videopokerstrategy| Huafu Securities: Coal supply contraction expectations increase
editor 2024-05-19 18:55:58 Finance 28
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[Huafu Securities: Coal supply contraction expectations increase] Securities Times Newsvideopokerstrategy, Huafu Securities Research News pointed outvideopokerstrategy, the current tone of coal production is gradually developing towards "stable" development, policies emphasize safe production in mines, the safety supervision situation is becoming stricter, and expectations for coal supply contraction are increasing. 1) In the thermal coal sector, pay attention tovideopokerstrategy.videopokerstrategy..
Newsletter text
[Huafu Securities: Coal supply contraction expectations increase] Securities Times News, Huafu Securities Research News pointed out that the current tone of coal production is gradually developing towards "stable", policies emphasize safe production in mines, the safety supervision situation is becoming stricter, and expectations for coal supply contraction are increasing. 1) In the thermal coal sector, we pay attention to the opportunities of market value management assessment to promote the valuation repair of central state-owned enterprises. Companies with stable performance, a high proportion of long-term coal and value dividend returns pay attention to: China Shenhua, Shaanxi Coal, and China Coal Energy. 2) The economy continues to develop well and computing power is rising. There are still opportunities for thermal power. Driven by strong demand, companies with high flexibility pay attention to: Yankuang Energy and Guanghui Energy. 3) In the coking coal sector, the demand for steel is resilient enough. There is a gap between supply and demand under the expectation of tightening coking coal supply. Coupled with the low inventory of double coke, there is a certain replenishment space. Companies with stable performance and continued high dividends are concerned: Lu 'an Environmental Energy, Shanxi Coking Coal, Jizhong Energy. Proofread: Ran Yanqing