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CHINA SHENHUA ENER News
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.
A-share subscription | Cologne New Materials (920098.BJ) opens for subscription and has established cooperative relationships with top companies in the coal or coal machinery industry such as China Shenhua Energy.
On November 26, Kelon New Materials (920098.BJ) started its subscription.
JPMorgan Expands Energy-Transition Efforts to Add Coal Deals
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.
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.
Citic sec: The long-term agreement policy in 2025 may have a positive impact on coal companies with a higher proportion of long-term agreements.
The overall change in the 2025 long-term coal contract framework is not significant, with the signing ratio requirements being adjusted downwards each year.
Right For Malaysia's Energy Transition To Include Nuclear
CICC: The proportion of hold positions in consumer stocks in Hong Kong for the third quarter of 2024 has increased significantly, with alibaba-W receiving much attention after its inclusion.
China International Capital Corporation released a research report stating that in Q3 2024, the total scale of public fund holdings in Hong Kong stocks has significantly increased, and the proportion of southbound transactions has also risen, but this is not due to active shareholding. In the segmented industry, alibaba-W entered the Hong Kong Stock Connect in September, and the holding ratio in the consumer discretionary sector has increased the most. At the same time, the new economy sectors such as consumer services, pharmaceuticals, and biotechnology also saw significant increases. On the individual stock level, alibaba-W (09988) has been quite favored after entering the connect, and public funds have also increased their holdings in technology leaders like Tencent (00700), while CNOOC (00883) and china mobile (00941) saw a noticeable decline. In terms of heavy holdings.
Research Reports Deep Dive | CICC Securities: China Shenhua Energy's long-term growth potential is promising, maintaining a "buy" rating.
Changjiang Securities' research report indicates that china shenhua energy's (601088.SH) third quarter performance exceeded expectations compared to the previous quarter, primarily due to a reduction in coal costs and a significant increase in electricity generation. Considering that the company's new Xiejie No. 1 and No. 2 well projects, totaling 16 million tons/year, are expected to be put into production in 2027-2028, the gradual implementation of coal power projects under construction, the commencement of the 0.75 million tons/year coal-to-olefins project, and the steady progress of the 0.3 billion ton capacity expansion project of the Shan Shuo Railway and the 0.45 billion ton capacity upgrade project of the Shuo Huang Railway, the company's medium to long-term growth prospects are promising. Maintain 'buy' rating.
Market cap management boost + demand release, the value of the coal sector is highlighted.
Prepare for the peak and embrace the winter.
Hong Kong stocks midday report | Hang Seng Index rose 1.18% in the morning, market cap management guidelines driving valuation repair of central state-owned enterprises.
China Securities Regulatory Commission released the official draft of "Listed Company Supervision Guideline No. 10 - Market Cap Management", with certain optimized adjustments in terms of system disclosure, long-term companies trading below net asset value, index selection, regulatory measures, and other aspects.
Citic Securities: Market cap management guidelines released, coal sector expected to benefit.
The leading company in the coal industry has more stable performance and is also a component stock of major indices, therefore benefiting more significantly. In addition, some undervalued and net asset value companies are also worth paying attention to.
Hong Kong Stock Announcement: Alibaba-W's net income for the second quarter was 43.547 billion yuan, a year-on-year increase of 63%. Gaode's peak daily active users exceeded 0.3 billion, reaching a historical high.
Alibaba-W (09988) released its interim results, with a net income attributable to ordinary shareholders of 68.143 billion yuan, an increase of 9.84% year-on-year; Lenovo Group (00992) achieved multiple new records in the first half of the year, with a profit attributable to equity holders of 0.602 billion US dollars, a 41% year-on-year increase.
China Shenhua Announces Major Operating Data for October 2024
Shenhua Energy's Coal Output, Sales Rise in October
China Shenhua Energy Reports Mixed Operational Results
China Shenhua Energy (601088.SH): In October, coal sales volume was 38.2 million tons, an increase of 1.9% year-on-year.
Gelonghui November 15th | China Shenhua Energy (601088.SH) released its key operational data for October, with coal sales volume of 38.2 million tons, a year-on-year increase of 1.9%.
China Shenhua Energy: The coal sales volume reached 38.2 million tons in October.
China Shenhua Energy (01088.HK) announced that in October 2024, the production of coal commodities was 27.6 million tons, an increase of 0.4% year-on-year; coal sales reached 38.2 million tons, an increase of 1.9% year-on-year. From January to October, the production of coal commodities was 0.272 billion tons, a year-on-year increase of 0.9%; coal sales reached 0.3835 billion tons, a year-on-year increase of 3.6%.
Express News | China Shenhua Energy - Oct Commercial Coal Production 27.6 Mln Tonnes
Hong Kong stock market anomaly | Coal industrial concept strengthening in the afternoon, southgobi surged 26%, china shenhua energy rose more than 6%
Coal industry stocks strengthened in the afternoon, as of the deadline, Mongol Mining (00975) rose by 26.2%, to HK$3.42; China Shenhua Energy (01088) rose by 6.32%, to HK$33.65; China Qinfa (00866) rose by 3.85%, to HK$1.35; China Coal Energy (01898) rose by 3.45%, to HK$9.3. Intelligent Financial APP learned that coal industry stocks strengthened in the afternoon, as of the deadline, $SouthGobi (01878)
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