Everbright Securities: Coking coal prices have bottomed out and rebounded, focusing on the investment value of undervalued coking coal stocks.

Everbright stated that after experiencing a downward resonance in coking coal prices and stock prices, the PB of some coking coal enterprises has now fallen below 1.0 times, making them currently possess a cost-effectiveness suitable for allocation.

Zhitong FinanceJan 20 07:42

The State-owned Assets Supervision and Administration Commission makes an important statement! It concerns the Market Cap management and restructuring of central enterprises.

Latest deployment.

Securities TimesJan 17 18:05

According to the Caixin Venture Capital Report: In December 2024, financing in the Carbon Neutrality sector reached 32.404 billion yuan, an increase of over ten times month-on-month, with the photovoltaic sector being the most active.

According to data from CaiLianShe Venture Capital, there were 96 private equity investment and financing events in the domestic Carbon Neutrality sector in December, an increase of 43.28% from 67 events last month; The total disclosed financing amount is approximately 32.404 billion yuan, an increase of 1091.77% from 2.719 billion yuan last month.

cls.cnJan 15 07:53

In December, China's import volume of CSI Commodity Equity Index showed a mixed trend, with iron ore remaining at a high level, while the import volume of Coal and Soybean reached a record high for the year.

In December, the year-on-year increase in unrefined Copper and copper materials, integrated circuits, iron ore and its concentrates ranked first, while the decline in finished oil was the largest. The import volume of iron ore has remained above 0.1 billion tons for six consecutive months, and the import volume of Coal has remained above 45 million tons for the sixth consecutive month.

wallstreetcnJan 13 15:23

High-dividend Coal Industrial Concept(coal Industry) stocks will be the "stable happiness" in 2024. The trend of Thermal Coal next year may fluctuate in a narrow range | 2025 outlook.

① The Coal Sector is expected to perform brilliantly in 2024, humorously referred to as the "most profitable track in A-shares"; ② Industry insiders anticipate that Thermal Coal prices will fluctuate within the Range next year.

cls.cnDec 31, 2024 23:25

Institutional perspective: Pay attention to the market cap management and allocation opportunities of state-owned enterprises.

The State-owned Assets Supervision and Administration Commission strengthens guidance on the Market Cap management work of central enterprises, and Market Cap management is included in the performance evaluation of the heads of central state-owned enterprises.

CICC Insights.Dec 30, 2024 08:37