据交易所数据显示，潞安环能（601699）2月4日强势封死涨停板，当日收盘价报13.9元，涨幅达 10.00%，股价表现强劲。作为煤炭板块核心标的之一，其涨停走势同步带动板块情绪，当日午后煤炭 板块集体走高，兖矿能源、中煤能源等近10只个股先后封板，市场做多情绪集中释放。 潞安环能本次强势涨停，是基本面利好集中释放、板块情绪共振、主力资金助推及前期筹码铺垫多重因 素叠加的结果，并非短期孤立炒作。 资金与板块层面的联动也为股价封板提供了重要支撑，潞安环能主力资金单日大幅流入，场内资金认可 度拉满，再叠加当日煤炭板块集体走高的行业性情绪共振，公司作为头部标的被资金优先选中，顺势封 死涨停板。 潞安环能的强势涨停带动市场关注度显著提升，当日股吧讨论热度大幅攀升。从公开讨论情况来看，场 内情绪整体偏多但存在一定分化，核心关注焦点集中在产能扩张、税率优惠等利好落地后的后续影响， 部分投资者对短期走势保持谨慎观望，仅有个别用户提及前一日的传闻，未引发市场恐慌，整体讨论呈 现理性认知与情绪关注并存的特征。 股市有风险，投资需谨慎！本文仅为公开信息整理与客观分析，不构成任何投资建议，投资者应自主判 断、审慎决策，自行承担投资 ...

Group 1 - The coal mining sector experienced a significant increase of 7.75% on February 4, with Hengyuan Coal Power leading the gains [1] - The Shanghai Composite Index closed at 4102.2, up 0.85%, while the Shenzhen Component Index closed at 14156.27, up 0.21% [1] - Key stocks in the coal mining sector showed substantial price increases, with Hengyuan Coal Power rising by 10.08% to a closing price of 7.21, and other notable increases from Kailuan Shares and Shanxi Coking Coal, both up by 10.01% [1] Group 2 - The coal mining sector saw a net inflow of 2.132 billion yuan from main funds, while retail investors experienced a net outflow of 1.171 billion yuan [1] - Major stocks like Dazhou Energy and Shanxi Coking Coal had significant main fund inflows, with Dazhou Energy receiving 2.07 billion yuan, representing 24.49% of its trading volume [2] - Retail investors showed a negative trend, with significant outflows from stocks such as Zhongmei Energy and Shanxi Coking Coal, indicating a shift in investor sentiment [2]

记者｜金珊 见习记者林芊蔚 编辑｜江佩霞 2月4日，市场探底回升，沪指重返4100点，深成指翻红，此前一度跌超1%，创业板指午后跌 幅收窄。沪深两市成交额2.50万亿，较上一个交易日缩量624亿。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 科创综指 | | 4102.20 | 14156.27 11 | 1785.43 | | +34.46 +0.85% +29.17 +0.21% -17.72 -0.98% | | | | 万得全A | 创业板指 | 北证50 | | 6770.14 | 3311.51 | 1538.57 | | +30.37 +0.45% -13.38 -0.40% -10.94 -0.71% | | | | 沪深300 | 中证500 | 中证A500 | | 4698.68 | 8299.06 | 5886.58 | | +38.58 +0.83% +12.36 +0.15% +34.43 +0.59% | | | | 中证1000 | 深证100 | 中证红利 | | 8207.12 | 5854.23 | ...

| 恒源煤电 | 7.21 | +0.66 | +10.08% | | --- | --- | --- | --- | | 600971 融 | | | | | 开滦股份 | 6.56 | +0.60 | +10.07% | | 600997 融 | | | | | 大有能源 | 7.36 | +0.67 | +10.01% | | 600403 融 | | | | | 山西焦煤 | 7.36 | +0.67 | +10.01% | | 000983 融 | | | | | 究矿能源 | 15.27 | +1.39 | +10.01% | | 600188 融 | | | | | 中煤能源 | 14.08 | +1.28 | +10.00% | | 601898 融 | | | | | 潞安环能 | 13.97 | +1.27 | +10.00% | | 601699 融 | | | | | 山煤国际 | 11.67 | +1.06 | +9.99% | | 600546 融 | | | | | 晋控煤业 | 15.86 | +1.44 | +9.99% | | 601001 融 | | | | | 陕西煤业 ...

Group 1 - Coal concept stocks experienced significant gains, with companies such as Yanzhou Coal Mining, China Coal Energy, Shanxi Coking Coal, Meijin Energy, and Lu'an Environmental Energy hitting the daily limit [1] - The coal ETF rose over 9%, while energy-related ETFs increased by approximately 5% [1] Group 2 - Current prices for thermal coal and coking coal remain at historical lows, providing room for a rebound [2] - Supply-side policies aimed at "checking overproduction" are expected to reduce output, while the demand side is entering the heating season, indicating a potential improvement in coal supply and demand fundamentals [2] - Both types of coal are anticipated to have upward price elasticity, with thermal coal supported by long-term contract mechanisms and profit-sharing logic between coal and power companies, while coking coal, being more market-sensitive, may exhibit greater price elasticity [2]

责任编辑：小浪快报 2026年2月4日，潞安环能（sh601699）触及涨停，涨停价13.97元，涨幅10%，总市值417.90亿元，流通 市值417.90亿元，截止发稿，总成交额12.66亿元。 声明：市场有风险，投资需谨慎。本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 根据喜娜AI异动分析，潞安环能涨停原因可能如下，产能扩张+资源储备+税率优惠： 1、公司虽在2025 年受煤炭价格下行和产量收缩影响业绩下滑，但积极布局未来发展。子公司购买60万吨/年煤炭产能置 换指标，产能提升50%至180万吨/年，有助于未来扩大生产规模、增加营收。同时授权市场化竞买煤炭 资源，上限达总资产30%或净资产50%，增强了资源储备，为长期发展奠定基础。 2、公司高新技术企 业认定复核已完成并 ...

Group 1 - The coal sector strengthened further in the afternoon on February 4, with nearly 10 stocks including Lu'an Environmental Energy, Baotailong, Shanxi Coking Coal, China Coal Energy, Shaanxi Black Cat, and Yanzhou Coal Mining hitting the daily limit up [1] - The notable performance of these stocks indicates a positive trend in the coal industry [1] - The overall market sentiment towards coal stocks appears to be bullish, reflecting investor confidence [1]

煤炭板块午后进一步走强，潞安环能、宝泰隆、山西焦化、中煤能源、陕西黑猫、兖矿能源等近10股涨 停。 ...

Core Viewpoint - The coal sector is experiencing a significant rally, driven by expectations of price stabilization and potential supply reductions from Indonesia, the world's largest coal exporter [2][3][4]. Group 1: Market Performance - The coal index rose by 6.82%, the central enterprise coal index by 6.23%, and the coal mining index by 5.93% as of the midday close on February 4 [2]. - Individual stocks such as Yanzhou Coal Mining (600188.SH), Meijin Energy (000723.SZ), and Shanxi Coking Coal (000983.SZ) reached their daily limit up [2]. Group 2: Indonesian Coal Production Cuts - Indonesia's Ministry of Energy and Mineral Resources announced a potential reduction in coal production quotas to approximately 600 million tons by 2026, a significant decrease from the projected 790 million tons for 2025, with some miners facing cuts of 40%-70% [3][4]. - The Indonesian Mining Association warned that these cuts could lead to mine closures, exacerbating challenges in the coal industry [4]. Group 3: Global Coal Market Impact - Indonesia's coal production is projected to reach 836 million tons in 2024, with exports accounting for 55.5 million tons, representing 33%-35% of global coal trade [4]. - The anticipated production cuts are expected to reduce global coal supply, potentially driving international coal prices higher [4]. Group 4: Domestic Market Outlook - Analysts are optimistic about coal prices stabilizing and rebounding post-Chinese New Year, supported by terminal restocking demand and supply contraction [5]. - Dazhong Securities predicts a tight supply-demand balance in the thermal coal market, with upward price potential in the medium to long term [5]. - GF Securities forecasts a significant improvement in coal industry profitability by 2026, with a projected 42% decline in industry profits for 2025, but stable production and sales in Q4 [5].

Group 1 - The coal sector is experiencing a strong rally, with companies like Yanzhou Coal Mining and Jinneng Holding gaining significantly, indicating positive market sentiment [1][3] - The China Securities Index reported that the China Securities Red Chip ETF (515080) has seen a net inflow of approximately 1.93 billion yuan over the last two trading days, suggesting increased risk-averse sentiment among investors [1][3] - Analysts recommend focusing on coal-electricity integrated enterprises with stable cash flows and high dividend yields, as well as companies benefiting from a rebound in demand [3][6] Group 2 - The current dividend yield of the China Securities Red Chip Index is 4.98%, which is significantly higher than the 10-year government bond yield of 1.82%, highlighting the attractiveness of high-dividend assets [6] - The coal supply-demand dynamics are expected to improve due to government policies aimed at reducing production and the seasonal increase in heating demand [3][6] - The valuation levels of dividend assets in the A-share market are currently low, making them an attractive investment option compared to rental yields and government bond returns [4][6]