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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.
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.
Why China Coal Xinji EnergyLtd's (SHSE:601918) Shaky Earnings Are Just The Beginning Of Its Problems
China Coal Xinji Energy Co.,Ltd (SHSE:601918) Stock Most Popular Amongst Private Companies Who Own 45%, While Individual Investors Hold 35%
Cinda Securities: Provincial electrical utilities spot market turning positive, highlighting the value of coal-fired power generation.
In the situation of tight supply and demand for electrical utilities, the peak value of coal-fired power generation is highlighted; with the continuous promotion of electricity market reform, electricity prices are expected to increase slightly and steadily.
China Coal Xinji Energy (601918.SH): There is currently no application for a loan to increase stake & buy back stocks plan.
Gelonghui October 31st, China Coal Xinji Energy (601918.SH) stated on the interaction platform that the company currently has no application for a loan to increase stake & buy back stocks plan.