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Coal: can be both offensive and defensive, act according to timing.
The sector has investment value and there are also stage-specific trade opportunities.
Grand ocean ar (00065): Kwang Pui Sin has been appointed as a non-executive director.
Grand Ocean AR (00065) announced that, starting from November 26, 2024, Guo Jianpeng has resigned as an executive director...
Express News | Grand Ocean Advanced Resources - Guo Jianpeng Resigned as an Executive Director
Citic sec: The long-term agreement policy in 2025 may have a positive impact on coal companies with a higher proportion of long-term agreements.
The overall change in the 2025 long-term coal contract framework is not significant, with the signing ratio requirements being adjusted downwards each year.
Market cap management boost + demand release, the value of the coal sector is highlighted.
Prepare for the peak and embrace the winter.
Citic Securities: Market cap management guidelines released, coal sector expected to benefit.
The leading company in the coal industry has more stable performance and is also a component stock of major indices, therefore benefiting more significantly. In addition, some undervalued and net asset value companies are also worth paying attention to.
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