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JPMorgan Expands Energy-Transition Efforts to Add Coal Deals
Shanxi Securities: The coal long-term contract mechanism is progressing steadily, and the degree of marketization has increased somewhat.
Due to the continuation of the current medium to long-term contract benchmark price, and the market price of coal for electricity is still relatively high compared to the long-term contract price, the 2025 plan is beneficial to coal leading enterprises that have performed high-quality performance in the past.
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.
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