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Express News | Shaanxi Coal's Coal Output +1.7% Y/Y, Coal Sales Volume +0.6% Y/Y in July
Those Who Invested in Shaanxi Coal Industry (SHSE:601225) Five Years Ago Are up 261%
China Great Wall Securities: Monthly coal production has significantly recovered, with high-temperature demand being realized later than the same period.
Amid the current emphasis on safe production policies, the coal supply side is expected to contract, making the sector characterized by high cash and high dividends and maintaining strong profitability.
GF Sec: Coal prices are stable with a rising trend, and short-term pressure is expected in interim report. Q3 is expected to continue the recovery.
After rising in April and May, the prices of thermal coal and coking coal fell in June. Although there is still pressure on short-term macro demand, the support for coal is still relatively obvious, mainly reflected in seasonal demand for thermal coal, low inventory of coking coal, and supply-side constraints.
Haitong Sec: Short-term coal price increases are lower than expected, and the sector's "stable + dividend" logic still has an advantage.
Short-term coal prices have risen less than expected in the peak season, coupled with disturbance in mid-year performance, the sector has experienced a tumultuous adjustment, but the lower limit support for coal prices remains, and the "steady + dividend" logic of coal sector still holds an advantage.
Will Weakness in Shaanxi Coal Industry Company Limited's (SHSE:601225) Stock Prove Temporary Given Strong Fundamentals?
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