传统能源行业周报：美媒：特朗普已准备再次退出《巴黎协定》

Investment Rating - The industry investment rating is not explicitly stated in the report, but it implies a cautious outlook for the upcoming week, particularly for sectors that have recently seen significant gains [2][3][18]. Core Insights - The report indicates that the computer, defense, and non-bank financial sectors performed well, while banking, utilities, and coal sectors lagged behind [2][3]. - Major indices experienced an overall increase, with the Shanghai Composite Index rising by 5.51% and the ChiNext Index increasing by 10.01% [3][7]. - The report highlights a strong market sentiment with increased trading volumes, suggesting a potential for continued market activity, although caution is advised for sectors that have recently surged [2][3]. Market Performance - The Shanghai Composite Index rose by 5.51%, while the CSI 300 and ChiNext Index saw increases of 5.50% and 10.01%, respectively [3][7]. - The utilities sector underperformed, ranking 30th out of 31 sectors with a weekly increase of only 1.76%, while the coal sector ranked 29th with a 1.96% increase [3][7]. - Notable stocks in the utilities sector included ST Xulan and ST Haoyuan, which saw gains of 27.82% and 27.56%, respectively [12][13]. Industry Dynamics - The report mentions significant developments in the geothermal energy sector, with the completion of China's deepest geothermal exploration well, indicating potential for renewable energy resources [10][11]. - The report also references political developments in the U.S. that may impact energy policies, particularly regarding the Paris Agreement [9]. Company Dynamics Utilities Sector - The top-performing stocks in the utilities sector included ST Xulan, ST Haoyuan, and Tianhao Energy, with respective gains of 27.82%, 27.56%, and 21.27% [12][13]. - Conversely, the worst performers were Batong Energy, Fuling Power, and Dazhong Public Utilities, with declines of -7.01%, -5.18%, and -3.97% [12][13]. Coal Sector - In the coal sector, the leading stocks were Yongtai Energy, Zhengzhou Coal Electricity, and Baotailong, with increases of 25.00%, 20.20%, and 19.48% [14][15]. - The sector also saw declines in stocks such as Shaanxi Coal and China Shenhua, with decreases of -3.85% and -2.14%, respectively [14][15].