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Coal: can be both offensive and defensive, act according to timing.
The sector has investment value and there are also stage-specific trade opportunities.
JPMorgan Expands Energy-Transition Efforts to Add Coal Deals
Coal industrial concept stocks rose some, yancoal aus (03668) rose by 4.49%. Institutions point out that the peak of winter heating is approaching, boosting demand in the thermal coal market.
Jingu Financial News | Some coal stocks have risen, Yancoal Aus (03668) up by 4.49%, Nan Nan Res (01229) up by 2.27%, E-commodities (01733) up by 2.13%, Southgobi (01878) up by 2%, Mongol Mining (00975) up by 1.03%, Per Energy (02798) follow the rise. Shanxi Securities stated that the industry supply is returning to normal, demand is still expected, combined with increased uncertainty in external coal trade, against the backdrop of domestic coal prices maintaining a certain high level, coal sector profitability is expected to remain high. Along with shareholding buybacks and refinancing
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.
Market cap management boost + demand release, the value of the coal sector is highlighted.
Prepare for the peak and embrace the winter.
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.
