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.

Zhitong FinanceJul 16 21:18 ET

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)".

Zhitong FinanceJul 15 20:53 ET

Changjiang Securities: India's industrialization begins to reshape the supply and demand pattern of black resources.

As developing countries such as India drive industrialization demand, there is expected growth in resources such as coking coal and iron ore, which have constrained supply, reshaping the long-term supply-demand landscape.

Zhitong FinanceJul 8 02:55 ET

Feishang Anthracite Resources Expects Wider Loss in First Half of 2024

MT NewswiresJul 4 07:46 ET

FS Anthracite (01738.HK): It is expected that the comprehensive loss attributable to the parent company's shareholders in the mid-term will be 135 million yuan.

FS Anthracite (01738.HK) announced that the group is expected to record a comprehensive loss of no less than RMB 135 million for the 6 months ending June 30, 2024, which is attributable to the owners of the parent company. In the same period of 2023, the comprehensive loss attributable to the owner of the parent company was RMB 23.4 million.

Gelonghui FinanceJul 4 05:43 ET

Express News | Feishang Anthracite Resources Ltd Sees Consolidated Loss Attributable for Six Months Not-Less-Than CNY135 Mln

ReutersJul 4 05:41 ET