Core Viewpoint - The coal sector continues to experience an upward trend, driven by supply-side tightening and improved demand dynamics, with expectations for rising coal prices in the near future [2]. Group 1: Market Performance - Coal stocks have shown significant gains, with China Coal Energy (01898) up 6.39% to HKD 10.99, Yanzhou Coal Mining (01171) up 3.28% to HKD 11.34, China Shenhua Energy (01088) up 2.36% to HKD 40.76, and Yancoal Australia (03668) up 1.27% to HKD 28.74 [2]. Group 2: Industry Analysis - According to a report from Founder Securities, the introduction of production exceeding capacity documents has notably influenced coal price sentiment, indicating a shift from a surplus to a more balanced supply-demand scenario, with expectations for coal prices to continue rising [2]. - Guosen Securities highlights that while coal prices have been declining and profits for coal companies have been under pressure in early 2024, a rebound in coal prices is anticipated in the second half of 2025, which could improve profitability for coal enterprises [2].
港股异动 | 煤炭股延续近期上涨 煤炭行业供给侧持续收紧 机构称四季度煤价具备向上弹性_播资讯
Zhi Tong Cai Jing·2025-10-16 02:17