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Citic Sec: From 'having coal' to 'being capable', coal-electricity integration gains growth opportunities.
With the government relaxing its control on electricity prices, the overall net asset return of the "coal + electricity" sector has exceeded the market's average return. It is economically feasible to extend downstream power generation through the coal-electricity integration model relying on upstream resources.
Two departments issued a plan for low-carbon transformation of coal-fired power, and coal-power integration received attention.
According to the website of the National Development and Reform Commission on July 15th, in order to coordinate the low-carbon transformation of existing coal-fired units and the construction of new low-carbon coal-fired units, improve the clean and efficient utilization level of coal, accelerate the construction of a clean, low-carbon, safe, and efficient new energy system, and help achieve the goal of carbon peak and carbon neutrality, the National Development and Reform Commission and the National Energy Administration recently issued the "Action Plan for Low-Carbon Transformation and Construction of Coal-Fired Power Plants (2024-2027)".
Silk Rd Energy (08250) plans to appoint Tianjian International Accountants as the new auditor.
Silk Rd Energy (08250) has issued an announcement that Ernst & Young (Hong Kong) Certified Public Accountants (Ernst & Young) has ...
Silk Road Energy (08250) spent HK$995,000 to buy back 5 million shares on May 14
Silk Road Energy (08250) issued an announcement to spend HK$995,000 to repurchase 500 on May 14, 2024...
Haitong Securities: 24Q1 performance is under pressure, coal may still fluctuate and adjust in the short term
Currently, the prices of thermal coal and coking coal have both entered the bottom fluctuation range, but the upward trend is yet to be further boosted by the demand side.
Tianfeng International: What are the future expectations of the coal price increase industry?
Regarding the recent month-on-month rise in thermal coal prices, it is mostly due to supply-side contraction. Coking companies have maintained a strategy of low inventory for a long time. Currently, coking coal stocks are at their lowest level in nearly 5 years.
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