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.

Zhitong FinanceNov 20 19:18 ET

Market cap management boost + demand release, the value of the coal sector is highlighted.

Prepare for the peak and embrace the winter.

Gelonghui FinanceNov 18 01:41 ET

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.

Zhitong FinanceNov 17 19:40 ET

The net profit of the top three coal giants declined overall in the first three quarters, with the leader Shenhua seeing a double increase in net profit in the third quarter compared to the previous quarter. | Interpretations

①Affected by the downward trend of coal prices, the performance of coal listed companies in the first three quarters generally declined, but with differentiated performance in Q3; ②Regarding the future trend of coal prices, the industry generally believes that there is hope for a recovery after hitting the bottom, but the magnitude of the increase is limited.

cls.cnOct 30 09:51 ET

Morgan Stanley Fund: What is the logic behind the rebound of coal?

morgan stanley fund stated in a publication that since late September, various national ministries and commissions have intensively proposed a series of measures to ease monetary policy, stabilize the stock market, and support the real estate market, greatly boosting market confidence.

Zhitong FinanceOct 21 09:11 ET

FS Anthracite (01738.HK): Yang China Best resigns as executive director.

Grainews October 21st | Fs Anthracite (01738.HK) announced that Yang China Best has resigned as executive director due to other business needs and personal affairs, effective from October 21, 2024. After Yang China Best's resignation, he will no longer serve as the chairman of the board of directors esg committee. Wang Xinhua has been appointed as the chairman of the board of directors esg committee, effective from October 21, 2024.

Gelonghui FinanceOct 21 05:22 ET