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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.
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.
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.
[Brokerage Focus] Citigroup: China's coal production is steadily increasing, and inventory levels have slightly decreased.
Jinwu Finance News | Summary: Citigroup Research aims to track and analyze the high-frequency on-site demand trends in the chinese market in this series of reports. The market expectations for demand recovery are generally cautious. The report summarizes the production and inventory data of 100 sample chinese coal mines provided by Sxcoal from November 7 to 13. In the short term, the bank will adjust its investment order to gold, cement, coal, copper, aluminum, and steel stocks. Key points: 1. The thermal coal output of 100 sample coal mines in china increased by 1.3% month-on-month and by 2.2% year-on-year. 2. The production of sample coal mines in shanxi, shaanxi, and inner mongolia increased by 0.8% month-on-month respectively.
Hong Kong stock concept tracking | Coal imports remain high, sector may enter a new round of rebound in the short term (with concept stocks)
On November 7, the General Administration of Customs of China released import and export data, showing that the import volume of csi commodity equity index in October mostly increased, with soybean, henry hub natural gas, coal, and lignite leading the way.
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