01393 HIDILI INDUSTRY
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HIDILI INDUSTRY News
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.
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
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.
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.
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.
Guojin Securities: The first rise in coal prices in the beginning of the year is expected to pull back slightly in May after the off-season catalyzed by port storage
After the off-season coal prices fell under pressure in March-April, coal prices in the port market are expected to bottom out in May, but the increase is limited. Judging from the 1-2 M24 coal price fluctuation experience, whether the port can successfully go to storage is an important condition for whether market coal prices can recover after the off-season.
恒鼎實業：2023年度報告
A number of G7 officials broke the news: an agreement will soon be reached on phasing out coal by the early 2030s
According to several Western officials, the Group of Seven (G7) has agreed to phase out coal by the early 2030s, which is a key milestone for these economies seeking to switch to more sustainable fuels.
Debon Securities: 24Q1 coal industry fund holdings increased slightly month-on-month, low allocations expanded month-on-month
In Q1 2024, the coal industry had excellent market performance, outperforming the Shanghai Composite Index by a large margin. It had both excess and absolute returns, and ranked third in the growth rate of Shenwan's Tier 1 industry.
The fund manager who added coal was embarrassed! The first quarter results of many coal stocks experienced “Waterloo”
On the one hand, stock prices are rising and institutions are optimistic; on the other hand, performance is declining and coal prices are falling. Can coal stocks still be used as a starting point?
Demand is weak! The spot price of thermal coal fell 15% in the past two months, and the Hong Kong stock coal sector fell collectively
① The coal sector of Hong Kong stocks fell collectively. What are the downsides worth paying attention to? ② Port thermal coal spot fell by more than 100 yuan in the past two months. How do institutions view coal price trends?
Debon Securities: Coal supply declined in March, focus on the pace of subsequent economic recovery
Steady economic recovery and large-scale equipment upgrades are expected to support coal demand.
Express News | Guohai Securities: Reduce short-term fluctuations in coal prices and grasp the value attributes of the coal industry
Intraday Overview | The three major indices fell sharply. Technet stocks and auto stocks collectively declined, and NIO plummeted more than 10%
As of press release, the Hang Seng Index was down 1.58%, the China Index was down 2.4%, and the China Index was down 1.38%.
Hengding Industrial (01393.HK): Liquidation petition withdrawn
Gelonghui April 15 | Hengding Industrial (01393.HK) announced the details of the winding-up petition. The Board announced that the court had withdrawn the winding-up petition at a hearing on April 15, 2024.
Express News | Great Wall Securities: Focus on the three main investment lines in the coal industry
China to Establish Coal Capacity Reserve System by 2027
China vowed to set up a coal capacity reserve system by 2027, aiming to secure energy security through more flexible coal supplies, according to plans the country released Friday.
Express News | Two departments: By 2027, initially establish a coal production capacity reserve system to form a certain scale of schedulable production capacity reserves
Express News | Guotai Junan: Coking coal prices may have bottomed out in April, and there is a possibility of a reversal in the second half of the year
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