Core Viewpoint - The Hong Kong coal stocks have strengthened, with Mongolian Coal rising nearly 7% due to increased demand for thermal coal amid ongoing high temperatures and supply constraints [1] Group 1: Company Performance - Mongolian Coal (00975.HK) increased by 6.68% [1] - South Gobi Resources (01878.HK) rose by 5.38% [1] - China Qinfa (00866.HK) saw a rise of 4.02% [1] - Nanshan Resources (01229.HK) experienced a 2.88% increase [1] Group 2: Market Dynamics - Since July, high temperatures have led to a steady increase in thermal coal demand [1] - Supply has consistently fallen short of expectations, resulting in a seller's market for thermal coal [1] - The supply-demand relationship in the thermal coal market continues to favor sellers, supporting ongoing price increases [1]
港股煤炭股走强 蒙古焦煤涨近7%