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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.
haitong int'l: Daily consumption increases significantly + greater import inversion, port coal prices are expected to stabilize.
As the temperature gradually drops, demand is about to enter the peak coal usage period. Along with the increasing differential between imported coal prices, it is expected that the short-term thermal coal prices may fluctuate but the downside space may be limited.
shanxi: It is expected that there will be limited room for the decline in winter coal prices, and the focus will be on stable high dividend stocks and metallurgical coal.
In the fourth quarter, the increase in coal supply is limited, with a seasonal decrease in hydro and new energy output. Overall, it is expected to maintain a relative balance between coal supply and demand under the game scenario.
Citic sec: Macro, market and other aspects bullish superimposed, coal sector is expected to start a trend.
After the third-quarter report, the coal sector's annual profit and dividend expectations gradually become clearer, combined with multiple positive factors at macro and market levels, bullish sector leaders perform well, the bank believes the sector is expected to usher in a new round of increase.
Announcement of the main operating data of Shaanxi Coal Industry Co., Ltd. for October 2024
Express News | Shaanxi Coal Oct Coal Sales Volume Down 2.5% Y/Y
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