今日早盘，A股市场横盘震荡，软件、传媒等AI应用方向遭遇调整，拖累创业板指领跌。截至午间休市，上证指数报3894.22点，跌 0.09%；深证成指、创业板指分别下跌0.19%和0.50%。 A股主要股指早盘表现 航天动力"地天板" 早盘，此前持续火爆的商业航天概念一度短暂调整，但临近午盘再度发力。航天动力（600343）开盘后触及跌停，此后震荡拉升又触及 涨停，上演"地天板"走势，截至午盘封住涨停。 航天动力此前公告称，公司主要从事泵及泵系统、液力传动系统等的研发、生产、销售业务，业务主要涉及能源、化工、水利、交通等 行业，主要应用于民用领域。 航天动力早盘走势 其他商业航天概念股中，中环海陆、招标股份早盘涨超10%，顺灏股份、中衡设计、银河电子同样涨停。 商业航天概念延续热度 煤炭板块活跃 安泰集团两连板 煤炭板块本周表现活跃，申万煤炭指数早盘上涨1.07%，安泰集团、大有能源、新大洲A收获涨停。其中，安泰集团录得两连板。 | 代码 | 名称 | 最新 | 蛋幅% T | | --- | --- | --- | --- | | 600403 | 大有能源 | 9.20 | 10.05 | | 600408 ...

Core Viewpoint - The coal sector is experiencing a rise in stock prices, driven by expectations of tightening supply and increased demand during the winter heating season [1] Group 1: Stock Performance - Several coal stocks have seen significant gains, with Strength Development (01277) up 5.19% to HKD 1.62, Yida Commodity (01733) up 4.6% to HKD 0.91, China Coal Energy (601898) (01898) up 2.63% to HKD 11.71, and China Shenhua (601088) (01088) up 1.3% to HKD 41.98 [1] Group 2: Market Dynamics - According to Shenwan Hongyuan, the maintenance of the Daqin Railway (601006) has concluded, leading to a month-on-month increase in coal input, although it remains low year-on-year [1] - The central safety production assessment team will fully enter major production areas in November, indicating a tightening safety supervision situation, which is expected to reinforce market expectations for supply constraints [1] - It is anticipated that after adjustments, thermal coal prices will rise due to increased freight costs and the seasonal demand for winter heating [1] Group 3: Dividend Trends - Most coal companies continue to show a strong willingness to distribute high dividends, with six listed coal companies announcing interim dividend plans, including China Shenhua, Shanxi Coking Coal (000983), Shaanxi Coal and Chemical Industry (601225), Shanghai Energy (600508), Yanzhou Coal Mining (600188), and China Coal Energy [1] Group 4: Investment Sentiment - In the context of global political and economic uncertainty and domestic expectations for economic stability, investment behavior in the coal sector is experiencing emotional fluctuations [1] - The coal sector possesses both cyclical and dividend attributes, with current low holdings indicating that the fundamentals have reached a turning point, suggesting it is an opportune time for investment [1]