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The decline in performance does not change the fundamental advantages, and the Coal Sector remains attractive due to low valuation and high dividends.
Looking ahead, what investment opportunities does the Coal Sector have, and which quality enterprises are worth paying attention to?
Coal Industrial Concept(coal Industry) stocks decline with the market, MONGOL MINING (00975) drops 7.21%. Citigroup indicates that coal mine inventories have reached a multi-year high, and it is expected that coal prices will decline this year and next.
Jinwu Financial News | Coal stocks fell along with the market, MONGOL MINING (00975) dropped 7.21%, NAN NAN RES (01229) fell 4.08%, SOUTHGOBI (01878) decreased by 3.77%, China Coal Energy (01898) declined 1.35%, YANKUANG ENERGY (01171) fell 1.22%, and China Shenhua Energy (01088) decreased by 0.51%. Citibank issued a report predicting that as the demand for Thermal Coal approaches its peak, the growth rate of demand this year will slow down. Currently, coal mine inventories have reached a high level in many years, and coal prices are expected to decline this year and next. If there are no supply constraints, spot coal prices could drop to long-term base levels.
YANKUANG ENERGY (600188.SH): It is expected that the coal market will generally be loose in 2025, with downward pressure on coal prices.
On February 25, Gelonghui reported that YANKUANG ENERGY (600188.SH) stated on the interaction platform that the company expects the coal market to generally remain loose in 2025, with coal prices facing downward pressure. However, due to cost support and the ongoing impact of economic policies, coal prices are expected to maintain a high level for a historically long period. Benefiting from the continuous release of advantageous production capacity from the company’s ShanXi and Inner Mongolia base, as well as the completion and operation of the ShanDong Wanfu coal mine, the company’s self-produced Commodity coal output is set to continue growing, with specific output targets to be disclosed in the 2024 annual report. The proportion of long-term contracts for power coal will increase as self-produced coal rises, and the company will comprehensively consider coal.
Overview of the lifting of restrictions on the tradability of A-shares | February 24.
According to the Zhitong Finance App, on February 24, 20 listed companies had their restricted shares unlocked, with a total market value of approximately 10.741 billion yuan. The specific situation of the restricted shares unlocked today is as follows: Stock Abbreviation Stock Code Restricted Stock Type Unlocked Shares Luzhou Laojiao 000568 Stock-based Incentive 2.051 million Xiamen Xinde Co Ltd. 000701 Stock-based Incentive 0.172 million Shanzi Gaoke 000981 Other 2.988 billion YANKUANG ENERGY 600188 Stock-based Incentive 29.2178 million Anhui Tongfeng Electronics 600237 Additional issuance of A shares allocated to legal persons 17.192 million Zhejiang Hisun Pharmaceutical 60
Yankuang Energy's Australian Unit Logs AU$1.69 Billion in 2024 Pre-tax Profit
Yancoal Australia Reports Strong 2024 Financial Results
落袋为赢 : Not bad