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Coal Industrial Concept shares generally rise. YANCOAL AUS (03668) increases by 2.7% as the peak winter coal supply and demand sees "three highs and one decrease."
Jinwu Finance | Coal Industrial Concept stocks rose overall, GREEN LEADER (00061) increased by 3.13%, KINETIC DEV (01277) rose by 2.76%, YANCOAL AUS (03668) increased by 2.7%, SHOUGANG RES (00639) rose by 1.89%, China Coal Energy (01898) increased by 1.01%, and YANKUANG ENERGY (01171) also followed the rise. According to the Central Meteorological Administration, a strong cold air mass will affect most areas of our country from the 11th to the 14th, and from the 15th to the 16th, the minimum temperature line of zero degrees Celsius will push south to the middle and lower reaches of the Yangtze River. The relevant officials from the National Energy Administration introduced that this year
Yankuang Energy Group's (HKG:1171) 39% CAGR Outpaced the Company's Earnings Growth Over the Same Five-year Period
Coal prices have mostly retraced, with nan nan res (01229) falling by 4.76%. Institutions believe that next year's coal prices will have a bottom and will not fear marginal weakening of supply and demand.
Kingwu Financial News | Most of the coal prices have fallen back, with Nan Nan Res (01229) down 4.76%, Mongolia Energy (00276) down 3.03%, Yankuang Energy (01171) down 1.71%, SouthGobi (01878) down 1.56%, China Shenhua Energy (01088) down 0.88%. GTJA stated that looking ahead to 2025, 'stability' remains the key word for the coal industry, with coal prices having a bottom and marginal supply and demand slightly weakening. The bank determines that under the assumption of neutral policy expectations, the paper-based marginal supply and demand of coal will slightly weaken compared to 2024: the core incremental supply comes from Shanxi's production increase (approximately the same.
[Brokerage Focus] gtja: "Stability" will still be the keyword for the coal industry in 2025.
Jinwu Finance News | gtja stated that looking ahead to 2025, 'stability' remains the key word for the coal industry, with coal prices having a bottom and marginal supply and demand slightly weakening. The bank determines that under the assumption of neutral policy expectations, the paper-based marginal supply and demand of coal will slightly weaken compared to 2024: the core increase in supply comes from increased production in shanxi (an increase of approximately 70 million tons year-on-year), but the impact on actual sales is expected to be weaker than production data; on the demand side, the demand for thermal coal may still maintain a good growth of 2.5-3% amidst marginal weakening contributions from hydropower and new energy, while non-thermal coal, without considering policy impacts, may see continued decline in demand for steel and cement.
Hong Kong stock concept tracking | Coal prices continue to remain high, institutions are bullish on the coal sector's interest rate arbitrage trade (including concept stocks)
With the continuous implementation of repurchase, shareholding, refinancing, and other mmf tools such as SFISF, arbitrage trade is expected to continuously deepen the value of coal dividends.
Most coal industrial concept stocks rose against the market trend, with china shenhua energy (01088) increasing by 2.7%. Institutions expect that in the fourth quarter, the price of thermal coal will gradually recover by the end of the year.
Jinwu Finance News | Most coal industrial concept stocks are rising against the market trend, with kinetic dev (01277) up 3.6%, china shenhua energy (01088) up 2.7%, china coal energy (01898) up 1.93%, and yankuang energy (01171) up 1.2%. Jianyin International Research Reports indicate that driven by increased seasonal heating demand and a decrease in inventory days for china power, the bank expects thermal coal prices to gradually recover by the end of the fourth quarter. For next year, based on improved economic conditions and nationwide coal production control, the bank anticipates a moderate increase of 5% in thermal coal prices, reaching 905 yuan per ton.
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