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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.
Market cap management boost + demand release, the value of the coal sector is highlighted.
Prepare for the peak and embrace the winter.
The coal industrial concept sector was performing well in the early market, with china coal energy rising over 4%. The disclosure of market cap management guidelines is bullish for dividend style, and the coal sector is expected to benefit.
Coal industrial concept stocks were trading higher in the morning session, as of the time of publication, SouthGobi rose by 8.55%; China Coal Energy rose by 4.02%; Yancoal Aus rose by 3.58%; Mongolia Energy rose by 3.17%.
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.
Express News | Fidelity Securities: The coal industry combines cyclical and dividend characteristics, with high and sustainable profits.
Express News | China Great Wall Securities: The performance of the coal sector is stable, and profitability remains robust.
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