SCC(SH:600740) Xin Lang Cai Jing·2026-02-04 02:36Group 1 - The core viewpoint of the news is that Shanxi Coking Coal (SH600740) reached its daily limit with a price of 4.86 yuan, reflecting a 9.28% increase, supported by strong performance in its benzene and coke sales, as well as cost reduction and efficiency improvement measures [1] - In Q4 2025, the company's benzene production increased by 52.23% and sales rose by 45.77%, marking it as a new growth point, while core product coke sales revenue grew by 16.64%, indicating stable market demand [1] - The company implemented cost reduction and efficiency enhancement measures, improving its competitiveness in cost, technology, and market, which positively impacts profitability [1] Group 2 - The company has stable raw material supply through transactions with Shanxi Coking Coal Group, and sales of asphalt and methanol increased by 16.77% and 21.34% respectively, contributing positively to its performance [1] - On the industry level, data from Tonghuashun indicates that on February 4, 2026, stocks in the coal chemical sector were active, with Shanxi Coking Coal's limit up creating a sector-wide effect [1] - There was a net inflow of large orders on that day, indicating that major funds are paying attention to and positioning in this stock [1]