GUANGHUI ENERGY(SH:600256) Zheng Quan Shi Bao Wang·2025-10-24 02:01Core Insights - The collaboration between Guanghui Energy and China Resources Power focuses on coal supply and demand cooperation for the winter of 2025 and plans for 2026, marking a new phase of deeper cooperation in the energy supply chain [1][2][3] Group 1: Company Overview - Guanghui Energy is a private enterprise with coal, oil, and gas resources, possessing high-quality coal resources in Xinjiang, with a total resource volume of 6.597 billion tons from three major coal mines [2] - China Resources Power, a state-owned enterprise, has a significant market share in the power generation industry, managing a total installed capacity of 19.738 million kilowatts in its Central China branch [2] Group 2: Market Dynamics - The demand for coal is increasing as the northern regions enter the heating season, with a reported 9.9% year-on-year increase in coal-fired power generation in October [4] - Guanghui Energy's coal production in the first half of 2025 is projected to reach 26.8694 million tons, a 175.11% increase year-on-year, with total coal sales expected to be 27.6444 million tons, up 75.97% year-on-year [4] Group 3: Strategic Initiatives - The companies aim to enhance their coal supply cooperation, leveraging Guanghui Energy's abundant coal resources and established logistics systems to ensure efficient coal distribution [3][5] - Guanghui Energy is actively expanding its market reach beyond traditional areas, targeting regions such as Ningxia, Sichuan, and Guizhou to increase its coal sales radius [2]