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gtja: The long-term fund allocation with a high dividend logic remains unchanged. The fundamentals of coal for 25 years still have relatively high certainty.
In 2025, without considering policy stimuli, the certainty of the fundamentals of coal may still remain at the forefront of all industries.
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.
Why China Coal Xinji Energy Co.,Ltd (SHSE:601918) Looks Like A Quality Company
Hong Kong Stocks Rise as Banks Gain on Improved Sector Outlook
Coal industrial concept stocks generally rose, with southgobi (01878) up 9.4%. Institutions indicate no short-term worries about the fundamentals of the coal industry.
King's Capital News | Coal stocks generally rose, SouthGobi (01878) up 9.4%, Mongolia Energy (00276) up 6.35%, Yancoal Aus (03668) up 4.23%, China Coal Energy (01898) up 4.13%, Yankuang Energy (01171) up 2.46%, Shougang Res (00639) up 1.51%. On the news front, Everbright Securities stated that the current coal industry fundamentals are worry-free in the short term, with short-term overseas disturbances and peak winter demand potentially boosting coal prices. The bank believes that with the potential impact of fundamentals and overseas disturbances, it is a good opportunity for coal industrial concept. Citic Securities
Market cap management boost + demand release, the value of the coal sector is highlighted.
Prepare for the peak and embrace the winter.
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