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gtja: The long-term funds allocation logic for high dividends remains unchanged, and the fundamentals of coal in 2025 still show relatively high certainty.
In 2025, without considering policy stimulus, the certainty of the coal fundamental may still be among the forefront of all industries.
Express News | pingdingshan tianan coal mining: plans to repurchase 0.5 billion to -1 billion yuan of shares.
Shanxi Securities: It is expected that there is limited room for the winter coal price to fall, focusing on stable high-dividend varieties and metallurgical coal.
In the fourth quarter, the increase in coal supply is limited, with seasonal hydropower and new energy output decreasing. The overall coal supply and demand are expected to maintain a relatively balanced state under negotiation.
Open Source Securities: Q3 performance improved on a quarter-on-quarter basis, coal dual logic four main line layout.
In the current slow economic recovery and low interest rate environment, funds pay more attention to the certainty of investment returns, with coal's high dividends and sustainability aligning with capital allocation preferences.
Express News | This week, more than 20 listed companies disclosed the repurchase and shareholding related information. Pingdingshan Tianan Coal Mining plans to repurchase special loans not exceeding 0.7 billion yuan.
Sealand Securities: Coal-listed companies continue to exhibit the characteristics of "five highs", it is recommended to grasp the low-value attributes.
In the third quarter of 2024, the market cap of coal industry stocks held by actively managed funds' top holdings decreased to 1.18%, down 0.36 percentage points from the previous quarter.
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