Ping An Securities Energy and Chemical 2025 strategy: Energy price reduction cycle, waiting for the bottom reversal.

Traditional Energy is still in a price decline cycle, with supply expected to increase steadily by 2025. Demand recovery still requires waiting, and the overall fundamentals are relatively weak. The price center may continue to move downward, but the year-on-year decline is expected to narrow.

Zhitong FinanceDec 16 14:18

China Coal Xinji Energy (601918.SH): The company currently has no plans for asset injection.

On December 11, Gelonghui reported that China Coal Xinji Energy (601918.SH) stated on the interactive platform that the company adheres to the development approach of 'improving existing efficiency and transforming incrementally', holding onto the philosophy of 'safe and efficient development, green and low-carbon development, and reform and innovation development'. It aims to establish a new industrial development pattern primarily based on Coal, coal-fired power, and New energy Fund, creating a model energy enterprise in East China that features multi-energy complementarity, green low-carbon solutions, smart efficiency, and modern governance. The company currently has no plans for asset injection.

Gelonghui FinanceDec 11 15:33

Express News | Sealand: Coal prices are in a weak short-term fluctuation, with attention to changes in daily power plant consumption in the future.

BreakingsDec 1 13:37

Shanxi Securities: The coal long-term contract mechanism is steadily progressing, and the degree of marketization has been somewhat increased.

Due to the continuation of the current medium and long-term contract benchmark prices, and the market price of coal being relatively high compared to the long-term contract prices, the 2025 plan is beneficial for leading coal enterprises that have previously fulfilled contracts with high quality.

Zhitong FinanceNov 25 15:33

China Coal Xinji Energy (601918): China Coal Xinji Energy - When coal and electricity joint operations are at the demand center, winning twice means I win twice.

Some thoughts on the coal-electricity joint operation and china coal xinji energy: the company is a typical coal-electricity joint operation company, possessing both electrical utilities and coal upstream and downstream assets, and there is a synergy in the business. The coal supply for the controlling power plant is mainly provided by its wholly-owned coal mines.

Fangzheng SecuritiesNov 25 07:12

haitong int'l: daily consumption significantly increased +imported coal backwardation intensified, port coal prices are expected to stabilize

As the temperature gradually drops, demand is about to enter the peak coal consumption season. In addition, the widening price difference of imported coal, it is expected that the short-term thermal coal prices may fluctuate but the downside space may be limited.

Zhitong FinanceNov 18 14:23