板块共振：发电供热双需求 ！山西焦煤（000983）强势封板，多重利好共振修复

Group 1 - The core viewpoint of the news is that Shanxi Coking Coal (000983) experienced a significant stock price increase due to multiple factors, including favorable fundamentals, sector momentum, and strong capital inflow [2] - On February 4, the stock surged by 10.01%, closing at a limit price of 7.36 yuan, with a total trading volume of 1.354 billion yuan, which is approximately 2.6 times higher than the previous trading day [1] - The company is expected to benefit from a new phase in the coal industry during the "14th Five-Year Plan," with an additional resource reserve of approximately 953 million tons by the end of 2024, enhancing long-term resource security [2] Group 2 - The increase in demand for coal is driven by the explosive growth in AI computing power, which leads to significant electricity consumption, thereby increasing market attention on coal [2] - Recent cold weather has led to increased energy demand for heating, contributing to rising spot prices for thermal coal [2] - As a leading company in the coal sector, Shanxi Coking Coal is benefiting from the overall rise in the coal sector, attracting short-term capital inflows and further amplifying its stock price increase [2]