GOLDEN SUN SECURITIES·2025-09-23 23:59Core Insights - The report emphasizes the potential awakening of the coal sector, suggesting that after a challenging period, coal prices are expected to rise towards the end of the year, providing upward momentum for the sector [2]. Industry Performance - As of September 19, 2025, the coal industry has seen a decline of 2.3% year-to-date, ranking last among 30 industries. However, in the week of September 19, it experienced a weekly increase of 3.6%, ranking second among the industries, indicating a significant contrast in performance [2]. - The report predicts that the coal price will stabilize and potentially reach a peak by the end of the year, which could drive further positive performance in the coal sector [2]. Company Focus - The report highlights several companies to watch within the coal sector: - Keda Control: Noted for its focus on smart mining [2]. - China Coal Energy (H+A) and China Shenhua (H+A): Major state-owned enterprises in the coal industry [2]. - China Qinfa: Recommended for its turnaround potential [2]. - Shanxi Coal and Electricity, Huainan Mining, and Xinji Energy: Identified as strong performers [2]. - Yankuang Energy, Jinkong Coal, and Pingmei Shenma: Noted for their elasticity and potential for growth [2]. - Huayang Co. and Gansu Energy: Suggested as companies with future growth potential [2]. - Anyuan Coal Industry: Highlighted for its recent changes in control and ongoing asset restructuring [2].