这样的局面一直延续到昨日下午收盘。据同花顺（300033）数据，昨日煤炭开采加工板块整体收涨 7.92%，成分股中恒源煤电（600971）、开滦股份（600997）、山西焦煤（000983）、大有能源 （600403）、兖矿能源、潞安环能（601699）、中煤能源、美锦能源、陕西黑猫、山煤国际 （600546）、晋控煤业、宝泰隆（601011）、山西焦化、云煤能源等股均斩获首板涨停，陕西煤业 （601225）、淮北矿业（600985）涨超8%，郑州煤电（600121）、昊华能源（601101）等股跟涨。 消息面上，近期，受寒潮影响，国内多地迎来大风雨雪天气，居民取暖拉动能源需求攀升。为确保冬季 能源供应平稳有序，助力百姓温暖过冬和经济平稳运行，各地纷纷加大能源保供力度，推动煤炭稳产稳 供、天然气增储上产、清洁能源应发尽发。 展望后市，机构普遍看好煤价趋稳反弹及节后行情，在春节假期临近背景下，终端补库需求与供应收缩 共同支撑市场，煤价有望实现稳中略涨。大同证券分析师景剑文认为，整体来看，动力煤市场供需偏紧 格局未改，叠加春节后旺季需求预期，煤价中长期具备向上空间。 煤炭ETF年初以来累计上涨超10% 昨日早盘煤 ...

Group 1 - The article highlights a significant reduction in coal production quotas by the Indonesian government, which aims to boost coal prices by decreasing export volumes by 40% to 70% for major miners by 2025 [5] - Additionally, the Indonesian government plans to impose an export surcharge, which may further weaken the profitability of the coal industry [5] Group 2 - The article lists several companies involved in coal mining, coal chemical, and coal-electricity integration, including China Shenhua, Zhengzhou Coal Electricity, and Yanzhou Coal Mining [8][9]

证券之星消息，2月4日焦炭板块较上一交易日上涨8.84%，陕西黑猫领涨。当日上证指数报收于4102.2， 上涨0.85%。深证成指报收于14156.27，上涨0.21%。焦炭板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 601015 | 陕西黑猫 | 4.62 | 10.00% | 75.73万 | | 3.39 Z | | 000723 | 美锦能源 | 5.17 | 10.00% | 217.61万 | | 10.93 Z | | 601011 | 宝泰隆 | 3.64 | 9.97% | 152.60万 | | 5.37 Z | | 600740 | 山西焦化 | 4.86 | 9.95% | 222.36万 | | 10.57亿 | | 600792 | 云煤能源 | 4.64 | 9.95% | 76.44万 | | 3.47亿 | | 600408 | 安泰集团 | 3.98 | 6.13% | 117.82万 | | 4.64亿 | | 60 ...

（文章来源：每日经济新闻） 每经AI快讯，2月4日，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。 ...

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。 ...

Core Viewpoint - The coal sector is experiencing a significant rally, driven by expectations of price stabilization and potential supply reductions from Indonesia, the world's largest coal exporter [2][3][4]. Group 1: Market Performance - The coal index rose by 6.82%, the central enterprise coal index by 6.23%, and the coal mining index by 5.93% as of the midday close on February 4 [2]. - Individual stocks such as Yanzhou Coal Mining (600188.SH), Meijin Energy (000723.SZ), and Shanxi Coking Coal (000983.SZ) reached their daily limit up [2]. Group 2: Indonesian Coal Production Cuts - Indonesia's Ministry of Energy and Mineral Resources announced a potential reduction in coal production quotas to approximately 600 million tons by 2026, a significant decrease from the projected 790 million tons for 2025, with some miners facing cuts of 40%-70% [3][4]. - The Indonesian Mining Association warned that these cuts could lead to mine closures, exacerbating challenges in the coal industry [4]. Group 3: Global Coal Market Impact - Indonesia's coal production is projected to reach 836 million tons in 2024, with exports accounting for 55.5 million tons, representing 33%-35% of global coal trade [4]. - The anticipated production cuts are expected to reduce global coal supply, potentially driving international coal prices higher [4]. Group 4: Domestic Market Outlook - Analysts are optimistic about coal prices stabilizing and rebounding post-Chinese New Year, supported by terminal restocking demand and supply contraction [5]. - Dazhong Securities predicts a tight supply-demand balance in the thermal coal market, with upward price potential in the medium to long term [5]. - GF Securities forecasts a significant improvement in coal industry profitability by 2026, with a projected 42% decline in industry profits for 2025, but stable production and sales in Q4 [5].

融资方面，宝泰隆当日融资买入1381.57万元。当前融资余额2.09亿元，占流通市值的3.29%，融资余额 超过近一年70%分位水平，处于较高位。 分红方面，宝泰隆A股上市后累计派现3.32亿元。近三年，累计派现0.00元。 融券方面，宝泰隆2月3日融券偿还1.23万股，融券卖出0.00股，按当日收盘价计算，卖出金额0.00元； 融券余量25.72万股，融券余额85.13万元，超过近一年70%分位水平，处于较高位。 资料显示，宝泰隆新材料股份有限公司位于黑龙江省七台河市新兴区宝泰隆路16号，成立日期2003年6 月24日，上市日期2011年3月9日，公司主营业务涉及煤炭开采、洗选加工、炼焦、化工、发电、供热、 新能源、新材料等产品的生产销售、技术研发和服务。主营业务收入构成为：原煤28.60%，精煤 22.92%，沫煤22.61%，供热和电力21.68%，新材料相关产品1.70%，其他(补充)1.30%，其他0.50%，焦 炭0.38%，甲醇0.32%。 截至9月30日，宝泰隆股东户数8.31万，较上期减少10.86%；人均流通股23062股，较上期增加12.18%。 2025年1月-9月，宝泰隆实现营业收入 ...

从资金流向上来看，当日焦炭板块主力资金净流出7575.52万元，游资资金净流出4904.33万元，散户资金 净流入1.25亿元。焦炭板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600725 | 云维股份 | 4.71 | 3.06% | 29.90万 | 1.38 Z | | 600408 | 安泰集团 | 3.75 | 2.18% | 51.69万 | 1.91亿 | | 601015 | 陕西黑猫 | 4.20 | 1.94% | 85.10万 | 3.58亿 | | 601011 | 宝泰隆 | 3.31 | 1.22% | ﻞ 67.72万 | 2.24亿 | | 000723 | 美锦能源 | 4.70 | 0.86% | 93.92万 | 4.39亿 | | 600792 | 云煤能源 | 4.22 | 0.48% | 51.88万 | 2.20亿 | | 600740 | 山西焦化 | 4.42 | 0.00% | 80.18万 | 3.5817 | ...

| 代码 | 名称 | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | | 600403 | 大有能源 | -9.91 | 159亿 | -4.87 | | 601015 | 陕西黑猫 | -8.73 | 85.38亿 | 15.47 | | 601011 | 宝泰隆 | -7.99 | 63.98亿 | -1.76 | | 601898 | 中煤能源 | -7.68 | 1675 Z | 1.53 | | 000723 | 美锦能源 | -7.31 | 207亿 | -0.21 | | 000983 | 山西焦煤 | -6.98 | 386亿 | 5.92 | | 600792 | 云煤能源 | -6.72 | 47.73亿 | 10.82 | | 002128 | 电投能源 | -6.40 | 607亿 | -3.01 | | 600121 | 郑州煤电 | -6.39 | 51.78亿 | 1.92 | | 601225 | 陕西煤业 | -6.24 | 2025亿 | -2.02 | | 601699 | 潞安环能 | -6.24 | 3 ...

证券之星消息，1月30日焦炭板块较上一交易日上涨0.59%，云煤能源领涨。当日上证指数报收于 4117.95，下跌0.96%。深证成指报收于14205.89，下跌0.66%。焦炭板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000723 美锦能源 | | 1.26亿 | 8.48% | -1361.22万 | -0.91% | -1.13 Z | -7.56% | | 600792 云煤能源 | | 1.00 Z | 17.62% | -3374.20万 | -5.92% | -6667.88万 | -11.70% | | 601015 陕西黑猫 | | 7028.35万 | 8.33% | -4749.00万 | -5.63% | -2279.35万 | -2.70% | | 601011 | 宝泰隆 | 4079.47万 | 5.04% | -1230.79万 | -1.52% | -2 ...