No Data
Hong Kong stock concept tracking | Coal prices continue to remain high, institutions are bullish on the coal sector's interest rate arbitrage trade (including concept stocks)
With the continuous implementation of repurchase, shareholding, refinancing, and other mmf tools such as SFISF, arbitrage trade is expected to continuously deepen the value of coal dividends.
Express News | Dividend stocks continue to strengthen, with china shenhua energy rising over 5%.
Hong Kong stocks are experiencing fluctuations | Coal industrial concept (coal industry) strengthened during trading. Institutions expect thermal medium prices to gradually recover by the end of the year. Energy demand may remain high in the short term.
The coal industrial concept (coal industry) strengthened during trading, as of the time of writing, china coal energy (01898) rose 3.65% to 9.65 HKD; china shenhua energy (01088) increased by 3.36% to 33.8 HKD; southgobi (01878) grew 2.61% to 3.93 HKD; china qinfa (00866) went up by 2.17% to 1.41 HKD.
Many coal industrial concept stocks are moving up against the market trend, with China Shenhua Energy (01088) rising by 2.7%. Institutions predict that thermal coal prices will gradually recover by the end of the year in the fourth quarter.
Jinwu Financial News | Most coal industrial concept stocks rose against the market, with kinetic dev (01277) up 3.6%, china shenhua energy (01088) up 2.7%, china coal energy (01898) up 1.93%, and yankuang energy (01171) up 1.2%. Jianyin International released a research report stating that driven by the seasonal increase in heating demand and the reduction in inventory days of china power company, the bank expects thermal coal prices to gradually recover by the end of the fourth quarter. For next year, based on improving economic conditions and nationwide coal production controls, the bank anticipates thermal coal prices to rise modestly by 5%, reaching 905 yuan per ton.
The A-share sector of coal mining and processing is fluctuating and strengthening, and baotailong new materials has reached its daily limit.
Gelonghui December 4th | Baotailong hit the limit up, China Shenhua, shaanxi coal industry, gansu energy chemical, shaanxi heimao coking, shanxi coking, beijing haohua energy resource followed the upward trend.
[Brokerage Focus] Standard Chartered International predicts that China's thermal coal demand will increase by 4.9% year-on-year in 2025.
Jingu Financial News | CICC’s research report pointed out that driven by the increase in seasonal heating demand and the reduction of inventory days of China Power Company, the bank expects that thermal coal prices will gradually recover at the end of the fourth quarter. For next year, based on improved economic conditions and nationwide coal production control, the bank expects thermal coal prices to rise moderately by 5%, reaching 905 yuan per ton. Considering that the recent performance of coal prices has been lower than expected, the forecasted thermal coal prices for 2024F and 2025F have been revised down to 865 yuan/ton and 905 yuan/ton respectively, which is 21% and 25% lower than previous forecasts. The bank pointed out, thermal power generation
No Data
No Data