companies with growth potential, and those benefiting from improved profitability in coking coal [3]

格隆汇12月3日｜A股市场煤炭股表现强势，其中，大有能源、安泰集团、新大洲A涨停，云煤能源涨超 7%，电投能源、宝泰隆涨超4%。 MACD金叉信号形成，这些股涨势不错！ ...

沪指12月2日下跌0.42%，申万所属行业中，今日上涨的有7个，涨幅居前的行业为石油石化、轻工制 造，涨幅分别为0.71%、0.55%。煤炭行业今日上涨0.21%。跌幅居前的行业为传媒、有色金属，跌幅分 别为1.75%、1.36%。 资金面上看，两市主力资金全天净流出464.99亿元，今日有7个行业主力资金净流入，轻工制造行业主 力资金净流入规模居首，该行业今日上涨0.55%，全天净流入资金6.79亿元，其次是农林牧渔行业，日 跌幅为0.34%，净流入资金为5.85亿元。 主力资金净流出的行业有24个，电子行业主力资金净流出规模居首，全天净流出资金80.48亿元，其次 是电力设备行业，净流出资金为59.57亿元，净流出资金较多的还有通信、计算机、有色金属等行业。 煤炭行业今日上涨0.21%，全天主力资金净流入2.53亿元，该行业所属的个股共37只，今日上涨的有20 只，涨停的有1只；下跌的有16只。以资金流向数据进行统计，该行业资金净流入的个股有20只，其 中，净流入资金超千万元的有6只，净流入资金居首的是安泰集团，今日净流入资金2.01亿元，紧随其 后的是华阳股份、中国神华，净流入资金分别为8101.84万 ...

Core Insights - The coke sector experienced a rise of 1.48% on December 2, with Antai Group leading the gains [1] - The Shanghai Composite Index closed at 3897.71, down 0.42%, while the Shenzhen Component Index closed at 13056.7, down 0.68% [1] Sector Performance - Antai Group saw a closing price of 5.08, with a significant increase of 9.96% and a trading volume of 2.2625 million shares, amounting to a transaction value of 1.111 billion yuan [1] - Baotailong closed at 3.88, up 3.19%, with a trading volume of 1.4313 million shares and a transaction value of 0.555 billion yuan [1] - Shaanxi Heimei closed at 4.16, increasing by 1.96%, with a trading volume of 0.5297 million shares and a transaction value of 0.220 billion yuan [1] - Yunnan Coal Energy closed at 4.51, up 1.12%, with a trading volume of 0.3563 million shares and a transaction value of 0.160 billion yuan [1] - Yunwei Co. closed at 3.78, increasing by 0.80%, with a trading volume of 0.1433 million shares and a transaction value of 0.0538 billion yuan [1] - Shanxi Coking Coal closed at 4.02, up 0.25%, with a trading volume of 0.2153 million shares and a transaction value of 0.0862 billion yuan [1] - Meijin Energy closed at 5.17, slightly down by 0.19%, with a trading volume of 0.8513 million shares and a transaction value of 0.044017 billion yuan [1] Capital Flow - The coke sector saw a net inflow of 216 million yuan from main funds, while retail funds experienced a net outflow of 143 million yuan [1] - The main fund inflow for Antai Group was 209 million yuan, accounting for 18.84% of the total, while retail funds saw a net outflow of 152 million yuan [2] - Yunnan Coal Energy had a main fund inflow of 13.83 million yuan, representing 8.64%, with retail funds experiencing a net outflow of 10.79 million yuan [2] - Shaanxi Heimei had a main fund inflow of 3.94 million yuan, accounting for 1.79%, while retail funds saw a net outflow of 8.27 million yuan [2] - Meijin Energy had a minor main fund inflow of 0.94 million yuan, with retail funds experiencing a net outflow of 0.83 million yuan [2] - Yunwei Co. had a slight main fund outflow of 0.079 million yuan, while retail funds saw a net inflow of 0.3713 million yuan [2] - Baotailong experienced a main fund outflow of 0.40279 million yuan, with retail funds seeing a net inflow of 1.633 million yuan [2] - Shanxi Coking Coal had a main fund outflow of 0.79832 million yuan, while retail funds saw a net inflow of 0.45428 million yuan [2]