能源政策与市场动态：煤炭股活跃，氢能技术突破

Group 1 - The core viewpoint of the news highlights significant developments in the energy policy sector, particularly the U.S. government's support for the coal industry through executive orders and funding initiatives [1] - President Trump plans to instruct the Department of Defense to sign power supply agreements with coal-fired power plants and provide $175 million for upgrades, aiming to revitalize fossil fuel reliance [1] - The hydrogen energy sector is also experiencing a dual-driven trend from policy and market forces, with companies like Jincheng Co. achieving breakthroughs in hydrogen production technology, promoting diversification in the industry [1] Group 2 - Energy stocks have shown active performance influenced by policy expectations, with several coal stocks in the U.S. rising before market opening, such as Peabody Energy increasing nearly 4% and Arch Coal rising over 2% [1] - On the same day, the coal sector in the A-share market saw an overall increase of over 1%, with Shanxi Coking Coal rising nearly 8% and Yanzhou Coal Mining increasing nearly 5%, reflecting short-term market sentiment towards the energy supply chain [1] - Institutional analysis indicates that from early February to the Spring Festival, funds are expected to accelerate rotation in sectors like technology and non-ferrous metals, highlighting a structural market trend [2]