Shanxi Securities: Coal supply continued to rise in October, expecting domestic coal prices to remain at a certain high level in the winter.

Coal production safety in the production areas tends to be normalized, with an increase in coal supply, while Shanxi has resumed production recently, with the supply in October increasing month-on-month but slightly decreasing compared to the previous month.

Zhitong FinanceNov 26 01:26 ET

Shanxi Securities: The coal long-term contract mechanism is progressing steadily, and the degree of marketization has increased somewhat.

Due to the continuation of the current medium to long-term contract benchmark price, and the market price of coal for electricity is still relatively high compared to the long-term contract price, the 2025 plan is beneficial to coal leading enterprises that have performed high-quality performance in the past.

Zhitong FinanceNov 25 02:33 ET

Shareholders Would Enjoy A Repeat Of Shaanxi Coal Industry's (SHSE:601225) Recent Growth In Returns

Simply Wall StNov 22 18:54 ET

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.

Zhitong FinanceNov 21 02:35 ET

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.

Zhitong FinanceNov 18 01:23 ET

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.

Zhitong FinanceNov 8 00:40 ET