国联煤炭A（168204）基金经理为陈薪羽、杜超。 截至发稿，陈薪羽累计任职时间6年191天，现任基金资产总规模15.79亿元，任职期间最佳基金回报 87.39%， 任职期间最差基金回报-19.21%。 杜超累计任职时间2年110天，现任基金资产总规模17.6亿元，任职期间最佳基金回报62.86%， 任职期 间最差基金回报-14.54%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月5日，山西焦煤跌5.03%，截至发稿，报6.99元/股，成交6.96亿元，换手率1.74%，总市值396.83亿 元。 资料显示，山西焦煤能源集团股份有限公司位于山西省太原市小店区长风街115号，成立日期1999年4月 26日，上市日期2000年7月26日，公司主营业务涉及煤炭的生产、洗选加工、销售及发供电,矿山开发设 计施工、矿用及电力器材生产经营等。主营业务收入构成为：煤炭57.58%，焦炭、焦油23.18%，电力 热力17.42%，其他收入 ...

赵端端累计任职时间7年136天，现任基金资产总规模24.3亿元，任职期间最佳基金回报45.74%， 任职 期间最差基金回报-0.5%。 声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 数据显示，泓德基金旗下1只基金重仓山西焦煤。泓德睿享一年持有期混合A（009015）四季度增持 2700股，持有股数3.55万股，占基金净值比例为0.27%，位居第六大重仓股。根据测算，今日浮亏损失 约1.31万元。 泓德睿享一年持有期混合A（009015）成立日期2020年6月24日，最新规模7821.84万。今年以来收益 2.46%，同类排名5851/8873；近一年收益12.49%，同类排名6113/8119；成立以来收益46.03%。 泓德睿享一年持有期混合A（009015）基金经理为姚学康、赵端端。 截至发稿，姚学康累计任职时间4年38天，现任基金资产总规模9.33亿元，任职期间最佳基金回报 26.98%， 任职期间最差基 ...

Group 1 - The A-share market showed recovery with the Shanghai Composite Index returning to 4100 points, closing up 0.85% while the Shenzhen Component Index rose 0.21% and the ChiNext Index fell 0.4% [1] - The coal energy sector performed exceptionally well, with multiple stocks hitting the daily limit up, including Yanzhou Coal Mining Company, Meijin Energy, and Shanxi Coking Coal [1][2] - The coal mining and processing sector saw an overall increase of 7.92%, with several stocks achieving limit up, indicating strong market interest and performance [2] Group 2 - Recent cold weather has increased energy demand for heating, prompting local governments to enhance energy supply measures, which supports coal production and supply stability [3] - Analysts are optimistic about coal prices stabilizing and rebounding, with expectations of increased demand post-Chinese New Year, suggesting a tight supply-demand balance [3] - The coal ETF has risen over 10% year-to-date, reflecting strong investor interest and net inflows over the past four days [4] Group 3 - International thermal coal prices have significantly increased, with Australian Newcastle coal futures reaching a one-year high, indicating a bullish trend in the market [5] - Forecasts for the coal industry suggest a notable improvement in profitability by 2026, driven by a slowdown in supply growth and recovery in demand [5]

4613.96 煤炭指数昨日分时走势图 ◎记者 王文嫣 截至2月4日收盘，万得央企煤炭概念指数、万得煤炭开采精选指数涨幅分别达到7.61%和7.58%，中煤 能源、恒源煤电、兖矿能源、山西焦煤、潞安环能、山煤国际、晋控煤业等一批个股涨停。 煤炭企业人士、研究员认为，短期内煤价或受印尼矿商暂停现货煤炭出口等消息的扰动。从中长期来 看，煤炭供需基本面有望持续改善，年度价格中枢有望上移。 近年来，新疆煤炭产量迅速攀升，成为影响市场的重要变量。新疆维吾尔自治区统计局最新发布数据， 2025年全疆规模以上工业企业原煤累计产量5.53亿吨，同比增长1.9%，较2024年17.5%的增速明显放 缓。 煤炭市场已提前进入春节放假状态 卓创资讯煤炭行业报告认为，2026年国内动力煤供应量整体仍将保持在高位充裕水平，但考虑到国内超 产核查及"反内卷"工作将继续推进，且新增产能有限，同时煤矿或有控制产量以平衡库存保障利润行为 等因素影响产量，原煤产量增速将放缓的预期较强。 从供应端来看，主产区部分民营煤矿提前进入春节假期，国有煤矿维持稳定生产以保障供应，整体产量 边际收缩。 从需求端来看，前期寒潮推动沿海电厂日耗维持高位，但随着寒 ...

Core Viewpoint - The A-share market in China showed a stable performance on February 4, with major indices experiencing mixed results, while the coal industry sector surged over 7%, leading all sectors in the market [1] Industry Performance - The coal industry sector rose by 7.66%, marking it as the top-performing sector in the A-share market [1] - Several coal stocks, including Hengyuan Coal Power, Kailuan Energy Chemical, Dayou Energy, and Shanxi Coking Coal, reached the daily limit of a 10% increase [1] Market Context - The increase in coal prices is attributed to Indonesia's government announcing a significant reduction plan for coal production, leading to a suspension of spot coal exports by local miners [1] - Indonesia's production quotas for major miners were reduced by 40% to 70% compared to 2025 levels as part of a strategy to boost coal prices [1] - A report from New Lake Futures indicated that while exports have not completely halted, the uncertainty surrounding quotas has made short-term shipments difficult, causing export prices to surge and contributing to the rally in the A-share coal sector [1] Market Indices - As of the market close, the Shanghai Composite Index stood at 4,102 points, with a gain of 0.85%; the Shenzhen Component Index was at 14,156 points, up by 0.21%; while the ChiNext Index fell by 0.4% to 3,311 points [1] - The total trading volume in the Shanghai and Shenzhen markets was approximately 24,810 billion yuan, a decrease of about 633 million yuan compared to the previous trading day [1]

Group 1 - The article highlights a significant reduction in coal production quotas by the Indonesian government, which aims to boost coal prices by decreasing export volumes by 40% to 70% for major miners by 2025 [5] - Additionally, the Indonesian government plans to impose an export surcharge, which may further weaken the profitability of the coal industry [5] Group 2 - The article lists several companies involved in coal mining, coal chemical, and coal-electricity integration, including China Shenhua, Zhengzhou Coal Electricity, and Yanzhou Coal Mining [8][9]

山西焦煤（000983）2月4日盘中强势上涨，当日涨幅达10.01%，单股上涨0.67元，最终以涨停价7.36元 收盘。交易数据显示，当日个股总成交额达13.54亿元，较前一交易日放大约2.6倍，换手率3.34%；资 金面呈现强劲净流入态势，主力资金单日净流入17768万元，资金入场意愿明显，快速引发市场对该股 的关注。 山西焦煤本次涨停，是基本面利好、板块热度联动、主力资金助推多重因素共振的结果。首先，公司近 期核心利好密集落地，"十五五"期间煤炭产业将面临"调结构、控总量、提质量"的新阶段。根据行业研 究，煤炭在能源结构中的支撑性功能仍不可替代，对山西焦煤而言，2024年底新增的兴县资源储量约 9.53亿吨，相当于原有储量的14.6%，将增强企业长期资源保障力，煤炭行业吸引长线资金布局。其 二，除了需求端改善带来的企业利润恢复，AI算力的爆发式增长直接转化为巨量的电力消耗，也会让 市场增加对煤炭的关注。其三，受近期寒潮影响，多地迎来大风雨雪天气，居民取暖拉动能源需求攀 升，动力煤现货价连涨。板块情绪带动形成重要推力，煤炭板块领涨A股，山西焦煤作为煤炭板块的龙 头企业，受益于板块涨幅，吸引短线资金持续进场， ...

从资金流向上来看，当日山西国企改革板块主力资金净流入6.1亿元，游资资金净流出2.78亿元，散户资 金净流出3.32亿元。山西国企改革板块个股资金流向见下表： 证券之星消息，2月4日山西国企改革板块较上一交易日上涨4.75%，山西焦煤领涨。当日上证指数报收 于4102.2，上涨0.85%。深证成指报收于14156.27，上涨0.21%。山西国企改革板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 ...

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]

今日，A股市场继续回升，上证指数重返4100点。截至收盘，上证指数涨0.85%，报4102.2点；深证成 指涨0.21%，创业板指跌0.4%。 | 上证指数 | 深证成指 | 创业板 | | --- | --- | --- | | 4102.20 | 14156.27 | 3311.51 | | +34.46 +0.85% | +29.16 +0.21% | -13.38 -0.40% | | 跌2130 | | 涨3254 > | | | 1718 | | 盘面上，太空光伏概念股表现强势，晶科能源股价今日"20CM"涨停，截至收盘封单近27万手，最近两 个交易日股价大涨35.92%。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 商业航天板块尾盘拉升。消息面上，天兵科技微信公众号2月4日宣布，其酒泉卫星测发技术厂房于近日 通过预验收评审，这是国内商业航天首个卫星测发技术厂房。 此外，煤炭板块掀涨停潮，恒源煤电等十余股涨停。AI应用、贵金属、算力硬件等板块跌幅居前。 太空光伏概念表现强势 今日午后，太空光伏概念表现强势，晶科能源、中来股份"20CM"涨停，国晟科技（维权）2连板。 ...