Core Viewpoint - The total margin financing and securities lending balance in A-shares decreased to 26,808.60 billion yuan, a reduction of 120.12 billion yuan from the previous trading day, representing 2.62% of the A-share circulating market value [1] Group 1: Margin Financing and Securities Lending - The margin financing and securities lending balance is 26,808.60 billion yuan, down by 120.12 billion yuan (-0.45%) from the previous day [2] - The trading volume for margin financing and securities lending was 1,993.51 billion yuan, a decrease of 260.13 billion yuan, accounting for 9.08% of the total A-share trading volume [1] Group 2: Industry and Stock Performance - Among the 31 primary industries, 9 industries experienced net financing inflows, with the public utilities sector leading with a net inflow of 3.86 billion yuan [2] - The coal, construction decoration, and basic chemicals industries also saw significant net financing inflows [2] - A total of 20 stocks had net financing inflows exceeding 1 billion yuan, with Zhongji Xuchuang leading at 9.44 billion yuan [2][3] - Other notable stocks with high net financing inflows include Hikvision, SMIC, Shiyun Circuit, Bosheng New Materials, China Railway, Shanxi Black Cat, Pingtan Development, China Satellite, and Dongshan Precision [2][3]

Core Viewpoint - The stock of Shaanxi Black Cat Coking Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative closing price increase of 20% over three consecutive trading days, prompting the company to confirm that its operational status remains normal and no undisclosed significant matters exist [2][4][5]. Group 1: Stock Trading Abnormality - The company's stock price increased by a cumulative 20% over three consecutive trading days on February 3, 4, and 5, 2026, which is classified as an abnormal trading fluctuation according to the Shanghai Stock Exchange rules [2][4]. - The company conducted a self-examination and confirmed that its production and operational status is normal, with no significant changes in the internal and external operating environment compared to industry peers [5]. Group 2: Major Matters and Information Verification - The company verified with its controlling shareholder and actual controller that there are no undisclosed significant matters affecting the stock price, including major asset restructuring, share issuance, significant transactions, business restructuring, share buybacks, equity incentives, bankruptcy reorganization, major business cooperation, or introduction of strategic investors [6]. - No media reports or market rumors that could significantly impact the company's stock price were found during the self-examination [7]. - There were no other significant events that could greatly affect the stock price, and no insider trading occurred among the company's controlling shareholders, actual controllers, or senior management during the period of stock price fluctuation [8]. Group 3: Risk Considerations - The company has previously disclosed a projected net loss for the year 2025, estimating a net profit attributable to shareholders of between -1.19 billion and -1.09 billion yuan [9].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：601015 证券简称：陕西黑猫 公告编号：2026-007 陕西黑猫焦化股份有限公司 股票交易异常波动公告 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个别及连带责任。 重要内容提示： ●股票交易异常波动的情形：陕西黑猫焦化股份有限公司（简称"公司"）股票连续三个交易日内收盘价 格涨幅偏离值累计达到20%，属于股票交易异常波动。 ●经公司自查，并向公司控股股东及实际控制人核实，公司经营情况正常，不存在应披露而未披露的重 大事项。 ●风险提示：敬请广大投资者理性决策，注意投资风险。 一、股票交易异常波动的具体情况 公司股票于2026年2月3日、2月4日、2月5日连续三个交易日内日收盘价格涨幅偏离值累计达到20%，根 据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司目前生产经营正常，所面临的内外部经营环境与同行业公司一致，未发生重大变化。 三、相关风险提示 （一）市场交易风险。 （二）重大事项 ...

（编辑 王雪儿） 证券日报网讯 2月5日，陕西黑猫发布公告称，公司股票于2026年2月3日、2月4日、2月5日连续三个交 易日内日收盘价格涨幅偏离值累计达到20%，根据《上海证券交易所交易规则》的有关规定，属于股票 交易异常波动情形。经公司自查，并向公司控股股东、实际控制人核实，公司、公司控股股东及实际控 制人均不存在应披露而未披露的影响公司股价异常波动的重大信息。 ...

证券代码：601015 证券简称：陕西黑猫 公告编号：2026-007 陕西黑猫焦化股份有限公司 经公司自查，公司目前生产经营正常，所面临的内外部经营环境与同行业公 司一致，未发生重大变化。 股票交易异常波动公告 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个别及连带责任。 重要内容提示： ●股票交易异常波动的情形：陕西黑猫焦化股份有限公司（简称"公司"） 股票连续三个交易日内收盘价格涨幅偏离值累计达到 20%，属于股票交易异常波 动。 ●经公司自查，并向公司控股股东及实际控制人核实，公司经营情况正常， 不存在应披露而未披露的重大事项。 ●风险提示：敬请广大投资者理性决策，注意投资风险。 一、股票交易异常波动的具体情况 公司股票于 2026 年 2 月 3 日、2 月 4 日、2 月 5 日连续三个交易日内日收盘 价格涨幅偏离值累计达到 20%，根据《上海证券交易所交易规则》的有关规定， 属于股票交易异常波动情形。 二、公司关注并核实的相关情况 （一）生产经营情况 （二）重大事项情况 - 1 - （三）媒体报道、市场传闻、热点概念情况 ...

数据显示，南方基金旗下1只基金位居陕西黑猫十大流通股东。南方中证1000ETF（512100）三季度减 持7.7万股，持有股数746.76万股，占流通股的比例为0.37%。根据测算，今日浮盈赚取约343.51万元。 南方中证1000ETF（512100）成立日期2016年9月29日，最新规模789.96亿。今年以来收益8.01%，同类 排名1412/5566；近一年收益42.19%，同类排名1736/4285；成立以来收益23.52%。 资料显示，陕西黑猫焦化股份有限公司位于陕西省韩城市黄河矿业大楼，成立日期2003年11月18日，上 市日期2014年11月5日，公司主营业务涉及焦化产品、煤化工产品和煤炭产品的生产和销售。主营业务 收入构成为：焦炭72.06%，焦油6.15%，LNG5.78%，精煤3.51%，合成氨3.42%，粗苯3.14%，甲醇 2.80%，BDO0.95%，中煤0.92%，其他0.78%，其他产品收入0.50%。 责任编辑：小浪快报 从陕西黑猫十大流通股东角度 南方中证1000ETF（512100）基金经理为崔蕾。 截至发稿，崔蕾累计任职时间7年92天，现任基金资产总规模1370.2亿元 ...

Group 1 - The A-share market showed recovery with the Shanghai Composite Index returning to 4100 points, closing up 0.85% while the Shenzhen Component Index rose 0.21% and the ChiNext Index fell 0.4% [1] - The coal energy sector performed exceptionally well, with multiple stocks hitting the daily limit up, including Yanzhou Coal Mining Company, Meijin Energy, and Shanxi Coking Coal [1][2] - The coal mining and processing sector saw an overall increase of 7.92%, with several stocks achieving limit up, indicating strong market interest and performance [2] Group 2 - Recent cold weather has increased energy demand for heating, prompting local governments to enhance energy supply measures, which supports coal production and supply stability [3] - Analysts are optimistic about coal prices stabilizing and rebounding, with expectations of increased demand post-Chinese New Year, suggesting a tight supply-demand balance [3] - The coal ETF has risen over 10% year-to-date, reflecting strong investor interest and net inflows over the past four days [4] Group 3 - International thermal coal prices have significantly increased, with Australian Newcastle coal futures reaching a one-year high, indicating a bullish trend in the market [5] - Forecasts for the coal industry suggest a notable improvement in profitability by 2026, driven by a slowdown in supply growth and recovery in demand [5]

Group 1 - Yanzhou Coal Mining Company is a leading coal enterprise in Shandong, with core businesses including coal mining, washing, processing, coal chemical, and power generation, benefiting from the recent rise in coal prices due to increased energy supply demand and price stabilization expectations [1] - Lu'an Environmental Energy is a key coal enterprise in Shanxi, focusing on the mining and sales of high-quality coking coal, benefiting from the recovery in downstream steel industry demand, and actively promoting intelligent mining to enhance production efficiency [2] - China Coal Energy is a central state-owned enterprise with a comprehensive coal production and processing capability, experiencing valuation recovery due to rising coal prices and benefiting from resource integration and policy support [3] Group 2 - Meijin Energy focuses on coal mining, coking, and hydrogen fuel cells, with its hydrogen business benefiting from policy support and industry development, showing significant performance elasticity [4] - Shaanxi Black Cat is a coal coking enterprise with a complete coking industry chain, experiencing profit increases due to rising coke prices and industry consolidation, while focusing on intelligent upgrades and carbon reduction technology [5] - Jincheng Anthracite Mining Group is a major coal supplier in Shanxi, benefiting from valuation recovery and resource integration under state-owned enterprise reforms, while focusing on coal-electricity integration and accelerating new energy project implementation [6] Group 3 - Baotailong is a coal enterprise in Heilongjiang, with a diversified industry layout including graphene new materials, benefiting from rising coal and coking profits and growing demand for graphene [7] - Shanxi Coking Coal is a leading coking coal supplier, benefiting from rising coking coal prices due to recovery in the steel industry, while focusing on intelligent mining and exploring hydrogen energy integration [8] - Yunnan Coal Energy is a significant coal enterprise in Southwest China, benefiting from rising coal and coking profits and stable market demand due to regional energy supply needs [9] Group 4 - Shanxi Coal International is a coal enterprise with a complete coal trading network, benefiting from valuation recovery and resource integration under state-owned enterprise reforms, while focusing on coal-electricity integration and new energy projects [10] - Shanxi Coking Coal Group is a major coking coal supplier, benefiting from rising prices and focusing on intelligent mining and hydrogen energy integration [11] - Shaanxi Coal and Chemical Industry is a leading coal supplier in Shaanxi, benefiting from valuation recovery and resource integration, while focusing on coal-electricity integration and new energy projects [12] Group 5 - Dayou Energy is a key coal supplier in Henan, benefiting from valuation recovery and stable market demand due to regional energy supply needs [13] - Xinjie Energy is an important coal supplier in East China, benefiting from valuation recovery and stable market demand due to regional energy supply needs [14] - Pingmei Shenma Group is a significant coal supplier in Central China, benefiting from rising coking coal prices and focusing on intelligent mining and hydrogen energy integration [15] Group 6 - Haohua Energy is a key coal supplier in North China, benefiting from valuation recovery and resource integration under state-owned enterprise reforms [16] - China Shenhua Energy is a leading coal enterprise with a comprehensive industry layout, benefiting from valuation recovery and resource integration, while focusing on coal-electricity integration and new energy projects [17] - Hengyuan Coal Power is a significant coal supplier in East China, benefiting from valuation recovery and stable market demand due to regional energy supply needs [18] Group 7 - Kailuan Company is a major coal enterprise in Hebei, benefiting from rising coke prices and focusing on low-carbon technology upgrades and hydrogen energy integration [19] - Shanghai Energy is a key coal supplier in East China, benefiting from valuation recovery and stable market demand due to regional energy supply needs [20] - Antai Group is an independent coking enterprise, benefiting from rising coke prices and focusing on low-carbon technology upgrades and hydrogen energy integration [21] Group 8 - Zhengzhou Coal Power is a significant coal supplier in Central China, benefiting from valuation recovery and stable market demand due to regional energy supply needs [22] - Huaibei Mining is an important coking enterprise in East China, benefiting from rising coke prices and focusing on low-carbon technology upgrades and hydrogen energy integration [23] - Panjiang Coal and Electricity is a key coal supplier in Southwest China, benefiting from valuation recovery and stable market demand due to regional energy supply needs [24] Group 9 - Lanhua Science and Technology is a significant coking enterprise in North China, benefiting from rising coke prices and focusing on low-carbon technology upgrades and hydrogen energy integration [25] - Huayang Co. is a coal enterprise with a layout in sodium-ion batteries, benefiting from rising coal profits and policy support for new energy [26] - Jizhong Energy is a key coal supplier in North China, benefiting from valuation recovery and stable market demand due to regional energy supply needs [27] Group 10 - Gansu Energy and Chemical is a significant coal supplier in Northwest China, benefiting from valuation recovery and stable market demand due to regional energy supply needs [28] - Liaoning Energy is a key coal supplier in Northeast China, benefiting from valuation recovery and stable market demand due to regional energy supply needs [29] - Electric Power Investment Energy is a coal enterprise with a layout in wind and solar energy, benefiting from rising coal profits and policy support for new energy [30]

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]

Market Overview - The Shanghai Composite Index rebounded above 4100 points, while the ChiNext Index saw a recovery after hitting a low. The coal sector experienced a collective surge, with multiple stocks such as China Coal Energy and Lu'an Environmental Energy hitting the daily limit. The aviation sector also saw significant gains, with Huaxia Airlines and China Eastern Airlines reaching their daily limits. Overall, over 3200 stocks in the Shanghai and Shenzhen markets were in the green, with a total trading volume of 2.5 trillion yuan [1]. Coal Sector - The coal sector saw a substantial increase, with stocks like Shaanxi Black Cat, China Coal Energy, and Shanxi Coking Coal hitting their daily limits. This surge is attributed to Indonesia's announcement of a significant reduction in coal production, with quotas lowered by 40% to 70% compared to 2025 levels, aimed at boosting coal prices. The expected reduction in coal output could reach 36.2% if production is cut from 817 million tons to 600 million tons [4][6]. - Futures for coking coal rose by 3.6% today, indicating strong market sentiment [4]. - Analysts suggest that coal prices are expected to stabilize and rebound due to supply constraints and resilient demand, with a projected price range of 570-770 yuan per ton [5][6]. Photovoltaic Sector - The photovoltaic sector experienced another significant rise, with stocks like JinkoSolar and TCL Zhonghuan hitting their daily limits. Reports indicate that Elon Musk's team has been secretly visiting various Chinese photovoltaic companies to explore projects related to equipment, silicon wafers, and battery components, particularly focusing on heterojunction and perovskite technology [7][9]. - JinkoSolar confirmed recent contact with Musk's team, highlighting the growing interest in solar energy technologies [8]. Hydrogen Energy Sector - The hydrogen energy sector saw a notable increase, with companies like CIMC and Jingcheng股份 hitting their daily limits. The Ministry of Industry and Information Technology emphasized the need to leverage new national systems to promote breakthroughs in hydrogen energy and other fields, aiming for large-scale application demonstrations of new technologies and products [10][12]. - The hydrogen energy industry is expected to see significant growth during the 14th Five-Year Plan period, with renewable hydrogen production capacity projected to exceed 250,000 tons per year by the end of 2025, potentially doubling during this period [12].