沪深两指小幅低开后迅速上涨，沪指在零轴附近保持小幅震荡走势， 深成指走势相对更弱。2 月 27 日下午开盘后，两指再度走出一波上涨， 随后保持震荡至收盘。最终沪指收涨 0.39%，深成指收跌 0.06%。创业 板指和科创 50 指数表现相对弱势，分别下跌 1.04%、上涨 0.15%。两 市成交量较前一交易日基本持平。 贵金属相关板块再度成为热点，同时电力产业链部分板块同样保持了 一定热度。两者的上涨逻辑与前几日并无太大变化，其中贵金属仍主 要受国际局势变化影响，而电力产业链则主要受 AI 发展需求推动。短 期内相关原因难以迅速消失，故仍存在博弈机会。 短期市场或延续震荡，需关注一季度政策窗口期及年报、季报业绩反 馈。中长期看，国际局势波动及 AI 产业溢出仍是市场主要关注方向。 操作方面，建议关注相对涨幅较低、估值合理的绩优蓝筹。 每日市场观察 2026 年 3 月 2 日 【今日关注】 【市场回顾】 市场概况：2 月 27 日，沪指 2 月累计涨 1.09%，呈现"冲高后窄幅震 荡"的走势，月线斩获 3 连阳。深成指累计涨 2.04%，创业板指累计跌 1.08%。 【资金面】 主力资金流向：2 月 27 ...

2月27日，生态环境部召开2月例行新闻发布会，生态环境部大气环境司司长李天威表示，"十五五"空气 质量改善仍将取决于减排，仍将取决于减排是不是能够真正落实。未来的工作我们还有三个关键词： 第一个关键词是聚焦"巩固"。高质量推进焦化、水泥行业超低排放改造，推动重点行业污染排放持续降 低；深化散煤治理、锅炉炉窑整治，严防散煤反弹回潮。 第二个关键词是立足"提升"。着力优化治理 效能，开展低效失效设施整治提升，强化VOCs全环节综合治理，推动传统行业集群提档升级，实现治 理设施从"有没有"向"好不好"转变。 第三个关键词是强化"监管"。要加快数智化手段应用，健全治理成 效闭环管理体系，加强事中事后监管，严格守住"真超低、真减排"底线，严查弄虚作假，确保各项设施 能够落地见效。 ...

2月24日晚间，云煤能源（600792）发布公告称，公司董事会于2026年2月24日收到公司董事、副董事长、总经理张国庆先生的书面辞职报告，张国庆先生 因工作调整原因，申请辞去在公司第十届董事会中担任的董事、副董事长、董事会战略委员会委员、薪酬与考核委员会委员、总经理职务。 | 姓名 | 离任职务 | 高任时 | 原定任期 | 高任原因 | 是否继续在 上市公司及 | 是否存在 未履行完 | | --- | --- | --- | --- | --- | --- | --- | | | | E | 到期日 | | 其控股子公 | 毕的公开 | | | | | | | 司任职 | 承诺 | | 张国庆 | 公司董事、副董事长、 战略委员会委员、新酬 | 2026年2 | 2028 年 10 | 工作调整 | 否 | 否 | | | 与考核委员会委员、总 | 月 24 日 | 月 15日 | | | | | | 经理 | | | | | | 云煤能源表示，张国庆的辞职未导致公司董事会成员低于法定人数，其辞职不会影响公司董事会的依法规范运行。根据《公司法》《公司章程》的有关规 定，辞职报告自送达公司董事会时生效，后 ...

近日，山西证监局发布数据显示，截至2025年12月末，辖区共41家A股上市公司，其中，主板34家，创业板4家，北交所3家；70家新三板挂牌公司；11家 在辅导及已提交股票发行申请的拟上市公司，其中，阳光焦化进度最快，处于上交所审核期。 此外，山西还有7家注册地在山西的港股上市公司，分别是山西安装、晋商银行、中国通才交易、辰兴发展、长城微光、怡园酒业、大地国际。 晋融社注意到，自2023年7月锦波生物实现北交所上市、2023年11月山西安装实现港股上市后，山西已经连续两年未有新增上市公司。不过，目前已启动 IPO的晋企中，有多家资质不错。 两年"零新增"的背后是什么？谁将会成为山西下一个IPO？山西资本市场2026年能否有新突破？ 2024年8月16日，《国务院关于规范中介机构为公司公开发行股票提供服务的规定（征求意见稿）》出台，监管禁止地方人民政府为公司上市发放奖励。 过去，监管鼓励企业加大上市马力，如今，重质胜于重量，理性上市、量力而行，成为IPO新基调。2024年IPO撤否数达到436单，创下历史最高纪录，年 内A股新增上市公司数量锐减68.1%，仅有100家。2025年，A股新增上市公司数量略有回升，但 ...

Group 1 - The Huaihe Energy Holding Group's Panji Power Plant is ensuring stable electricity supply during the Spring Festival by implementing a special plan and maintaining a 24-hour duty system [1] - The plant has conducted comprehensive inspections and reinforced key areas to prevent equipment failures, ensuring the safety and stability of power generation [1] - The company has also organized special care for employees working during the holiday, providing meals and gifts to support their morale [1] Group 2 - The Linhuan Coking Co., Ltd. has prepared a safety production control plan for the Spring Festival, focusing on risk prevention and management of heating and insulation [2] - The company emphasizes rapid response to any emergencies during the holiday, enhancing inspection frequency and prioritizing maintenance work [2] - The challenges faced during the holiday include increased passenger flow and extended equipment operation time, necessitating heightened stability requirements for infrastructure [2] Group 3 - The overall narrative highlights the critical support systems that ensure smooth operations across various sectors, including energy supply, industrial production, and metro maintenance during the holiday [3]

转自：人民日报 "你该去看看黄河！"春节回乡，有人劝我。 "有啥好看？"黄河畔的山西河津市，是我打小生长的地方。印象里，黄河水量很小，两岸的山光秃秃。 "大不一样了！" 带着疑问，记者驱车前往，不一会儿就到了一处观景台。登高一望，嗬！壮阔河面，波光粼粼，一群群 鸟或休憩于沙洲之上，或腾空翔集。身边的游客，有的扶着望远镜，有的架起"长枪大炮"，真来劲。 曾经，龙门村处处冒黑烟，焦煤是主产品。 走进龙门科技集团下属的禹门口新能源有限公司，印象被彻底颠覆。 工作人员董帆指向一排树："我们着力建设花园式厂区。看，这是我们自己种的石榴树，浇树用的是生 产废水净化后的再生水。" "这结的果子能吃吗？"一开始，他心里也打鼓，拿到检测部门一检测，品质还挺好！"甜！每年工友们 都不够分。" 变得不只有面子，更有里子。 2020年，龙门村关停小焦炉。河津曾经有60多家焦化企业，如今仅余3家。向新向深，延链展链，龙门 科技集团的产品在煤焦油基础上，增加了粗苯、硫酸铵等系列产品，焦化产业附加值提升3倍以上。 "不光鸟儿多了，黄河的变化，多着呢。"坐下吃一碗当地的酸汤"猫耳朵"，听小店经营者王军义唠起 嗑。 让山青——推动黄河流域废弃 ...

"你该去看看黄河！"春节回乡，有人劝我。 "有啥好看？"黄河畔的山西河津市，是我打小生长的地方。印象里，黄河水量很小，两岸的山光秃秃。 "大不一样了！" 带着疑问，记者驱车前往，不一会儿就到了一处观景台。登高一望，嗬！壮阔河面，波光粼粼，一群群 鸟或休憩于沙洲之上，或腾空翔集。身边的游客，有的扶着望远镜，有的架起"长枪大炮"，真来劲。 2020年，龙门村关停小焦炉。河津曾经有60多家焦化企业，如今仅余3家。向新向深，延链展链，龙门 科技集团的产品在煤焦油基础上，增加了粗苯、硫酸铵等系列产品，焦化产业附加值提升3倍以上。 让山青——推动黄河流域废弃矿山修复治理，近6900亩废弃矿山披上绿衣。让河清——投资7.8亿元， 推动"一泓清水入黄河"等十大重点工程建设，于去年全部完工。让景静——黄河一号旅游公路串起沿黄 风景，运煤路为之改道。 "你要还想找答案，可以再上我们村转转！"王军义嘱咐。 他家在清涧街道龙门村，早在上世纪80年代就开始发展焦化产业。村办企业龙门科技集团，名气不小。 曾经，龙门村处处冒黑烟，焦煤是主产品。 走进龙门科技集团下属的禹门口新能源有限公司，印象被彻底颠覆。 工作人员董帆指向一排树："我们着 ...

Economic Growth - The operating rate of blast furnaces in 247 steel mills nationwide was 79.55%, an increase of 0.53 percentage points from the previous week[1] - The capacity utilization rate of steel mills rose to 85.71%, up by 0.26 percentage points week-on-week[1] - The average daily pig iron output reached 2.2864 million tons, an increase of 0.072 million tons from the previous week[1] Inflation - The average wholesale price index for agricultural products was 129.91, up by 0.36% compared to January's average[2] - The average wholesale price index for the "vegetable basket" was 132.80, reflecting a 0.46% increase from January[2] Interest Rates - The average overnight SHIBOR rate was 1.3192%, down by 0.0514 percentage points from the previous week[3] - The average 1-day repo rate was 1.3963%, decreasing by 0.0684 percentage points week-on-week[3] Policy Developments - The State Council approved the "Modern Capital Metropolitan Area Spatial Coordination Plan (2023-2035)" aimed at establishing a world-class metropolitan area centered around the capital[4] - A joint announcement by the People's Bank of China and eight departments clarified that virtual currency-related activities are illegal and strictly prohibited within the country[4] Risk Factors - Potential geopolitical deterioration beyond expectations poses a risk to economic stability[5] - An unexpected recession in Europe and the U.S. could adversely affect market conditions[5]

Core Viewpoint - The article highlights significant improvements in air quality in Shandong province, attributed to concerted efforts in pollution control and environmental management, leading to a tangible sense of well-being among residents [1][4]. Group 1: Pollution Control Strategies - The province has adopted source reduction as a fundamental strategy, focusing on structural pollution issues and promoting a green and low-carbon transformation of the economy [2]. - Actions include the reduction of excess capacities in steel, coking, and local refining industries, with a complete exit of long-process steel production in major pollution transmission cities [2]. - Non-fossil energy generation capacity has surpassed 100 million kilowatts in coastal provinces, marking a historic shift where non-fossil energy exceeds coal power [2]. Group 2: Engineering and Management Measures - Industrial enterprises are prioritized in pollution prevention, with stringent oversight and accountability measures in place [2][3]. - The province has implemented ultra-low emission transformations in key industries, with all 12 long-process steel enterprises achieving ultra-low emissions [2]. - A comprehensive air quality monitoring network has been established, enabling real-time supervision and management of pollution sources [3]. Group 3: Weather and Emergency Response - The province employs differentiated and precise management of heavy pollution weather, revising emergency plans to ensure effective and legally compliant responses [3]. - The focus is on proactive measures to enhance environmental performance in key industries, with a target of adding 159 new high-performance enterprises by 2025 [3]. Group 4: Achievements and Future Goals - By 2025, all major air quality indicators in the province are expected to reach their best levels since monitoring began, with a significant increase in the number of good air quality days [4]. - PM2.5 concentration has dropped to 32.4 micrograms per cubic meter, achieving a historic breakthrough in air quality standards [4]. - Despite notable achievements, the province acknowledges the need for continued efforts to solidify these gains and address ongoing challenges in air quality management [4].

Core Viewpoint - Shanxi Province is focusing on energy revolution and industrial upgrading as part of its strategic plan to transition from a coal-dominated economy to a modern industrial system, aiming for a green and low-carbon energy transformation while ensuring energy security [1][4][8]. Energy Revolution - Shanxi will implement nine key paths for energy transformation, including intelligent and green coal mining, large-scale development of renewable energy, and the establishment of a new power system [3][4]. - In the past year, Shanxi's coal production reached 1.305 billion tons, a 2.1% increase year-on-year, while renewable and clean energy installed capacity reached 90.48 million kilowatts, accounting for 55.1% of the total, marking a historic shift in energy structure [2][3]. Industrial Upgrading - The province aims to optimize traditional industries and promote emerging sectors, focusing on high-end, intelligent, and green development [5][6]. - Shanxi will enhance traditional industries like steel and cement through low-carbon transformations and develop new materials and advanced manufacturing sectors, targeting the creation of billion-level industrial clusters [5][6]. Project Support and Technological Innovation - The province plans to launch a "Major Project Construction Year" with 629 key projects totaling over 2.4 trillion yuan in investment, including 309 energy transition projects with planned investments of 109.04 billion yuan [7]. - Shanxi will strengthen its technological innovation capabilities by establishing new laboratories and focusing on over 100 key research tasks in energy technology [7]. Mission and Strategic Focus - Shanxi is at a critical juncture for resource-based economic transformation, with a focus on energy technology innovation and industrial cluster development to support its transition [8]. - The province aims to balance development and security while contributing to national energy security and high-quality development in resource-based regions [8].