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gtja: Global perspective on the impact of the US economic downturn on the coal industry in china
The international coal price has a relatively weak impact on China mainly because it is not globally priced like crude oil and natural gas, especially in the USA, which is the largest variable in terms of marginal demand elasticity. China accounts for 56% of global coal demand and has an import dependence of only about 10%.
Debang Securities: Coal industry shareholding and market cap both increased in Q2 2024, with a narrower range of low allocation.
In Q2 of 2024, the coal industry had a relatively outstanding market performance, outperforming the SSE Composite Index and achieving both excess and absolute returns. It ranks fourth in the Shenzhen Stock Exchange first-level industry in terms of increase.
Ares Asia Limited Schedules 2024 AGM
ARES ASIA: ANNUAL REPORT 2023/2024
Citic Sec: From 'having coal' to 'being capable', coal-electricity integration gains growth opportunities.
With the government relaxing its control on electricity prices, the overall net asset return of the "coal + electricity" sector has exceeded the market's average return. It is economically feasible to extend downstream power generation through the coal-electricity integration model relying on upstream resources.
Two departments issued a plan for low-carbon transformation of coal-fired power, and coal-power integration received attention.
According to the website of the National Development and Reform Commission on July 15th, in order to coordinate the low-carbon transformation of existing coal-fired units and the construction of new low-carbon coal-fired units, improve the clean and efficient utilization level of coal, accelerate the construction of a clean, low-carbon, safe, and efficient new energy system, and help achieve the goal of carbon peak and carbon neutrality, the National Development and Reform Commission and the National Energy Administration recently issued the "Action Plan for Low-Carbon Transformation and Construction of Coal-Fired Power Plants (2024-2027)".
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