煤炭板块午后强势拉升，大有能源涨停封板

Core Viewpoint - The coal sector is experiencing significant gains, with major companies seeing substantial stock price increases, driven by strong performance in coal futures and positive industry outlook for 2026 [1] Group 1: Market Performance - On January 7, the Shanghai Composite Index recorded a slight increase, marking a 14-day consecutive rise, while the ChiNext Index experienced a pullback [1] - The coal sector saw notable stock price surges, with companies like Daqo Energy, Shanxi Black Cat, and Antai Group hitting the daily limit, while others like Zhengzhou Coal and Electricity, Lu'an Environmental Energy, and Shanxi Coking Coal rose over 6% [1] Group 2: Commodity Prices - The Dalian Commodity Exchange reported strong gains in coking coal and coke futures, with increases of 8%, closing at 1164 CNY/ton and 1773 CNY/ton respectively [1] Group 3: Industry Outlook - Guohai Securities forecasts an improvement in the coal industry's supply-demand relationship by 2026, supported by policy backing, which may lead to an increase in coal price averages [1] - The expected average price for northern port thermal coal is around 750 CNY, while the average for northern port coking coal is projected at 1550 CNY, indicating potential recovery in industry profitability [1] - The high dividend yield of the coal sector is highlighted as a key point for institutional investment in the context of a low interest rate environment [1]