01088 CHINA SHENHUA
- 35.550
- -0.600-1.66%
CHINA SHENHUA News
Express News | CICC: In the medium to long term, the opportunities outweigh the risks in the medium to long term, and may still be dominated by structural opportunities in the short term
Coal prices are rebounding or being suppressed! Production declined markedly in the first 4 months, and expectations for increased coal production in Shanxi are heating up
In the first four months of this year, there was a significant year-on-year decline in coal production capacity in the Shanxi region. Combined market prices dropped more than in the same period last year, and the profitability of some listed companies in the coal industry in Shanxi declined markedly. Meanwhile, under the annual coal production capacity task in Shanxi Province, the industry expects coal production in Shanxi Province to increase starting in May.
Overview of the Hong Kong market | Science index rose slightly by 0.57%; domestic housing stocks and coal stocks fell, Agile fell nearly 13%, and Yankuang Energy fell more than 7%
Many shares of TechNet rose; Bilibili rose nearly 5%, and Xiaomi rose more than 3%; auto stocks rose one after another; Great Wall Motor rose more than 7%, and Zero Sports Auto rose nearly 7%.
Hong Kong Stock Afternoon Review | Tech Index rose nearly 1%, TechNet stocks and biotech stocks rose higher, Bilibili rose more than 6%, and Laikai Pharmaceuticals rose more than 12%
Auto stocks rose more than 6%; Great Wall Motor rose more than 6%; NIO and Zero Sports Auto rose more than 5%; many coal stocks fell sharply, Yankuang Energy fell more than 6%, and Shougang resources fell nearly 6%.
Haitong Securities: 24Q1 performance is under pressure, coal may still fluctuate and adjust in the short term
Currently, the prices of thermal coal and coking coal have both entered the bottom fluctuation range, but the upward trend is yet to be further boosted by the demand side.
Express News | GF Securities: Coal prices continue to rise, supply and demand are improving steadily, and valuation flexibility can be expected
Futu Morning Post | Inflation expectations are picking up! The vice chairman of the Federal Reserve sticks to higher and longer; China Securities and Meme Stocks collectively exploded overnight
Beware of turbulent US stocks! Traders are betting that US stocks will fluctuate by nearly 1% after CPI and Nvidia's results are announced; OpenAI launches a faster and cheaper AI model for all users.
Hong Kong Stock Concept Tracking | Expectations are about to drive demand for coal to drive coal prices to rebound at the bottom of the summer season (with concept stocks)
The Zhitong Finance App learned that last week, the coal market showed a strong upward trend. The spot price of thermal coal in ports rose 31 yuan/ton month-on-month to close at 860 yuan/ton. Tianfeng International believes that the recent month-on-month rise in thermal coal prices is due more to supply-side contraction. Meanwhile, on the port side, downstream inquiries have gradually increased, and some demand for bottom checks has been released, giving port traders a strong will to raise prices. Considering entering the peak season for traditional thermal coal, Dongwu Securities analysts believe that coking coal prices will follow the rise in thermal coal prices, but thermal coal prices are more flexible, which is the first driving force for highly elastic coal targets. Related Targets: South Gobi (01
Southbound capital's net purchase of over HK$8.8 billion on May 13: inflows into ICBC and China Shenhua continued to reduce holdings in Tencent
① Southbound capital traded about HK$68.5 billion on the same day. Which individual stocks did the capital continue to flow into? ② The capital inflow of ICBC exceeds HK$400 million. What is the short-term capital trend?
Tianfeng International: What are the future expectations of the coal price increase industry?
Regarding the recent month-on-month rise in thermal coal prices, it is mostly due to supply-side contraction. Coking companies have maintained a strategy of low inventory for a long time. Currently, coking coal stocks are at their lowest level in nearly 5 years.
Hong Kong stocks with high interest rates are going crazy again
One child fell, full of life
Coal prices fluctuated weakly in Q1, with net profit from coal companies falling mainly year-on-year
It is expected that the relationship between coal supply and demand will be difficult to further relax in 2024. With the arrival of the peak summer season, there is little room for further decline in domestic coal prices; moreover, there are still marginal improvements in economic stabilization policies such as real estate and infrastructure in the later stages, and demand for coal is very rigid.
The benefits are frequent! Hong Kong stocks with high dividend stocks have collectively exploded. What do you think of the subsequent market?
CICC believes that if the Hong Kong Stock Connect dividend tax relief is implemented, it is expected to further boost the enthusiasm of mainland investors to invest in Hong Kong stocks, especially in high-dividend-related sectors, boost sentiment in the short term, and help improve the liquidity of the Hong Kong stock market in the long term.
Hong Kong Stock Connect dividend tax exemption? Hong Kong high-interest concept stocks have gone crazy
Focus on dividend strategies
Beishui Trends | Beishui Trading's net purchase of 6.505 billion Hong Kong Stock Connect dividend tax relief rumors boost sentiment, domestic investors scramble to raise high-dividend assets throughout the day
On May 10, in the Hong Kong stock market, Beishui made a net purchase of HK$6.505 billion, of which the Hong Kong Stock Connect (Shanghai) transaction made a net purchase of HK$3.206 billion and the Hong Kong Stock Connect (Shenzhen) transaction made a net purchase of HK$3,299 billion.
Hong Kong Stock Afternoon Review | The Hang Seng Index and China Index rose nearly 2%; domestic housing stocks and insurance stocks rose sharply, Shimao Group rose more than 58%, and China Taibao rose more than 8%
Technology Network stocks had mixed ups and downs. Kuaishou fell nearly 3%, and Ali rose more than 1%; bank stocks generally rose, and CCB and Agricultural Bank rose more than 6%.
Intraday Overview | Hong Kong stock trends diverge, high dividend concept carnival; domestic housing stocks skyrocketed, Shimao Group rose more than 50%
The Hong Kong Stock Exchange rose more than 6%. Reports say Hong Kong Stock Connect's dividend tax may be reduced, and the listing of Saudi companies in Hong Kong is just around the corner.
Changes in Hong Kong stocks | Coal stocks rose higher in early trading, China's Shenhua (01088) rose more than 4%, and the investment value of leading coal companies continued to rise, highlighting the investment value of leading coal companies
The Zhitong Finance App learned that coal stocks rose in early trading. China Shenhua (01088) rose 4.36% to HK$35.9; Yankuang Energy (01171) rose 3.73% to HK$19.48; and China Coal Energy (01898) rose 3.55% to HK$8.76. According to the news, it was recently reported that domestic regulators are considering reducing the 20% income tax that mainland individual investors need to pay when receiving dividends when investing in Hong Kong listed companies through Hong Kong Stock Connect. CICC believes that if the Hong Kong Stock Connect dividend tax exemption is implemented, it is expected to further boost mainland investors's interest in Hong Kong stocks, particularly
Hong Kong coal stocks were strong intraday. Yankuang Energy rose more than 4%, China Shenhua and China Coal Energy both rose nearly 4%, and strength development increased nearly 5%.
Hong Kong coal stocks were strong intraday. Yankuang Energy rose more than 4%, China Shenhua and China Coal Energy both rose nearly 4%, and strength development increased nearly 5%.
As of press release, China Building Materials (03323.HK) rose 5.14%, China Construction Bank (00939.HK) rose 4.17%, ICBC (01398.HK) rose 3.68%, and China Shenhua (01088.HK) rose 3.20%.
As of press release, China Building Materials (03323.HK) rose 5.14%, China Construction Bank (00939.HK) rose 4.17%, ICBC (01398.HK) rose 3.68%, and China Shenhua (01088.HK) rose 3.20%.
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