Ge Long Hui·2025-12-15 09:12Core Viewpoint - China Shenhua (01088.HK) reported a decrease in coal production and sales for November 2025, alongside mixed performance in transportation and power generation metrics [1] Group 1: Coal Production and Sales - The company's coal production for November 2025 is projected at 27 million tons, a year-on-year decrease of 4.3% [1] - Coal sales volume is expected to reach 37 million tons, reflecting a year-on-year decline of 3.6% [1] Group 2: Transportation Metrics - Self-owned railway transportation turnover is 28.3 billion ton-kilometers, showing a year-on-year increase of 4.0% [1] - The shipping volume at Huanghua Port is 17.6 million tons, with a slight year-on-year increase of 0.6% [1] - Shipping turnover is reported at 10.3 billion ton-nautical miles, which is a year-on-year decrease of 21.4% [1] - The shipping cargo volume is 9.3 million tons, down 10.6% year-on-year [1] Group 3: Power Generation - Total power generation is 17.65 billion kilowatt-hours, representing a year-on-year decrease of 4.1% [1] - Total electricity sales amount to 16.58 billion kilowatt-hours, which is a year-on-year decline of 4.4% [1] Group 4: Chemical Production - Polyethylene sales volume is 34,100 tons, marking a year-on-year increase of 8.6% [1] - Polypropylene sales volume is 28,500 tons, reflecting a year-on-year growth of 3.6% [1] - The increase in polyethylene and polypropylene sales is attributed to lower production levels in the previous year due to scheduled maintenance of coal-to-olefins production equipment [1]